Geoff Considine, Ph.D's Comment & Analysis
A complete archive of Geoff Considine, Ph.D's articles, including current analysis & opinion - Page 5
Union Pacific Corporation (and railroads, in general) have been strong performers over the past 15 years
UNP is up 11.8% in the past 3 months
The volume of rail transport for 2021 was significantly...
QCOM shares leapt after a big earnings beat at the start of November
The shares have lagged the semi industry substantially over the past 12 months
The company is poised for substantial growth in auto...
VIAC is a hybrid of traditional media with streaming services
The market struggles with how to value this company
The Wall Street analyst consensus is that the shares will rebound in the next year
The...
Costco is an incredibly successful and well-run company
Shareholders have enjoyed very high returns as the firm builds out e-commerce offerings
The company is valued more like a tech firm than a...
Lennar is one of the US’s largest home builders
The company is trading at a modest P/E of 7
The Q4 earnings, reported Dec. 15, slightly missed analyst expectations
The Wall Street analyst...
IBM shares have been in decline over the past 5 years
The current dividend yield is 5.2%
The Wall Street consensus view continues to be bullish
The market-implied outlook (calculated from options...
Edison International recently raised its dividend and currently yields 4.2%
The shares have rallied over the past 3 months
The potential liabilities from wildfires are large and hard to estimate
The...
Gilead Sciences has near-term upside potential due to the widespread use of Veklury (remdesivir) to treat hospitalized COVID-19 patients
The shares are cheap, but the 3-5 year outlook for growth is...
DocuSign (DOCU) is a leading provider of e-signature and related solutions
The shares cratered in mid-November on weaker management guidance for Q4
The Wall Street consensus outlook is bullish, with...
Shares in online accommodation marketplace, Airbnb (NASDAQ:ABNB) fell on concerns about the potential impacts of the Omicron variant of COVID-19 on global travel.But, coronavirus aside, the stock has...