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Making sense of ultrapar's run-up and why it's still a buy
Brazilian holding company Ultrapar has seen a resurgence in its share price due to expected improvements in gross margin and recent financial ...
July 4, 2023, 3:08 am
Utz brands: value creation opportunities relating to capital allocation
Allocating more excess capital to deleveraging should help to lower Utz Brands, Inc. credit risks and i...
July 3, 2023, 10:14 am
The geo group stock may have bottomed - buy
The GEO Group has seen a prolonged decline in its stock price due to the very nature of its business model, rising interest rates, and lack of capital...
June 30, 2023, 5:55 pm
Flexsteel industries: a good opportunity for long-term dividend investors
The company's sales and profit margins started to improve in the third quarter of fiscal 2023. The deleveragin...
June 28, 2023, 2:52 pm
3 energy dividend stocks you can buy right now before they surge even higher
Plains All American Pipeline has completed its deleveraging plan, freeing up more cash to increase its ...
June 27, 2023, 7:14 am
Kba: cashing in the chips on china
The first leg of the China reopening has driven a rebound on the consumption/services side. But the rest of the economy has lagged amid a drawn-out ...
June 24, 2023, 3:04 am
Aegon: the capital markets day confirmed our thesis, buy reiterated
Aegon is raising the bar on FCF generation thanks to a solid strategy in the US. AEG aims to pay a dividend per share of €0.4 by 2025, yielding 9% o...
June 23, 2023, 7:41 am
Earnings watch: buying the dip in winnebago
Winnebago NYSE: WGO did not issue an excellent report for Q3. The company's revenue is down 38.3%, and earnings are down more due to increased promoti...
June 22, 2023, 7:21 am
Lanxess: china in a weak spot
Construction exposures are generally a problem for Lanxess Aktiengesellschaft right now, and the unexpected weakness in Chinese real estate, spurring ...
June 15, 2023, 1:36 pm
Viatris: won't take much to move the needle
Viatris remains a dirt cheap stock in a frothy market and pays a well-covered dividend yield. It continues to make progress towards ...
June 15, 2023, 12:37 pm
Investors seeking income should check out conocophillips
ConocoPhillips stock is a stellar income generation idea as past deleveraging activities have set the f...
June 14, 2023, 5:49 am
Global net lease and necessity retail reit merger: the real winner is gnl preferred stock
Global Net Lease and The Necessity Retail REIT are merging in an all-stock deal, creating the fourth largest net lease REIT with 1,356 properties. The...
June 8, 2023, 8:15 am
British american tobacco: what is the market smoking, this is a great deal
British American Tobacco p.l.c. offers an attractive 8.6% dividend yield and trades at a low forward P/E of 7.5, making it a bargain for value investo...
June 7, 2023, 5:16 pm
Rbc bearings: highly profitable opportunity for long-term investment
RBC Bearings has seen net sales double since the fiscal year prior to the coronavirus pandemic, boosted by a major acquisition in November 2021. Despi...
June 3, 2023, 6:37 am
Shift4 payments: an interesting company that was recently the subject of a short report
Shift4, a fast-growing company in the payment sector, reported strong Q1 results with a 66% YoY increase in payment volume and a 34% YoY increase in g...
June 3, 2023, 4:11 am
Campbell soup stock: focus on execution
Campbell Soup Company has seen renewed operating momentum, although entirely resulting from price instead of volumes. The business is stable and is gr...
June 2, 2023, 1:47 pm
Levi strauss: financially superior retailer
Levi Strauss & Co. is a clothing company that designs, markets, and sells apparel and accessories for men, women, and children. Levi is extremely attr...
June 2, 2023, 4:14 am
Coty's results continue to shine, and more catalysts are ahead
Coty reported strong fiscal Q3 results, driven by robust fragrance demand. The company raised its full-year guidance for revenue and adjusted EPS. Cot...
May 31, 2023, 2:16 am
Gfl environmental: business doing well with deleveraging in progress
GFL Environmental continues to perform well, with its solid waste and Environmental Services segments contributing to revenue growth in 1Q23. The grow...
May 25, 2023, 4:56 am
Medical properties trust: thank the short sellers for 13.94% yield
MPW continues to prove the bears and short sellers wrong by selling its assets, ensuring the continuity of its forward dividend payouts while ...
May 6, 2023, 10:00 am