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Petrobras: attractively valued and well-positioned to absorb industry tailwinds
Petrobras is a generous company in terms of dividend policy, with a high dividend yield and the ability to generate substantial free cash flow. The co...
November 2, 2023, 11:09 pm
Can c3.ai grow its revenue by 13x? investors might have to hope so.
Lofty assumptions are baked into today's price. Can the artificial intelligence (AI) company live up to...
October 25, 2023, 5:12 am
Israel says that at any time hezbollah shoots, they will fire back
This will keep sentiment balanced on a knife's edge over the weekend as tensions are flaring up at the Israel-Lebanon border. Hezbollah has long been ...
October 20, 2023, 9:03 am
Cognizant: future topline growth at question
Cognizant Technology Solutions has achieved good long-term revenue CAGR of 24.9%, but recent years have seen a significant slowdown. The company has h...
October 16, 2023, 3:11 pm
Cenovus energy: preferred shares could yield 8-12% upon reset
Cenovus Energy is a large integrated oil and gas producer in Canada with strong financial results and high dividend coverage ratios. The Series 3 pref...
October 14, 2023, 11:40 am
Birkenstock is walking on air
Birkenstock, a German footwear maker, went public Wednesday. The company's guiding principle is "Walking Naturally", and its footwear is designed for ...
October 12, 2023, 4:50 am
Eqt: strong value potential in healthy natural gas market
Natural gas prices have been volatile due to COVID-19 production cuts and the Russia-Ukraine war but have stabilized during 2023. EQT Corporation is a...
October 7, 2023, 4:08 am
Smith & wesson: a solid long-term investment with some short-term headwinds
From a long-term perspective and even under a conservative set of assumptions SWBI should prove a profi...
October 6, 2023, 5:47 pm
Ford: why uaw-driven bankruptcy concerns are overblown
Ford Motor Company is better prepared to avoid bankruptcy than shrill headlines surrounding the UAW strikes would suggest. Finding opportunities for a...
September 29, 2023, 3:05 pm
China's gold buying spree could reset fundamental price assumptions
(Kitco News) - Sky-high demand for gold from both China's central bank and its citizenry might not be a short-term trend, but may actually be resettin...
September 27, 2023, 2:26 pm
Asante announces additional significant drill results at aboduabo prospect, chirano gold mine, ghana
and the price of gold. The reader is referred to the Company’s public disclosure record which is available on SEDAR (www.sedar.com). Although the Co...
September 25, 2023, 3:14 pm
Ihak: valuation may not stand in a higher for longer environment
Tech in general is exposed to a higher for longer rate environment. While IHAK is exposed to more non-discretionary businesses that may weather on the...
September 24, 2023, 10:28 am
Zscaler: room to rise after recent volatility
Tech stocks are experiencing a dip in the market as investors adjust their long-term interest rate assumptions...
September 24, 2023, 2:54 am
Touchstone's production results are ‘very encouraging' says shore cap
House broker Shore Capital Markets responded positively to Touchstone Exploration Inc (AIM:TXP, TSX:TXP, OTC:PBEGF)'s “brief but very encouraging”...
September 18, 2023, 9:36 am
Jackson financial: still a potential outperformer, as volatility assumptions moderate
Jackson Financial reported an impressive FQ2'23 adj operating earnings of $283M (+4.4% QoQ/ +25.7% YoY), contributing to the healthier balance sheet w...
September 15, 2023, 2:00 pm
The trade desk is priced for perfection
The Trade Desk has performed well in the long term but is currently overvalued, trading at a high multiple of 20x sales. The Trade Desk has delivered ...
September 8, 2023, 4:05 am
Draftkings is priced for perfection
DraftKings stock has been a big winner in 2023, but the rally may be overdone. The company has delivered strong revenue growth and market share gains,...
September 8, 2023, 1:49 am
Tesla: a great company at a bad price
Tesla, Inc. is not a typical car company and should not be viewed as such. Despite a short-term drop in profitability, long-term prospects remain inta...
September 7, 2023, 8:50 am
Nvidia: taiwan risks - amidst questionable valuation driven by momentum
As a former Nvidia Corporation investor, I recently sold my position due to concerns about valuation and supply chain risks, which are often overlooke...
September 5, 2023, 1:23 pm
Iron mountain: a reit showering shareholders with cash
Iron Mountain Incorporated's adjusted funds from operations per share payout ratio looks poised to strengthen from 65.1% in 2022 to 63.4% in 2023. The...
September 1, 2023, 6:48 pm