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Gentex: an attractive play even in light of recent underperformance

Gentex Corporation, a producer of digital vision and connected car products, has underperformed recently despite a solid track record and absence of d...

June 26, 2023, 4:31 am

Luckin coffee: poised for redemption

Luckin Coffee has recovered from its accounting scandal and bankruptcy, achieving profitability in 2022 under new CEO Jinyi Guo. The company is well-p...

June 26, 2023, 3:44 am

After the ai boom, is asml worth an investment?

ASML reported strong Q1 2023 results, beating analyst consensus estimates for both revenue and earnings. The company is expected to benefit from the A...

June 26, 2023, 2:20 am

Google: progress in cloud computing should propel ai opportunities as well

Alphabet's Google Cloud is growing at a faster rate than its competitors, Microsoft Cloud and Amazon AWS, with its revenue increasing by 105.4% betwee...

June 26, 2023, 12:02 am

Total energy services: 2023 is shaping up as a good year

The company's Q1 2023 revenues rose by 41.7% while EBITDA soared by 99.4% thanks to strong drilling activity across North America. In my view, EBITDA ...

June 23, 2023, 6:38 pm

Couchbase should see lower growth as operating losses worsen

Couchbase, Inc. reported its FQ1 2024 financial results on June 6, 2023. The firm provides an array of database software and related services to organ...

June 23, 2023, 12:56 pm

Carmax, inc. (kmx) q1 2024 earnings call transcript

CarMax, Inc. (NYSE:KMX ) Q1 2024 Earnings Conference Call June 23, 2023 9:00 AM ET Company Participants David Lowenstein - Assistant Vice President, I...

June 23, 2023, 12:09 pm

Genuine parts: solid growth lever at a reasonable price

Genuine Parts Company is a competitive global service organization distributing automotive and industrial replacement parts, with strong growth levers...

June 23, 2023, 4:31 am

Praxis precision medicines announces closing of financing and reiterates corporate priorities

Strong demand for financing including full exercise of overallotment option with net proceeds of $63.3 million Cash runway extended into Q1 2025 Phase...

June 22, 2023, 11:00 am

Pepsico stock is recharged and ready to rise

PepsiCo Inc. NYSE: PEP stock spiked to a new all-time high at $196.88 on its Q1 2023 earnings release before topping out and selling off on profit tak...

June 22, 2023, 7:00 am

Custom truck one source: a deep dive into strategy and market position

Custom Truck One Source is a leading player in the specialty rental and equipment sales market, with a unique "one-stop shop" business model and a foc...

June 22, 2023, 6:28 am

Church & dwight: quality business trading at a premium

Church & Dwight has been a successful compounder in recent years and after facing a challenging 2022, the business is rebounding this year. Q1 2023 re...

June 22, 2023, 3:47 am

Coda octopus: valuation is now reasonable, but growth remains a concern

Coda Octopus Group's stock rose after Q1 2023 earnings results but dropped after Q2 2023 report, providing a potentially attractive entry point for in...

June 21, 2023, 8:41 pm

Soundthinking faces revenue risks in 2023

SoundThinking, Inc. reported its Q1 2023 financial results on May 13, 2023. The firm provides gunshot detection systems for law enforcement agencies w...

June 21, 2023, 5:45 pm

Telekomunikasi indonesia: staying bullish on positive long-term outlook

Telekomunikasi Indonesia's fixed broadband business has good growth potential, considering that it is the market leader in an underpenetrated market. ...

June 21, 2023, 3:55 am

Stericycle: more positive surprises ahead

SRCL has left its full-year guidance intact, even though its Q1 2023 headline sales and organic revenue growth rates were above expectations. Stericyc...

June 21, 2023, 2:40 am

Ai hype and sugar prices: assessing coca-cola's investment potential

Coca-Cola is a consumer-sector defensive stock, increasing dividend payments yearly and attracting thousands of long-term investors, including Warren ...

June 21, 2023, 2:11 am

Bragg gaming: 2023 is shaping up as a good year as margins improve

Bragg Gaming booked strong Q1 2023 financial results thanks to organic growth and I think is likely to meet its guidance for the full year. The compan...

June 20, 2023, 7:26 pm

Cameco: uranium price in the short term, nuclear renaissance in the long term (rating upgrade)

Cameco Corporation is becoming a full-service supplier for nuclear electric generation, with the acquisition of 49% of Westinghouse Nuclear and increa...

June 20, 2023, 6:37 am

Live nation still has room to run

Live Nation Entertainment's revenue growth remains strong, with Q1 2023 revenue up 73% and operating income up 5.3 times compared to pre-pandemic leve...

June 19, 2023, 11:58 pm


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