Articles

  • 3 days ago | fool.com | Daniel Foelber |Scott Levine |Lee Samaha

    The second half of 2025 offers a chance for investors to shake off the cobwebs of tariffs and recession fears and focus on where the market is going, rather than where it has been. Archer Aviation (ACHR -0.60%) has been on a roller coaster, while Cognex (CGNX 0.79%) and First Solar (FSLR -0.23%) have sold off considerably year to date. Despite these jarring moves, these three companies could be worth buying in the second half of 2025 and holding for years to come. Read on to find out why.

  • 1 week ago | fool.com | Lee Samaha

    Investors might not consider Delta Air Lines (DAL -4.37%) stock expensive due to its low price-to-earnings ratio of just over 8 times earnings. Still, some of them do stress over Delta's adjusted net debt of $16.9 billion and the traditional cyclicality of its revenue and earnings. That said, I think the risk is a lot less than in previous years. Here's why.

  • 1 week ago | fool.com | Lee Samaha

    UPS (UPS 1.05%) is one of the most fascinating investment propositions in the marketplace right now. Considering the long term, there is significant potential for substantial long-term appreciation. However, in the near term, there is potential for some disappointment, and there are real questions over the sustainability of its dividend. Here's the lowdown. Can buying UPS stock set you up for life? At the risk of losing half of you upfront, I'm going to cut to the chase.

  • 1 week ago | aol.com | Lee Samaha

    If you are a relatively new investor looking to learn from experienced and successful investors, there's no better place to start than by looking at what Warren Buffett's Berkshire Hathaway is holding in its equity portfolio. Buffett is known for focusing on businesses that generate excellent returns on investment. He's also known for choosing businesses with solid moats around them.

  • 1 week ago | fool.com | Lee Samaha

    The explosion in artificial intelligence (AI) demand is creating significant demand for data centers and the equipment that powers them. The leading AI computing platform provider, Nvidia (NVDA -2.20%), is developing the next generation of data center architecture. However, it's not doing it alone. Two of its key partners, Navitas Semiconductor (NVTS -6.08%) and Vertiv (VRT -3.23%), are set to play a significant role. Here's the lowdown.

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