MYR Group: Demand Tailwinds And EPS Growth (NASDAQ:MYRG)

olrat/iStock via Getty Images MYR Group Inc. (NASDAQ:MYRG) is a holding company of leading specialty contractors that service the electric utility infrastructure, commercial and industrial construction markets in the U.S. and Canada. The company has two business segments, a Transmission & Distribution segment (“T&D”) and a Commercial & Industrial segment (“C&I”). In 2023, MYR Group’s…

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WCLD: Small Cloud Companies Tread Water Amid Sector Rotation (NASDAQ:WCLD)

da-kuk Glamor stocks thrived early in 2024. The Information Technology sector and just about anything AI-related soared through mid-February. A rotation then took place under the market’s surface. Value and cyclical industries took charge; Energy and Financials, along with Communication Services, posted the best Q1 sector returns. In all, the Nasdaq 100 underperformed the S&P…

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Rivian: Thank You, Apple! (NASDAQ:RIVN)

Justin Sullivan The EV sector has had a tough year with waning demand. The EV manufacturers surviving the slump like Rivian Automotive, Inc. (NASDAQ:RIVN) are poised to benefit from the next up cycle in EV demand without competitors like Apple (AAPL) in the market. My investment thesis is ultra Bullish on Rivian with the company…

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Occidental Petroleum’s Diverse Strategy Just Might Work Out (NYSE:OXY)

nielubieklonu Occidental Petroleum (NYSE:OXY) is making strides in positioning itself for strength as a carbon-friendly oil producer as the firm further develops its full-cycle well enhancements through CO2 direct air capture and EOR for well enhancements. As the oil industry faces a flat-to-down oil market for eFY24 paired with easing inflationary pressures relating to production,…

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Wharf Real Estate Investment: Expecting A Better 2024 (Rating Upgrade) (OTCMKTS:WRFRF)

winhorse/iStock Unreleased via Getty Images Elevator Pitch Wharf Real Estate Investment Company Limited (OTCPK:WRFRF) [1997:HK] or Wharf REIC is rated as a Buy. Wharf REIC calls itself “one of the largest real estate companies in Hong Kong” with “flagship properties” like “Harbour City” on its corporate website. Harbour City, Hong Kong’s biggest retail mall, accounted…

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The Stock Market: Doing Well

sitox The S&P 500 rose to a new historical high on Thursday. This is the 22nd “all-time high” of the year. There are several things to focus on. First, the economy is doing well. On Friday, the fourth quarter numbers for 2023 were revised upwards. Second, the excitement over artificial intelligence technology continues at a…

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Bull Market Momentum Is Gaining Strength

phive2015 A phenomenal first quarter of performance for the major market averages bodes extremely well for the remainder of 2024. Barron’s indicated that when the S&P 500 rises 10% or more in the first quarter of a year, dating back to 1950, the index has finished higher 91% of the time over the remaining three…

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NIO: Now A Steal Below $5 (Upgrade) (NYSE:NIO)

Andy Feng NIO Inc. (NYSE:NIO) just made an announcement that said that the electric-vehicle company was curtailing its delivery forecast for 1Q-24 amid a soft demand environment in the company’s core market China. While slowing growth is obviously a big challenge for NIO, and an obstacle for price appreciation for NIO’s stock, I think that…

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Driving Growth And Innovation Are Drivers Of PaySign’s Success In The Prepaid Card Industry (NASDAQ:PAYS)

matdesign24/iStock via Getty Images PaySign, Inc. (NASDAQ:PAYS) continues to deliver double digit net sales growth driven by successful investments in prepaid card-based payment solutions targeting the plasma donation industry. With 465 plasma centers and 6.4 million cardholders as well as sponsorship with large banks and card companies, I believe that operating margin and FCF could…

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SolarEdge: Under Shipping Demand (NASDAQ:SEDG)

nattrass The solar sector has faced a brutal year as demand surged in 2022 following the Russian invasion of Ukraine and the globe fell under heightened energy concerns, especially in Europe. SolarEdge Technologies (NASDAQ:SEDG) has now faced an extended period of weak sales and even lower product shipments due to excess channel inventory. My investment…

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INFL: For Re-Accelerating Inflation (NYSEARCA:INFL)

Jonathan Kitchen As inflation potentially re-accelerates, investors continue to show increasing demand for innovative financial instruments that an protect against rising price. To that end, it’s worth looking at the Horizon Kinetics Inflation Beneficiaries ETF (NYSEARCA:INFL). INFL is an actively managed Exchange Traded Fund that seeks long-term growth of capital in real terms, i.e., adjusted…

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Most Of JBS Segments Are Back On Track (OTCMKTS:JBSAY)

nycshooter/iStock via Getty Images JBS (OTCQX:JBSAY) is the largest meat protein company in the world and the largest food company by revenue. In January I wrote a Buy article on the company. The reason was the company’s moat on its markets, good capital allocation and returns, geographical and protein source diversification, long-standing management and strong…

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Costco Is Dead Money (NASDAQ:COST)

farakos Introduction Amid parabolic stock moves in the technology sector, the murmurs of an AI bubble are growing louder and louder; however, nosebleed stock valuations are not limited to the Nvidias of the world. Costco Wholesale Corporation (NASDAQ:COST), a mature retail giant, is up ~50% over the last year, building on top of a parabolic…

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My ‘Sweet 16’ REITs Revealed

zimmytws/iStock via Getty Images The NCAA’s March Madness tournament is an annual opportunity to learn humility. I know I’ve written about this in past years, but the odds of filling out a perfect bracket are astronomical. It’s worth addressing again in 2024, starting with a quote from the NCAA itself. Early in March, while everyone…

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Evaxion: An Intriguing AI Vaccine Company With Big Pharma Collaboration (NASDAQ:EVAX)

phuttaphat tipsana/iStock via Getty Images Thesis overview Evaxion (EVAX) aspires to use artificial intelligence (AI) to design vaccines for cancer immunotherapy, as well as for infectious diseases. EVAX claims being more advanced than competition because it has been constantly developing and improving its models for 15 years. Additionally, EVAX has in-house capability to validate novel…

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Union Pacific Corporation: New Management Key To Superior Returns (NYSE:UNP)

Sundry Photography/iStock Editorial via Getty Images Investment Thesis Union Pacific Corporation (NYSE:UNP) is rated as a buy as operations improve. We believe the new management will continue implementing significant improvements that will enable UNP to unlock superior shareholder returns. Previous management delivered a poor multi-year operational performance and at its current valuation, UNP is a…

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United Bankshares: Holding The Course (NASDAQ:UBSI)

LumiNola Over the past year, I have found myself looking deeply into the financial sector, especially focusing on commercial regional banks. One of the larger players that I ended up analyzing is a company by the name of United Bankshares (NASDAQ:UBSI). With a market capitalization of $4.63 billion as of this writing, the firm is…

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