Wirestock/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45) The following is an abridged…
Phiromya Intawongpan Shares of expense management platform Expensify, Inc. (NASDAQ:EXFY) have rebounded more somewhat since the company reported a better-than-expected Q4 2023 bottom line on February 22, 2024. Cost cutting measures were responsible for the beat, but top line growth remains challenging as existing customer seats contracted by 42,000 in FY23 after expanding 85,000 in…
da-kuk I published an article on SentinelOne, Inc. (NYSE:S) about 9 months ago. To summarize my thoughts at the time, I think the company was obviously very promising but I was worried that profitability was looking increasingly far off. On the contrary, management was actually targeting at the time to reach profitability on a cash…
JulPo Introduction You’re reading my 7th article on Hudson Technologies, Inc. (NASDAQ:HDSN) here on Seeking Alpha. The company, with a current market capitalization of ~$681 million, is up 270% since I started covering it (compared to the S&P 500 Index, which is up 7.81% over the same period), making it one of my most successful…
Cecilie_Arcurs/E+ via Getty Images A few months ago, we wrote an article about Hims & Hers Health (NYSE:HIMS) titled: “Hims & Hers: 3 Reasons To Buy This Potential Growth Stock“. In that article, we made the case that the stock was incredibly undervalued when compared to the company’s growth opportunity and TAM over the long…
Dimensions/E+ via Getty Images Amid an ultra-high market environment where the S&P 500 is still sitting at the ~5,000 watermark in spite of recent concerns about the pace of Fed rate decreases, it’s a great time for investors to be extra selective in their stock-picking. I, in particular, am favoring rebound plays: companies that had…
robertcicchetti Thesis ChargePoint Holdings, Inc. (NYSE:CHPT) is in an industry which I expect to experience increasing demand for years to come. However, their financial situation was far too unattractive the last time I reviewed them as a potential investment, and it’s only gotten worse since then. This is an update to my last article. After…
Petmal/iStock via Getty Images Background Though they likely need no reminding, 2023 has been traumatic for Plug Power Inc (NASDAQ:PLUG) shareholders. PLUG vs SPY YTD (Koyfin) The stock is down 63% year-to-date, as compared with the 26% return from the broader S&P 500 (SPY) and a 15% return from the Russell 2000 (RTY). Yet, some…
Alex Potemkin/iStock via Getty Images Introduction Centrus Energy Corp. (NYSE:LEU) is a supplier of enriched uranium for nuclear fuel and services in nuclear power energy in the United States. Nuclear energy is a well-grounded source of carbon-free energy, which makes it a valuable asset for the energy transition process. The total revenue of Centrus comes…
Mario Tama Tesla, Rivian Automotive (NASDAQ:RIVN), and other electric vehicle (EV) companies are striving for a competitive advantage, while Detroit automakers grapple with the looming threat of a paralyzing strike. BofA sees the possible strike as “almost guaranteed” per a report last week. As the industry grapples with the renewed power of labor, non-legacy automakers…
Sundry Photography/iStock Editorial via Getty Images Investment Thesis Nordstrom (NYSE:JWN) has undergone significant structural changes in its business model recently. We view these structural changes as a pivotal catalyst for Nordstrom’s stock performance as they enabled Nordstrom to achieve profitable growth. These structural changes include improving rack performance, increasing inventory productivity and optimizing supply chain…
Sumin_Daddy/iStock via Getty Images All financial numbers in this article are in Canadian dollars unless noted otherwise. Introduction In May, I started covering Canadian integrated oil & gas giant Cenovus Energy (NYSE:CVE) as part of my plan to focus more on the Canadian market. One of the issues I had with Cenovus is its poor…