Vince Martin

CMG isn’t cheap, but given impressive growth it shouldn’t be. A long history of outperformance suggests the recent dip can be bought. But one key risk looms on the margin front. Even with a 15%...

The steep drop in the S&P 500 this year suggests that stocks might be ‘cheap’ But, in fact, it’s still not easy to find value, while corporate earnings offer another source of...

Nokia’s long-running effort to drive a turnaround is finally showing some traction The Nokia Technologies patent business is offsetting improvements in the operating business History suggests...

NET has dropped 80% from November 2021 highs amid a rout in growth names Yet neither underlying performance nor the long-term outlook seems to have changed Valuation remains a question mark, but NET...

Starbucks has managed through the inflationary environment — so far China reopening promises another catalyst But at 33x fiscal 2022 earnings per share, the good news looks priced in Fiscal 2022...

Match stock has plunged 70% so far this year Quickly decelerating growth has culminated in a soft outlook for the fourth quarter New management and new efforts need to work for the stock to...

Despite a 30% decline from the highs, Microsoft stock still looks somewhat expensive But the company is managing through a slump in PC sales; the long-term outlook remains solid Sheer size limits the...

After a huge fall in September, ADBE continues to retake lost ground Fiscal Q4 earnings and fiscal 2023 guidance look reasonably solid amid a tougher macroeconomic environment Adobe stock isn’t...

DOCU has roared 35% in three trading sessions following a strong Q3 earnings report But both valuation and growth remain a concern There was an opportunity to get DOCU on the dip; that opportunity...

New management is trying to turn Workhorse around after the company lost the USPS contract But a weak balance sheet means time is running out Workhorse is making some progress — but simply not...