Triton international: thinking through decisions for allocating its cash

Triton International invested heavily in its container fleet in 2021, and is now reaping the cash flow benefits of its long-term leases on those conta...

April 3, 2023, 9:59 pm

Globalstar: still a long way to go

Globalstar must prove it has the ability to fulfill its open orders in the first quarter of 2023. Globalstar plans on spending an additional $250 mill...

March 30, 2023, 3:29 pm

Fiserv: deep value through dominance in payments

Strong free cash flow flanked by significant debt reduction. High capex growth without impacts to free ...

March 28, 2023, 3:23 am

Arch resources: cheap and doing the right thing

Arch Resources, Inc. is spending a modest amount on maintenance CapEx. Otherwise, it is committed to returning 50% of cash flow to shareholders throug...

March 27, 2023, 4:16 pm

Silverbow resources focuses on developing its oilier assets

SilverBow is shifting its D&C capex towards its oily and liquids-rich assets in response to the signifi...

March 23, 2023, 11:53 pm

Novagold: limited margin of safety at current levels

NovaGold Resources Inc. had a successful 2022 drill program, continuing to report some of the best intersections sector-wide, with many that rival the...

March 21, 2023, 9:33 am

Canadian natural (cnq) q4 earnings lag estimates, revenues beat

In 2023, Canadian Natural (CNQ) expects capex of $4,190 million, low maintenance capital for production...

March 20, 2023, 8:28 am

Wolfspeed: stock still looks expensive after pullback

WOLF is well positioned to benefit from the growth of EVs with its SiC technology. However, the company has a lot of ...

March 17, 2023, 12:30 am

Public service enterprise group: all we need now is to get past near-term uncertainties

PEG has a new 10-year $34-40 billion capex plan that aligns with New Jersey's energy policy goals and i...

March 16, 2023, 9:54 pm

Oceaneering's (oii) q4 earnings & revenues miss estimates

Oceaneering International (OII) predicts 2023 consolidated EBITDA of $260-$310 million, free cash flow of $75-$125 million and ...

March 15, 2023, 9:13 am

Technipfmc (fti) lags q4 earnings estimates, beats on revenues

TechnipFMC (FTI) expects subsea unit revenues of $5.9-$6.3 billion, surface unit revenues of $1.3-$1.45 billion, free cash flow of $225-$375 million, ...

March 14, 2023, 8:25 am

Soxx: semicon industry 2023 - full steam ahead

We expect chipmakers' growth to recover by 19% on average driven by data center and automotive growth, the continued shift to 5G and a potential memor...

March 14, 2023, 4:03 am

Delek us holdings (dk) q4 earnings & revenues beat estimates

Delek (DK) plans a $350 million capex and process improvement to achieve an annual run rate of $90-$100...

March 13, 2023, 12:58 pm

Avino silver & gold mines: priced for current earnings, leaving growth as upside

ASM owns a silver mine in Durango, Mexico, and an adjacent property for exploration. The mine is already generating profits and positive cash flows to...

March 12, 2023, 8:34 am

America movil: unchallenging valuation, capex discipline and a strong peso drive shares

Unchallenging valuation at 5.0x EV/EBITDA. capex stability provides higher free cash flow....

March 11, 2023, 3:30 am

Propetro (pump) q4 earnings miss estimates, revenues beat

ProPetro (PUMP) anticipates strong demand for Silvertip Completion Services and an effective utilization rate of 14.5-15.5 fleets in Q1. It plans to s...

March 9, 2023, 6:06 am

W&t offshore (wti) beats on q4 earnings, ups 2023 capex outlook

Higher production and commodity price realizations aid W&T Offshore's (WTI) Q4 earnings....

March 8, 2023, 12:47 pm

Baker hughes us oil rig count -8

Baker Hughes' count of US oil rigs showed a decline of 8 this week to 592 while nat gas rigs rose by 3.

Gas companies may be starting to thin...

March 3, 2023, 6:17 pm

Feny: energy sector no longer attractive at current bond yields

US Energy stocks appear cheap on a trailing basis but rising capex spending and falling oil prices sugg...

March 3, 2023, 9:31 am

Gulfport energy: projected $300 million free cash flow at current strip

Gulfport Energy is projected to generate $300 million in free cash flow at current strip while growing production modestly. It appears to be controlli...

March 2, 2023, 10:32 pm