Walgreens Boots Alliance (NASDQ: WBA) has been down and out for long enough that many investors have to be hoping a white knight can swoop in and save the day. Despite its […]
Analyst vs. Rumors: Should Walgreens Investors Brace for a Take-Under?
Ingram Micro’s Post-IPO Tactical Case Cuts Both Ways
Ingram Micro Holding Corporation (NYSE: INGM) is public once again. After its private equity-backed offering of 18.6 million shares, and an additional 2.79 million shares in an overallotment option, the world’s top […]
StandardAero’s Post-IPO Tactical Case: Buy, Sell, Hold or Avoid?
StandardAero, Inc. (NYSE: SARO) priced its initial public offering of 60 million shares (upsized from 46.5 million) at $24.00 per share on October 1, 2024. Its quiet period has now ended so […]
Apollo Global, Tactical to Secular on Its 5-Year Outlook?
Apollo Global Management Inc. (NYSE: APO) is one of the top alternative asset managers for investors. The firm has just released its 5-year financial plan to capitalize on an already impressive 24% […]
Tactically Speaking: Intel WITH Qualcomm (Versus AND Qualcomm)?
Investors love a good merger story. Intel Corporation (NASDAQ: INTC) shares surged on Friday on a Wall Street Journal report that Qualcomm Inc. (NASDAQ: QCOM) had made a takeover approach. After pulling […]
Tactical Bulls: Why Macy’s Isn’t Better Off Standing Alone
Macy’s, Inc. (NYSE: M) is in trouble. Its stock has been up on numerous private buyout reports in the past. None of those have ever come to fruition. And now Macy’s latest […]