Oct 1, 2019 by Herve BlandinDon't Underestimate Datadog's Intensifying CompetitionThe company's lofty valuation reflects its impressive performance. But bigger competitors represent a significant risk to the company's growth.
Sep 26, 2019 by Herve BlandinBlackBerry's Rising Revenue Hides Real ChallengesThe company's results fall behind the growth of its addressable markets, and management may be too optimistic about its future.
Sep 23, 2019 by Herve BlandinImpressive Revenue Growth Hides Shopify's Real StoryThe commerce platform announced a surprising share offering as it gears up for a massive spending hike.
Sep 23, 2019 by Herve BlandinWhy IBM's Ready to Regain GrowthThis seemingly stodgy company is quietly pursuing promising new technologies with big potential.
Sep 19, 2019 by Herve BlandinRyanair's Current Challenges Create a Long-Term OpportunityProfits are declining because of the overcapacity in the European airline market. And despite some other challenges, the situation will become favorable to Ryanair.
Sep 17, 2019 by Herve BlandinHow Safe Is CenturyLink's Attractive Dividend?The telecom's yield is higher than its competitors', but the company should focus instead on reducing its debt load.
Sep 11, 2019 by Herve BlandinThe Market Ignores Crescent Point Energy's Successful New StrategyThe oil producer is generating strong free cash flow at current oil prices, and its valuation implies improving returns for shareholders.
Sep 9, 2019 by Herve BlandinCrowdStrike Is Still a Speculative Investment Despite Impressive ResultsEven with the drop in the stock price after earnings, the valuation corresponds to high expectations.
Sep 5, 2019 by Herve BlandinFireEye's Significant Challenges Despite its Growing Cloud BusinessThe cybersecurity vendor is losing market share and generating losses while diversifying away from its legacy hardware business.
Aug 28, 2019 by Herve BlandinWayfair Stock: High Risks Despite its Impressive Revenue GrowthSignificant cash burn, increasing debt load, and strong competition form a scary investment proposition.
Aug 26, 2019 by Herve BlandinEncana Corporation Should Focus on its Debt LoadFollowing the Newfield acquisition, debt increased. Here's a guide to assess how Encana manages its capital allocation decisions going forward.
Aug 22, 2019 by Herve BlandinZoom Video Communications: 4 Things to Watch In the Next Earnings ReportZoom's valuation corresponds to high expectations.
