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Flex lng: 10% yield, industry tailwinds
The Russian invasion of Ukraine disrupted the LNG industry, leading Europe to seek alternative suppliers like the US. FLEX LNG Ltd. benefited from the...
August 20, 2023, 9:15 am
Horizon technology isn't a sell but triplepoint venture carries some risk
Business development companies like Horizon Technology and TriplePoint Venture Growth have seen strong growth due to their floating-rate portfolios an...
August 20, 2023, 3:41 am
Washington federal stock now looks cheap amid wider bank worries
Washington Federal shares have been largely flat in the two years since I initially covered the bank, with that mainly coming as a result of recent tu...
August 20, 2023, 3:06 am
Turning bullish on tecnoglass after large correction
Tecnoglass stock has dropped 35% in the past month, which puts the starting valuation at a much more favorable level. Q2 earnings were strong, though ...
August 19, 2023, 11:02 pm
Tetra tech: good near-term and long-term growth prospects
Tetra Tech Inc's revenue is expected to benefit from a healthy backlog level of $4.4 billion and favorable end market demand. Various government infra...
August 19, 2023, 9:45 pm
Is shopify's stock a buy now?
Shopify's business might have reached a bottom. It could ride on long-term growth tailwinds....
August 19, 2023, 12:30 pm
Warren buffett's favorite homebuilder: d.r. horton
Warren Buffett's Berkshire Hathaway now owns roughly 5.7 million shares of D.R. Horton, the largest homebuilder in the U.S., despite headwinds threate...
August 19, 2023, 11:50 am
Ada price prediction: sub-$0.250 remains in view on sec activity
After a bullish Friday, ADA was under pressure this morning. SEC lawsuits and no evident shift in the US regulatory landscape remain headwinds. The po...
August 19, 2023, 4:57 am
Medical properties trust: dividend yield headed for intensive care
Medical Properties Trust has received downgrades from Raymond James and Bank of America due to uncertainty about its future and its largest tenants. M...
August 19, 2023, 3:40 am
Aud/usd faces headwinds amid china’s economic woes, mixed fed signals
AUD/USD traders’ focus shifts to next week’s data. In Australia, S&P Global PMIs are expected to remain unchanged. On the US front, Fed speakers, ...
August 18, 2023, 10:44 pm
Bitcoin’s problem may be bond yields
Bitcoin took a sharp leg down to the $25,000 level as investors speculated about SpaceX’s holdings, but there may be another major headwind for cryp...
August 18, 2023, 9:59 pm
Commercial and industrial lending falls again this week, but lending by small banks is up
Federal Reserve officials are worried that tighter credit conditions on households and businesses could be a source of headwinds for the economy. Read...
August 18, 2023, 9:29 pm
Why are stocks moving lower?
Higher interest rates and mortgage rates are undoubtedly a headwind for the market. Still, many stocks will thrive even in a high-rate environment if ...
August 18, 2023, 8:50 pm
Why coherent stock fell 24% this week
Coherent beat expectations with its fiscal fourth-quarter results despite continued macroeconomic uncertainty. But those macro headwinds are also limi...
August 18, 2023, 8:34 pm
Metlife: neutral rating maintained, as stock remains overvalued
My previous MetLife neutral/hold rating from May is affirmed, and I'm less bullish than the analyst consensus. Positives: dividend yield & stability, ...
August 18, 2023, 5:42 pm
Clearway energy has gotten cheap on temporary headwinds
Clearway Energy owns over 8000 MW of utility scale energy production assets and sells power through long-term contracts. The market has undervalued Cl...
August 18, 2023, 5:18 pm
Nvidia & 2 other reports to watch next week
The Q2 earnings cycle continues to wind down rapidly, with most S&P 500 companies already unveiling qua...
August 18, 2023, 4:19 pm
Lowe's 2q earnings to reflect decreased home improvement spending amid lumber deflation
Lowe's Companies, Inc. (NYSE:LOW) is set to report a year-over-year decline in both sales and profit for the second quarter as the challenging economi...
August 18, 2023, 3:44 pm
Peloton could see $15m profit hit in 4q from bike seat recall
Peloton Interactive Inc (NASDAQ:PTON) could see a $15 million headwind to its gross profit for the fourth quarter due to the recall of defective bike ...
August 18, 2023, 3:14 pm
High costs hurt cullen/frost (cfr), loan concentration ails
Cullen/Frost (CFR) is hurt by mounting costs and a concentrated commercial loan portfolio, which are likely to remain in the upcoming period as well. ...
August 18, 2023, 2:49 pm