Richard Bowman

Richard Bowman

Richard is an analyst, writer and investor based in Cape Town, South Africa. He has previously worked as a trader at asset management and stock broking firms and has written for several online investment publications. Richard is fascinated by economics, financial markets and behavioral finance. He is also passionate about tools and content that make investing accessible to everyone.

NYSE:TSM

Taiwan Semiconductor Manufacturing’s (NYSE:TSM) Capital Allocation points to Better returns Ahead

TSM has underperformed the market and the semiconductor industry by as much as 20% since February, and the share price is up just 6% YTD. Quite a few semiconductor companies have struggled this year. This is partly due to the chip shortage affecting customers, and partly due to strong price performance in 2020. In TSMC’s case the share price rose 85% in 2020, and is up 273% over the last 5 years (excluding dividends).
NasdaqGS:SOFI

SoFi Technologies ( NASDAQ:SOFI ): Investors should keep an eye on Institutional Ownership

Shares of SoFi Technologies, Inc. (NASDAQ:SOFI) have gained as much as 20% in October following a series of analyst upgrades and recommendations. Morgan Stanley analyst Betsy Graseck initiated coverage with a $25 price target, saying the company is “a powerful revenue growth story as it ramps share of the consumer financial services.” In September, Jeffries and Mizuho Securities also initiated coverage with price targets of $25 and $28 respectively.
NasdaqGS:NFLX

Netflix (NASDAQ:NFLX): Valuation is Still Reasonable - but Sentiment Will Drive the Price

Netflix, Inc. (NASDAQ:NFLX) has been a standout performer over the last two weeks. While the broader market, and specifically technology stocks, have declined the most since May, the price of Netflix shares has gained over 13%. This move has largely been attributed to the success of the new hit show Squid Game, which is on track to become the platform’s most streamed show. Netflix has also dominated the ratings in the latest Nielsen Top10 Streaming programs survey.
NasdaqGS:DLTR

Dollar Tree (NASDAQ:DLTR) can Reignite Earnings Growth with Higher Price Points and Share Buyback

Last week the share price of Dollar Tree, Inc. (NASDAQ:DLTR) jumped 16% after the company announced an additional share buyback, and that it will begin to sell higher priced items. The sudden increase in the share price may seem like an overreaction to the news - but both announcements could actually make a big difference to Dollar Tree’s earnings growth outlook.
NasdaqGS:AFRM

Insiders at Affirm Holdings (NASDAQ:AFRM) are Holding onto their Shares After 130% Rally

Affirm Holdings, Inc’s . (NASDAQ:AFRM) shareholders have had a wild ride since the company held its IPO in January. The stock began trading at $91, and reached $146.90 within a month, before collapsing to below $50 by May. Since then there have been several positive developments which have seen the price back above $100, and once again targeting February’s high.