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Haleon: a great consumer staples add
Haleon's consumer brands are strong, and its free cash flow margin is high at 16%. Net debt to ebitDA i...
January 31, 2023, 1:10 pm
Dole: sale of fresh vegetables to chiquita is a home run
Dole plc's sale of the Fresh Vegetable division substantially de-risks an already compelling investment by increasing ...
January 31, 2023, 12:17 pm
Accesso technology group a buy, say shore capital analysts
Shore Capital analysts have reiterated their buy rating for Accesso Technology Group PLC (AIM:ACSO, OTC:LOQPF), a technology provider to theme parks a...
January 31, 2023, 11:30 am
Xlmedia jumps 11% on promising trading update
Shares in XLMedia PLC (AIM:XLM, OTC:XLMDF) spiked 11% on Tuesday following release of the digital media company's latest trading update. Per the updat...
January 31, 2023, 7:23 am
Lakeland's investments could drive sales and fcf growth
Lakeland Industries is a company that offers the production and sale of security products for industries and retail customers. Management expects
January 31, 2023, 3:01 am
Stem holdings, inc and headwaters, llc sign term sheet for a business combination
2022 Consolidated Business Combination Revenue of ~$75,000,000 and Positive Adjusted ebitDA 2023 Consol...
January 30, 2023, 11:03 pm
Ngl energy partners: despite good news, future is bleak for common unitholders
NGL Energy Partners LP recently hiked ebitDA guidance and reported impressive debt reduction. Despite t...
January 30, 2023, 7:34 pm
Sofi: cheaper than you think
SoFi reported another strong quarter with revenue growth surging to 58%. The fintech guided to another strong year with adjusted ...
January 30, 2023, 5:23 pm
Worldline and ing expand card partnership
Worldline has announced an extended card issuing and processing arrangement with ING. The French multinational payment company said in a Monday (Jan. ...
January 30, 2023, 3:36 pm
Kingsway financial: an undervalued compounder with an 'outsiders' ceo
Kingsway is an undiscovered long-term compounder. ebitDA has grown at a 40%+ CAGR since 2018....
January 30, 2023, 3:11 pm
Tidewater midstream: trading at just 4x ebitda on a deconsolidated basis
Tidewater Midstream owns 69% of Tidewater Renewables, and this hides the undervaluation of the midstream company. I can easily see a value north of C$...
January 30, 2023, 10:00 am
Select energy services: fundamentals support a higher price
Select Energy Services, Inc. turned in solid number for Q3 2022, with ebitDA showing a 60% rise quarter...
January 30, 2023, 7:30 am
Record sales and ebit; order intake below previous year
INTERROLL continued to grow in the financial year 2022: sales increased to CHF 664.4 million (+3.8% year-on-year, +8.0% in local currencies). Order in...
January 30, 2023, 5:59 am
Visa cooperates with doj antitrust probe into debit card practices
The U.S. Justice Department is continuing its investigation into Visa's debit card practices. The paym...
January 29, 2023, 3:23 pm
Lesaka technologies: a very cheap yet growing emerging markets fintech
Lesaka is a Nasdaq listed fintech in South Africa that is cheap, undiscovered, and in the midst of a turnaround. Owns non-core assets worth roughly $4...
January 29, 2023, 12:41 am
Qualtrics international: changing my stance from neutral to long
Overall, XM's growth in revenue was 2% higher than expected, and the company's ebit margin was in line ...
January 28, 2023, 6:15 am
Delek logistics partners: an 8.30%-yielder that is worthy of consideration
Delek Logistics Partners, LP is a midstream company that primarily provides services to Delek US Holdings. The partnership has remarkably stable cash ...
January 26, 2023, 3:19 pm
Playtech expects to close fy22 with at least €400m ebitda
Playtech (LON: PTEC) released a trading update on Thursday, revealing its expectations to end the financial year 2022 with at least €400 million ...
January 26, 2023, 9:43 am
Wizz air reports more than doubled revenues and reduced losses as passenger numbers soar
Wizz Air Holdings PLC (AIM:WIZZ) has reported more than doubled revenues in the third quarter, and reduced losses, as passenger numbers soared by 59.1...
January 26, 2023, 2:34 am
Repay holdings: too many uncertainties in the macro environment
Repay Holdings Corporation operates in verticals with large total addressable markets and low card penetration. M&A is unlikely to occur in the near t...
January 25, 2023, 5:46 pm