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Huntsman: fy 2023 likely a tough year, valuation high relative to average

I expect Huntsman Corp. to continue facing a tough Fy23 due to the impact of weak global construction d...

June 15, 2023, 7:50 am

Ishares msci ireland etf: important themes

Irish GDP could slow relative to Fy22 but will still be better than most other options across the Euroz...

June 15, 2023, 5:53 am

Deutsche lufthansa: upcoming catalyst is performance in summer

DLAKF is well-positioned to benefit from the travel recovery and strong summer demand, with a robust balance sheet and net debt to EBITDA ratio below ...

June 15, 2023, 2:09 am

Eplus: undervalued company with solid financials

PLUS has announced solid Fy23 and Q4 Fy23 results. They ...

June 14, 2023, 5:52 pm

Workday: extending deals duration a positive signal amidst competition

WDAY has experienced a rebound in its backlog and subscription bookings growth, primarily driven by early renewals. The company's significant growth i...

June 14, 2023, 4:11 am

Acm research is getting ready to break the stalemate

The stock has been basically stuck for months, but there is reason to believe change is coming in the near future. ACMR has set the bar high with F...

June 13, 2023, 11:45 pm

Home depot lays out ' market stability base case' to maintain fy23 guidance

The Home Depot reaffirmed its guidance for fiscal 2023 at its annual investor and analyst conference, the company announced Tuesday.  The home improv...

June 13, 2023, 1:44 pm

Merit medical (mmsi) expands suite via buyouts, revises fy23 view

Merit Medical's (MMSI) latest addition to its portfolio is expected to significantly enhance patient outcomes....

June 13, 2023, 12:33 pm

Oracle has spoken: the ai cloud is bigger and growing faster

In the words of Oracle NASDAQ: ORCL CEO Safra Catz, “Both of our two strategic cloud businesses are getting bigger—and growing faster. That bodes ...

June 13, 2023, 8:36 am

Cmc markets’ fy23 net income follows guidance, profit drops 43%

CMC Markets (LON: CMCX) published its financials for fiscal 2023, ending on March 31, reporting a net income of £288.4 million, in line with the comp...

June 13, 2023, 7:22 am

Crowdstrike: solid growth with an ai data advantage

CrowdStrike has an AI data advantage, with over a decade of cybersecurity breach data, that informs its algorithms and is expanding daily. The company...

June 12, 2023, 2:39 pm

Procore technologies: pulled forward profitability timeline

I upgraded my rating from Hold to Buy given the strong 1Q23 results and an upward revision of Fy23 guid...

June 12, 2023, 12:50 pm

Catalent (ctlt) tops q3 earnings estimates, cuts fy23 view

Catalent (CTLT) records lower revenues in both segments in third-quarter fiscal 2023, resulting in overall soft performance....

June 12, 2023, 11:58 am

Broadcom: downgrading to hold, growth slowdown despite ai hype

We're downgrading Broadcom Inc. stock to a hold after fiscal Q2 2023 earnings results, as we expect growth to moderate toward 1H24. While management c...

June 9, 2023, 8:00 am

Apple: magical delays

Apple Inc. finally announced the much-delayed AR/VR headset at WWDC 2023. The stock traded at all-time highs prior to the announcement in an irrationa...

June 8, 2023, 8:00 pm

Report shows powerful results from career-connected math

Curriculum demonstrates positive results for student engagement, math performance, and future education and career decisions. Maryville, TN, June 07, ...

June 7, 2023, 3:00 pm

Campbell (cpb) beats on q3 earnings, reaffirms fy23 view

Campbell Soup's (CPB) third-quarter fiscal 2023 net sales increase 5%, driven by favorable inflation-induced net price realization and brand strength....

June 7, 2023, 1:19 pm

Envista: weakness in 1q23 should be done and dusted

I maintain a buy rating for NVST stock despite lower 1Q23 results, as management reiterate Fy23 guidanc...

June 7, 2023, 5:30 am

Big 5 sporting goods: the dividend yield is nearly 13%. is it a buy?

Big 5 Sporting Goods faces a challenged demand environment. Poor weather conditions at the start of the Fy2...

June 6, 2023, 10:37 pm

Thor industries: solid q3, resilient business, a sleep well investment?

THOR Industries faces a challenging Fy2023 with decreasing revenues and backlog orders but shows promis...

June 6, 2023, 10:10 pm


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