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Diageo: long-term compounder down 23% from peak
Diageo stock has now fallen by 23.0% in USD from its peak in early January, and trades at a 26.9x P/E and 2.1% Dividend Yield. Structural growth in gl...
June 21, 2022, 12:58 pm
Hudson technologies may keep going higher after recent doubling
Although Hudson Technologies stock has doubled in price since my last call, I believe for several reasons that it can produce a similar return in the ...
June 21, 2022, 8:46 am
Uk payments watchdog to review visa and mastercard fees
Britain's payment systems regulator (PSR) will conduct two market reviews of card fees charged by Visa and Mastercard, the U.S. companies that account...
June 21, 2022, 4:16 am
Meta platforms: exposing senseless narratives
With Meta Platform's stock now below < $170/share, the company is trading at x7 EV/ebitDA and a 2023 fo...
June 21, 2022, 1:36 am
Whirlpool is likely to struggle in the short term, however, it might outperform in the long run
Whirlpool has presented disappointing results in the first quarter, with declining ebit and contracting...
June 19, 2022, 3:11 am
Ferrari should be in a dividend growth watchlist
Ferrari unveiled its plans from 2022 to 2026 that will lead it toward its electric supercars. Capex will grow, but the cumulated industrial ...
June 18, 2022, 12:57 am
Valens semiconductor: an overlooked company with incredible potential
Valens' DSP technology solves many problems currently faced by the automotive industry when it comes to transmitting and managing data. The company's ...
June 17, 2022, 9:34 am
Why united states steel shares are rising
United States Steel Corporation (NYSE: X) shares are trading higher by 5.06% to $20.57 after the company issued second-quarter adjusted EPS guidance ...
June 17, 2022, 9:03 am
Glencore's marketing arm set for bumper first half as coal prices surge
Glencore PLC (LSE:GLEN) said first-half profits from its marketing operation would exceed what it would normally make in a good year as it continued t...
June 17, 2022, 3:01 am
United states steel stock gains on strong q2 outlook
United States Steel Corporation (NYSE: X) provides 2Q22 guidance; It expects adjusted ebitDA of ~$1.6...
June 16, 2022, 4:49 pm
Darden restaurants: looks well-placed for continued growth
Darden Restaurants sales have largely recovered to pre-COVID levels. The company expects ebitDA margin ...
June 16, 2022, 6:13 am
Piper sandler slashes tilray price target in half
Piper Sandler analyst Michael Lavery on Wednesday cut his price target on Tilray Brands Inc. TLRY, -1.11% to $3 a share from $6 in the face of tough m...
June 15, 2022, 10:59 am
Alcoa: slowing economy is priced in, 6x free cash flow
A lot of fear in the market right now. Meanwhile, Alcoa carries a strong balance sheet and is making robust free cash flow. Alcoa's recent conference ...
June 13, 2022, 11:24 am
At&t: new standalone company, same structural risks; avoid
AT&T shares have regained 14% since the Warner Media spin-off and, at $20.69, now have a P/E of 8.5x and a Dividend Yield of 5.4%. New guidance set ou...
June 12, 2022, 2:25 am
General electric: prepare for takeoff
GE's ebit was $584 million in Q1 2022, up 286.8% year-over-year. The company's total debt was $36,313 m...
June 10, 2022, 5:43 am
Moneylion: bullish on path to profitability
MoneyLion reported its Q1 results highlighted by revenues more than doubling over the past year from its personal finance fintech platform. Management...
June 9, 2022, 4:43 pm
Buy franchise group ahead of major acquisition
Franchise Group has strong organic growth prospects, is only 2.4x levered, and trades below 8x 2022 fully taxed FCF/share. The stock is down ~25% due ...
June 9, 2022, 1:39 pm
Ecolab: buying esg dividends like bill gates
Ecolab is a specialty chemicals company focused on sustainability, which makes it a perfect ESG holding. The company suffered from the pandemic but is...
June 9, 2022, 10:39 am
Golden ocean vs. star bulk carriers: latter is still a better buy
The stock prices of Golden Ocean and Star Bulk have reached my previous targets. Now, I have new targets for the stocks. Comparing the asset turnover,...
June 7, 2022, 6:00 pm
Why encompass health shares are trading lower today
Encompass Health Corporation (NYSE: EHC) lowered its FY22 sales guidance from $5.38 billion - $5.50 billion to $5.33 billion - $5.42 billion, below...
June 7, 2022, 1:47 pm