Redishred Capital: Cheap With Vast Acquisition Runway (TSXV:KUT:CA)

Ratchapon Supprasert/iStock via Getty Images Investment Thesis Recent underperformance in Redishred’s (TSXV:KUT:CA)(OTCPK:RDCPF) share price presents investors with an opportunity to purchase an underfollowed microcap with a strong M&A strategy, that is currently trading at a ~14% LTM free cash flow yield. Description Redishred is primarily a paper shredding business that was founded in 2006 with…

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Taking Selective Risk In Credit

champpixs Transcript As the macro backdrop improves in the near term, we get granular to seize opportunities in the new regime. We see more market risk-taking as inflation falls and the Federal Reserve readies interest rate cuts. 1) Credit yields The spread between yields for sovereign bonds and credit has steadily tightened, even as the…

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ACM Research Sees Strong Growth But May Face International Headwinds

PhonlamaiPhoto ACM Research (NASDAQ:ACMR) experienced a strong FY23 as the firm realized significant sales growth across all segments for their cleaning, plating, and furnace technologies. Management is currently expanding operations internationally and anticipates the completion of their Lingang facility in Mainland China in mid-2024, further bolstering their footprint across the semiconductor manufacturing process. Through international…

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Generation Bitcoin to Unite Student Groups in Worldwide Network

At Bitcoin Atlantis, non-profit organization Generation Bitcoin announced the launch of the Bitcoin Students Network (BSN), an initiative aimed at empowering students to learn about and contribute to the Bitcoin space. BSN, presented by Generation Bitcoin, operates as a one-stop platform providing logistical, educational, and financial resources to students interested in Bitcoin. BSN’s primary goal…

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Green Energy Leader NAAS Expecting 4-5x Topline Growth In FY24 (NASDAQ:NAAS)

sefa ozel NaaS Technology (NASDAQ:NAAS) is a leading charging solution provider, supporting charging station owners throughout the entire lifecycle of a station, from initial construction to operation and upgrades. At the initial building stage, NaaS offers offline services, including site selection, charging equipment procurement, engineering, procurement, and construction (EPC), as well as financing solutions to…

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Skyworks Solutions Not Yet Fully Financially Walking, But Soon Will (NASDAQ:SWKS)

SolStock/E+ via Getty Images Skyworks Solutions (NASDAQ:SWKS) reported in-line results with solid guidance. Management noted a change in Android business with growth returning. The price of the stock traded lower quite a bit in the few days following the report. Skyworks’ model, with its reporting approaches, makes covering and projecting future performance extremely difficult. Unlike…

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Porsche Automobil: Racing To Outperform In 2024 (OTCPK:DRPRY)

Brandon Woyshnis According to my projections, declining interest rates and strengthening consumer demand have the potential to create a favorable environment for outperformance in the automotive sector in 2024. In that context, I am particularly optimistic about Porsche (OTCPK:DRPRY), due to the company’s strategic focus on value over volume, as well as pragmatic approach to…

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CEF: Gold Hits New Highs Yet No One Cares

FG Trade Latin CEF Overview The Sprott Physical Gold and Silver Trust (NYSEARCA:CEF) is a closed-end fund that invests in gold and silver. The metals are fully allocated for and held at The Royal Canadian Mint. Typically, the mix is around 2/3 in gold and 1/3 in silver. I first covered CEF almost a year…

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Oil Update – February 2024

SlavkoSereda For March, West Texas Intermediate (WTI) oil prices should range between $70 and $90 per barrel. This is an increase of $5 per barrel from last month. A narrower range is between $75 and $85 per barrel. For most of last month, prices were tightly packed between the low and high $70s. As the…

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Dominion Energy: 6% Utility Yielder Plus Capital Appreciation Upside (NYSE:D)

gerenme Background and Investment Thesis Dominion Energy (NYSE:D) may be just the tonic for income investors seeking the stability of a regulated electric utility with a high-yield cash dividend payout. Currently, shares yield about 6 percent and hold a reasonable go-forward potential for capital appreciation. On March 1, management completed an Investor Day presentation that…

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RingCentral: Neutral Downgrade Amid Uncertainties (NYSE:RNG)

opolja RingCentral (NYSE:RNG) is a cloud-based platform offering business communication solutions like phone systems, video conferencing, team messaging, and contact centers. I have analyzed RNG on two occasions. My first buy recommendation resulted in a successful 50% gain. However, a second buy recommendation made during the pandemic proved only partially correct. The initial coverage price…

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Spartan Delta: Starting Over Again (OTCMKTS:DALXF)

bjdlzx Spartan Delta (OTCPK:DALXF) is a Canadian company that reports in Canadian dollars. Last year, the company issued a big dividend that effectively ended the main project. Now management is touting that accomplishment while starting another growth project to go after large gains again. That makes this an atypical company not suited for income investors….

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Capgemini (CAPMF): Good Cost Control, Still Seeing Slow Cycles, New GenAI Conversations

Jean-Luc Ichard/iStock Editorial via Getty Images Capgemini (OTCPK:CAPMF)(OTCPK:CGEMY) is a tech consulting company whose feature is a pretty big European, specifically French focus, and not so much a US-focused company. Things have decelerated, as we assumed in our last coverage. The company was prepared for that and responded aptly in its operational policies, and now…

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A&W: 6.2% Royalty Play Grows Into Valuation

Koshiro Kiyota/iStock Editorial via Getty Images Note: All amounts referenced are in Canadian dollars. Stock price referenced is from TSX and not the USD OTC price. You can bid up anything to any price. You can throw rational multiples out and move to “this time is different”. That almost always means poorer returns from that…

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2 Great Dividends To Buy And Never Let Go

silvestra Co-authored with “Hidden Opportunities.” In the era of digital finance, where access to markets is simplified and commission-free, the average investor has embraced a short-term mindset: Buy, Sell, Repeat! This mantra echoes from Main Street to Wall Street, but it’s not my game plan. While some thrive on the adrenaline of short-term trading, my…

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Ovintiv Stock: Still Light On Oil Reserves

constantgardener/E+ via Getty Images Originally a Canadian company (Encana), Ovintiv Inc. (NYSE:OVV) over time has renamed itself, expanded US operations, and even moved its headquarters to the US (Denver, Colorado). It retains substantial natural gas production in Canada’s Montney basin. Like the rest of the oil and gas sector, Ovintiv has made good progress after…

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Leonardo: A Higher EU Defense Budget Means An Overweight

Leon Neal Last week, Leonardo (OTCPK:FINMF) (OTCPK:FINMY) reported its Q4 and Fiscal Year 2024 results. Since our initiation of coverage, we recorded a plus 150% (including the dividend payment). Before updating our readers on Leonardo’s new target price, it is essential to report the latest defense company’s development. Mare Past Analysis Ongoing Upside (Higher EU…

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Wall Street Brunch: Will Jobs Strength Persist?

RichLegg Listen below or on the go on Apple Podcasts and Spotify The following is an abridged transcript The top story to look out for this week The February jobs report is due on Friday, with expectations for payrolls growth to ease back. January showed a whopping rise of more than 350,000 in nonfarm payrolls….

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