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Adtran: untapped potential, return to profitability uncertain
ADTRAN Holdings, Inc. acquired 65.3% of ADVA Optical Networking SE in 2022, boosting revenue by 82.2% YoY. The merger has led to structural unprofitab...
September 25, 2023, 9:18 pm
Caci international: good business, but with limited upside potential
CACI International is a provider of technology and expertise to national security and government modernization efforts. The company derives 72% of its...
September 25, 2023, 4:47 pm
Is american tower a buy after the much needed correction?
With the tightening capital market and dilutive/debt-laden nature of REITs in general, it is unsurprising that AMT has similarly lost -43% of its valu...
September 25, 2023, 2:00 pm
Apple's iphone 15 line-up: second most affordable yet, poised to drive market-beating returns
Apple's iPhone 15 lineup, adjusted for inflation, is the second most affordable offering since its inception, signaling potential for strong sales in ...
September 25, 2023, 2:23 am
Logitech: a sell opportunity as earnings struggle and valuation is high
Logitech rated Sell today, more bearish than the consensus rating. Positive call-outs: dividend growth & stability, company financial health. Negative...
September 23, 2023, 10:13 am
Kosmos energy: slow upside with production growth into 2024
Kosmos Energy reported a drop in Q2 2023 revenue of 55.98% YoY, missing Wall Street forecasts. The company expects further production growth and signi...
September 23, 2023, 9:31 am
Canada july retail sales 0.3% versus 0.4% expected
Prior month +0.1% (was expecting 0.0%)The July advanced estimate last month was for a 0.4% gainRetail sales for July 0.3% versus 0.4% expected. Sales ...
September 22, 2023, 12:30 pm
Nvidia's data center opportunity
Nvidia Corporation's Data Center business grew by 171% yoy in Q2 2024, with revenue of $10.3 billion, s...
September 22, 2023, 9:18 am
Apple: decline in services margin will be another headwind
Apple Inc. reported 8% yoy growth in Services segment, which is an acceleration from the previous quart...
September 20, 2023, 5:00 pm
Assurant: overvalued insurer gets hold rating as earnings grow
Assurant gets hold rating, in line with consensus from analysts. Positives: dividend growth/stability, earnings...
September 20, 2023, 9:00 am
Japan’s exports to china tumble further, trade with us flourishes
Japan’s economic data shows a dwindling momentum in the country’s export sector, registering a decline of -0.8%...
September 20, 2023, 3:51 am
Aerovironment: why we're not taking off just yet
AeroVironment Inc. has achieved a remarkable start to fiscal year 2024 with a 40% yoy increase in Q1 re...
September 19, 2023, 3:01 pm
Canada cpi jumps to 4% yoy on gasoline, above expectation of 3.8% yoy
Canada CPI accelerated to 4.0% yoy in August, up from July’s 3.3% yoy, above expectation of 3.8% yoy....
September 19, 2023, 12:43 pm
Canada august cpi 4.0% versus 3.8% expected
Prior month 3.3%CPI MoM x.x% versus 0.3% expectedPrior MoM 0.6%CPI yoy x.x% versus 3.8% expectedCore me...
September 19, 2023, 12:30 pm
Canada’s cpi looms, can cad/jpy sustain bullish momentum?
Today, eyes are on Canada’s CPI data, with projections pointing towards an uptick. Expectations peg the headline inflation at 3.8% yoy, an increase ...
September 19, 2023, 3:56 am
Pra group: portfolio investments rapidly increasing, hold
PRA Group has seen a rapid increase in its portfolio investments, with an additional $328 million invested in the last quarter. The company's operatin...
September 19, 2023, 2:48 am
Buy intesa for its 11% dividend yield
Intesa Sanpaolo has reported strong operating performance and a sustainable dividend, but shares trade at a discount due to a new banking tax in Italy...
September 18, 2023, 6:10 pm
Ambev sa: banking on new combinations and innovation to raise revenue
Ambev has been operating profitably for the past two decades with an annual gross profit margin (TTM) of 49.95%. Ambev's BEES digital marketplace ente...
September 18, 2023, 12:51 pm
Lit: severe underperformance and high china exposure are near-term risks
Commodities rallied to the highest level since August 2022, while lithium futures plummeted 67% in 2023. Global X Lithium & Battery Tech ETF lags behi...
September 18, 2023, 3:38 am
Scratching the surface: allakos' novel take on urticaria
Allakos displays fiscal discipline with yoy reductions in R&D and G&A, suggesting resource reallocation...
September 18, 2023, 2:07 am