Leonardo Penuela Bernal/iStock via Getty Images Nextracker (NASDAQ:NXT) just reported an impressive quarter with revenue growing 40% year-over-year, and adjusted EBITDA doubling despite the results excluding the significant IRA 45X tax credit benefits. Nextracker also reported record international revenue in Q4, delivering close to a 90% increase year-over-year. It is rapidly growing in markets such…
esemelwe Thesis The US natural gas industry has been in growth mode for over a decade. Accommodating this growth requires extensive infrastructure and capital investment. The most discussed infrastructure topics for natural gas are pipelines or export terminals. What does not get discussed, is the compression equipment market that supplies the equipment necessary to send…
The world witnessed unprecedented power grabs and supply chains disruptions over the past couple of years. The almost perfect alignment between big government, big banks and corporations should be a serious cause for concern across the agricultural sector. These moves represent no less than the most serious threats to our freedom and survival as businesses,…
Justin Sullivan/Getty Images News ON Semiconductor Corporation (NASDAQ:ON), rebranded several years ago as OnSemi, may be an interesting stock for those investors looking for value in the semiconductor manufacturing space. The company primarily supplies chips to the auto and industrial industries, markets that are currently in a cyclical downturn that began in the latter half…
David Trood/DigitalVision via Getty Images As a Canadian investor, one of my biggest regrets in the past decade has been not buying into the Great Canadian Cannabis hype cycle in the 2010s. Many fortunes were made in the sector, as early investors saw 10x-20x gains. One of the cannabis stocks that I missed out on…
milanvirijevic/E+ via Getty Images Limbach Holdings, Inc. (NASDAQ:LMB) currently looks intriguing as a potential investment due to the low valuation and strong expected growth in 2024. The stock’s recent dip in price looks like a good buying opportunity. Limbach is a building systems solution company that provides mechanical, electrical, and plumbing [MEP] services. Limbach specializes…
Jeremy Poland Following my articles on Sunnova (NYSE:NOVA) and SunPower (NASDAQ:SPWR), today’s analysis will focus on Sunrun (NASDAQ:NASDAQ:RUN), another company operating in the distributed systems sector. As I have extensively discussed in previous articles, I am particularly bearish about the sector, as it is characterized by companies with high levels of debt, high capital requirements,…
MF3d Lam Research (NASDAQ:LRCX) is the stalwart backbone of the semiconductor industry producing the wafer fabrication equipment required to produce semiconductors worldwide. While it doesn’t have the monopoly status of ASML Holdings (ASML) with its advanced EUV lithography machines, it is an integral and essential part of the semiconductor food chain, without which most of…
DenGuy/E+ via Getty Images Thesis Shares of Aris Water Solutions, Inc. (NYSE:ARIS) nearly doubled in the past three months. They grew from $7.74 on January 19 to $15.15 on April 9. However, we need to take those numbers in context, because the shares had been at more than $20 in the summer of 2022, and…
Leading Bitcoin advocates, academics and a bipartisan coalition of United States policymakers are set to gather at the National Press Club Ballroom in Washington, DC for the second annual Bitcoin Policy Summit hosted by the Bitcoin Policy Institute (BPI). Bitcoin Magazine is partnering with BPI to host a live stream of the event on its…
travelism/E+ via Getty Images Investment Thesis Vanguard Communication Services ETF (NYSEARCA:VOX) warrants a buy rating due to the strong potential for its top holdings to outperform the market overall. Technological advances for Meta Platforms, Inc. (META) and Alphabet Inc. (GOOG) (GOOGL), as well as expected growth for streaming services, will drive strong returns for VOX…
serts Introduction and thesis Rockwell Automation (NYSE:ROK) is a leading global provider of industrial automation and digital transformation solutions. Headquartered in Milwaukee, Wisconsin, the company serves a diverse range of industries, including automotive, food and beverage, pharmaceuticals, and oil and gas, among others. With a history dating back to 1903, Rockwell Automation has established itself…
matdesign24/iStock via Getty Images PaySign, Inc. (NASDAQ:PAYS) continues to deliver double digit net sales growth driven by successful investments in prepaid card-based payment solutions targeting the plasma donation industry. With 465 plasma centers and 6.4 million cardholders as well as sponsorship with large banks and card companies, I believe that operating margin and FCF could…
m.czosnek/iStock via Getty Images Foreword This article is based on Fortune magazine’s 2023 survey of 500 Largest U.S. Corporations (F500-IL) “Size matters: the 50 largest companies on this year’s list accounted for 49% of total Fortune 500 revenue and 45% of earnings.” This article covers those 50 and 18 more as industry leaders. Any collection…
Brett_Hondow Summary My previous rating was a buy (Dec 2023) as Bath & Body Works (NYSE:BBWI) continued to show very strong execution, as evident in the 3Q23 performance, which I expected to continue into CY24. I am revising my rating from buy to hold as I am worried about BBWI’s ability to meet FY24 guidance….
