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Transocean: uninspiring fleet status report not likely to provide a catalyst - buy on weakness

After the close of Wednesday's session, leading offshore driller Transocean released a rather disappointing fleet status report. While the company add...

October 23, 2023, 3:44 am

Will high volumes aid caterpillar's (cat) q3 earnings?

Caterpillar's (CAT) third-quarter 2023 results are likely to reflect solid backlog levels, higher volum...

October 20, 2023, 3:02 pm

Beazer homes usa: cost reduction initiatives, beneficial expectations, and undervalued

Beazer Homes USA reported impressive expectations for Q4 2023, including sales pace growth, backlog con...

October 18, 2023, 11:43 pm

Canada sept housing starts 270.5k vs 240.0k expected

Prior was 252.8K (revised to 250.4K)Hard times are coming for Canadian real estate. Starts are still solid as ...

October 18, 2023, 12:24 pm

Noble corporation can rise further as offshore rig capacity remains scarce

Noble Corporation's shares have risen by about 50% over the past year, reflecting the recovery in the offshore drilling sector. The company reported s...

October 16, 2023, 9:18 pm

Ciena: path to recovery but undervalued by the market

Ciena Corporation is a global provider of networking solutions and services, specializing in high-capacity network equipment. The company's diverse re...

October 16, 2023, 3:24 am

General dynamics is a buy despite uncertain pentagon spending

General Dynamics shares have rallied due to the Israelis-Hamas conflict and have returned about 11% since my buy recommendation. The company's earning...

October 16, 2023, 2:22 am

Parsons: 2023 is working out so far

Parsons is a technology-driven defense company that has seen an increase in sales and earnings growth. Acquisitions, such as of Xator and IPKeys Power...

October 15, 2023, 7:56 am

Danaos corporation: tough to beat

Danaos Corporation offers a strong balance sheet with ample liquidity, supporting opportunistic capital allocation. Its dividend yield may not be the ...

October 14, 2023, 1:56 am

Construction partners (road) gains 47% ytd: what's aiding it?

Construction Partners' (ROAD) growth is attributable to profitable buyouts, strong backlog level and st...

October 13, 2023, 12:46 pm

Baker hughes: high growth justifies a premium multiple

Baker Hughes shares have risen over 50% in the past year, driven by an up-cycle in upstream oil and gas investment and growth in LNG and clean energy ...

October 12, 2023, 9:28 pm

I just made northrop grumman my second-largest investment

Northrop Grumman has seen a 12% increase in its share price in the past month, making it one of the best performers in my portfolio. The company's foc...

October 12, 2023, 5:17 pm

First solar stock boost by barclays upgrade and ‘solar uncommon dialog' pact to boost large-scale projects

First Solar Inc.'s FSLR, +1.18% stock was up by 0.6% on Thursday on the heels of an upgrade to overweight from equal weight at Barclays, as well as th...

October 12, 2023, 10:02 am

3 oil & gas pipeline stocks to gain from the prospering industry

Having a huge backlog of growth projects, midstream players secure additional cashflows, thereby bright...

October 12, 2023, 9:46 am

Primoris services: ira tailwind not priced in

Primoris Services is primed for growth, leveraging the Inflation Reduction Act to capitalize on green energy trends, with a substantial, likely underv...

October 11, 2023, 5:52 pm

Boeing's big but disappointing month creates buy opportunity

The Boeing Company stock performance has been weak due to lower outlook for key supplier Spirit AeroSystems and lower Boeing 737 delivery numbers. Rea...

October 11, 2023, 3:31 pm

Dell technologies: not convinced of $2b a.i. server backlog

We're initiating Dell Technologies Inc. with a hold rating. While we expect Dell to experience PC share gains as the market recovers in 2024, we're le...

October 11, 2023, 12:41 pm

What's gone wrong with defense stocks in 2023 (and why they could be buys now)

Supply chain issues and material shortages have extended longer than most expected this year. Orders and backl...

October 11, 2023, 8:50 am

A deep dive into textron stock: a cautious 'buy'

Textron Inc. showed promising financial growth in Q2 2023, with significant revenue upticks in its Aviation and Industrial segments. The company incre...

October 10, 2023, 6:28 pm

Allient: many m&a moves in motion (rating downgrade)

Allient Inc., formerly known as Allied Motion Technologies, has been actively involved in M&A to drive growth. The company specializes in connected mo...

October 9, 2023, 5:01 pm


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