Okay, meta, i see you and your change in expenses

Meta Platforms talked about reducing expenses for most of 2022 but never got around to it. However, the company is now taking a reduction in expenses ...

February 8, 2023, 9:25 am

Columbus mckinnon has outperformed as the market looks past short-term challenges

Columbus McKinnon posted top- and bottom-line beats for the December quarter, but U.S. volumes remain soft and margins were a little weaker than expec...

February 6, 2023, 3:46 pm

Amlp: ample shareholder value

The low capex in traditional energy production will sustain energy prices. The low ...

February 6, 2023, 10:08 am

Bt group q3 results provide "some comfort but difficult times far from over", says deutsche bank

BT Group PLC's (LSE:BT.A) third-quarter (Q3) results provided "some comfort but difficult times far from over", was the conclusion of analysts at D...

February 3, 2023, 4:24 am

Bp: massive buyback potential but questions around execution

BP p.l.c. is generating tons of free cash flow at current oil prices. It seems likely to me that oil/energy prices do not get crushed given sustained ...

February 2, 2023, 2:44 pm

Lam research: going from bad to worse

We already knew the memory capex turnaround was a mirage. Now we know it's even worse, as other segment...

February 1, 2023, 12:58 pm

Catalyst pharmaceuticals: stable upside potential amid patent infringement concerns

Catalyst's rights acquisition of FYCOMPA is a significant step towards controlling the epilepsy treatment market share. The company's cash balance of ...

February 1, 2023, 1:54 am

Experts discuss how to play the semi space

CNBC's Kristina Partsinevelos joins 'Halftime Report' to discuss capex spending cuts in the tech space,...

January 30, 2023, 1:58 pm

Brzu: requires caution on political risks

It would be lazy to put Brazil in a bucket of politically risky markets, but with Bolsonaro out and Lula in, there are reasons for it. Our primary con...

January 28, 2023, 10:45 pm

Rpc (res) beats q4 earnings estimates, ups capex guidance

Higher activity levels in all the service lines and higher equipment utilization aid RPC's (RES) earnings in Q4....

January 27, 2023, 12:02 pm

Arcos dorados holdings: attractive at current level

ARCO is a leader in the QSR industry, which is growing faster than other foodservice segments. Arcos Dorados has been investing in its online capabili...

January 27, 2023, 10:12 am

At&t: doing what they said

AT&T continues to deliver healthy subscriber growth and improving margins, resulting in high-single digit non-GAAP earnings growth. The company met th...

January 25, 2023, 9:20 pm

Charter communications: playing a long-term game, but the stock has limited upside

Charter's shares plunged after intense competition and rising capex concerned investors. The shares hav...

January 24, 2023, 12:15 am

United states steel: improved balance sheet and eaf tailwinds

U.S. Steel is trading at just 0.64x book value despite having a dramatically improved balance sheet. U.S. Steel has done well to bring on line EAF cap...

January 20, 2023, 3:20 am

Should you sell walgreens boots alliance because of the q1 loss?

Net loss in Q1 driven by the $6.5 billion pre-tax charge recognized in connection with the previously announced opioid litigation settlement framework...

January 19, 2023, 10:40 pm

Bmw: making headway into the ev transition with 'neue klasse'

BMW unveiled some impressive gains on its battery tech alongside the unveiling of its ‘Neue Klasse' architecture. While the commitment to EVs will e...

January 19, 2023, 8:27 pm

Us january philly fed -8.9 vs -11.0 expected

• Prior was -13.7
• New orders -10.9 vs -22.3 prior
• Employment +10.9 vs -0.9 prior
• Avg workweek +4.0 vs -6.6 prior
...

January 19, 2023, 1:30 pm

Storage wars: may the force be with you

I've always liked the self-storage business due to its low capex requirement and the somewhat sticky cu...

January 19, 2023, 7:00 am

Japan data: november core machinery orders -8.3% m/m (expected -0.9%)

Ugly results from this. This data point is used as an indicator for capex to come down the pipeline,...

January 17, 2023, 11:52 pm

Marathon oil: what to expect from 2023

Investors should take the comments from Pioneer's CEO seriously regarding the headwinds facing U.S. shale. Marathon isn't immune to rising ...

January 17, 2023, 12:32 pm