Roman Tiraspolsky Let’s drift into the mortgage arena and discuss what’s waiting in the wings for the Blackstone Mortgage Trust, Inc. (NYSE:BXMT). For those unaware, we covered various components of Blackstone (BX) extensively in the past week, including the company as a whole its Blackstone’s Apartment Income REIT Corp. (AIRC) acquisition. However, today’s analysis builds…
Andrew Burton Despite reporting decent earnings numbers last month, Alibaba’s (NYSE:BABA) stock failed to gain momentum and has been underperforming against the broader market in recent quarters. As international capital continues to leave China in droves while the geopolitical risks are on the rise, it’s safe to assume that Alibaba’s stock is likely to remain…
Athitat Shinagowin/iStock via Getty Images Chimera Investment Corporation (NYSE:CIM) is a New York REIT focusing on residential credit investments, especially mortgage loans and related securities. CIM was founded in 1994, with its IPO in November 2007. CIM operates on a blend of debt and equity to optimize returns and manage risks. The company has to…
Yulia Molodovskaya /iStock via Getty Images Investment Thesis After a fantastic Q2, Lifeway Foods (NASDAQ:LWAY) skyrocketed over 100% YTD. I wanted to take a look at the company’s financials to see if it is warranted. The company’s major expansion in gross margins was seen as a very positive development and contributed to the company’s doubling…
your_photo Investment thesis Advanced Micro Devices, Inc. (NASDAQ:AMD) has delivered outstanding performance with its new Genoa-X and Bergamo processors, strengthening the company’s leadership position in high performance computing. Combined with the expected strengthening of AMD’s position in the data center segment, the company has the potential to develop in the rapidly evolving artificial intelligence market,…
welcomia/iStock via Getty Images I placed a hold rating on Lennox International (NYSE:LII) stock in April, citing high inventory costs and revenue headwinds. Since then, the stock has returned 63% compared to the S&P 500 Index (SP500) return of 10%. The company has indeed improved its profitability over the past two quarters. Its free cash…
jewhyte Microsoft’s (NASDAQ:MSFT) stock has slightly underperformed the S&P 500 (SPX) since my previous update (Hold rating) in late April 2023. Late buyers chased it toward its July high of about $367 before sellers forced a decisive selloff. As such, MSFT has retraced more than 10% toward yesterday’s (August 2) close. MSFT has lost upward…