Articles by Matthew North

Matthew is a freelance writer and equity analyst who started out by writing coverage on the cryptocurrency market and on emerging technologies. His work on artificial intelligence has been published by the NewScientist magazine and he is a former contributor to FXStreet. Before becoming an analyst, Matthew was a team member of several prominent startups in the crypto and fintech space. Matthew now specializes in covering companies in the technology sector and seeks to uncover stocks and entries with an asymmetric risk to reward ratio. Contact Matthew North via email at darknetnz@gmail.com.

Cronos Group's revenues exceeded expectations last quarter which sent its shares climbing. Is the company able to make a repeat performance in Q2'22?

Freeport McMoran Inc recently reported its earnings with mixed results. Investors may be interested to see how this company's performance compares to its peers.

FuelCell Technologies was sold off recently following the release of bad news about the stock. But is it possible that shares will chart higher this year?

Amarin recently announced its earnings for Q2'22 with mixed results. Here we'll examine the pros and cons of having this penny stock in your portfolio.

Roku (NASDAQ: ROKU) is announcing its earnings for Q2.. Streaming stocks like Netflix surged higher after beating expectations, can Roku do the same?

Nike's P/E ratio has fallen to levels not seen over the last five years. Investors have paid attention to this, but does it deserve a place in your portfolio?

FedEx has diversified into industries that perform well in a recession. Its diversification makes it worth considering as a defensive stock pick.

Baidu's delisting fears have severely discounted its share price. But bulls are buying as they think the company undervalued.

Adobe has strong profitability and good ratings from analysts. However, the company's valuation and growth prospects are sub-par.

CVS has attracted some controversy recently with lawsuits and product recalls. Still, there are reasons to remain bullish about this stock, as we'll explore.

IBM's steep discounting has made it an attractive options for some investors. However, there are also some downsides to the company that should be addressed.

In this article, we'll go over reasons for and against investing in Disney due to its recent sell-off and somewhat contradictory valuation metrics.

AbbVie (NYSE: ABBV) is due to announce its earnings over the next couple of days. Some investors are considering buying it in advance, but it is worth the investment?

Moderna is one of the least expensive companies in the S&P 500 in terms of valuation. In this article, we'll examine other aspects of the company.

Micron Technology is a semiconductor stock that has been on the radar of investors. In this article we'll discuss the pros and cons of buying shares in the company.

Canopy Growth Corporation has shredded the majority of its value this year. This has led bulls to consider the stock undervalued, while bears point to its perceived fundamental weaknesses.

While the general consensus is that Advanced Micro Devices (NASDAQ: AMD) prospects are bearish in the short term, some investors wonder if the stock could be a good long-term play. This article examines the bull and bear case for investing in this semiconductor stock.

Bulls consider NIO heavily undervalued, while bears consider NIO a risky stock that will decline further. We investigate both sides of the argument in this article.

Netflix recently announced earnings that surprised analysts and investors, who expected a higher subscriber churn. Its lower valuation has piqued the interest of some, so the question is if it is worth buying in the current macro environment?

General Electric's recent downgrades by analysts were credited due to the deteriorating short-term outlook for the stock. However, the company does perform well on several important ratios and with a less expensive valuation, leading to a bull case for shares.

China's easing of COVID measures and promising economic stimulus policies are a bullish sign for Alibaba. As its macro backdrop improves, its positioned to unleash pent-up demand from consumers who have recently come out of lockdowns.

Stocks in risky sectors such as Meta are usually the first to be sold off during an economic downturn. However, some analysts believe that Meta's prospects for recovery are strong and that it has several key elements that can protect it if a recession arises.

Bank of America recently reported its Q2'22 earnings that missed key estimates. However, the bank also scored some wins and its attractive valuation is pushing bulls towards buying.

Shares of Whirlpool have been sold off following the company's exit from Russia, which is predicted to incur a significant loss over the short term. However, the long-term effects of the exit from the Russian market could prove minimal.

3M's revenues are expected to contract and the company has been caught up in a string of product liability lawsuits. However, bulls are taking the opportunity to buy 3M's shares as they see them as an undervalued opportunity.

