Natural resource partners: transforming the appeal of their units

Natural Resource Partners L.P. has benefited immensely as coal prices surged following the Russian invasion of Ukraine. They played their hand very we...

January 18, 2023, 6:12 pm

Vodafone to sell vodafone hungary for $1.81 billion

Vodafone Group PLC said Monday that it has agreed to sell Vodafone Hungary to 4iG Public Ltd. and Corvinus Zrt for 1.7 billion euros ($1.81 billion), ...

January 9, 2023, 2:36 am

Iheartmedia: deleveraging story underway

IHRT is a deleveraging story that we think could hit an inflection point in the next 12-24 months. Mana...

January 6, 2023, 6:37 pm

Crescent point: acquisition and impact on future returns

Crescent Point Energy surprised the markets with an acquisition. The purchase was a bit of a drift from its capital return and ...

January 2, 2023, 5:23 pm

Antero midstream: deleveraging to take priority over dividend hikes

Antero Midstream Corporation's dividend is safe, but risks and limited growth prospects make it unappealing. Increased return of capital isn't likely ...

December 28, 2022, 4:54 pm

At&t: a deal that makes sense

AT&T's joint venture with BlackRock, GigaPower, LLC, provides the company with a way to grow outside of its core geographical area in a cost-effective...

December 27, 2022, 6:14 am

Ghy: discount widens, but distribution coverage remains a concern

Previously, GHY lacked distribution coverage, which hasn't changed; coverage has fallen a bit further. The fund has been ...

December 23, 2022, 11:10 am

Is medical properties stock a buying opportunity as it nears $10?

Medical Properties Trust's shares have underperformed the REIT sector in 2022, and this is likely attributable to MPW's higher-than-average payout and...

December 19, 2022, 11:51 am

Clear channel outdoor: a speculative play facing headwinds

Rising interest rates are providing another headwind for CCO management's deleveraging plan. Over the n...

November 30, 2022, 5:16 pm

Graftech international: soft steel

GrafTech International Ltd. has seen tough times as of late, with investors fearing a slowdown in demand while the company has seen a production suspe...

November 21, 2022, 11:17 am

Rocky brands: the deleveraging process will unlock the dividend potential

Net sales are stabilizing after a post-pandemic demand surge. Current headwinds caused a sharp decline in the share price, which leaves a reasonable d...

November 17, 2022, 8:40 am

Crypto platform blockfi is halting client withdrawals

BlockFi says that given the lack of clarity on the status of FTX.com, FTX US and associated firm Alameda, we are not able to conduct business as us...

November 11, 2022, 1:33 am

A ‘cascade of margin calls’ deleveraging, crypto failures and bitcoin at $13,000 are likely amid ftx fallout

A “new wave of crypto deleveraging” is likely under way, with bitcoin itself poised to drop another...

November 10, 2022, 3:02 pm

Crypto markets face weeks of deleveraging in ftx fallout, could push bitcoin to $13,000

JP Morgan with the call:

• Crypto markets face weeks of deleveraging in the fallout from th...

  November 10, 2022, 2:23 am

Bombardier: growth makes it stronger and a stronger buy

Bombardier is on a strong deleveraging path. Company is tracking ahead of its 2025 targets....

November 9, 2022, 8:11 am

Tyler technologies - growing governmental it spending

Tyler is a long-term growth play which is doing just fine. The company has integrated the NIC deal well, and is rapidly ...

November 3, 2022, 10:54 pm

Crescent point: unhedged natural gas adds extra firepower

Crescent Point's deleveraging has gone on schedule. The company's oil hedges detracted from performance...

September 8, 2022, 3:45 pm

Geo group: maturity wall smoothed out, focus on deleveraging

GEO successfully managed its near-term maturity wall via an amend & extend transaction. This transaction allows and forces GEO to delever via an 80% e...

September 6, 2022, 3:33 am

The kraft heinz company: the 4% yield is the price for investors' patience

In this article, I will share my research on how Kraft Heinz is undertaking its business model turnaround after even Buffett said he had overpaid for ...

September 5, 2022, 4:14 am

Warner bros. discovery: best way to trade the stock in this market

Warner Bros. Discovery shares have been weak since the company provided fresh guidance on the combined company during the most recent quarterly result...

September 2, 2022, 5:02 pm