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This Defense Giant Is More Profitable Than the Market Realizes

DARPA is one of the main groups responsible for Moderna's vaccine... One of the organizations people should be thanking for the Moderna (MRNA) COVID-19 vaccine is the U.S. Defense Advanced Research Projects Agency, commonly referred to as DARPA.  As crazy as it sounds, the vaccine's success isn't due to pharmaceutical groups, health care research facilities, […]

Securities Analyzed
  • LMT
  • MRNA
This Office REIT Is Pulling Through the 'At-Home Revolution'

As companies return to the office, workers want high-quality spaces... "Return to the office" plans vary across the spectrum. In some instances, it means a full return, with in-office work at 100% capacity. In other places, it may be a "hybrid" model with a mixture of in-person and remote work. In early May, only 1 […]

Securities Analyzed
  • BXP
Inflation Is in the Headlines Again... But Don't Panic Yet

When you're walking through the aisles of your local grocery store or shopping online, it's easy to think of prices as static... Despite this, thanks to monetary policy from the U.S. Federal Reserve and the nature of growing demand, prices climb slowly but steadily each year. This phenomenon – often misunderstood or complicated by analysts […]

Securities Analyzed
  • CMG
  • HON
  • KO
  • PG
Why the 'At-Home Revolution' Is Here to Stay

Let's not give up the silver linings of the past year... With the coronavirus pandemic beginning to wane, traffic has returned to being terrible again in many cities. Back are the days of long, crowded, stop-and-go commutes. In and around Boston and other major cities, there is standstill traffic several times a day. Having to […]

Employees May Be Returning to a Totally Different Office... And That's Good News for This Elevator Maker

Whether working remote or in-person, employees have more flexibility...  It seemed like the new work-from-home culture would last forever during the coronavirus pandemic. Many employers offered stipends for people to buy their own work setups, and some folks even moved hours away from their offices.  And yet, with the world seemingly returning to normal as […]

Securities Analyzed
  • OTIS
Why the Market Might Be Missing This 'Big' Reopening Play

Hybrid-work plans present a new challenge for parents and caregivers... As the pandemic finally subsides and life regains a sense of normalcy, corporations are deciding on long-term working situations for their employees. Companies are split across the whole spectrum. In some industries, like investment banking, management teams expect most of their employees to return to […]

Securities Analyzed
  • BFAM
  • F
The $9 Billion Company Trying to Solve an American Crisis

Parents cite child care issues as a reason for leaving the workforce... Households with young children took a major hit during the global pandemic. School closures and virtual learning forced parents to make difficult decisions. For many, the dilemma centered around balancing work with the need for child care. In industries where workers were deemed […]

Securities Analyzed
  • BFAM
As AI Looks to Master Human Language, Microsoft Made a Big Bet in the Space

Joel's note: The Altimetry offices are closed on Monday in observance of Independence Day, so look for the next Altimetry Daily Authority on Tuesday, July 6. I hope everyone has a safe and enjoyable holiday! Whenever I try out a new language, I'm fascinated with the idioms... If you know a language's idioms, you get […]

Securities Analyzed
  • MSFT
  • NUAN
As EVs Take Off, We've Found a Loser in an Overlooked Market

The electric-vehicle ('EV') market has come a long way in recent years... According to the International Energy Agency ("IEA"), nearly 1.8 million EVs were registered in the U.S. last year. That's more than three times as many as in 2016. Industry darling Tesla (TSLA) gained the first-mover advantage, but more and more legacy car names […]

Securities Analyzed
  • F
  • GM
  • SCHN
  • TSLA
Why This Thriving Luxury Goods Company Isn't a Good Buy

The demand for upmarket goods is back from its break... Most people know that when the economy slows, the least-essential industries are hit the hardest.  But as the economy roars back from the difficulties of the last 15 months, we're seeing a different pattern in the luxury market. New winners are emerging.  During the height […]

Securities Analyzed
  • LVMUY