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Coterra energy: an oil and gas superstar at a discount
The oil and gas industry is expected to enter a new supercycle, driven by geopolitical tensions, accumulated underinvestment in capex, and the massive...
November 4, 2023, 7:42 am
Utg: from bad to worse
Reaves Utility Income Trust has seen a negative performance and a 10% drop in price return, indicating an increased risk given the reliance on capital...
November 2, 2023, 12:21 pm
Amazon q3: a shocker for the bears
Amazon delivered an outstanding quarter, exceeding expectations in nearly every segment. The company saw a strong margin expansion and over 80% growth...
November 1, 2023, 5:39 am
Volatility is something we plan for, says arista ceo jayshree ullal on meta's capex spending
Jayshree Ullal, Arista Networks CEO, joins 'Closing Bell Overtime' to talk Q3 earnings, the stock performance, what is ahead for the company and more....
October 31, 2023, 5:45 pm
Stmicroelectronics: let's take advantage of a 20% decline
STMicroelectronics performances were driven by the auto division, and we believe there is further upside to growth. Solid balance sheet, higher DPS ex...
October 30, 2023, 1:04 am
Verizon: q3 2023 earnings, improved fcf outlook, and strengthening balance sheet
Verizon's 3Q23 earnings results showed a 2.6% decrease in revenues, but wireless service revenue grew 2.9% year-over-year. Consumer postpaid phone net...
October 29, 2023, 8:20 pm
At&t not for the meek, but buy and drip indefinitely
For now, it appears that the bullish support at T's critical levels of $13s/ $14s remains robust since October 2022, with shareholders cheering its ra...
October 29, 2023, 12:00 pm
Bet on dirty energy: whitehaven coal
Whitehaven is an undisputable leader in its peer group. It achieved 82% free cash flow yields at 4.2% CAPEX/Revenue. These numbers mean the company ha...
October 29, 2023, 8:14 am
Meta platforms - maintaining buy: outpacing peer group in ad revenue
We are maintaining our buy rating on Meta Platforms. Our investment thesis of Meta's FoA uniquely positioning it for higher ad revenue growth is playi...
October 29, 2023, 12:46 am
Churchill downs: good execution but too expensive stock
Churchill Downs operates racetracks, historical racing machines, online wagering platform TwinSpires, and casinos. The company's financial performance...
October 28, 2023, 5:10 am
Energy transfer: some compelling narratives, but not a compelling buy
The NGL & Refined Product division is now the largest contributor of group EBITDA, and it looks poised to stay that way, given some of the encouraging...
October 27, 2023, 12:49 am
Zoetis: significant capex investments for long-term growth, but a hold now
Zoetis is an animal health company specializing in the development and manufacturing of veterinary pharmaceuticals and vaccines for both livestock and...
October 26, 2023, 1:18 am
Nvidia and arista see their stocks drop as meta capex outlook trails estimates
Shares of Arista Networks Inc. ANET, -2.31% and Nvidia Corp. NVDA, -4.31% were falling in after-hours trading Wednesday after Facebook parent Meta Pla...
October 25, 2023, 5:58 pm
Everyone in the semi sector wants to compete against intel, says trivariate's adam parker
Bryn Talkington, managing partner at Requisite Capital Management, and Adam Parker, funder & CEO of Trivariate Research, joins 'Closing Bell' to discu...
October 24, 2023, 6:01 pm
Fitch reaffirms sirius real estate's investment-grade credit rating
Sirius Real Estate Limited (LSE:SRE, JSE:SRE, OTC:SRRLF) has had its BBB investment-grade credit rating reaffirmed by Fitch, with the rating agency gi...
October 24, 2023, 2:39 am
Tesla capex to exceed $9 billion target this year
Tesla Inc. (TSLA) said Monday in its third-quarter 10-Q filing with the SEC that its capital expenditures are set to exceed $9 billion this year, larg...
October 23, 2023, 3:55 pm
Tesla sees higher capex than previously forecast
Tesla Inc (NASDAQ:TSLA) expects its capital expenditure for this year to exceed $9 billion, above previous guidance, it said in a filing on Monday. ...
October 23, 2023, 9:23 am
Google: shares likely to pop on strong earnings
Google's Q3 earnings are expected to show growth in revenue and earnings, with estimates of 10% and 36% YoY growth respectively. Factors driving this ...
October 22, 2023, 9:34 am
At&t: ignore the noise, prospects are good
AT&T's stock has appreciated by 13% since our last coverage, outperforming the S&P 500's negative 6% return. The underlying ratios of AT&T's business ...
October 22, 2023, 5:35 am
Philadelphia fed october manufacturing index -9.0 vs -6.6 expected
Prior -13.5Employment 4.0 vs -5.7 priorPrices paid 23.1 vs 25.7 priorPrices received 14.6 vs 14.8 priorNew orders 4.4 vs -10.2 priorShipments 10.8 vs ...
October 19, 2023, 12:30 pm