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Tetra technologies: waiting for a better price

I estimate TTI's FY2023 revenue to be $640 million and arrive at a fair value price estimate of $3.27. In consideration of TETRA Technologies' Bromine...

July 5, 2023, 7:36 am

Gsk settlement clears much if the the zantac liability 'overhang', says us bank

GSK PLC (LSE:GSK, NYSE:GSK)'s settlement with a California plaintiff over an alleged link between Zantac and cancer "clears 80%+ of the liability ove...

June 26, 2023, 9:19 am

Bitcoin faithful embrace $31,000 level, new high

Bitcoin and cryptos got some love this week from a few of the financial world’s biggest players, giving digital assets fresh tailwinds even amid a t...

June 23, 2023, 10:14 pm

Chart industries: marching higher

Chart Industries, Inc. surprised investors in a bad way with the Howden deal last year. The deal was huge, leverage was set to increase a lot, all whi...

June 14, 2023, 4:59 pm

Dufry: ticking all the boxes, initiate at buy

Dufry reported strong earnings into Q1, despite being a seasonally weak quarter, and continuing its momentum entering into Q2. Global travel recovery ...

June 12, 2023, 8:29 pm

Stanley black & decker looks cheap as it works on a turnaround

Stanley Black & Decker is a Dividend King. The company is dealing with challenges currently, including heavy leverage, an inventory overhang, and the ...

June 11, 2023, 6:39 am

Is abbvie or amgen the better bargain buy right now?

Exclusivity losses can be big setbacks for pharma companies. AbbVie and Amgen both face this key overhang....

June 8, 2023, 12:15 pm

B&g foods: leverage overhang continues

B&G Foods, Inc. has long been far too leveraged in my opinion, looking to allocate too much capital to too many stakeholders. I was always skeptical o...

June 6, 2023, 3:54 pm

Why chemours stock is up big today

Chemours, along with DuPont and Corteva, have reached a $1.185 billion settlement against charges they polluted groundwater. The case has been a major...

June 2, 2023, 1:18 pm

Broadcom 2q results show the benefits of ai feeding frenzy, say brokers

From a sheer numbers perspective, Broadcom Corporation (NASDAQ:AVGO) is one of the most AI-leveraged companies in the semiconductor space, analysts at...

June 2, 2023, 11:52 am

Atmus filtration technologies: filtering this offering

Atmus Filtration Technologies Inc. is the filtration operation from Cummins that was spun out from that business. While valuations are non-demanding, ...

May 26, 2023, 4:55 pm

Why nutanix stock was climbing this week

Nutanix's revenue growth is accelerating at a time when much of the cloud sector is struggling. The company completed its audit committee investigatio...

May 26, 2023, 7:56 am

Vivendi: corporate actions continue to be an overhang on the stock

VIVHY has demonstrated notable strategic progress, particularly through Canal+'s efforts to aggregate video content. Despite the positive developments...

May 18, 2023, 12:38 am

Dax set for a choppy session with inflation and the debt ceiling in focus

It is another testy day for the DAX, with euro area inflation in the spotlight. However, the US debt ceiling will likely continue to overhang. The pos...

May 17, 2023, 4:07 am

Taiwan semiconductor: buffett overhang is a gift

TSMC has traded weak over the last several months on news that Warren Buffett unloaded shares after making an initial investment last year. The chip m...

May 16, 2023, 2:20 pm

Coherent: laser focus is required

Coherent Corp. (formerly known as II-VI) has been hurt by the debt overhang and pricey deal for Coheren...

May 15, 2023, 11:21 am

Google no longer seen playing ai defense to microsoft

Wall Street says company's AI latest announcements should clear overhang on the stock....

May 11, 2023, 11:08 am

Azz inc.: lingering m&a overhang

AZZ Inc. surprised the market by announcing a huge deal early last year. The M&A action coincided near a market peak, adding a lot of leverage ahead o...

May 11, 2023, 10:21 am

Is the london stock exchange group about to break out of its trading range?

Shares in the London Stock Exchange Group PLC (LSE:LSEG) (LSEG) are poised to break out of their two-year trading range of £65 to £85 for the first ...

May 11, 2023, 4:06 am

Flbr: fiscal issues remain the key overhang on brazilian equities

FLBR: Fiscal Issues Remain The Key overhang On Brazilian Equities....

April 27, 2023, 12:39 am


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