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WRK

Smurfit WestRock's stock has declined by 17%, presenting a buying opportunity due to potential growth from synergies and operational efficiencies post-merger. A Russia-Ukraine peace deal and International Paper's mill closure could further benefit the company by reducing costs and tightening the US market.

Portfolio Pulse from

March 16, 2025 | 9:45 pm

TSM

Taiwan Semiconductor Manufacturing Company (TSMC) is expected to capture a significant share of AI industry profits due to its superior chip manufacturing capabilities and technological leadership. The company's expertise and investments create high barriers for competitors, and rising AI usage will boost demand for its services.

Portfolio Pulse from

March 16, 2025 | 7:00 pm

NVDA

High-multiple growth stocks have been significantly impacted by the recent market correction driven by tariffs. These stocks, once considered overly expensive, are now being reevaluated.

Portfolio Pulse from

March 16, 2025 | 4:00 pm

CRDO

Credo Technology Group (CRDO) may have reached a turning point after a tech sell-off. Despite concerns over reliance on hyperscalers like AWS, management's diversification efforts and projected 50% YoY growth for FY2026 provide optimism. AI infrastructure spending is expected to continue, albeit at a slower growth rate.

Portfolio Pulse from

March 16, 2025 | 3:45 pm

PRI

Primerica is not just a life insurance company; it excels in financial product distribution with a focus on middle-income families. Despite skepticism, it shows strong financial performance and high returns.

Portfolio Pulse from

March 16, 2025 | 3:45 pm

FDX

FedEx Corporation is set to report its Q3 earnings on March 20. The company faces economic uncertainty, tariff risks, and weak consumer sentiment, which could lead to further downward revisions in EPS, revenue, and free cash flow.

Portfolio Pulse from

March 16, 2025 | 3:30 pm

TLRY

Tilray Brands' stock is considered a Strong Buy due to its low valuation and oversold condition. The company's improved balance sheet and diversification into alcohol enhance its financial stability and growth potential, despite challenges in the cannabis and alcohol sectors.

Portfolio Pulse from

March 16, 2025 | 3:30 pm

GPS

Gap stock has declined following a general pullback in the retail sector. Despite this, Gap's diverse brand portfolio and recent margin improvements make it an attractive investment opportunity.

Portfolio Pulse from

March 16, 2025 | 2:15 pm

AI

C3.ai reported solid revenue growth in Q3 2025, but its stock has dropped 35% over the past month. Despite partnerships with Microsoft, Amazon, and Alphabet, the company remains unprofitable with growing operating losses and a negative EBIT margin.

Portfolio Pulse from

March 16, 2025 | 2:15 pm