Oselote A Hold Rating for shares of Aya Gold & Silver Inc. Canadian mining and exploration company Aya Gold & Silver Inc. (OTCQX:AYASF) (TSX:AYA:CA) has a very positive outlook. Driven by robust silver pricing coupled with strong operations, the cash flow generation enables growth projects to focus on resource exploration and processing capacity development. The…
Diy13/iStock via Getty Images The Green Dream is alive and well as the push to achieve Carbon Zero continues to dominate the air waves as a front-runner for environmental issues. Part of the solution for a cleaner environment is the switch to Electric Vehicles, the installation of solar panels etc. Along with a myriad of…
D-Keine/iStock via Getty Images Investment Thesis PPL Corporation (NYSE:PPL) is down about 0.29% underperforming the S&P 500 by a margin of about 27.43% over the last year. Seeking Alpha Despite this dismal performance, I am bullish on this stock in the long term. My optimism stems from the company’s robust regulatory structure and diverse utility…
ansardi If you got a smartphone at any time In recent years, it likely came with a fast charger. The odds are, overwhelmingly, the components were either gallium nitride (GaN) or silicon carbide (SiC). A vast majority of GaN power integrated circuits, and a growing portion of SiC devices, contain components and technology from Navitas…
lcva2 Investment Thesis Microsoft Corporation (NASDAQ:MSFT) is one of the largest and most successful tech companies globally. It is diversified with software, cloud computing hardware, and gaming products. Over the years, the company has been a consistent performer financially which has been reflected in its share prices. For example, its trailing EPS growth rate is…
Sundry Photography Introduction & Investment Thesis Cloudflare (NYSE:NET) is a provider of cloud-based services that secure internet properties. The company produced stellar results in its latest Q4 FY23 earnings report, beating both the top and bottom-line expectations. The company has a terrific track record of driving a 46% compounded annual growth rate (CAGR) in revenue…
Bloomberg/Bloomberg via Getty Images Elevator Pitch Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG) [8316:JP] shares are assigned a Buy rating. I previously touched on SMFG’s shareholder capital return, financial goals, and valuations in my December 10, 2023 article. This current update highlights the latest positive developments for Sumitomo Mitsui Financial. My view is that Sumitomo Mitsui…
Boarding1Now United Airlines Holdings, Inc. (NASDAQ:UAL) reported its fourth quarter and full year earnings on the 22nd of January, beating revenue estimates by $80 million and core earnings per share of $2.00 beat expectations by $0.29. Since my last report covering United Airlines, the stock has climbed 14.5 percent in line with the market performance….
Dilok Klaisataporn APAC GDP growth expected to remain strong Economic growth in the APAC region strengthened in 2023, reaching an estimated pace of 4.5% year-over-year (y/y), significantly higher compared with GDP growth of 3.3% in 2022. An important factor supporting the upturn in growth momentum during 2023 was improving growth in mainland China following the…
RapidEye/iStock via Getty Images In light of face-ripping rallies in the mega-cap tech sector, it is easy to forget that there are stocks outside the oft-spoken names. These stocks speak of quality and can provide better-than-average returns. During one search I discovered Applied Industrial Technologies (NYSE:AIT) whose products and solutions serve critical areas of the…
M. Suhail Thesis McDonald’s Corporation (NYSE:MCD) is a global American fast-food chain. It was founded in 1940 as a restaurant and is currently the world’s largest fast-food restaurant chain. The USA makes up the greatest source of revenue in terms of the number of stores present, followed by China. The fast-food giant is also expanding…
sasacvetkovic33 The oil market is like a roller coaster, full of ups and downs. During the upswings, companies rake in hefty profits, but the downturns can be tough. In this cyclical industry, success often hinges on building a resilient business capable of weathering the stormy cycles. Helmerich & Payne (NYSE:HP) is a classic example of…
Lari Bat/iStock via Getty Images The following segment was excerpted from this fund letter. Analog Devices (NASDAQ:ADI) Analog Devices, known in the industry as ADI, makes semiconductor chips that predominantly operate at the boundary of the physical world and the digital world, more commonly referred to as analog and mixed signal chips. These chips usually…
Following the earnings report, the shares of PepsiCo saw a price increase. Yesterday, PepsiCo stock closed the trading session at $161.36 per share. In the pre-market trade today, PepsiCo shares are 0.84% up, or at $162.71 per share. PepsiCo (NASDAQ: PEP) has released its earnings report for the third quarter of 2023. One of the world’s…
Jeremy Poland TotalEnergies (TTE) is probably one of the more “risk-on” majors that I follow. But taking those risks appears to have paid off big time for this company. Management has for some time reported a lot of major discoveries (mostly offshore). But it is probably time to put this major on an investors radar…
saoirse_2010/iStock via Getty Images Introduction CVR Energy (NYSE:CVI) is a company that has diversified its operations in the petroleum refining and marketing industry and the nitrogen fertilizer manufacturing industry; CVR Energy also produces and markets renewable diesel. In the petroleum refining segment, they refine and market transportation fuels. It is worth mentioning that CVR Energy…
PeopleImages/iStock via Getty Images Investment Thesis Bright Horizons Family Solutions (NYSE:BFAM) is one of the largest providers of day care services in the US with ~70% of revenues coming within the country. It had a strong track record of organic growth mixed with acquisitions with COVID significantly hampering its core full service day care service…
pcess609 Introduction NextEra Energy (NYSE:NEE) is a leading company in the production of electric power and energy infrastructure in the United States and Canada. NEE’s business structure is a combination of regulated utilities and renewables that provide capacity for higher long-term growth in the future. The company’s business mainly includes FPL, one of the largest…
Mananya Kaewthawee/iStock via Getty Images On July 27, before the market opened, Bristol-Myers Squibb (NYSE:BMY) released its Q2 2023 financial results, which, while failing to beat analysts’ expectations, were able to demonstrate that demand for Yervoy, Opdualag, and Breyanzi is growing faster than many on Wall Street expected. On the other hand, sales of mega-blockbusters…
This is an opinion editorial by Rune Østgård and Alexander Ellefsen, financial writers based in Norway. Although we don’t have exact numbers on Bitcoin adoption globally, we do know that the global average cryptocurrency adoption rate was estimated to be at about 12% in 2022 and that bitcoin currently has about half of the total…