Vince Martin

Oklahoma City

Contributor at Freelance

Featured in: Favicon

investorplace.com Favicon

msn.com

businessinsider.com (+1) Favicon

yahoo.com (+1) Favicon

investing.com Favicon

nasdaq.com Favicon

seekingalpha.com Favicon

kiplinger.com Favicon

citybizlist.com (+2) Favicon

foodinstitute.com + 1 more

Articles

The 'Goldilocks' Case For Baxter International (NYSE:BAX)

1 week ago | seekingalpha.com | Vince Martin

SummaryBaxter International's stock has been challenging to own for the past decade, initially due to high valuations and later due to execution concerns and an ugly acquisition. During the pandemic, health care stocks, including Baxter, underperformed expectations, with BAX peaking in April 2020 before declining. But the divestiture of the kidney care business will help the balance sheet, and management is optimistic toward 2025 performance.
Newsmax Settles Down, But Remains Far From Cheap (NYSE:NMAX)

1 week ago | seekingalpha.com | Vince Martin

May 06, 2025 4:11 PM ET, , SummaryNewsmax stock surged unrealistically post-IPO, but now trades at a more reasonable $23. Affiliate fees and digital subscriptions both saw sharp increases in 2024, suggesting the potential for revenue growth and margin improvement, allowing the business to grow into a currently high valuation. But 2024 looks like an outlier, with a 26% increase in revenue driven largely by those new launches.
First Solar Goes Binary (NASDAQ:FSLR)

1 week ago | seekingalpha.com | Vince Martin

SummaryFirst Solar's Q1 earnings call was the one of the most complex you'll find, highlighting the tremendous uncertainty around the business. Key issues include the impact of fluctuating tariffs and their potential long-term effects on the U.S. solar industry's supply chain, along with the future of the 45X tax credit. The core thesis still holds: First Solar is the unquestioned leader in its business, and genAI and other trends will require more solar capacity.
Caesars Entertainment: Purely A 'Show-Me' Story Now (NASDAQ:CZR)

1 week ago | seekingalpha.com | Vince Martin

SummaryCaesars Entertainment (CZR) stock is trading below its May 2020 levels, despite being a leader in gaming — suggesting room for a huge rally. At just above $27, CZR trades at under 8x EV/EBITDAR, a discount compared to some U.S. peers. The company aggressively bought back shares at $24. But there's a reason why long-term results have been disappointing: clearly, the market simply doesn't quite trust the business or management. CZR has potential upside.
Chewy Just Needs To Get (A Little) Cheaper (NYSE:CHWY)

2 weeks ago | seekingalpha.com | Vince Martin

SummaryChewy has grown impressively from zero revenue in 2011 to nearly $12 billion in fiscal 2024, driven by solid pricing, real value, and excellent customer service. Heading into fiscal 2025, the business seems to be at an "inflection point," with active customer growth returning and margin expansion continuing. Growth prospects remain strong with expansion into pharmacy, vet clinics, and sponsored ads, targeting a $150 billion market.
AeroVironment: The Risk To The BlueHalo Deal (NASDAQ:AVAV)

2 weeks ago | seekingalpha.com | Vince Martin

Apr. 28, 2025 11:13 AM ET, SummaryOver the past decade, there have often been reasons to be skeptical of AeroVironment (AVAV) — but the company and the stock usually have proven doubters wrong. The acquisition of BlueHalo echoes that pattern: there's real logic to the deal, but a closer look shows potential cause for concern. Down 35%-plus from its highs, AVAV's valuation has come in, but the stock still prices in consistent double-digit growth through the end of the decade.
Wolfspeed Stock: Stuck In A Downward Spiral (NYSE:WOLF)

3 weeks ago | seekingalpha.com | Vince Martin

SummaryWolfspeed's stock has plummeted 90% over the past year, with short interest over 40%, indicating many traders believe the stock is headed to zero. Bond yields have cleared 50%, with recent reporting and clues from a recent update both suggesting Wolfspeed was unable to refinance existing debt. There is a narrow path for Wolfspeed to repay near-term debt and turn profitable before 2029–2030 maturities, but it's tight, and the trade war adds an unexpected obstacle.
General Mills Sounds Short-, Long-Term Alarms

4 weeks ago | foodinstitute.com | George Hajjar |Vince Martin

Home>FocusGeneral Mills Sounds Short-, Long-Term Alarms In the equity market right now, no one knows anything. Market volatility is at its highest level since the early days of the coronavirus pandemic. News flow from the recent trade war launched by the Trump Administration is a key factor, but not the only one. Packaged foods companies like General Mills have faced undeniable challenges.
Capri Holdings Is Cheap, But A Key Question Remains (NYSE:CPRI)

1 month ago | seekingalpha.com | Vince Martin

Apr. 11, 2025 10:14 AM ETSummaryOver thirteen-plus years as a public company, the bull case for CPRI stock has taken many forms — but none have quite worked out. Fundamentally, the stock looks like a steal after its sale of Versace, and there is a case for triple-digit upside in a blue-sky scenario. But management commentary doesn't inspire, and new China tariffs raise a significant near- to mid-term threat.
Coherent: The Best Bet For Long-Term GenAI Bulls (NYSE:COHR)

1 month ago | seekingalpha.com | Vince Martin

SummaryCoherent stock has sold off amid short-term volatility and noise around factors like DeepSeek and tariffs. Shares trade at 19x FY25 adjusted EPS with strong projected growth — growth that should arrive as long as data center demand remains intact. There are risks: a slowdown in GenAI spending could significantly impact the business, and weakness elsewhere suggests the stock could fall another 40%-plus.