Gary Yeowell Summary Following my coverage of CSX Corp. (NASDAQ:CSX), for which I recommended a buy rating given the strong business moat and positive volume outlook through 2024, this post is to provide an update on my thoughts on the business and stock. I reiterate my buy rating for CSX, as 1Q24 results proved my…
AdrianHancu Following two disposals in less than a week, today we are back to comment on Société Générale (OTCPK:SCGLY)(OTCPK:SCGLF). For our new readers, Société Générale S.A. (SocGen) is a global bank headquartered in Paris. The company engages its activities in retail banking, corporate and investment banking (CIB), and also includes private banking and insurance divisions….
Michael M. Santiago/Getty Images News Earlier this week, consumer goods giant Unilever (NYSE:UL) announced that it is planning to exit the ice cream business and cut away 7,500 jobs as a result of launching its productivity program. Also, this program would lead to a total of around €800M of cost savings over the next three…
Poulssen Introduction I think everyone really needs to consider adding some consumer staples to their portfolio. Consumer staples in general don’t have the nature to outperform but offer a safety cushion in uncertain times. In the dividend growth community consumer staples are also popular because of their stability and consistency. Companies in this sector are…
NanoStockk/iStock via Getty Images We are going to cover, in detail, what the differences are between monetary policy and fiscal policy – in practical terms – and what this means for investors in 2024 and beyond. Then to pay back that investment of mental time and energy, we will discuss the Net Liquidity model and…
coldsnowstorm This morning’s Consumer Price Index for November was mostly in line with expectations (although the headline reading was slightly higher than expected), and the lack of any meaningful surprises has allowed the market to continue with what has lately been the path of least resistance, which has been higher. The report also showed that…
hapabapa Investment Thesis I wanted to take a look at Palantir’s (NYSE:PLTR) financials and its potential to be a long-term investment and whether it is a good time to invest right now after it popped 170% YTD. In short, the boat for a conservative investor has passed as right now, the risk/reward is not enticing…
AvigatorPhotographer Note: I have covered Pyxis Tankers (NASDAQ:PXS, NASDAQ:PXSAP, PXSAW) previously, so investors should view this as an update to my earlier articles on the company. Two months ago, I downgraded shares of small, Greece-based product tanker operator Pyxis Tankers or “Pyxis” due to corporate governance and capital allocation concerns after the company surprisingly decided…
Bim Situation Overview After months of a comprehensive portfolio review, Tidewater Midstream (TSX:TWM:CA) has decided to sell its Pipestone-related assets to AltaGas for $650 million. The proceeds will be used to strengthen its balance sheet. It sounds like while future divestitures are still on the table, this concludes TWM’s portfolio review and the next catalyst…
ferrantraite A Quick Take On VTEX VTEX (NYSE:VTEX) reported its Q2 2023 financial results on August 8, 2023, beating revenue but missing consensus earnings estimates. The firm provides a digital ecommerce system for companies who want to do business in Latin America. With revenue growth that remains robust, sharply reduced operating losses, continuing momentum with…
Bastiaan Slabbers “Every organization should tolerate rebels who tell the emperor he has no clothes”…Colin Powell We’ve had heard that Disney (NYSE:DIS) was rumored to be in contact with Amazon (AMZN) about them writing the big check for the whole mouse house. Also buzzing was that Apple (AAPL) actually might be the candidate to take…
robeo Today, I’m revisiting the case of FreightCar America (NASDAQ:RAIL), a small-cap company specialized in the construction of rail cars, such as bulk commodity cars and coal cars, as well as in the conversion of existing cars for different purposes. In my last article about the company, which was published 9 months ago, I assigned…