AdrianHancu Introduction It’s time to talk about Caterpillar (NYSE:CAT), which is one of my most successful dividend (growth) investments. Excluding dividends, I’m currently up roughly 170% on my investment, which I initiated after the pandemic to add inflation protection to my portfolio. This performance has pushed the ten-year total return to more than 330%, almost…
Leon Neal I recently published my first research on British Oil & Gas Supermajor BP p.l.c. (NYSE:BP) in which I offered a deep dive into its US upstream subsidiary bpx. Given the asset’s disadvantage to key US E&P peers in terms of reserve makeup and cost competitiveness, I initiated BP at Underweight. Since then, shares…
Introduction Names can be both liberating and confining. When mankind gives something a name, we mark it with a label that helps us discuss our shared environment and experience. At the same time, a label can obscure something in preconceived notions. Labels can make it more difficult for us collectively to understand what something is….
red_moon_rise/E+ via Getty Images Executive Summary The journey to bring molecular non-invasive prenatal screening/testing ‘NIPT’ to mainstream healthcare standards hasn’t been easy. The sector faced and overcame the challenges of proving the accuracy and reliability of this tech. Natera (NASDAQ:NTRA) offers an opportunity to capitalize on the considerable groundwork already laid as we enter an…
Polkadot, the blockchain interoperability platform, is entering the world of gaming through a strategic collaboration with Parity Technologies and Unity Games. This partnership facilitates Polkadot’s integration with the game engine that powers popular titles such as Pokémon Go and Call of Duty Mobile. Unity Games, a leading software development kit (SDK) provider for game developers,…
martin-dm Investment thesis Our current investment thesis is: SSNC is positioned well to generate strong long-term returns, with limited volatility, due to its strong market position in various verticals. The company has good market share and expertise, with service diversification reducing downside risk. Its strong position is reflected in its margins, which are industry-leading. We…
Vladyslav Otsiatsia In a previous report, I analyzed the sales and profit charges that RTX Corporation (RTX) recognized in the third quarter, and those sales and profit charges were in line with expectations. RTX is not the only company that is feeling the pain of the Pratt & Whitney GTF issue. Airlines are obviously also…
Muralinath/iStock via Getty Images India just had a great corporate earnings season on the whole in Q2 fiscal 2024, with the country’s flagship Nifty 50 index outpacing expectations at +28% YoY net profit growth. Major Nifty conglomerate Reliance Industries tracked India’s resilient growth story yet again, though more cyclical names like Bharat Petroleum and Tata…
da-kuk The key surprise out of China in recent weeks was the lack of policy stimulus, with the latest series of rate cuts falling well short of lowered expectations. And with almost all of last month’s economic data already missing expectations by a considerable margin, China’s path toward hitting its +5% growth target this year…
The new upgrades currently undergoing initial testing promises to deliver more in-depth information for users exploring scientific theories, economic principles, historical events, or any other subject matter. Alphabet Inc‘s (NASDAQ: GOOGL) Google has once again solidified its position in the technology world by introducing a series of groundbreaking capabilities to its generative AI-powered search experience…
With Web 3.0 node engine service, Huawei Cloud can revolutionize the decentralized application (DApp) industry. Huawei Cloud, a cloud infrastructure and service provider developed by Huawei Technologies Co., Ltd., has introduced its Web 3.0 node engine service (NES) for public testing. The service aims to simplify blockchain network management, resource management, and authentication, while also providing developers…