ODFL has a surging dividend growth rate and is rapidly buying back its shares. It's a rare company that has very strong cash flows and a negative net debt, which allows it to return an increasing amount of value back to investors for three consecutive financial years.

AT&T has had a contentious couple of years with its recent partnerships and acquisitions. It is now in a position of being able to pay down its debt and improve its margins and free cash flow, which makes investors question if now is a good time to buy this stock.

Altria Group is going thru a legal battle as well as a struggle between the bulls and bears. Some view the chaos as an opportunity, while others are less optimistic.

ZIM has one of the best dividends in the shipping industry. While demand for durable goods is expected to slow down and charges fall, this stock is still a great addition to a well-diversified portfolio.

Investors have discounted RIO due to China's lockdowns and the slowing of construction projects. However, the real estate market has recently found the bottom and now has an upwards trajectory.

Some investors have discounted Pfizer's (NYSE: PFE) future value since the peak of the pandemic is over, but demand for continued development of COVID vaccines for future variants remains strong.

QuantumSpace is a story stock that have be bought up at a bargain - but is it worth the asking price?

NXPI is a key semiconductor stock that's struggling to service the swelling demand for chips. It has great prospects in the EV, industrial IoT, and 5G markets that will increase demand for its chips even further.

Palo Alto Networks (NASDAQ: PANW) is a leader in the cybersecurity industry. It has significantly grown its revenues faster and higher than the industry’s 5-year average.

A10 Networks (NYSE: ATEN) is an important 5G infrastructure company that helps to optimize 5G traffic flow whilst also securing this traffic against bottlenecks and cyber attacks.

NortonLifeLock's merger with Avast will be a great win for the business, but it is coming under fire from anti-trust regulators in the UK. The company has also improved its revenues for ten consecutive quarters and looks set to continue this performance in the future.

The market has discounted HubSpot's shares and they could now be seen as competitively priced. The company's price-to-sales ratio made a new recent low while its revenues climbed higher.

Expedia (NASDAQ: EXPE) continues to see a recovery in its fundamentals along with the travel industry. It does, however, have a long way to go to restore confidence to its investors due to the challenging macro backdrop.

Snapchat is struggling to monetize its userbase and bring a sufficient number of advertisers to its platform. The market also reacted strongly to its revised guidance and discounted its share price by 43%.

Seagate has managed to improve its fundamentals despite a challenging macro backdrop. Recently it also consolidated the losses on its technicals with contracting volatility.

Datadog ticks all the boxes. It has an enviable financial performance and great competitive strengths, making it one of the few unicorns in the cloud space.

Baidu convincingly beat its earnings estimates and saw impressive growth in its AI Cloud services. These services are set to be a leading growth driver for the company in the future.

Xiaomi (OTCMKTS: XIACF) is facing headwinds from supply chain shortages and the coronavirus pandemic. Both of these factors have reduced the demand for smartphones in China and it could be set to continue for the rest of this year.

Shares of Alibaba Group are down YTD due to regulatory pressures and threats of Western sanctions. The company is using this opportunity to buy back shares and some investors believe the company to be undervalued at its current levels.

Airbnb grew its revenues while many of its competitors faltered during the pandemic. A change in consumer preferences and spending habits has also enabled new dimensions of competition in the industry.

Block currently trades at what can be seen as an expensive valuation. The business has a negative EPS and a shrinking EBITDA margin. Despite this, the company also has some great opportunities it can explore to live up to investors' expectations.

Veeva Systems has strong fundamentals for a cloud company, which is dominated by companies that have little or no earnings. The company has a strong historic track record of increasing revenues and earnings QoQ and is projected to have a record year in FY 2023.

Crowdstrike offers investors the chance to invest in a company with extremely consistent YoY growth and exceptional free cash flows. The business has more than quadrupled its TAM with all of it coming from organic growth in demand for cloud cybersecurity services. A true unicorn.

Oracle is clearly a falling knife. Some analysts believe this is irrational due to its strong revenue growth and recent acquisition that will boost its TAM.

Yandex is facing geopolitical as well as macroeconomic headwinds, along with supply chain shortages and threats from sanctions.