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Compass: potential upside is attractive but needs a lot of work
I maintain a hold rating on Compass until the residential real estate market recovers, as the timing of the upturn remains uncertain. COMP's managemen...
June 28, 2023, 3:24 am
Blue apron promises adjusted profit, but says more staff cuts are ahead
Blue Apron Inc. APRN, +1.13% on Tuesday said it expected to achieve an adjusted measure of profitability — so-called adjusted ...
June 27, 2023, 5:00 pm
Ceco environmental: cleaning up and growing up
CECO Environmental continues to grow and transform its business, with two recent acquisitions and a strong Q1 result. The company has raised its full-...
June 27, 2023, 11:19 am
Manchester united to pay back £40mln debt as forecasts raised
Manchester United upgraded its revenue and earnings guidance – but made no mention in regard to future ownership as it released results for its thir...
June 27, 2023, 10:34 am
Could robinhood markets become the next paypal?
Robinhood has been expanding beyond commission-free trades. It's going after PayPal with debit, credit,...
June 27, 2023, 7:15 am
Wise reports 34% surge in active clients as gross profit rises by 234%
Wise plc, a publicly listed international payments company, has presented preliminary results for the financial year ending 31 March 2023. According t...
June 27, 2023, 7:07 am
Centro norte airports: accelerating reshoring will power the next leg higher
Centro Norte Airport shares are now trading well above pre-pandemic levels. I believe this is easily justified given that traffic, earnings, and ...
June 27, 2023, 4:29 am
Enlink midstream: riding the wave of lng export growth
EnLink's ebitDA growth is dependent on finding enough projects or acquisitions that meet their investme...
June 27, 2023, 3:23 am
Smurfit kappa: resilient margin, a strong buy now
Smurfit Kappa reported a record Q1 driven by resilient box prices and easing input costs. The company's net debt/...
June 27, 2023, 2:58 am
Rcm technologies: covid boost gone but 2023 ebitda expected above $20 million
Revenues declined by 18.1% in Q1 2023 while ebitDA slumped by 35.9% as its specialty healthcare service...
June 27, 2023, 2:55 am
Johnson controls or carrier global? picking the winner
Today, I compare Johnson Controls International with one of its closest peers in terms of operations - Carrier Global Corporation - to pick the most l...
June 27, 2023, 12:53 am
Montrose environmental: m&a activities picking up, may drive growth
I reiterate a buy rating for MEG given its raised guidance and M&A activity traction. The company has increased its FY23 adjusted ...
June 26, 2023, 11:40 pm
Innovage holding: ebitda in focus with no more sanctions
I reiterate a buy recommendation for INNV, expecting continued growth due to its focus on the complex healthcare system and an aging population. The l...
June 26, 2023, 11:13 pm
Bumble: unleashing its potential, one swipe at a time (rating upgrade)
Bumble Inc.'s stock price shows attractive valuation at 17x forward free cash flows. Despite Bumble stock fluctuations, paying user growth and revenue...
June 26, 2023, 5:44 pm
Albemarle: lithium supply struggles
Albemarle cut 2023 financial targets due to softening lithium prices. The company and industry are still forecasting massive lithium supply shortages ...
June 26, 2023, 3:22 am
Service properties trust: high dividend but balance sheet a concern
Service Properties Trust is a REIT with a hotel portfolio and a net lease portfolio, offering a high dividend yield of 9.69%. The company has a high l...
June 25, 2023, 7:03 am
Navigator holdings: solid expansion and fleet utilization makes it a buy
Navigator Holdings Ltd has experienced a steady growth trajectory with a 10% revenue CAGR in the last five years, making it a good investment opportun...
June 24, 2023, 6:20 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 act...
June 23, 2023, 6:38 pm
Sunoco: 8% yield at the pump, record ebitda
SUN yields 7.73% with strong 1.9X coverage. It had record ebitDA in Q1 '23. We compare SUN to CAPL for ...
June 23, 2023, 9:15 am
Davide campari: we pass for now
Campari Group saw impressive organic revenue growth in Q1, with a strong performance in the US market. The company reiterates guidance for a flat orga...
June 23, 2023, 7:20 am