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Th international limited: updates warranting strong buy (part 1)

TH International (the exclusive franchisee of Tim Hortons coffee shops in China) has seen its stock hit new lows despite a clear improvement in fundam...

September 28, 2023, 1:01 am

Mowi: option plays paying off, and the common is still a 'buy'

I've been investing in Mowi, a salmon farming company, through options, yielding 8-14% returns over the past 6-9 months. Despite political pressure an...

July 19, 2023, 10:00 pm

Pioneer natural resources: exxon mobil potential merger is not materializing

Pioneer Natural Resources Company came out with adjusted quarterly earnings of $5.21 per share in Q1 2023, beating analysts' expectations, compared to...

July 17, 2023, 7:35 pm

Janus henderson: upgrading to buy, operational improvements and attractive valuation

Janus Henderson's 1q23 result showed an unexpected return to positive net flows, driven by strong sales...

July 11, 2023, 3:42 am

Ionq: business ahead of development timeline, reiterate long

IonQ has achieved 29 algorithmic qubits on its Forte system ahead of schedule and announced its first system sales agreement with QuantumBasel of Swit...

July 7, 2023, 2:51 am

Aris mining: the stock price is attractive

Aris Mining Corporation announced first-quarter revenues of $96.91 million, down 4.4% from the same quarter a year ago and down 6.2% sequentially. Pro...

July 5, 2023, 1:17 pm

Wheaton precious metals: the quarterly dividend is too low

Wheaton Precious Metals Corp. generated revenues of $214.47 million during 1q23, down 30.2% year-over-y...

June 30, 2023, 6:23 pm

Manitowoc's share price surge: evaluating the road ahead

The Manitowoc Company experienced an 87% surge in shares since November, with strong 1q23 earnings and ...

June 29, 2023, 12:22 pm

Murphy oil: a small but solid domestic e&p company

Murphy Oil Corporation reported a net income of $191.64 million, or $1.22 per diluted share, for the first quarter of 2023. The company produced 172.5...

June 26, 2023, 12:28 pm

Gold fields: a weak production quarter

Gold Fields Limited's attributable gold production was 577.5K Oz in 1q23, against 579.9K Oz in 1Q22. A...

June 21, 2023, 3:58 pm

Evercommerce: continue to stay long as growth prospects remain strong

EVCM reported strong 1q23 results, with significant growth in payments revenue, subscription revenue, a...

June 21, 2023, 3:38 am

Gold royalty corp.: development stage is a source of dilution

Gold Royalty Corp. revenues for the first quarter of 2023 were $0.767 million, up from $0.638 million in the same quarter a year ago and up from $0.58...

June 20, 2023, 12:16 pm

Metalla royalty & streaming ltd.: development stage brings dilution

Revenues for the first quarter of 2023 were $0.98 million, up from $0.67 million in the same quarter a year ago and up from $0.63 million in 4Q22. The...

June 18, 2023, 9:47 am

Kion: significant, continued upside remains in the company

KION Group, a market leader in industrial truck solutions and supply chain solutions, is expected to recover from its current margin-related troubles ...

June 17, 2023, 6:00 pm

Zoominfo: sequential growth through fy23 should be a catalyst for stock price

I reiterate a buy rating for ZI based on strong 1q23 performance and positive updates from the JPM TMC ...

June 17, 2023, 5:25 am

Hugo boss: good start to the turnaround

Hugo Boss' turnaround situation shows strong sales performance in 1q23, increased EBIT, and guidance up...

June 16, 2023, 6:40 am

Fleetcor technologies: reiterate positive view on fundamental outlook

I reiterate my buy rating on FLT, due to strong performance in 1q23, growth opportunities in Brazil, an...

June 12, 2023, 11:32 pm

Atos: there are things to like

I have had varying opinions on Atos but currently believe the company's turnaround will take time. Despite not being a risk-free investment, I see min...

June 12, 2023, 6:49 pm

Procore technologies: pulled forward profitability timeline

I upgraded my rating from Hold to Buy given the strong 1q23 results and an upward revision of FY23 guid...

June 12, 2023, 12:50 pm

Tellurian inc.: a melting ice cube on a hot summer day

Tellurian Inc. revenues were $50.94 million in the first quarter of 2023, down from $146.94 million in the same quarter a year ago. Tellurian Inc. pro...

June 8, 2023, 11:19 am


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