Celestica: Generative AI Boom Is Real – Prospects Remain Bright (NYSE:CLS)

wigglestick/iStock via Getty Images We previously covered Celestica Inc. (NYSE:CLS) in March 2024, discussing how it had been a beneficiary of the ongoing generative AI boom, with the increased demand for ML/ AI-related products likely to trigger its accelerated top/ bottom line growth through FY2026. Despite the inherently lower-margin manufacturing business model, we believed that…

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Turkcell Iletisim Hizmetleri A.S. (TKC) Q1 2024 Earnings Call Transcript

Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC) Q1 2024 Earnings Conference Call May 27, 2024 1:00 PM ET Company Participants Ozlem Yardim – Investor Relations and Corporate Finance DirectorAli Taha Koc – Chief Executive OfficerKamil Kalyon – Chief Financial Officer Conference Call Participants Tiron Cesar – Bank of AmericaIgnebekçili Murat – HSBCDemirtas Cemal – Ata InvestMandaci Ece…

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Re-Rating Financials | Seeking Alpha

simarik/E+ via Getty Images By Brad Tank & Ashok Bhatia, CFA A year after the mini-banking crisis, we see the normalizing interest rate and yield backdrop generating tailwinds behind the Financials sector. Investment grade spreads in the global Financials sector are almost at the same level as spreads in Non-Financials. That is notable, given that…

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AI And The Energy Grid: Solving For AI’s Power Needs

D-Keine Episode Description The world remains abuzz over artificial intelligence, but rapid advancement and adoption of the technology is poised to drive a significant increase in power demand, and this demand could redefine energy consumption as we know it. Today we ask the critical question: is the energy sector equipped for the AI power revolution?…

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BlackRock TCP Capital: Post-Merger Opportunity For Income And Growth (NASDAQ:TCPC)

Klaus Vedfelt BlackRock TCP Capital Corp. (NASDAQ:TCPC) recently completed its business combination with BlackRock Capital Investment Corporation which was formerly a separate, publicly traded business development company. The BDC announced that it would lower its management fee which I think could lead to an increase in the dividend as well. BlackRock TCP Capital also comfortably…

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Block: Wonderful Company At A Fair Price (NYSE:SQ)

BlackJack3D/E+ via Getty Images Investment thesis I like companies which leverage robust ecosystems as this approach creates strong cross-selling opportunities and increases switching costs for customers, a formidable mix to build sustainable value for shareholders. In this respect, Block, Inc. (NYSE:SQ) is a unique company because it leverages two ecosystems simultaneously. This creates massive opportunities…

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Despegar.com: Brazil Continues To Lead Growth (NYSE:DESP)

Thomas Barwick Investment Thesis: I take a bullish view on Despegar.com. In a previous article back in March, I made the argument that Despegar.com (NYSE:DESP) has the potential for further upside going forward, owing to strong growth in gross bookings and revenue – with the Brazilian market having shown particularly strong performance. Since then, we…

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Perspective Therapeutics: Elevated Theranostics Play Flying Under Your Radar (NYSE:CATX)

Arctic-Images/DigitalVision via Getty Images Topline Summary Perspective Therapeutics (NYSE:CATX) is an oncology-focused biotech looking to make a contribution to the slow-growing but high-interest field of theranostics, a form of treatment that combines diagnostic techniques with therapeutic modalities in an attempt to precisely target tumor biology and improve standards of care. They have multiple agents in…

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Boeing: Why The Crisis Is Overblown (NYSE:BA)

Rathke/iStock Editorial via Getty Images The Boeing Company (NYSE:BA) had a tough start to the year, as its shares depreciated by over 30% YTD due to regulatory scrutiny. While the company certainly faces some challenges that already had a negative monetary effect on its financials and resulted in the weaker performance of its business in…

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Arrowhead Pharmaceuticals: Hoping Something Sticks (NASDAQ:ARWR)

John_Kepchar/iStock via Getty Images Shares of RNA interference concern Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) are off more than 70% from their June 2021 high as the market worries about its near- to intermediate-term outlook. Its lead therapy and likely first-ever approved asset plozasiran is behind Ionis Pharmaceuticals’ (IONS) olezarsen for its two hypertriglyceridemia indications. With collaboration…

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AlphaFold 3: The Future Of AI In Biotechnology Is Here

Love Employee/iStock via Getty Images By Christopher Gannatti, CFA, & Mobeen Tahir Google DeepMind (GOOG, GOOGL) and Isomorphic Labs have recently unveiled an exciting new breakthrough, AlphaFold 3, set to transform our understanding of molecular biology and drug discovery. This artificial intelligence (AI)-powered software goes beyond predicting protein folding (a process that laid the groundwork…

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Qualcomm: Continues Surging Higher (Technical Analysis) (NASDAQ:QCOM)

AutumnSkyPhotography For the second quarter, QUALCOMM Incorporated (NASDAQ:QCOM) posted strong quarterly results, with adjusted per-share earnings of $2.44 (soundly surpassing analyst expectations of $2.32 per share) and adjusted revenues of $9.39 billion (modestly surpassing consensus estimates of $9.34 billion for the period). Quarterly Results And Guidance (Qualcomm, Inc.) The smartphone hardware components company also recorded…

