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Xli: diversified cyclicals looking better on valuation, bullish seasonal tailwinds (rating upgrade)
The Industrials sector in the S&P 500 is diverse, featuring both conglomerates and niche firms. The Industrial Select Sector SPDR Fund ETF is recommen...
November 4, 2023, 10:53 am
Coterra energy: an oil and gas superstar at a discount
The oil and gas industry is expected to enter a new supercycle, driven by geopolitical tensions, accumulated underinvestment in capex, and the massive...
November 4, 2023, 7:42 am
Curtiss-wright: a buy and hold on end market growth
Curtiss-Wright has exposure to aerospace, defense, and industrial markets which are enjoying some tailwinds. The company saw double-digit growth in sa...
November 3, 2023, 5:20 pm
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
Eido etf: going against the tide
iShares MSCI Indonesia ETF has underperformed EM-Asia in the past year, but we think it could be due for a comeback. We appreciate Indonesia's consist...
November 2, 2023, 3:20 pm
Inmune bio, inc. (inmb) q3 2023 earnings call transcript
INmune Bio, Inc. (NASDAQ:INMB ) Q3 2023 Earnings Conference Call November 1, 2023 4:30 PM ET Company Participants David Moss - Chief Financial Officer...
November 1, 2023, 10:38 pm
Nvidia: road to $1,200 by 2030
Nvidia Corporation has performed exceptionally well in 2023, benefiting from the tailwinds of the AI fr...
November 1, 2023, 9:00 am
The hackett group: recurring revenue and high margins, valuation implying upside
Hackett's revenue has grown at a CAGR of 4%, owing to positive industry tailwinds being partially offse...
October 31, 2023, 11:25 pm
3 no-brainer stocks to buy in a correction
Microsoft is a diversified tech leader with businesses that produce reliable cash flow and growth. CrowdStrike's valuable product suite has strong
October 31, 2023, 10:02 am
Amdocs: a low-risk company with a high yield and cheap valuation
Amdocs' revenue has grown mildly during the last decade but has supreme consistency. Its key characteristic is an EBITDA-M of 19% that has remained br...
October 31, 2023, 2:11 am
Epol: beware the polish post-election rally
Against the odds, Poland has been one of Europe's best-performing equity markets. Now that the election is done and dusted, however, many of this year...
October 30, 2023, 10:50 am
The most important inflation metric is back at target levels: spy implications
The SPDR S&P 500 ETF Trust has entered correction territory due to various factors, including rising long-term interest rates and disappointing Q3 res...
October 30, 2023, 7:55 am
Willis lease finance corporation: significantly undervalued assets and strong industry tailwinds
Willis Lease Finance Corporation is a good business that is likely to continue growing. The company's book value is significantly understated due to t...
October 30, 2023, 2:30 am
Vita coco: journey to an impressive growth trajectory
COCO has achieved a revenue growth rate of 15%, owing to successful marketing and industry tailwinds co...
October 29, 2023, 12:50 pm
3 battery stocks to buy now or regret later
Despite being an unimpressive year for battery stocks, positive industry tailwinds for electric vehicle...
October 28, 2023, 12:00 pm
Titan machinery: markets are pricing an earnings crash
Titan Machinery has achieved strong financial performance in recent years, driven by agricultural industry tailwinds. The company's strategy includes ...
October 27, 2023, 11:49 pm
Pound to euro exchange rate: gbp firms despite eur tailwinds
The Pound Euro (GBP/EUR) exchange rate rose on Thursday in spite of a surge of strength in Euro (EUR) exchange rates elsewhere. Buoying the Pound (GBP...
October 27, 2023, 10:44 am
United rentals: attractively valued with good growth prospects
United Rentals, Inc. is well-positioned to benefit from secular demand tailwinds and a shift from owner...
October 26, 2023, 9:38 pm
Usd/cad aims stability above 1.3800 amid multiple tailwinds
The USD/CAD pair aims for stability above the round-level resistance of 1.3800 in the New York session. The Loonie asset continues to move higher amid...
October 26, 2023, 3:14 pm
What to note ahead of deckers outdoor's (deck) q2 earnings
Deckers Outdoor's (DECK) Q2 results might have been hurt by softness across its brands, rising expenses and macroeconomic headwinds. Its customer-cent...
October 25, 2023, 9:48 am