Taiwan’s incoming president Lai Ching-te will start his first term on Monday under pressure to raise social spending and tackle deepening economic inequality while at the same time meeting US demands to shore up defences against an increasingly assertive China. Every Taiwanese leader since the start of free, direct presidential elections in 1996 has taken…
petesphotography/iStock Unreleased via Getty Images About six months ago, Raytheon Technologies (NYSE:RTX) was in Wall Street’s proverbial doghouse because of an engine issue requiring major fixes, major financial hits, and a major inconvenience to its customers. At the time, I pointed out that finding out about the issue this way, instead of in a tragic…
XH4D/E+ via Getty Images In my last article about Nemetschek SE (OTCPK:NEMTF) published in August 2023 I was rather bearish (or at least very cautious) about the stock as an investment, and I wrote: Nemetschek already declined about 60% from its previous all-time high and this is already a steep decline. And right now, the…
Hispanolistic Introduction The gig economy is experiencing explosive growth, and Payfare (TSX:PAY:CA) is at the forefront, providing financial solutions tailored explicitly to gig workers. Their innovative Earned Wage Access platform tackles a significant pain point for this workforce by offering immediate access to earned income, improving financial well-being, and eliminating reliance on predatory payday loans….
imaginima Industrial real estate has been red hot for the past 4 years with demand growth skyrocketing as companies clamor to earn superiority in logistics. In 2022 and 2023, the demand boom started to be matched by equally ambitious development of new warehouses. With the strong demand absorbing the new supply the sector is overall…
primeimages/iStock via Getty Images By Mike Larson, Editor-in-Chief, MoneyShow Transcript [Intro] Jeff Hirsch is editor in chief of The Stock Trader’s Almanac, as well as the author of the 2011 book Super Boom. In this podcast segment, we talk about where Jeff sees the market going next. Suffice it to say, he remains a bull….
DMC Global Inc. (NASDAQ:BOOM) Q4 2023 Earnings Call Transcript February 22, 2024 5:00 PM ET Company Participants Geoff High – VP of IR Michael Kuta – CEO Eric Walter – CFO Conference Call Participants Ken Newman – KeyBanc Capital Markets Alec Scheibelhoffer – Stifel Operator Greetings. Welcome to the DMC Global Fourth Quarter and Full…
With 2024 already underway, the anticipation in crypto circles is hitting a fever pitch as everyone braces for Bitcoin’s halving – an event that could reshape its market landscape. It deserves to be looked into as historically this event sparked transformative waves across the crypto scene. Knowing what we’ve learned from previous halvings, we’re set…
metamorworks/iStock via Getty Images Entravision Communications Corporation (NYSE:EVC) offers advertising media solutions across an extensive platform of television, radio, and digital properties with a presence in 40 countries. The company is recognized in the United States with a focus on Spanish-speaking households as the largest “Univision” affiliate group, controlling 49 local TV stations. Despite solid…
alvarez The liquefied petroleum gas shipping industry has risen steadily since 2020 and is forecasted through 2028 to grow at a CAGR of about 7.3%. The outlook looks solid, largely due to the expected boom in demand from Asia, which accounts for 60% of global seaborne volumes. Asian LP Gas Import Demand (Dorian, LPG November…
vzphotos Investment Thesis NVIDIA Corporation (NASDAQ:NVDA) has been the best-performing stock in the entire S&P 500 (SP500) in calendar 2023. AI investment is driving the tech sector, with NVDA’s expertise and first-mover advantage propelling it to the top of the market. While NVDA’s current market leadership and excellent product offerings are undisputed, the pattern resembles…
Stephen Brashear Is it too late to buy Boeing? Right now? Yeah. The soaring price of Boeing (BA) stock has been nothing short of breathtaking. The question that looms large in those like myself who on the last execution issue, sold the stock, is it too late? Perhaps. Or with some patience finding an optimal…
deepblue4you Business Overview Founded in Florida in 1969, Dycom Industries, Inc. (NYSE:DY) has evolved into a major player in the US telecommunication industry. It offers specialized services to the telecommunications and utility sectors in the United States. The company’s services are categorized into two segments. Engineering services: It encompasses planning, designing, and project management for…
SAND555 I covered Southern Copper Corporation (NYSE:SCCO) just over a year ago, when I rated the stock a hold – citing concerns with falling commodity prices and potential to miss earnings targets. The stock is up about 60% since then. I am again rating the stock a hold – but for different reasons this time…
http://www.fotogestoeber.de/iStock via Getty Images This article was coproduced with Dividend Sensei. In recent weeks, we’ve had some exceptional economic data, and the stock market has certainly been reacting bullishly to the news. YCharts In fact, we just had our best weekly rally in almost a year, with stocks soaring 6%, REITs soaring 9%, and some…
BrianAJackson Investment Overview – Maravai’s Monster IPO Amid COVID Vaccine Hype Maravai LifeSciences (NASDAQ:MRVI) joined the Nasdaq back in November 2020, its Initial Public Offering (“IPO”) raising an astounding $1.62bn via the issuance of ~60m shares, priced at $27 per share. Formed in 2014, via a partnership between life science industry veterans Carl Hull and…
imaginima Over the past few months, Nvidia Corporation (NASDAQ:NVDA), a leader in developing high-performance graphics processing units and technologies for cloud service providers, has continued to delight investors with positive news that will affect its financial position for a long time. The main driver of business growth over the past two quarters has been the…
wildpixel Introduction On April 20, I wrote an article titled XLE: Be Protected The Next Oil Bull Market Will Be Wild. In that article, I made the case to buy energy stocks to be protected from what could become a raging bull market in energy commodities. Here’s a part of my takeaway: Investing in the…
Drazen_/E+ via Getty Images By James Knightley, Chief International Economist ISM manufacturing index signals 10 months of contraction US ISM manufacturing index rose more than expected in August to stand at 47.6 versus 46.4 in July (consensus 47.0), but this is the tenth consecutive month it has come in below the break-even 50 level i.e….
onurdongel While gloom besets China’s property sector and analysts warn of deflationary pressures, one area that so far seems immune from the economic malaise is domestic tourism. The sector’s surprising resilience has brought cheer to the travel industry, which was shattered for much of the last three years by Covid lockdowns and a severe curtailing…
JHVEPhoto Investment thesis Baker Hughes Company (NASDAQ:BKR) is one of the largest providers of oilfield services and equipment (“OFS”) globally. It competes with the other two OFS majors, Schlumberger (SLB) and Halliburton (HAL), as well as multiple lower tier and regional OFS players. Structurally, I am very bullish on OFS stocks (OIH), particularly those with…