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Shoals: a high-growth solar component manufacturer tackling a large international target market
Shoals Technologies' growth prospects are underpinned by strong solar tailwinds in the US and an untapped opportunity internationally. ...
July 28, 2022, 1:40 pm
Transocean: industry recovery is gaining further traction - buy
Company releases a decent fleet status report with a number of long-term contract awards across multiple regions. For the first time in many years, ...
July 26, 2022, 12:08 am
Enersys: we like how management has backed a strong turnaround
EnerSys fourth quarter net sales surpass a record-breaking $900 million. Demand remains very strong, as demonstrated by record ...
July 22, 2022, 3:51 pm
National presto industries is prepared for a successful turnaround
The coronavirus pandemic has helped sales growth, and an increased backlog in the Defense segment durin...
July 19, 2022, 2:24 am
Onto innovation's (onto) echo system boasts $20m in backlog
Onto Innovation (ONTO) launches Echo system, which currently has an order backlog of $20 million....
July 12, 2022, 12:20 pm
Pultegroup and a tricky housing market
I start this article by diving into the fundamentals of the housing market, which is starting to show cracks - although on elevated levels. PulteGroup...
July 12, 2022, 12:53 am
Primoris (prim) wins $170m heavy civil project, aids backlog
Primoris Services (PRIM) receives a contract from the Texas Department of Transportation, fortifying the Energy/Renewables unit....
July 6, 2022, 2:45 pm
Honeywell's dividend growth potential is hard to pass up
Honeywell's aerospace products are used on virtually every aircraft, and its personal protection equipment has been in huge demand due to COVID-19. We...
July 6, 2022, 9:06 am
Valaris to reactivate another drillship for work offshore brazil - buy
The company added $466 million in gross backlog over the past two months. Drillship Valaris DS-17 will ...
July 5, 2022, 9:06 pm
Flex lng: 10% yield, benefits from supply chain disruption, 54-year contract backlog
FLNG yields 10.5%, with a 69% payout ratio. It has paid three $.75/share quarterly dividends in a row....
June 26, 2022, 9:15 am
Gms inc. posts strong results as the housing backlog drives earnings
GMS Inc. (NYSE: GMS) is a leading distributor of construction products and provides commercial and residential building supplies. GMS posted record re...
June 24, 2022, 9:21 am
Noble corporation - required jackup sale to shelf drilling looks just bad
Discussing proposed $375 million sale of five modern jackup rigs to competitor Shelf Drilling. Noble appears to be on the receiving end of the deal wi...
June 23, 2022, 10:26 pm
Lennar and the housing market - a closer look
I start this article by looking into the health of the housing market as higher rates, high inflation, an aggressive Fed, and supply chain issues turn...
June 22, 2022, 2:25 pm
La-z-boy stock jumps more than 11% after furniture maker reports 'record' quarterly sales
La-Z-Boy Inc. LZB, -1.98% shares rallied more than 11% in the extended session Tuesday after the furniture maker reported fiscal fourth-quarter earnin...
June 21, 2022, 5:08 pm
Don't get too bullish on lennar even though it's a good buy
Lennar (NYSE: LEN) reported a fantastic 2nd quarter but there are signs with the report that makes us think we've reached a peak in the housing market...
June 21, 2022, 9:05 am
Bruker (brkr) bsi & best arms drive growth amid competition
Bruker (BRKR) Nano Group's microelectronics and semiconductor metrology tools continue to perform well with ongoing strength in bookings and ...
June 20, 2022, 11:39 am
Kopin corp: arguably one of the most torqued micro-caps near $1.00
Kopin has $26 million in cash, $28 million in working capital, and no debt, yet only a $98 million market capitalization. Kopin has one of its largest...
June 19, 2022, 10:21 am
1 worrying metric for this rv maker
Thor Industries has too big of a backlog....
June 10, 2022, 2:57 pm
Hillenbrand: capital needs to be allocated better
Although sales and earnings beat estimates in Q2, earnings revisions continue to get dialed down. Despite strong ...
June 10, 2022, 11:02 am
Tri pointe homes: a great prospect to build into your portfolio
Tri Pointe Homes has done a solid job growing its top and bottom lines in recent years. This comes as the company grows deliveries, ...
June 10, 2022, 6:54 am