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Enel: debt in focus
Enel is planning to have more than 150GW of installed capacity while serving 86 million customers by 2030. Therefore, it massively increased ...
November 2, 2022, 2:50 pm
After recent staff cuts, u.s. xpress cutting capex, reorganizing operating units
Truckload carrier U.S. Xpress, which is seeking to implement an entirely new model under its Variant initiative but whose finances are those of a comp...
September 7, 2022, 6:18 pm
Digital realty: jim chanos will be right, stick to the preferred shares
Digital Realty has continued its aggressive growth and capex plans. We break down the bear case and tel...
September 4, 2022, 10:37 pm
Livent: a senior lithium producer with solid growth plans
Livent plans to spend a billion dollars between now and 2024 on growth capex. One of the few fully-integrated lithium producers, it continues to diver...
September 2, 2022, 11:41 am
Occidental petroleum: oil is the new tobacco as producers curtail supply
Warren Buffett obtained regulatory approval to buy up to 50% of Occidental. Many articles discuss the specifics of Occidental. This article attempts t...
August 29, 2022, 6:54 pm
T-mobile: partnering with spacex means more revenues and less capex
T-Mobile and SpaceX have elaborated a technology partnership for extending the mobile operator's network through Starlink's constellation of satellite...
August 29, 2022, 8:19 am
Gold fields sees costs rise on inflation, project capex cost increase
(Kitco News) - Guidance was unchanged....
August 25, 2022, 2:28 am
Stmicroelectronics: capitalizing on the european chips act
We believe that despite the semiconductor industry supply constraints, the company is maintaining its efficiency with solid inventory management. With...
August 22, 2022, 6:53 pm
Applied materials: buy the shares as weakness mostly priced in
We believe Applied Materials is a buy because possible cuts in memory capex are primarily priced into t...
July 28, 2022, 12:57 am
Two automation stocks the institutions are buying
If you've been wondering where this year's capex spending is going look no further than the automation ...
July 27, 2022, 3:28 pm
Micron: capex control to boost free cash flow by 79%
Following Micron's recent quarterly earnings, we have revised our projections of DRAM and NAND market shipment growth lower to 13.5% and 21.5% with gr...
July 27, 2022, 5:00 am
At&t: not great, but better than verizon
AT&T had disappointing free cash flow, largely due to capex timing. However, AT&T is beating Verizon at...
July 22, 2022, 4:24 pm
Enagas: comments on the new strategic plan
In the current energy crisis, we reaffirm our positive view about Enagás. New capex requirements to co...
July 20, 2022, 6:47 pm
Columbus mckinnon under pressure now, but the longer-term opportunity is intriguing
Columbus McKinnon shares have sold off sharply on a weaker near-term outlook and growing concern about the near-term trends for industrial ...
July 15, 2022, 12:21 am
Corporate office properties: play defense with this mission-critical reit
Corporate Office Properties Trust is a high-quality office REIT that's focused on U.S. Government and defense contractor leases. The company has a lon...
July 14, 2022, 8:00 am
Hurco already hit hard in anticipation of weaker capex spending
Hurco shares have underperformed a weak industrial sector, as investors have worried about a reversal in short-cycle demand and ...
July 13, 2022, 11:34 pm
Crown castle: critical nationwide infrastructure fit for long-term portfolios
CCI is a leading provider of critical nationwide infrastructure consisting of thousands of towers and route miles of fiber. Elevated ...
July 12, 2022, 12:41 pm
Intel: national security requires success - chips act passage is only a matter of time
Intel has been a rather pathetic investment of late, due primarily to technological leapfrogging by competitors and new CEO Pat Gelsinger's planned ...
July 11, 2022, 11:58 am
Texas instruments: still not attractive enough
Texas Instruments remains the undisputed leader in analog devices, with a market share of 19% in 2021. However, TXN stock was still battered as the ma...
July 7, 2022, 6:34 am
Equinix: please don't fall into this trap
Don't confuse cloud-based growth with REIT valuations. Equinix's capital structure and capex don't alig...
July 1, 2022, 12:54 pm