Subscribe To
Ametek q3 results and new deals: impressive, simply impressive
AMETEK, Inc. has shown impressive deleveraging and sound operating performance, making it an attractive...
October 31, 2023, 6:07 pm
Verizon: q3 2023 earnings, improved fcf outlook, and strengthening balance sheet
Verizon's 3Q23 earnings results showed a 2.6% decrease in revenues, but wireless service revenue grew 2.9% year-over-year. Consumer postpaid phone net...
October 29, 2023, 8:20 pm
Xop: m&a exposure with potential for 100% upside
SPDR® S&P Oil & Gas Exploration & Production ETF (XOP) provides exposure to the US oil & gas M&A scenario. The portfolio has the potential for 100% u...
October 29, 2023, 11:39 am
Feny: u.s. oil sector deleveraging vs. growth
US oil & gas producers focused on deleveraging, not growth. Concentrated ETF portfolio may not capture ...
October 26, 2023, 5:23 am
Celanese: highly leveraged specialty materials leader
Celanese Corporation is a global leader in the production of acetyl products and engineered materials. The company faces challenges due to a stretched...
October 18, 2023, 4:26 pm
Amgen: horizon's pipeline may be too expensive
We believe that AMGN has overpaid for HZNP's pipeline, since most of its upside potential is attributed to price increases instead of the expanding TA...
October 13, 2023, 2:00 pm
Wagamama owner awaiting new bid? offer too low, says analysts
Wagamama owner The Restaurant Group PLC (LSE:RTN) could be poised to receive another bid after Rock BidCo, a vehicle owned by Apollo Funds, purchase o...
October 12, 2023, 9:26 am
Verizon: one of the few high yielding stocks i'm buying today
Verizon offers an 8% dividend yield and is making progress on expanding its 5G home internet product. Management has committed to ...
October 11, 2023, 10:30 pm
Amc entertainment: deleveraging story possible if macro holds up
AMC's debt load and cash burn remain significant challenges for the company's financial health and recovery. The company's reliance on the movie indus...
October 11, 2023, 9:37 pm
Clearwater paper: operations are improving and debt should keep decreasing
Sales are expected to remain stagnant in the second half of 2023 and 2024, keeping investors cautious. Gross profit and EBITDA margins improved signif...
October 10, 2023, 12:24 am
British american tobacco: buy this decline, new categories' growth rate exceeds peers
BTI has had great success in renewing its tobacco portfolio, with the New Categories segment boasting an accelerated top-line CAGR of +32.89% from H1'...
October 6, 2023, 4:00 pm
Halma target cut but better placed than others, suggests ubs
Halma has seen its share price target slashed by analysts at Swiss bank UBS even though they acknowledge as companies go it is better insulated than m...
October 4, 2023, 7:46 am
Geo group: the valuation expansion story may have just begun
The GEO Group's stock has undergone a severe valuation expansion in recent years. Ongoing catalysts, such as d...
October 3, 2023, 10:00 am
Rene cartier’s buy rating for sandstorm gold: portfolio diversification, asset monetization, and deleveraging strategy
Rene Cartier, an analyst from BMO Capital, assigned the Buy rating on Sandstorm Gold (SAND – Research Report). The associated price … Read Full St...
September 29, 2023, 12:14 pm
Chitogenx ends 2q with stronger balance sheet as it advances its flagship ortho-r platform
ChitogenX Inc (CSE:CHGX, OTCQB:CHNXF) told investors that it made significant progress in deleveraging ...
September 29, 2023, 8:15 am
Peyto: strategic transformation
Peyto makes a rare large acquisition of Repsol Canada Energy Partnership for C$636 million, deviating from its history of small bolt-on acquisitions o...
September 28, 2023, 9:42 pm
Psp: big balance sheets are a risk in 'higher for longer' environment
PSP is not particularly discounted despite dangers to PE balance sheets. Higher for longer could mean impairments coming in, especially for those mass...
September 24, 2023, 2:08 am
Ssp group: business is improving but valuation still looks high
SSP Group has been rebuilding revenues after years of travel shutdowns in some markets. The company's business model focused on transport hubs remains...
September 19, 2023, 12:44 pm
Target's much-needed normalization may be over
TGT's management has demonstrated great capital deployment across capex investments, deleveraging, shar...
September 16, 2023, 12:00 pm
Klabin: positive outlook for deleveraging and dividend growth
Klabin, a Brazilian pulp and paper company, has faced challenges due to commodities declining prices and high maintenance costs. The company's vertica...
September 9, 2023, 1:09 pm