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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