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Vince Martin

Joined: Mar 15, 2022
  • Analysis & Opinion

Vince Martin's Opinion & Analysis
A complete archive of Vince Martin's articles, including current analysis & opinion.

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...
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...
It’s Time to Start Paying Attention to Nokia
By Vince Martin - Dec 28, 20223
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...
Adobe: The Rally Should Continue
By Vince Martin - Dec 19, 20225
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...
Don’t Chase the Monster Rally in DocuSign
By Vince Martin - Dec 16, 20223
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...
Workhorse Group Isn’t Moving Fast Enough
By Vince Martin - Dec 15, 20221
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...