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Civitas resources: predictable performance and low valuation make it a target

For 1q23 Civitas cranked out another strong, "routine" quarter. Former regulatory headwinds have become...

May 23, 2023, 2:40 am

Schrodinger: reiterate buy rating on strong software revenue growth ahead

Despite a slight drop in software sales in 1q23, attributed to timing issues with multi-year agreements...

May 21, 2023, 9:10 pm

Scpharmaceuticals: furoscix firing on all cylinders in q1, bullish than ever

SCPH's Furoscix, despite just launching, defied street consensus with an impressive $2.1M revenue in 1q23...

May 20, 2023, 12:15 am

Scynexis: a disappointing q1 earnings and cooling gsk catalyst - we maintain neutral rating

SCYX's 1q23 earnings highlights steadily underwhelming ibrexafungerp sales, with substantial growth exp...

May 19, 2023, 4:57 pm

Dover corporation: reiterating 'buy' on order recovery

The 1q23 earnings results came in better than expected, with higher profits and better March order tren...

May 19, 2023, 12:25 pm

Ubs sees three reasons to buy gold

Gold fell on Thursday. If you like it UBS Global Wealth Management outline three reasons to buy.1. Central bank demand should remain robust 2022 was t...

May 18, 2023, 8:42 pm

Agnico eagle: growing bigger, but do investors benefit (rating downgrade)

Agnico Eagle Mines Limited posted a net income of $1,816.89 million in 1q23, or $3.86 per diluted share...

May 18, 2023, 3:33 pm

Colliers international: margins could come in better than expected

The decline in margins, particularly in Europe, was more severe than expected and led to a drop in the share price, in my opinion. Despite weak ...

May 17, 2023, 10:45 pm

Life time group holdings: continued recovery with better profitability

Life Time Group Holdings reported impressive financial results in 1q23, with total revenue increasing b...

May 17, 2023, 3:44 am

Why prudent investors are adding aig to their portfolio now

American International (AIG) rewards its shareholders with $603 million in repurchases and dividends worth $241 million in ...

May 16, 2023, 6:15 pm

1q23 mlp/midstream payouts solid as equities wobble

On a year-over-year basis, over 90% of the broad Alerian Midstream Energy Index (AMNA) by weighting has grown their dividends. No AMNA constituent has...

May 16, 2023, 12:52 pm

Mondee announces first quarter 2023 financial results

1q23 Gross Revenue of ~$700M1, 146% of 1Q22 – 1q23...

May 15, 2023, 12:27 pm

Allison transmission: attractive valuation with possible path to continuously beating estimates

1q23 revenue, driven by successful pricing strategies, exceeded expectations, and its EBITDA margin was...

May 14, 2023, 11:41 pm

Orkla outperformed in early 2023 - but it's time to be cautious

Orkla recently reported their 1q23 report. The results were very good in relation to expectations, lead...

May 13, 2023, 1:41 am

Evonik: a slow q1, but there are underlying signs of improvement

Evonik is a relatively new position I've been establishing over the past few months, as the company has been troughing between €17-19/share for the ...

May 10, 2023, 1:22 pm

Axsome (axsm) q1 earnings beat estimates, auvelity volume rises

Axsome (AXSM) incurs a narrower-than-expected loss in 1q23. Its revenues beat estimates and stock gains...

May 9, 2023, 10:42 am

Buy rating for servicenow due to solid execution in an uncertain environment

ServiceNow produced 1q23 that beat expectations as cRPO and revenues beat while margins came in better ...

May 6, 2023, 5:26 am

Omv: attractive dividend yield while we wait for multiples to re-rate

OMV's 1q23 earnings were strong, with adjusted net income exceeding consensus estimates, driven by outp...

May 4, 2023, 12:11 pm

Equifax: mixed near-term outlook

EFX reported better-than-expected 1q23 revenue, adjusted EBITDA, and adjusted EPS. EFX reiterated its F...

May 3, 2023, 10:57 am

First eagle 1q23 market overview: my ever-changing moods

Market sentiment has fluctuated wildly in recent months as participants try to discern the path of central bank policy....

May 1, 2023, 4:47 pm


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