onurdongel BrainsWay (NASDAQ:BWAY) reported strong results again in the first quarter, with continued profitability, positive free cash flow and strong growth. This strength is particularly notable in light of Neuronetics’ (STIM) relatively soft quarter, which the company attributed to the macro environment. I previously suggested that BrainsWay’s stock should continue to rerate higher as the…
A US crackdown on banks financing trade in goods for Vladimir Putin’s invasion of Ukraine has made it much more difficult to move money in and out of Russia, according to senior western officials and Russian financiers. Moscow’s trade volumes with key partners such as Turkey and China have slumped in the first quarter of…
luza studios Super Micro Computer, Inc. (NASDAQ:SMCI) released much anticipated fiscal third quarter results, but moreover provided an ever greater anticipated (updated) guidance. The company has seen incredible operating momentum, but as share price momentum was even greater, it was evident that expectations were sky-high. Back in February, I believed that shares were approaching bubbly…
Chris Gordon /iStock via Getty Images Introduction About seven months ago, I argued Fortescue (OTCQX:FSUMF) (OTCQX:FSUGY) was a good call option on the iron ore price, and I have not been disappointed with its performance. The stock is currently still up about 25% from the September 2023 share price, while the received dividend of A$1.08…
RHJ Last week, I published “Cameco: Uranium Market Hype Clashes With Weakening Fundamentals,” which detailed my bearish outlook for the uranium sector and the giant Cameco (CCJ). Many uranium market investors do not understand the market’s supply elasticity. A slight increase in uranium production associated with the recent rally likely pushes uranium back into a…
Gladiathor I previously suggested that Magnite, Inc.’s (NASDAQ:MGNI) strong cash flows would eventually matter, and this has proven to be the case over the past three months, with the stock up around 40%. While the business continues to face headwinds, and competition remains a threat, Magnite’s growth is starting to pick up and its margins…
onurdongel Overview Vermilion Energy (NYSE:VET) is a Canadian oil & natural gas producer, with production in North America, Europe, and Australia. The stock is listed in the U.S. & Canada (TSX:VET:CA), and the reporting currency is Canadian Dollars. I have covered Vermilion frequently over the last couple of years and those articles can be found…
jasonbennee Overview Kinross Gold (NYSE:KGC) is a relatively large gold mining company that I have covered a few times over the last few years. Those articles can be found here. The company is expected to produce about 2.1Moz of gold equivalent in both 2023 and 2024, where most of its production is in North and…
Brandon Bell/Getty Images News December 11 ended up being a very interesting day for shareholders of energy giant Occidental Petroleum (NYSE:OXY). Shares of the company closed up about 1% after news broke that the company entered into an agreement to acquire privately owned CrownRock in a deal valued at $12 billion. According to management, this…
greenbutterfly Investment Thesis Nutanix (NASDAQ:NTNX) simplifies IT infrastructure by combining storage, computing, and networking into a single, integrated platform. It helps organizations manage and scale their data centers more efficiently, reducing complexity and improving overall performance. Essentially, Nutanix streamlines the way businesses handle their IT resources for enhanced productivity. To put this slightly more technical,…
RuslanDashinsky/iStock via Getty Images Energy Transfer (NYSE:ET) is a $41-billion market cap firm that operates an extensive pipeline network across 41 US states and plays a vital role in transporting 30% of US natural gas, 35% of US crude oil, and 20% of global natural gas liquids exports. ET’s factsheet The company is divided into…
AL-Travelpicture Caterpillar’s (NYSE:CAT) stock price has had a roller coaster ride this past year with another pullback in October that leaves the company trading at 14.3x TTM P/E and 14% off 52-week highs. The company continues to perform well with the latest quarter EPS up 40.8%, but a little stress from the economic weakness shrouding…
Tippapatt Roper Technologies (NASDAQ:ROP) is a serial acquirer and long-term owner of Vertical Market Software and Medical & Water products businesses. My interest in the company was first piqued after reading the chapter in the fantastic book Lessons from the Titans. Let’s see if the company looks attractive right now. What makes Roper interesting? Roper’s…
gorodenkoff/iStock via Getty Images Investment Thesis ANSYS, Inc. (NASDAQ:ANSS) develops and markets engineering simulation software and services that enable engineers and researchers across diverse industries to analyze designs and improve product development efficiency. Its business is directed at the engineering simulation software sector and serves customers in various industries, including aerospace, automotive, healthcare, and more….
In addition to Flows, WhatsApp is taking steps to empower businesses with payment solutions. B2B customers in India can now make payments to companies within the chat using their preferred payment methods. In an eagerly awaited announcement, WhatsApp, a subsidiary of Meta Platforms Inc (NASDAQ: META) has unveiled its latest feature, “Flows”. This innovation promises…