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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


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