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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

Polaris: a tricky prospect at this valuation, but still a buy

Polaris is a market leader in the vehicle parts/discretionary sector, but its valuation should be carefully considered due to mixed demand signals and...

June 6, 2023, 9:28 pm

Marathon oil: strong headwinds ahead

Marathon Oil Corporation first quarter revenues were $1,680 million, down 4.2% from the same quarter a year ago and down 3.1% sequentially. Production...

June 6, 2023, 3:30 pm

Rush street interactive: valuation to inflect once stock prints positive adj. ebitda

Rush Street has a proprietary online gaming platform that allows for quick implementation of new features and improved player experience, potentially ...

June 6, 2023, 6:29 am

Sotera health: still many uncertainties with the stock

Nelson Labs' weak 1q23 performance and uncertain macroeconomic environment raise doubts about its abili...

June 6, 2023, 6:22 am

Clearwater analytics: consolidating market share in difficult times

CWAN has shown strong revenue performance in 1q23, attracting major clients like Bank of America Privat...

June 5, 2023, 3:32 pm

Arista networks: near-term margin concerns but long-term positive from ai

ANET continues to receive my buy recommendation due to LT growth prospects, but a smaller position is recommended given the lesser upside now. Concern...

June 3, 2023, 8:19 am

Mohawk industries: continue to observe how margins improve

MHK shows promising signs of recovery with better-than-expected 1q23 results, indicating a positive tre...

June 2, 2023, 9:14 am

Sweetgreen: no catalyst for stock price to inflect in fy23

I expect the stock price to be range-bound until the business shows a visible path to profits and slower but sustained growth. The reported ...

June 1, 2023, 3:16 am

Xponential fitness: growth continues to be strong and supported by its franchise model

I believe that XPOF is still undervalued and recommends a buy rating, given its strong performance in membership and unit growth, as well as better-th...

June 1, 2023, 1:51 am

Hess corporation: tough headwinds on the horizon

Hess Corporation quarterly revenues were $2,453 million, up from $2,371 million last year. Hess Corporation produced 374K net Boep/d in ...

May 31, 2023, 1:30 pm

Udemy: continues to gain share, and ai is not a risk

Udemy rebounds in 1q23 with higher-than-expected revenue and profit margins, demonstrating growth in it...

May 31, 2023, 4:34 am

Newell brands: strategic restructuring should better position the business

Newell Brands' 1q23 results showed net sales and core sales declines, validating bear case concerns, bu...

May 30, 2023, 10:34 pm

Flowserve: business is moving in the right direction

Flowserve's 1q23 results exceeded expectations with a strong backlog and raised FY23 guidance, position...

May 30, 2023, 3:34 am

Southern copper: the copper price uncertainty affects the share price

Southern Copper's earnings per diluted share were $1.05 per share, and revenues were $2.793 billion. Copper Production for ...

May 29, 2023, 6:05 am

Freshworks: strong execution seen in q1, continue to stay long

FRSH delivered strong financial results, with 1q23 revenue growth of 23% surpassing guidance. The compa...

May 27, 2023, 4:04 am

Compañía de minas buenaventura: weak production this quarter

Compañía de Minas Buenaventura S.A.A. revenues for the first quarter of 2023 were $185.50 million, down from $232.92 million in the same quarter a ...

May 25, 2023, 4:06 pm

Gfl environmental: business doing well with deleveraging in progress

GFL Environmental continues to perform well, with its solid waste and Environmental Services segments contributing to revenue growth in ...

May 25, 2023, 4:56 am

Chesapeake energy: natural gas is no longer needed, so it seems

Chesapeake Energy Corp. reported a first-quarter income of $1,389 million after declaring a loss of $764 million in the same period a year earlier. Qu...

May 24, 2023, 1:44 pm

Exlservice holdings: demand trends and outlook both look healthy

EXLS exceeded expectations in 1q23, with impressive revenue and profit figures, and also raised its ful...

May 23, 2023, 4:53 pm


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