Scharfsinn86 Aurora (NASDAQ:AUR) is a company developing self-driving technology, Aurora Driver, that is integrated into cars to enable driverless capability. All-time share performance has been lackluster. Having seen an all-time high of $17 shortly after going public in 2021, share price continued to deteriorate and reached $3 price level the following year. Since then, AUR…
Marco VDM/E+ via Getty Images Jumia (NYSE:JMIA) is an e-commerce company focusing on the Pan-African market, founded in 2012. Since a few years ago, it has also made an expansion into logistics and payment businesses. The company generates the majority of its revenue from the operations in West and North Africa. As per its 20F,…
Laurence Dutton A spin-off from Verint Systems, Cognyte (NASDAQ:CGNT) is a company providing investigative analytics software for governments and global enterprises. All-time share performance since going public in 2021 at a price of $30 has been underwhelming so far. Since the end of 2021, share price has continued to decline, reaching an all-time low of…
Lock Stock Thesis Shift4 Payments’ (NYSE:FOUR) stock saw a massive spike after reporting Q4 earnings. This was likely due to the combination of a good earnings report/guidance and M&A speculation. No M&A activity ended up taking place, and since then the stock has declined precipitously. We believe the recent selloff is overdone and that long-term…
RHJ/iStock via Getty Images VanEck Rare Earth/Strategic Metals ETF (REMX) has many top tier rare earth, lithium and other strategic metals companies in its portfolio. These types of companies tend to offer higher risk and higher reward, so I like the fact that investors are getting some diversification. When you buy this ETF you are…
ken tera/iStock Editorial via Getty Images Introduction Today, I want to update my thesis about NIO Inc. (NYSE:NIO). I covered the stock in January, for the first time and my rating for the stock was “Strong Sell” because I saw several weaknesses in the business. Since my first coverage went live, the stock has declined…
Marje Investment Thesis UMH Properties, Inc. (NYSE:UMH) is a REIT that focuses on manufactured housing in the United States in the residential space. With 135 manufactured home communities, the REIT has a total of 25,800 homesites located in the eastern and central regions of the United States, namely the eastern or central regions of New…
MStudioImages/E+ via Getty Images Tripadvisor (NASDAQ:TRIP) is a leading global travel review and price comparison platform founded in 2000 as part of Expedia. It completed a spin off and became publicly traded in 2011. I have covered TRIP in the past in 2020, when I assigned it a neutral rating due to my doubt about…
HAYKIRDI Shares of Disney (NYSE:DIS) went into a new up-leg after the entertainment company announced that it will massively increase in its capital returns in FY 2024. Disney also reported that losses in its direct-to-consumer business narrowed significantly in the December quarter which makes it likely that the streaming company will be able to report…
oatawa Friday’s payrolls data for February dispatched another upside surprise, reaffirming the now-consensus view that recession risk is low for the US economy. Hiring rose 275,000 last month, beating expectations – well above the consensus forecast of around 200,000. A closer look at the numbers, however, paints a mixed picture. As The Wall Street Journal…
Monty Rakusen Tokyo Electron (OTCPK:TOELF)(OTCPK:TOELY), one of the leading suppliers of semiconductor manufacturing equipment, is on a roll. Quarterly earnings are on the rise with big improvements in recent quarters. The wafer fab equipment or WFE market is coming off a downturn, but demand has been more robust than anticipated with a helping hand from…
Nilang Kachare The 1995-like bullish thesis The stock market bulls argue that the current environment is similar to the environment in 1995, which is when the dot.com bubble started to form, and continued to inflate until March 2000. The bullish thesis is that the current AI-bubble is similarly in a very early stage, with possibly…
bombermoon/iStock via Getty Images When I last wrote about TG Therapeutics, Inc. (NASDAQ:TGTX) in November, I rated the company a buy based on the sales numbers from the company’s multiple sclerosis drug, Briumvi. I also noted the potential for the stock to fill a gap in the chart back to $20. The name did indeed…
Justin Sullivan Nvidia Corporation (NASDAQ:NVDA) almost closed above a $2 trillion market cap for the first time as the company has regularly touched above it. The company is currently the 4th largest publicly traded company in the world, spitting distance away from Saudi Aramco. We live in a world where Nvidia, once known mainly as…
Peter Dazeley/The Image Bank via Getty Images Eltek Ltd. (NASDAQ:ELTK) is an Israel-based technology company that specializes in designing and producing PCBs (Printed Circuit Boards) for its customers that come in a variety of industries. The company has been around since the 1970s and it had many ups and downs, but lately it started to…
Jonathan Knowles/DigitalVision via Getty Images Blackstone Mortgage Trust (NYSE:BXMT) is one of the largest and most respected Mortgage REITs. It is externally managed by a subsidiary of Blackstone. BXMT provides short-term transitional floating rate loans to borrowers for properties that are being are being renovated, are under construction, or not stabilized due to existing or…
