Feb 21, 2019 by Matthew CochraneGlobal Payments' Successful Software MakeoverThis payment processing company is steadily pursuing profits via smart-software acquisitions and partnerships, all while boosting its margins and widening its economic moat.
Feb 20, 2019 by Matthew CochraneThe Boring Company With Exciting ReturnsMoody's business model might put you to sleep, but its margins and returns will perk up any investor.
Feb 13, 2019 by Matthew CochraneWhere Will Skyworks Solutions Be in 5 Years?Flat smartphone sales hurt the semiconductor chip maker in 2018. Are 5G networks the solution to Skyworks’ situation?
Feb 12, 2019 by Matthew Cochrane3 Reasons Corning Is a BuySince more Corning products are coming to our wireless networks, smartphones, and automobiles, it might be a good time for more Corning in your portfolio.
Feb 11, 2019 by Matthew CochraneThe Most Troubling Number From Visa's First QuarterThe payment-processing giant turned in another solid quarter, but it showed a significant slowdown in cross-border transactions. Should shareholders be concerned?
Feb 10, 2019 by Matthew CochraneThe Most Important Number From Discover's 4th QuarterHere are three things investors should know about Discover's credit card portfolio growth.
Feb 8, 2019 by Matthew CochraneHow to Avoid Falling Victim to Common Tax ScamsBy remembering these guiding principles, you can help yourself avoid tax season's most common scams.
Feb 5, 2019 by Matthew CochraneThe Most Important Number From PayPal's Fourth QuarterThere were a lot of bullish takeaways in the company's latest report, but none more telling than the accelerating growth rate for its active customer accounts.
Feb 4, 2019 by Matthew CochraneThe Secret to Mastercard's SuccessIn 2018's final quarter, Mastercard announced a slew of new deals and agreements. Most seemed to have been driven by a common factor.
Jan 26, 2019 by Matthew CochraneDown 20%, Is Ollie's Bargain Outlet Still a Buy?This discount retailer's shares got hammered at the end of 2018, but was the sharp drop in its stock price justified?
Jan 23, 2019 by Matthew CochraneIs MercadoLibre a Buy?The South American e-commerce platform faces several geopolitical and competitive risks, but its total addressable markets and growth rates make it hard for investors to ignore.
Jan 22, 2019 by Matthew Cochrane3 Reasons American Express Is a BuyIts latest quarterly results show investors why it remains a quality company trading at a compelling value.
Jan 22, 2019 by Matthew CochraneFiserv Acquires First Data: Everything Investors Need to KnowIn what is essentially a megamerger, the two hope to create a new payments industry powerhouse. But it might be too little, too late if the fintech revolution has already left these two legacy players behind.
Jan 21, 2019 by Matthew CochraneBetter Buy: PayPal Holdings vs. DiscoverThese two stocks enjoyed very different years in 2018, but which makes for a better investment now?
Dec 26, 2018 by Matthew CochraneNear a 3-Year Low, Is Skyworks Solutions a Buy?If this chipmaker is empowering the wireless revolution, why is its stock getting hammered?
Dec 24, 2018 by Matthew CochraneWhere Will Mastercard Be in 5 Years?Find out why this credit-card network company has a business model and a competitive advantage that can stand the test of time.
Dec 24, 2018 by Matthew CochraneBetter Buy: Square vs. PayPalThese companies are increasingly going after one another's core markets.
Dec 23, 2018 by Matthew CochraneCould Square Be a Millionaire-Maker Stock?Does Square have a sustainable competitive advantage, or is it just another company offering a commoditized service in a crowded field?
Dec 23, 2018 by Matthew CochraneCould The Home Depot Be a Millionaire Maker Stock?The giant home-improvement retailer's shares outperformed the broader stock market in the past, but not this year. Can investors expect Home Depot to lead their portfolios to out-sized gains in the future?
Dec 22, 2018 by Matthew CochraneThe Best FinTech Stock to Buy in 2019Customers are loving what this small-cap, founder-led, SaaS company offers. It's time investors show it some appreciation as well.