Research
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Vistance Networks Stock Analysis: Buy or Sell? Valuation & Margins
Vistance Networks (VISN) is rated Hold as cheap valuation and positive free cash flow are offset by weak execution. The stock screens at 0.7x EV/revenue, but revenue is still falling and operating margin remains only 2.2% TTM.
Gold Fields Stock Analysis: Buy or Sell? Valuation, Free Cash Flow & Margins
Gold Fields (GFI) is rated Buy thanks to a 13.2% free cash flow yield, 36.7% FCF margin, and only 0.1x net debt/EBITDA. The main watchpoint is valuation discipline, since the stock already prices in strong earnings growth.
Navitas Semiconductor Stock Analysis: Buy or Sell? Valuation & Cash Burn
Navitas Semiconductor (NVTS) is rated Sell as the market prices in a turnaround that the latest numbers do not confirm. Rich valuation, ongoing cash burn, and weak operating leverage outweigh the company’s strong cash balance.
The Scorecard: 3 Month Update: FTNT Sell — Incorrect so far
Revisiting our Sell call on FTNT: entry $156.25, latest $178.72, +14.4%.
Research Call Performance: A Weekly Look Back, June-September 2026
A week-by-week look back at what buying one real share on every LF0 Buy/Sell call, and holding it, would have returned from June through September 2026 — +8.1% by week 16, 58 positions.
T-Mobile US Stock Analysis: Buy or Sell? Valuation, Free Cash Flow & Leverage
T-Mobile US (TMUS) is rated hold as strong growth and cash generation are tempered by leverage and a valuation that already reflects much of the upside. With $11.3B in trailing free cash flow and 3.4x net debt/EBITDA, the balance sheet remains the key constraint.
The Scorecard: 1 Month Update: CUE Sell — Correct so far
Revisiting our Sell call on CUE: entry $26.96, latest $25.25, -6.3%.
Lyft Stock Analysis: Buy or Sell? Valuation, Cash Flow & Margin
Lyft, Inc. (LYFT) is rated Hold as strong free cash flow and fair valuation are offset by thin operating margins and limited liquidity. The upside case depends on converting revenue growth into sustained margin expansion without increasing balance-sheet risk.
General Motors Stock Analysis: Buy or Sell? Cash Flow, Leverage & Margins
General Motors (GM) is rated Hold as strong free cash flow offsets a stretched balance sheet and thin margins. The stock looks fairly valued, but leverage and limited earnings quality keep the upside case cautious.
AeroVironment Stock Analysis: Buy or Sell? Valuation & Cash Flow
AeroVironment (AVAV) gets a sell rating because valuation still prices in margin repair that has not shown up in the numbers. Cash remains strong, but negative free cash flow and thin operating margins make the current setup hard to justify.
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