adventtr/iStock via Getty Images I last wrote about Schrodinger, Inc. (NASDAQ:SDGR) in July; I rated them a hold, saying I was waiting to buy this AI winner. The stock subsequently fell from $47 to a November low of $20.80; it was a good decision, avoiding a fall of 56%. In this article, I will present…
Joe Raedle/Getty Images News AST SpaceMobile (NASDAQ:ASTS) has been volatile lately, first surging 130% from October lows on interest rate cuts bets then dipping 20% intraday in response to news that SpaceX launched six Starlink satellites for a direct to cell mobile phone service test with T-Mobile (TMUS). The satellites will mimic a mobile phone…
ktsimage At a Glance In my recent review of Geron Corporation (NASDAQ:GERN), I focused on Imetelstat’s prospects for LR-MDS patients and the encouraging results from the IMerge Phase 3 trial. The FDA’s acceptance of Imetelstat and setting a June 16, 2024, PDUFA date marks a shift for Geron. However, in my opinion, Geron’s real win…
Editor’s note: Seeking Alpha is proud to welcome Oren Growth Investments as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Pituk Loonhong/iStock via Getty Images The recent acquisition…
Israeli security agencies note that the Tron network has become the preferred platform for crypto transfers by militant groups linked to Palestine, Hamas, etc. In Israel’s ongoing battle against the financing of Iran-backed militant groups such as Hamas and Hezbollah, a previously less scrutinized crypto network Tron has emerged as a significant player. Surpassing Bitcoin…
georgidimitrov70/iStock Editorial via Getty Images Shares of Harley-Davidson (NYSE:HOG) have been a poor performer over the past year, losing 16% of their value, continuing what has been a long period of poor performance. Shares have lost over half of their value in the past decade as the company tries to stay relevant to a new…
Gary Yeowell/DigitalVision via Getty Images In a tough environment for REITs, shares of British Land (OTCPK:BTLCY)(OTCPK:BRLAF) have largely tracked the misfortunes of the wider domestic space since the Bank of England kicked off its hiking cycle at the end of 2021. British Land Total Return vs iShares UK Property UCITS ETF (Source: Morningstar) Rapidly rising…
Megapixel8 Real estate firm Jones Lang LaSalle’s (NYSE:JLL) near term prospects are likely to remain challenging but medium term prospects are more optimistic. Their prospects however appear baked into the stock. Company Overview Jones Lang LaSalle offers real estate and investment management services covering a variety of property types (including residential, commercial, industrial, retail, infrastructure,…
dragana991/iStock via Getty Images Investment Thesis Monro (NASDAQ:MNRO) has declined by about a third in the last three months as a result of weak operating metrics as consumers trade down and the management’s reluctance to provide forward guidance. We believe the company has reported resilient results in Q1 amidst a significantly challenging macro backdrop, however,…
metamorworks A Quick Take On Weave Communications Weave Communications, Inc. (NYSE:WEAV) reported its Q2 2023 financial results on August 2, 2023, beating both revenue and EPS consensus estimates. The firm provides a suite of communications software and related payment solutions to healthcare organizations. I previously wrote about Weave with a Hold outlook on a lower…
Phiromya Intawongpan A Quick Take On Information Services Group Information Services Group, Inc. (NASDAQ:III) reported its Q2 2023 financial results on August 3, 2023, beating both expected revenue and EPS estimates. The company provides digital transformation consulting and technology services worldwide. I previously wrote about ISG with a Buy outlook. Forward revenue growth expectations are…
alexsl The T Investment Thesis Remains Mixed – Not For The Faint Hearted We previously covered AT&T (NYSE:NYSE:T) in July 2023, discussing the impact of the Amazon (AMZN) rumors and Wall Street Journal’s lead-lined cable expose. Combined with the lumpy Free Cash Flow generation, it appeared then that there might be no floor to the…
Phiromya Intawongpan GDEV Inc. (NASDAQ:GDEV) is the owner of the Hero Wars video game, and recently reported positive FCF as well as double digit paying users and active users growth. In my view, as soon as market participants review the recent corporate developments, and understand the potential growth of GDEV, we may see growing demand…
Torsten Asmus Black Stone Minerals, L.P. (NYSE:BSM) is expecting slightly higher production levels in 2H 2023, including higher oil cuts. This should allow it to achieve 1.1x distribution coverage during the second half of the year at current strip prices. Due to weaker hedges in 2024, there is a good chance that Black Stone’s distribution…
ebrublue10/iStock via Getty Images Company Overview Established in 2011, Fulgent Genetics (NASDAQ:FLGT) is a technology-driven organization dedicated to clinical diagnostic and therapeutic advancements. The diagnostic branch of the company provides a wide range of molecular and genetic testing services to improve patient care. On the other hand, their therapeutic division is primarily devoted to creating…