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At&t: dividends don't lie

AT&T recently announced a quarterly dividend of $0.2775 per share on the company's common shares. Such a dividend translates to about $2B in total and...

July 10, 2023, 3:44 pm

At&t: bad choice for rational investors

AT&T's dividend is unlikely to be cut in the foreseeable future due to efforts to de-risk balance sheets and a strong financial buffer. However, T has...

July 9, 2023, 6:33 am

Walmart's dividend magic: scaling new highs, king style

Walmart's shares have returned 13.9% per year since 1987, beating the S&P 500 by almost 300 basis points per year. The company has hiked its dividend ...

July 6, 2023, 11:25 am

Enterprise products partners increasing capex, big fcf, undervalued

Enterprise Products Partners is recommended as a buy due to its low valuation and robust free cash flow yield. EPD, a major MLP, provides a variety of...

July 6, 2023, 3:40 am

Lonza: our thoughts pre capital market day, buy confirmed

Despite a challenging economic environment, Lonza announced an increase in CAPEX, positioning itself to capture long-term growth opportunities in the ...

June 30, 2023, 3:41 am

Ups: sagging volumes baked in, shares are buy amid trough earnings

UPS is near a low in its earning cycle, and shares are a decent value play following a Q1 earnings-related drop. Despite disappointing Q1 results and ...

June 29, 2023, 3:58 am

Volkswagen: our thoughts post capital market day, buy confirmed

Volkswagen highlights ten key takeaways on how the company will close the profitability gap versus its peers. ...

June 29, 2023, 12:03 am

Narayana hrudayalaya share price: kotak institutional equities says book profits after 60% jump

Kotak remains wary of any significant future overseas expansion that Narayana may carry out as it already expects ...

June 28, 2023, 7:14 am

Dallas fed june manufacturing survey -23.2 vs -29.1 prior

Prior was -29.1Output -4.2 vs -1.3 priorNew orders -16.6 vs -16.1 priorPrices paid for raw materials +1.4 vs +13.8 priorPrices paid for finished goods...

June 26, 2023, 2:31 pm

Frontier communications parent: rating upgrade supported by attractive valuation and arpu uptrend

FYBR's valuation has become attractive after the stock declined due to the new capex guidance. Ongoing ...

June 25, 2023, 10:00 am

Total energy services: 2023 is shaping up as a good year

The company's Q1 2023 revenues rose by 41.7% while EBITDA soared by 99.4% thanks to strong drilling activity across North America. In my view, EBITDA ...

June 23, 2023, 6:38 pm

Telephone and data systems: drilldown on deep value and risk

Telephone and Data Systems offers a potential 40% upside but faces headwinds in returning to profitability. TDS has a history of consistent revenue gr...

June 23, 2023, 2:43 pm

Sm energy (sm) raises q2 production outlook, lowers capex view

For the second quarter, SM Energy (SM) announces a 10% reduction in its capital budget (before acquisitions) from the previously mentioned mid-point o...

June 22, 2023, 12:36 pm

Advanced emissions solutions, inc.: why i've tripled down in the $1s

At $1.25, ADES shares are trading at a $41.25 million market capitalization. The company has $79 million in cash and $20 million in debt. The company ...

June 21, 2023, 8:06 pm

Taiwan semiconductor: driving profitability on secular shift to innovative nodes

Taiwan Semiconductor delivered resilient profitability in the first quarter while revising downward expectations for FY2023. The company is not cuttin...

June 21, 2023, 5:14 am

Shell tells city what it wants to hear, mostly

Shell largely gave the City it wanted to hear last week at its capital markets day, said analysts, even though the oil major enraged climate activist...

June 19, 2023, 10:51 am

Waste management's focus on biogas and recycling is a great plan

Waste Management plans to spend a lot of capex to increase its recycling facilities and RNG biogas outp...

June 19, 2023, 4:12 am

Shell looks after shareholders but at what cost?

Shell PLC (LSE:SHEL, NYSE:SHEL)'s plans to boost shareholder returns and cut capex were broadly welcome...

June 14, 2023, 7:39 am

Kinetik holdings: gcx sale a key trigger in 2023

Kinetik is a pure-play midstream firm in the Permian Basin. Its balance sheet is in mediocre shape, and when combined with a ...

June 14, 2023, 4:51 am

Spire global stock: a buy after the likely reverse split

Spire Global operates a fleet of over 100 multipurpose radio occultation satellites, gathering valuable data on weather, maritime tracking, aviation, ...

June 12, 2023, 5:56 pm


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