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Voestalpine trades at 4.5x ebitda despite anticipated 25% ebitda drop
Voestalpine is an Austrian producer of steel and steel products. The majority of its sales are generated within the EU. The automotive sector is the l...
July 18, 2023, 11:30 am
Enbridge: risky balance sheet management amidst rising interest rate environment
Enbridge is still yielding over 7% as it has not participated in the recent market rally. Management reiterated their guidance for 5% growth over the ...
July 18, 2023, 5:21 am
Ocado reports underlying profit for first half of the year
Ocado Group PLC (LSE:OCDO) reported an underlying profit for the first half of the year as it opened a first customer warehouse in Japan and its UK bu...
July 18, 2023, 2:32 am
Applied industrial technologies keeps on rolling
Applied Industrial Technologies, a distributor of a wide range of products, has seen solid growth in its service center and engineered solution segmen...
July 17, 2023, 10:02 pm
American express: grossly undervalued compared to visa and mastercard
Even with the potential advent of central bank digital currencies, credit cards, debit cards and other ...
July 17, 2023, 3:23 pm
Trx gold highlights strong profit margins at buckreef gold as it reports q3 results
TRX Gold Corporation (TSX:TNX, NYSE-A:TRX) has reported results for its third quarter ended May 31, 2023, highlighting the strong profit margins at B...
July 17, 2023, 8:11 am
Telenor: this telco is a 8.5%+ yielding income play
Telenor is viewed as a strong buy due to its consistent dividend payouts and potential for a reversal in the communications sector. The company's rece...
July 17, 2023, 1:35 am
Moncler: defining luxury outerwear with hype and innovation
Moncler is a leading Italian luxury fashion brand known for its high-end outerwear. The company has benefited from hype to generate impressive growth....
July 17, 2023, 1:05 am
Amsc asa: solid undercovered stock, 12% yield, industry tailwinds
AMSC ASA is a Jones Act ship finance company with several industry tailwinds - no new vessels available until 2028 is supportive of higher rates. Reve...
July 16, 2023, 9:15 am
Bekaert: cyclical but trading too cheap at a 13% free cash flow yield
Bekaert is a specialist in steel wiring. Almost half of its business is related to the automotive sector (steelwire threads in tires). The company's u...
July 15, 2023, 10:45 am
Energy transfer: looks cheap going into earnings
Energy Transfer has grown into the largest midstream operator in the U.S., acquiring three companies, increasing its cash flow, reducing its debt, and...
July 15, 2023, 10:00 am
Lee enterprises is pivoting to digital solutions too slow
Lee Enterprises is shifting its business from print to digital, with 40% of its revenues currently from digital solutions, aiming for over 50% by FY26...
July 14, 2023, 6:01 pm
Quest resource: the debt situation seems unsustainable
The company's revenues have almost tripled since 2020 and TTM adjusted ebitDA stands at $16.7 million. ...
July 14, 2023, 5:09 pm
Orange: normalizing capex to finally spur dividend growth
Despite not raising the dividend as I had expected, Orange has nonetheless done well since my initial piece on the stock back in 2021. Performance in ...
July 14, 2023, 3:27 pm
Cemig: great business but uncertain future
Brazilian power company Cemig has seen a significant recovery since 2019, with operational expenses and losses now within regulatory limits, and futur...
July 14, 2023, 2:30 pm
Allied motion technologies: growth is coming but not at the cost of quality
Allied Motion Technologies Inc. offers a good entry point for exposure to the industrial sector, despite trading above sector valuation metrics, due t...
July 14, 2023, 4:11 am
Avid technology: supply chain delays continue
The ARRs continue to develop quite well, but ebitDA is being hit by issues on integrated solutions, whi...
July 13, 2023, 9:03 pm
Robinhood: the turnaround is in motion - 60% net cash, forgotten meme stock
Robinhood is a forgotten meme stock which has seen its valuation reset. The higher interest rate environment has helped spur growth in net deposits an...
July 12, 2023, 9:08 am
The cooper companies: valuation is too high (rating downgrade)
I recommend a hold due to its high valuation, despite strong performance in the contact lens industry. COO's 2Q23 results were solid with sales of $87...
July 12, 2023, 1:26 am
Sabre: double-digit booking growth and potential positive long-term fcf expectations
Sabre Corporation has reported double-digit quarterly bookings growth and expects positive free cash flow in 2025, with plans to reduce its net debt/<...
July 12, 2023, 12:48 am
