Key arguments supporting the idea - Investment banking activity resurgence powers big banks. - A wave of surprisingly good earnings reports may take the shareholders on a ride. - Technical support highlights positive risk balance. Investment thesis Houlihan Lokey, Inc. (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions,...
Key arguments in support of the idea. • Declining used car prices in the U.S. could weigh on the Company's sales. • Carvana's high debt burden remains a significant risk. Investment Thesis Carvana Co. (CVNA) is one of the largest online-only used-car retailers in the U.S. The Company performs almost all the functions a physical dealer would offer, including...
Key arguments in support of the idea. ▪ UNH stock has come under pressure from a series of adverse events, though Q1 earnings may improve investor sentiment regarding further UNH business growth potential. ▪ A good moment for buying, both fundamentally and technically. Investment Thesis UnitedHealth Group (UNH) engages in the provision of health...