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Adt reports first quarter 2023 results

Strong year-over-year growth in revenue; CSB and Commercial up 7% and 15%, respectively, versus prior year period Maintained record high customer rete...

May 2, 2023, 10:55 am

Cef weekly review: bank wobble drives deleveraging in some preferreds cefs

We review CEF market valuation and performance through the third week of April and highlight recent market action. The CEF market was mostly down as i...

April 30, 2023, 1:47 am

L3harris dividends - the perfect mix between growth and value

L3Harris Technologies is one of America's largest defense suppliers, thanks to a well-diversified business model and a strategic merger in 2019. The o...

April 4, 2023, 4:27 pm

Warner bros. discovery: significant upside likely on deleveraging

WBD is well on its way to meeting its deleveraging goals, especially for 2023. If management can get to...

March 30, 2023, 12:16 am

At&t: why we are still buying

We like the deleveraging story here and believe that investors need to ignore interest expense savings ...

March 28, 2023, 11:19 pm

Energy transfer is deleveraging rapidly, a credit upgrade appears imminent

Energy Transfer used to be seen as too aggressive and too leveraged. Energy Transfer used to be seen as an unaccountable, one-man show....

March 20, 2023, 4:07 am

Embraer stock buy rating delivers

Embraer stock has outperformed since the last time I covered the subject. Embraer has shown strong deleveragin...

March 13, 2023, 1:15 pm

Ready capital saves broadmark realty from collapse

Ready Capital is merging with Broadmark Realty in an all-share transaction that will see Broadmark's shareholders receive 0.47233 shares of Ready Capi...

March 5, 2023, 11:36 pm

Veritiv: despite some headwinds, its fcf yield is too high to ignore

VRTV has done a great job reducing its debt and deleveraging its balance sheet. This will give the comp...

March 3, 2023, 1:33 pm

Pimco cef update: rolling horror show

We provide a January update for the PIMCO CEF taxable suite. Taxable and Muni funds continued to deleverage in January despite rising NAVs - in effect...

March 2, 2023, 5:49 am

Fresenius: one-off special situation opportunity to buy

Over the last six months, Fresenius has seen the exit of its CEO, increasing activist exposure, and is reviewing the deconsolidation of its largest su...

February 14, 2023, 3:48 am

Townsquare media: pay attention to earnings season

2023 is going to be a year of investing for Townsquare, and how those investments in the business pan out will impact 2024 results. Look for continued...

February 9, 2023, 5:12 pm

Coty: strong fcf quarter confirms deleveraging story

Strong FCF quarter puts deleveraging on track. Coty continues to regain market share in cosmetics....

February 9, 2023, 9:10 am

Valero energy: a stealth dividend cut

Valero Energy enjoyed amazingly profitable times during 2022 as refining margins reached never-before-seen levels. This saw their operating cash flow ...

February 6, 2023, 3:16 am

Coty: a deleveraging story with strong momentum

New CEO is transforming COTY after years of missteps. Fragrance sales have been strong across the industry....

February 4, 2023, 7:56 am

Pimco cef update: deleveraging and swaps take a toll on income

We provide a December update for the PIMCO CEF taxable suite. Most funds deleveraged further while PDO added borrowings....

February 3, 2023, 4:45 am

Natural resource partners appears inexpensive with multiple ways to win

Natural Resource Partners (NRP) is multi-faceted with coal mineral rights, soda ash and CO2 sequestration exposure. If you believe in carbon sequestra...

January 31, 2023, 6:09 pm

Park hotels: i'm betting on a rebound with this 7% yield

Park Hotels & Resorts is seeing a strong recovery in hotel operating fundamentals, driven by increasing travel demand. Management has done a good job ...

January 31, 2023, 8:05 am

Pactiv evergreen continues deleveraging efforts as it grows breadth

Pactiv Evergreen went public in September 2022, raising around $574 million in gross proceeds in an IPO. The firm provides a range of consumer and foo...

January 26, 2023, 2:40 pm

Tc energy: deleveraging is needed to bring shares back into favor

TC Energy Corporation's recent operational problems and overspending have caused its stock to underperform. The overspending is concerning given its i...

January 19, 2023, 6:12 pm


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