TD Bank Branch wdstock The Toronto-Dominion Bank (NYSE:TD)(TSX:TD:CA) stock was in a freefall during today’s trading hours, as details regarding the Department of Justice’s probe of the company’s alleged fentanyl money laundering made their way through the media. Months ago, news broke that TD’s First Horizon (FHN) deal was cancelled due to allegations of aiding…
Tony Anderson April 22nd ended up being a really interesting day for shareholders of Quanex Building Products (NYSE:NX). This is because the company, which focuses on the production and sale of components for OEMs (original equipment manufacturers) in the building products industry announced a rather major acquisition. This move will significantly increase the size of…
helloabc Bilibili Inc. (NASDAQ:BILI) released its fourth-quarter earnings report on Thursday. It beat its top-line estimates by $4.29 million. However, Bilibili missed out on its bottom-line target by four cents per share. Although Bilibili traded down in after hours, its stock rose sharply on Friday, sending mixed signals. Bilibili stock’s consequent reaction shows that investors…
Vertigo3d AI has been all the rage so far this year. Shares of NVIDIA (NVDA) have been on fire, up more than 40% in 2024 and +230% YoY, while the latest speculative stock of the day is Super Micro Computer (SMCI). Investors will get new information this week when the world’s third most valuable publicly…
Francesco Carta fotografo/Moment via Getty Images Momentum factor strategies aim to overweight securities with strong relative recent price performance based on the idea that in the near term, what is “up will go up.” The Vanguard U.S. Momentum Factor ETF (BATS:VFMO) is an ETF that targets U.S. large and mid-cap Momentum stocks. VFMO is actively…
Andriy Onufriyenko/Moment via Getty Images When investing in bitcoin (BTC-USD) as an asset, or companies that build on top of the Bitcoin network as part of an asset mix, we need some set of metrics with which to evaluate the progress of the investment thesis, and by extension, the health of the Bitcoin network. It’s…
Jacob Wackerhausen/iStock via Getty Images Investment Thesis Preview We first covered Limbach Holdings (NASDAQ:LMB) in September last year in “Limbach Holdings: Volatile Cash Flow Here To Stay”. We were overall optimistic about the company’s growth but still had concerns about its volatile cash flow in history, which alternated from positive to negative in a matter…
Bruce Bennett The past couple of months now have been rather difficult for shareholders of both JetBlue Airways (NASDAQ:JBLU) and Spirit Airlines (NYSE:SAVE). As I wrote about in an article published in June of last year, the two companies were pushing toward a merger with the hopes that a combination of the two entities would…
ljubaphoto Intro We wrote about VOXX International Corporation (NASDAQ:VOXX) back in February of 2023 when we reiterated the point that the consumer electronics manufacturer needed to remain profitable to keep investors interested. VOXX had just reported in January’2023 $2.3 million of operating profit for the third quarter of fiscal 2023 (Ended November 2022) so we…
JHVEPhoto/iStock Editorial via Getty Images DaVita (NYSE:DVA) has rallied over 40% after cratering on Ozempic related fears. Additional commentary that GLP-1s could erode DaVita’s business has been nonexistent since, proving once again Mr. Market can be quite an irrational fellow. Nonetheless, the future is highly uncertain. Investors must be prepared for a wide variety of…
ipopba Editas Medicine (NASDAQ:EDIT) stands at the forefront of biotech innovation, harnessing the power of CRISPR-Cas9 gene editing to pioneer groundbreaking advancements in medicine. One of these cutting-edge therapies is the company’s Sickle Cell Disease (SCD) and beta-thalassemia (TBT) candidate reni-cel (EDIT-301), which has produced impressive data thus far in its development. However, the competitive…
Wirestock/iStock via Getty Images Intro We wrote about Twin Disc, Incorporated (NASDAQ:TWIN) in May of 2023 after the company’s Q3 results where strong double-digit increases were reported in the quarter. Furthermore, the ability to generate free cash flow in that quarter was replicated in Q4 of fiscal 2023 and Q1 of fiscal 2024. Internally generated…
kotangens/iStock via Getty Images Investment thesis Our current investment thesis is: NCLH is a capital-intensive business that needs to invest heavily to achieve consistent growth, owing to capacity constraints across its fleet. The business is close to fully ramped up, with occupancy exceeding 100% and price-driven revenue soaring. This should contribute to a strong trajectory,…
ipopba Investment Thesis Dynatrace (NYSE:DT) is an observability platform that provides real-time insights into the performance and user experience of applications, helping organizations optimize their digital ecosystems. Dynatrace offers proactive monitoring, root cause analysis, and automation to ensure seamless and high-performing digital experiences. Before we go further, keep in mind that Dynatrace has now reported…
LYagovy/iStock via Getty Images Aspen Aerogels (NYSE:ASPN) has had a wild ride for the last few years. After reaching $60 two years ago, it dropped 90% and is back to its 2019 price when I began to cover it. A lot has changed, and a lot is quite similar. We will go through both the…
Kinwun Investment Thesis I expect Corning Incorporated (NYSE:GLW) to face challenges in 2024, particularly due to weaker optical sales and mixed demand in its display business. The anticipated recovery in the optical segment may be delayed as telecommunications customers reduce their investments and work through excess inventory. The catalysts for optical growth, such as stimulus…
Oleksandr Shatyrov In my last article covering Coinbase (NASDAQ:COIN), I focused mainly on what I felt the recent ruling in the Ripple (XRP-USD) case meant for Coinbase’s ongoing lawsuit with the Securities and Exchange Commission. In this article, we’ll look at the latest product offering from Coinbase and estimate to what degree it could generate…