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Year: 2022

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Applied Materials: WFE Spending Cuts Priced In, Time To Buy (NASDAQ:AMAT)

November 22, 2022 admin 0

Sundry Photography We’re bullish on Applied Materials (NASDAQ:AMAT). The semi-cap giant reported its 4Q22 earnings late last week, and unlike AMAT’s earlier 2022 quarters, the company beat expectations achieving revenue of $6.75B compared to expectations […]

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Weitz Core Plus Income Fund Q3 2022 Commentary

November 22, 2022 admin 0

Thinkhubstudio/iStock via Getty Images The Core Plus Income Fund’s Institutional Class returned -2.86% for the third quarter compared to a -4.75% return for the Bloomberg U.S. Aggregate Bond Index (AGG). Year to date, the Fund’s […]

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After Quarterly Report, High Tide Appears Undervalued (HITI)

November 22, 2022 admin 0

alfexe High Tide Inc. (NASDAQ:HITI) recently reported same-store sales growth close to 18% y/y, and management is delivering significant M&A activity. In my view, the market has not really considered future cash flow. In my […]

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BTYB: Hold Until It Subsides

February 9, 2026 0

BTYB: Hold Until It Subsides

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BlackRock Multi-Asset Income Fund Q4 2025 Commentary

February 8, 2026 0

BlackRock Multi-Asset Income Fund Q4 2025 Commentary

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