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Endava: compelling growth story at a modest price
Endava plc has the potential for organic growth of over 20% in the long term due to its focus on digital engineering and transformation services. The ...
Zevra's rare find: unearthing value in niche rare diseases the market overlooks
Zevra's acquisition of Acer Therapeutics adds significant value to its rare disease-focused strategy. Acer's newly launched product, Olpruva, aligns w...
Nature's sunshine products: revenue growth resumes
Nature's Sunshine Products' revenue increased by 11.9% YoY, while operating margin reached 6%. Rising prices for the company's products and strong tra...
The greenback is 'losing some influence' in the oil markets — and it means a partial de-dollarization is likely, says jpmorgan
The US dollar is losing some influence in the oil markets, according to JPMorgan. The correlation between the USD's strength and oil prices has weaken...
Bug with potential 13% upside
BUG ETF holds 23 cybersecurity stocks with a consensus-weighted upside of 13%. The ETF has a 28% EPS CAGR valued at 47x PE. BUG has slightly underperf...
Usmf: jack of all trades but master of none
The WisdomTree U.S. Multifactor Fund provides exposure to companies based on fundamental factors such as value and quality, as well as technical facto...
Malaysia mulls rules for google, meta to pay news outlets for content
Malaysia said on Tuesday it is considering regulations that will make internet giants Alphabet Inc's Google and Facebook parent Meta Platforms compens...
China's country garden makes overdue dollar-bond payments, narrowly avoiding default
The property giant paid $22.5 million in coupons to international bondholders just before the end of a 30-day grace period....
Tc energy: growth business strategy and attractive 7.5% dividend yield make stock appealing
TC Energy is a prominent energy infrastructure company operating in the US, Canada, and Mexico. The company's separated assets and infrastructures in ...
Buy novagold: best-in-class donlin gold resource ready for development (rating upgrade)
NovaGold is a resource exploration company that owns the Donlin project in Alaska 50/50 with Barrick Gold. The company's share quote has declined from...
Qualcomm showcases technical strength and strong fundamentals
Qualcomm's financial report for Q3 Fiscal 2023 highlights strong operational performance and strategic planning for long-term growth. QCOM stock rebou...
Extra space storage: yielding 5%, may be my favorite reit
The self-storage industry, including Extra Space Storage, faces challenges amid rising interest rates and changing demand, but remains resilient due t...
Shimano: compelling opportunity on current headwinds
Shimano reported its results for the first half of 2023, which included a lowered guidance, leading to a decline in the share price. While the current...
Nobl: a noble idea but falls short
ProShares S&P 500 Dividend Aristocrats ETF is a popular ETF that offers exposure to dividend aristocrats. NOBL offers only a slightly higher yield tha...
For next walgreens ceo, ‘deep healthcare experience' a must
The next chief executive officer of Walgreens Boots Alliance needs to have "deep healthcare experience," the drugstore giant's board says....
Dxj: fundamentals are largely supportive, but look enormously overbought
The WisdomTree Japan Hedged Equity ETF has been the standout performer among Japanese-focused ETFs this year. DXJ's success is attributed to its hedgi...
Williams-sonoma: potential undervaluation based on long-term growth
Long-term growth in revenue, net income, and free cash flow but short-term declines. Strong balance sheet, with a good Debt/EBITDA ratio. Share repurc...
Verona pharma: de-risked copd biotech play, approval likely coming soon
Verona Pharma has submitted a New Drug Application (NDA) for ensifentrine, a potential treatment for COPD, to the FDA. The FDA has a 60-day window to ...
Trip.com group limited (tcom) q2 2023 earnings call transcript
Trip.com Group Limited (NASDAQ:TCOM ) Q2 2023 Earnings Call Transcript September 4, 2023 8:00 PM ET Company Participants Michelle Qi - Investor Relati...
Arm ipo expectations tempered
A dose of reality is tempering the outlook for chip designer Arm's public listing as it begins its investor roadshow, lowering expectations for both i...
Disney asks spectrum customers to switch to hulu+ amid charter dispute
Walt Disney on Monday said it is hopeful that Charter Communications will be ready to have more conversations to reach a distribution deal that will r...
Canopy growth rallies on possible rescheduling of cannabis: time to buy
Canopy Growth Corporation's stock price rallied nearly 50% based on the news that the US Department of Health and Human Services recommended reschedul...
Cerence: upside potential outweighs risks and uncertainties
Cerence offers AI-powered virtual assistants for the mobility and transportation market, with a strong portfolio of automotive customers. The company ...
Qantas ceo to step down early as airline's reputation under scrutiny
Qantas Airways said on Tuesday that long-serving CEO Alan Joyce would exit the company two months earlier than previously flagged as a reputational tu...
Why the agency mbs sector is worth a look now
Agency MBS is an attractive asset class for income investors due to its cheap valuation, high quality, and diversification benefits. The option-adjust...
Will crude oil hit $100 per barrel?
West Texas Intermediate Crude Oil is currently trading above $85, Brent Crude is above $88 $100 could be the next stop in the uptrend, but it's OPEC t...
Alibaba: long term bull case is still intact
Alibaba stock has the potential to rise by 30% in the next 2 years, driven by growth in Taobao/Tmall, international commerce, and cloud services. Key ...
Crown castle: 6.3% dividend yield and undervalued
Crown Castle is now considered undervalued and offers a yield of over 5.5%, compared to my last article on the company. Despite a slowdown in tower ac...
Vietnam: a bright spot in asia equities
Vietnam witnessed a GDP growth of 8% in 2022, and the FTSE Vietnam 30 Index recorded a positive return of 12% in USD terms year-to-date. The collabora...
Country garden faces second debt challenge in days as offshore payment comes due
China's largest private property developer, Country Garden , faces a deadline for making interest payments on two U.S. dollar bonds on Tuesday, just d...
Winnebago industries: potential mid-double digit returns assuming margins stay elevated
Winnebago's revenue has doubled since 2019. The market seems to be undervaluing Winnebago due to expectations of revenues and margins reverting to his...
Chevron faces two-week total strike at australia lng projects
Workers at Chevron's Gorgon and Wheatstone liquefied natural gas (LNG) projects in Australia plan a total strike for two weeks from Sept. 14, a union ...
Nissan to delay new suv production by 6 months in mexico due to stolen mold -nikkei
Nissan Motor will delay the start of production of its next "Kicks" SUV model in Mexico by about six months after some mold components were stolen at ...
Hexagon - short-seller response and good entry position - 'buy'
Hexagon has experienced a drop in share price due to a short-selling report. I do not believe the claims of fraud made by the short sellers, and consi...
Simon property: graham p/e indicates undervaluation, insiders are all buying
The REIT sector is currently under pressure due to rising interest rates. Such pressure has created opportunities for contrarian investors. In the cas...
