Vladimir Dimitrov

FedEx (FDX) stock analysis: strong past-year returns may clash with long-term drivers, with elevated odds of negative returns ahead. See here for more.

Cisco shares have surged over 50% in the past year, but momentum appears unsustainable for long-term holders. Read more on CSCO stock here.

Pernod Ricard is once again in the crosshairs of the ongoing trade spat between the United States and the European Union. Read more on PRNDY stock here.

Summary Intuitive Surgical stands out from other large cap healthcare companies as a high-growth company and a pure play in very attractive segment of the industry.

Summary The most likely scenario for Nvidia Corporation is to continue to trail the broader equity market.

Summary Deterioration in investors' sentiment towards Microsoft and hyperscalers more broadly is justified given the current level of uncerntainty.

Summary Despite geopolitical tailwinds in 2026, Exxon Mobil's stock did not deliver returns that are significantly above those of the broader equity market.

Summary Amazon's stock held up reasonably well in recent months in spite of the growing fears around hyperscalers' skyrocketing capex figures.

Arm Holdings stock surge has nearly tripled YTD, driven by a major rotation into semiconductor stocks. Read more on ARM stock here.

Summary Agnico Eagle Mines Limited's recent share price drop appears to have gone too far. Margins will likely come under pressure, but so far will remain at record-high levels.