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Thesis The sentiment on Celestica (NYSE:CLS) by SA Analysts, Wall St and the Quant Rating system is overwhelmingly bullish: Celestica Stock Ratings (Seeking Alpha) However, I have more of a neutral view based on the following puts and takes: Growth expectations may be priced in Mix shift makes for a…

Investment overview I wrote about Chegg Inc. (NYSE:CHGG) previously (14th May 2024) with a hold rating as I wanted to see evidence that CHGG is able to grow its subscribers and that growth can inflect upwards. I remain hold-rated for CHGG as there are still no major signs of improvement…

Investment Thesis In a lower interest rate environment, dividend-paying stocks often perform better as investors seek higher yields than what fixed-income investments offer. With reduced appeal of bonds, these stocks become an attractive alternative, driving their performance upward. Consequently, I believe that lower interest rates will enhance the performance of…

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