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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 - Page 2

ORCL has dodged the tech sell-off, declining just 7% year-to-date at Monday’s close Fiscal Q2 earnings highlight the strength driving investor optimism With strong cloud growth and a reasonable...
Solid earnings and a more optimistic market have led CHWY to nearly double from the lows But after the rally, long-running valuation concerns return The mid-term story still comes down to margins; the...
Workday has a compelling qualitative story, with a dominant human capital management platform and a promising effort in financial planning Valuation looks high on an absolute basis but more...
CRM stock has hit a 52-week low amid decelerating growth and management departures The bull case looks attractive at a reduced valuation But Salesforce isn’t as profitable or as fast-growing as...
At 13x earnings, BBY is priced for minimal growth. The company’s pre-pandemic performance suggests it can do better. But analysts are skeptical, and with good reason: a number of risks...
Once the most expensive stock in the market, SNOW still isn’t cheap Upside potential is attractive — but hardly compelling This is an outstanding business, but the lesson of this market...
HPQ looks cheap relative to earnings But the stock is not that cheap given guided declines in fiscal 2023, and long-term pressure on printing Aggressive cost-cutting plan could keep business afloat,...
Based on guidance for the fourth quarter, DELL is trading at less than 6x this year’s earnings That ‘cheap’ multiple could be justified only if profit declines are on the...
Returns in CSCO have deteriorated as growth has slowed to a crawl Solid Q1 earnings, restructuring plan suggest the company can get back on track It’s difficult to see the stock as compelling,...
After a steep decline from 2020 highs, BABA looks cheap based on the fundamentals Political and governance concerns are amplified by slowing growth But is cheap really cheap enough? A little over two...