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Vonovia: recent disposals improved the picture significantly (cash flow model view)
Vonovia is one of my highest conviction investments accounting for no less than 7.5% of my portfolio. My local real estate private equity background g...
July 10, 2023, 4:32 am
Colgate-palmolive: challenging growth prospects
Colgate-Palmolive's growth has been marginal in recent years due to stiff competition and a saturated market. The company's focus on premiumization an...
July 10, 2023, 3:03 am
Alibaba and ant group growth rates will be 'significantly restricted,' financial holdings firm says
Ronald Wan of Partners Financial Holdings says both companies' valuations will be "kind of limited."...
July 10, 2023, 2:21 am
From elon musk to warren buffett: american billionaires crushed it in the first half of 2023
Many tech billionaires have seen the stock they own in the companies they built rise significantly this...
July 9, 2023, 7:15 am
Ranking the best us marijuana stocks in july 2023 – a look at market momentum
As the cannabis industry in the United States continues to grow and expand quickly, investors are keeping a close eye on the top marijuana stocks domi...
July 8, 2023, 11:00 am
Sentinelone is positioned for success in the edr market
SentinelOne has established itself as a leading player in next-generation Endpoint Detection and Response solutions. The company's stock price has dro...
July 8, 2023, 2:59 am
What happened to rexford?
New supply is impacting occupancy globally, but REXR's redevelopment are projects contribute to lower reported occupancy. Additional vacancy in Southe...
July 7, 2023, 5:20 pm
Buffett's indicator identifies undervalued markets for 2nd half
On Friday, the U.S. stock market remained significantly overvalued based on Berkshire Hathaway Inc. ( B...
July 7, 2023, 5:08 pm
Mosaic: significantly undervalued but without a catalyst
The Mosaic Company's stock has dropped 9% since May, despite bullish earnings, due to a lack of catalysts to attract buyers. The company's performance...
July 7, 2023, 2:49 pm
Wynn resorts: too much of a gamble for me
Wynn Resorts, Limited shares have returned a loss of about 10.4% in the last two months, and the company's financials still pose challenges, with the ...
July 7, 2023, 2:48 pm
Why bioxcel therapeutics stock was bouncing back this week
The biotech was in the running for Comeback Stock of the Week. It had tanked significantly after publis...
July 7, 2023, 8:16 am
On semiconductor: benefiting from the existing sic opportunities
ON Semiconductor Corporation is increasing its silicon carbide capabilities, a key component in electric vehicles. The company's strategy focuses on h...
July 7, 2023, 4:22 am
Shell expects lower trading in gas business, takes us$3bn writedown
Shell PLC said it expects second-quarter trading at its gas division to be "significantly lower" compared with the previous quarter, due to seasonal ...
July 7, 2023, 2:38 am
Shell sees significantly lower trading in gas division for second quarter
Shell , Europe's largest oil and gas company, said on Friday it expects second-quarter trading at its gas division to be "significantly lower" compare...
July 7, 2023, 2:09 am
Sval: lackluster growth characteristics, soft performance mar otherwise solid value etf
SVAL is an index-based ETF providing exposure to a fairly cheap U.S. portfolio with an EY of about 10.5% and Price/Sales of 1.6x. Its inexpensiveness ...
July 6, 2023, 9:01 pm
Soybean etfs continue to rally after surprise usda report
Following a banner day for U.S. soybean futures, which rocketed about 6% higher on Friday after the U.S. Department of Agriculture (USDA) reported a...
July 6, 2023, 8:39 pm
Uranium stocks are looking attractive again as nuclear demand poised to power up
Uranium supply will need to increase significantly to meet the market's needs if nuclear is to become a...
July 6, 2023, 1:25 pm
Algonquin power and utilities can boost earnings, its dividend and its stock with proper sale of renewables assets, starboard says
Activist investor Starboard Value LP believes Algonquin Power & Utilities Corp. AQN CA:AQN could boost shareholder value, raise its dividend and cut i...
July 6, 2023, 9:17 am
Healixa completes global aquaduct beta development; kicks off pre-commercialization testing
Healixa Inc (OTC:EMOR) announced that it has completed the beta development of its proprietary Global AquaDuct, Deposition Water Harvesting (DWH) tec...
July 6, 2023, 8:38 am
Bull of the day: lantheus (lnth)
I last wrote about Lantheus ( LNTH ) as the Bull of the Day in March after their stunning Q4'22 report that caught Wall Street off-guard and moved est...
July 6, 2023, 7:05 am