nielubieklonu Occidental Petroleum (NYSE:OXY) is making strides in positioning itself for strength as a carbon-friendly oil producer as the firm further develops its full-cycle well enhancements through CO2 direct air capture and EOR for well enhancements. As the oil industry faces a flat-to-down oil market for eFY24 paired with easing inflationary pressures relating to production,…
Jean-Luc Ichard Above: The MGM lion’s roar is global. It’s a foundational strategy of the company to be wherever gambling moves going forward. MGM top line highlights FY 2023: MGM Resorts International (NYSE:MGM) Net revenue: $16.2b vs. $13.16b up 23% y/y. Gains mainly from Las Vegas and Macau properties. U.S. regionals edged down due to…
Suriyapong Thongsawang Introduction Tsakos Energy (NYSE:TNP) is one of the leading companies in the crude and product tanker industry. The company is run by its founders, who own a large portion of the shares through Tsakos Foundation and Tsakos Energy management. The company has a diverse fleet of crude and product tankers. Fleet average age…
tadamichi Introduction The diverse nature of Compass Diversified (NYSE:CODI) has played out very well in their favor so far. The company has managed to return a significant amount of capital to shareholders as the yield right now is over 5%. The payout ratio is not worrisomely high at just over 70%. I think that CODI…
LauriPatterson Investment Thesis Mondelez International, Inc. (NASDAQ:MDLZ) has built itself a wide moat based on its competitive advantages: a wide range of category offerings, household brand reputation, and international footprint. MDLZ is a snack and beverage company with a product portfolio that ranges from salty snacks, cookies, gum, crackers, snack bars, and biscuits to much…
Hispanolistic Investment Thesis Lithia Motors Inc. (NYSE:LAD) stands as a formidable player in North America’s automotive retail landscape, with a diversified business model that spans three key segments: Domestic, Import, and Luxury. This diversification not only broadens its customer base but also serves as a hedge against market volatility. Beyond mere vehicle sales, Lithia offers…