Christopher Laudani is the founder and president of, a short-only equity research firm.

The home improvement sector has a lot of momentum and Lowe's should be able to capture that strength.
Investors are looking through this Thursday's second-quarter report to a slowdown in the second half.
Expect more margin expansion ahead as the company executes its Growth Game Plan.
A lot of good news about Apple is priced in.
Leaving behind a poor year, this company is ready to recover.
Investors' worries about a slowdown are not justified.
The shares of the tech giant seem fully valued for a story that won't play out until 2019.
The stock has been on the rise, but there may not be enough upside.
Snap has been on a wild ride out of the gate, but Facebook has as well.
Higher average selling prices combined with lower manufacturing costs could drive gross margins higher.


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