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Buy These Smart 5-7% Yields While The Market Chases Growth

porcorex It certainly doesn’t hurt to own high-flying stocks like Dell Technologies Inc. (DELL) and NVIDIA Corporation (NVDA) these days, as the capital appreciation on these stocks over the past year has been equivalent to multiple years of market-level performance. Holding those stocks, however, can represent a dilemma for some investors, as it’d be unrealistic…

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Broadstone Net Lease: Great Risk-To-Reward Ratio Accompanied By Top Business Metrics

Shutter2U Investment thesis Broadstone Net Lease (NYSE:BNL) offers an attractive and well-covered dividend, yielding ~7.5% and a low AFFO payout ratio of ~80%. Considering the coherence between management communication and BNL’s investment activity, impressive business metrics, and safe financing structure, the market underestimated the Company’s value proposition. There’s a clear path to double-digit total returns…

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Airbnb: A Global Sensation (NASDAQ:ABNB)

Martin Puddy After Airbnb (NASDAQ:ABNB) released its first quarter earnings, the shares dropped 7% despite beating both top and bottom line estimates. In fact, revenue surpassed estimates by over $80 million and earnings beat estimates by over 75%. This came from the fact that Airbnb warned investors to only expect moderate growth for Q2. While…

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Earnings Exceeding Expectations | Seeking Alpha

Zerbor The market has had another week of indecision, trying to make up its mind whether to cheer another blowout earnings quarter by NVIDIA (NVDA), the darling of one-day options punters, or worry itself into a corner over comments by Fed officials speculating about possible rate hikes if inflation fails to come down more. Maybe…

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Dell Technologies Stock: A Growth Opportunity Worth Considering (NYSE:DELL)

JHVEPhoto Dell Technologies (NYSE:DELL) is an information technology (“IT”) infrastructure and services provider that offers customers everything from data center equipment and enterprise IT solutions to personal computers (“PCs”). The company’s industry is cyclical, and in recent years, Dell’s products and services have been in a major downturn. The market has recently taken a major…

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Deckers Outdoor: Impressive Growth, But The Upside Is Likely Limited (NYSE:DECK)

Zave Smith Photography/Stockbyte via Getty Images Deckers Outdoor Corporation (NYSE:DECK), together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. The most well-known brands that DECK owns are UGG and HOKA. Data by YCharts We decided to write about DECK…

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SAP: Incredible Performance, Terrible Price (NYSE:SAP)

josefkubes/iStock Editorial via Getty Images The uncomfortable reality that investors have to deal with today: stocks are incredibly expensive, but even amid persistently high interest rates, we seemingly have few alternatives other than to continue pumping money into stocks, particularly tech stocks. SAP (NYSE:SAP) (OTCPK:SAPGF) has been a big beneficiary of this, though we can…

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Enbridge: The Bullish Case Remains Intact (NYSE:ENB)

JHVEPhoto One of my favorite segments of the market to invest in is the midstream/pipeline space. Companies in this market niche have certain advantages that most other firms don’t. They tend to generate significant and steadily growing cash flows. They are highly predictable and, although I don’t care much about yield, they do pay out…

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Invesco Mortgage Capital (IVR): An Interesting Play In The mREIT Sector That Yields 17.5%

MicroStockHub Invesco Mortgage Capital (NYSE:IVR) has a high-dividend yield that is covered by earnings and its business benefits from potential lower rates ahead, offering therefore an interesting combination of income and upside potential over the coming months. Business Overview Invesco Mortgage Capital is a mortgage Real Estate Investment Trust (mREIT), which invests primarily in residential…

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2024 Revisit Of Closed End Funds That Never Cut Distributions With Inception Pre-2008

Apichat Noipang/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist. Income investors tend to look for investments that can pay steady dividends, and when evaluating choices, which can mean those that have a long history without any cuts. Closed-end funds, perhaps notoriously, almost always eventually tend to cut their payouts over time….

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LIDAR Quarterly Insights Q1 2024 Summary

Just_Super/iStock via Getty Images All Western LiDAR companies listed on US exchanges have delivered their Q1 results. The mixed outcomes indicated a challenging year ahead for consumer auto ADAS sector participants, with expectations of experiencing delays and significant cash expenditures. No new nominations were awarded during this period, but Cepton (CPTN) received a confirmation with…

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Pfizer: Turning The Corner (NYSE:PFE)

JHVEPhoto Pfizer (NYSE:PFE) (NEOE:PFE:CA) hasn’t been a favorite biopharma play due to the unsustainable Covid boost, leading to a period of sales declines. The stock appears to have hit bottom and could get a push higher from the bird flu fears, though the company is now too focused on cost cuts. My investment thesis is…

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AppLovin Remains Cheap, Given The Robust Ad-Tech Growth Trends (NASDAQ:APP)

Yagi Studio Applovin’s Advertising Investment Thesis Remains Robust Applovin (NASDAQ:NASDAQ:APP) is a SaaS company that offers advertising software solutions for mobile/ web app developers, which allows the enhancement of their app marketing and monetization globally. The robust recovery in the global advertising market is undeniable indeed, with the two market leaders, Google (GOOG) and Meta…

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