Daniel Martins is a U.S.-based analyst and founder of independent research firm DM Martins Research. His work is centered around building more efficient, easily replicable portfolios that are properly risk-balanced for growth with lower downside risk. Daniel is a former equity research professional at FBR Capital Markets in New York City and finance analyst at hedge fund Bridgewater Associates. He holds an MBA in Financial Instruments and Markets from New York University.
Recent Articles By The Author
Adobe Is a Compelling Growth Story at a Reasonable Price
Given consistent sales growth, expectations for expanding margins and a solid SaaS backlog, Adobe appears to qualify as a strong GARP (growth at a reasonable price) play.
Palo Alto Networks: Stock Price Weakness Is An Opportunity
As Palo Alto Networks continues to execute well, taking full advantage of its market leadership position and liquidity to drive top-line growth both organically and inorganically, the stock may be a GARP play worth considering at de-risked levels.
Kohl's Has Suddenly Become a Higher Risk Play
Kohl's first half of 2019 is shaping up to be unimpressive, and the company will need to execute much better than it did in the most recent quarter to regain investor confidence.
Cisco: Despite Another Strong Quarter, Stock Could Stall
High valuations and earnings growth supported primarily by share repurchases suggest that Cisco's stock may take a break from its recent run-up.
Disney's Earnings: A Five-Year Growth Story Is Unfolding
Should Disney execute well on its transition plan over the next few years, an investment in the stock at current levels will likely be properly justified, proving the forward earnings multiple of 20x to be overly conservative.