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Builders firstsource stock: what's the forecast for the rest of 2022?
Builders FirstSource achieved strong and better-than-expected top line and bottom line growth in Q1 2022, which validates the stock's +56% share price...
June 7, 2022, 8:15 am
Nutrien: world leader in potash production
In early July, the European Union imposed sanctions against Belarusian producers of mineral fertilizers. Nutrien 's ...
June 5, 2022, 11:46 pm
Genco shipping: 12% yield, low debt, very strong earnings
GNK has a new dividend policy - its forward yield is 12.40%. Management has paid down significant debt - Net Debt/...
June 5, 2022, 9:15 am
Ii-vi is a powerful choice in multiple secular growth trends
II-VI has built a remarkably robust moat and is massively investing in strong secular growth trends. The street consensus anticipates 16.11% FCF and 1...
June 5, 2022, 3:36 am
Volaris: my favorite airline, but i prefer the airports
After tumbling 7% Wednesday, Mexican airline Volaris is now down 19% year-to-date. Volaris was the world's most profitable airline in the world in 202...
June 2, 2022, 11:26 am
Balchem: a new growth stage is just beginning
Balchem operates in key industries by providing critical components. Gross profit and ebitDA margins ar...
June 2, 2022, 6:39 am
Wayfair: a return to negative adjusted ebitda and free cash flow
Wayfair managed to deliver positive adjusted ebitDA and free cash flow in 2020 and 2021. Outside of tho...
June 2, 2022, 1:35 am
Canaccord genuity repeats 'speculative buy' rating and $2.00 price target on think research after its q1 results beat expectations
Canaccord Genuity (TSX:CF, LSE:CF) analysts have repeated a 'Speculative Buy' rating and $2.00 price target on Think Research Corporation (TSX-V:THNK)...
June 1, 2022, 6:41 am
Ayr rises on new jersey news and is still cheap
Ayr remains the cheapest MSO on an enterprise value/sales and enterprise value/adjusted-ebitDA basis. D...
June 1, 2022, 2:15 am
Alibaba shows a surprising win
Recent quarterly report by Alibaba has shown a strong performance within its delivery business. The Local Consumer Services business segment grew by 2...
June 1, 2022, 1:43 am
Howmet aerospace: a closer look
Howmet Aerospace is a high-tech aerospace supplier with additional transportation exposure. The company did well during the worst pandemic years and i...
May 31, 2022, 4:52 pm
Northstar reports first quarter 2022 financial results and announces details of virtual investor webcast
Highlights $3.9 million in cash as of March 31, 2022 Working capital surplus of $3.7 million as of March 31, 2022 compared to a working capital surplu...
May 30, 2022, 7:02 pm
Australia's antitrust watchdog sues mastercard
The Australian Competition & Consumer Commission (ACCC) has brought proceedings against Mastercard for allegedly engaging in anticompetitive practices...
May 30, 2022, 6:44 pm
Zebra technologies: another compounder on my watchlist
During the first three months of 2022, they repurchased 648,875 shares of common stock for approximately $305 million. Zebra Technologies has $141M in...
May 30, 2022, 2:17 am
Marqeta: strong start to the year; remaining focused on profitability
Marqeta reported Q1 revenue and TPV growth of 54% and 53% respectively, both beating expectations. 2022 revenue growth is expected to be just shy of 4...
May 30, 2022, 1:10 am
Sea limited: another strong quarter; profitability could be turning a corner
Sea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion, quickly approaching a $15 billion run-rate level. The bi...
May 29, 2022, 2:24 am
Why i doubled down on ardagh metal packaging, making it the largest position in my portfolio
AMBP's share price continued to slide, but I think the inflection point for the financial results has been reached. The company is guiding for a 25% <...
May 28, 2022, 11:35 am
Sea limited: the worst is over as signs of stabilization emerge
Shopee ASEAN and Taiwan saw meaningful improvement in adjusted ebitDA loss due to improved unit economi...
May 27, 2022, 9:11 am
Matthews international corporation: patience should pay off
Matthews International has experienced some pain as of late due to broader economic concerns and because of weak margins this year. Despite the pain, ...
May 27, 2022, 6:18 am
Tripadvisor: superior experiences & dining segment growth
We analyzed Tripadvisor's Experiences & Dining (E&D), segment as it has superior revenue growth at a 5-year average of 17% compared to its Hotels segm...
May 26, 2022, 6:22 pm