da-kuk After having recouped most of its losses since its August 2023 drop of nearly 20%, Fortinet, Inc. (NASDAQ:FTNT) seems to be at a crossroads. Its share price has been hovering between the $71 and $73 range for some time now with both Wall Street and Quant having Hold ratings as the stock trades at…
Leading Bitcoin advocates and key politicians will convene at the National Press Club Ballroom in Washington D.C. for the second annual Bitcoin Policy summit hosted by the Bitcoin Policy Institute. The bipartisan policy event will address the increasing integration of Bitcoin and digital assets into the political landscape of the United States while identifying important…
SweetBunFactory Investment action I recommended a hold rating for GLOBALFOUNDRIES, Inc. (NASDAQ:GFS) when I wrote about it the last time (Oct’23), as the semiconductor landscape was not favorable for GFS. Despite my belief that GFS is well positioned to be a leader in the field of quantum computing and AI chips, the near-term dynamics simply…
Editor’s note: Seeking Alpha is proud to welcome Andrew Mach as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » imaginima Investment Thesis ARC Resources (OTCPK:AETUF, TSX:ARX:CA) recently released…
Somebody, somewhere, at some point decided they would destroy the competition by creating a barrier to entry. They made the barrier high so they could feel safe. It is logical to put a fence around your property, and perfectly fine to do so. The problem is when you put a regulatory fence over something that…
The below is an excerpt from a recent edition of Bitcoin Magazine Pro, Bitcoin Magazine’s premium markets newsletter. To be among the first to receive these insights and other on-chain bitcoin market analysis straight to your inbox, subscribe now. Bitcoin miners have not been operating under normal circumstances for the past several months. Bitcoin’s blockchain…
Sinenkiy/iStock via Getty Images The race for the White House intensified last week as Donald Trump won the Iowa caucus with 51% of the vote, handily beating rivals Ron DeSantis and Nikki Haley. This was followed by second-place winner DeSantis suspending his campaign, leaving only Trump and Haley, the ex-president’s former ambassador to the United…
Christian Petersen/Getty Images News Capcom (OTCPK:CCOEY) has established itself as a formidable player in the entertainment and video game space. The company boasts an incredibly strong IP lineup with popular franchises like Resident Evil, Street Fighter, and Monster Hunter. Even as competition in the gaming and entertainment space has ramped up significantly over the past…
The challenges associated with physical work and delayed payments, as discussed in the construction and logistics industries articles, might not be as directly applicable to industries with less physical movement. However, the principles of instant settlement and the removal of intermediaries can still bring efficiency and innovation to various sectors. The advantages of instant settlement,…
da-kuk Investment thesis Our current investment thesis is: RPD appears to be cheap exposure to the cybersecurity industry, which is currently experiencing a long-term tailwind, with mass adoption and significant innovation. RPD appears at the forefront of this, already cloud-capable with a broad integration base, with development in the areas of machine learning and behavioral…
Bill Oxford CASGEVY approval CASGEVY is a groundbreaking gene therapy, owned by CRISPR Therapeutics AG (CRSP) and Vertex (VRTX) specifically designed for the treatment of sickle cell disease (SCD) in individuals aged 12 and older who experience frequent vaso-occlusive crises (VOCs). Developed through a collaboration between Vertex Pharmaceuticals and CRISPR Therapeutics, CASGEVY stands out as…
vm Each year, Agecroft Partners predicts the top hedge fund industry trends through their contact with more than two thousand institutional investors and hundreds of hedge fund organizations. Given the hedge fund industry’s dynamic and constantly changing nature, it is crucial for firms to anticipate likely changes. Those that are able to adapt effectively to…
Now that we have seen how instant settlement can affect the construction industry let’s see the next industry that can have a huge impact – logistics. To begin, let’s examine the logistics industry through the lens of an online order example. What unfolds when we select a product on a website that requires delivery to…
In an culmination of efforts at the intersection of Bitcoin and Artificial Intelligence (AI), the “Nexus – Bitcoin & AI Industry Report” has been unveiled by Spirit of Satoshi, the world’s first Bitcoin centric AI, highlighting significant advancements and debunking misconceptions within these realms. The report’s core emphasis revolves around the convergence of 280 participants…
DanielIngelhart/iStock via Getty Images Investment Thesis Mach Natural Resources (NYSE:MNR) is an oil and natural gas firm that develops, acquires, and produces oil, NGL reserves, and natural gas. It has recently reported its quarterly results and experienced resistance in its growth, mainly due to macroeconomic pressures. However, I believe the company can boost its profitability…
Gensler disclosed that the SEC is actively reviewing rules that could potentially hurt the crypto industry. In a recent interview with CoinDesk, Gary Gensler, chairman of the United States Securities and Exchange Commission (SEC), voiced his concerns regarding the crypto industry, noting that the space is rife with fraud and bankruptcies. The SEC chair said…
icholakov It has been a dramatic stretch in the content world. Between management shake-ups at Disney (DIS) late last year and the jump in streaming service costs throughout 2023, the film industry has undergone a roller coaster ride. Summer blockbusters Barbie and Oppenheimer attracted families back to the theaters, and then Taylor Swift’s The Eras…
Hiraman Tigo Energy, Inc. (NASDAQ:TYGO) recently reported impressive expectations for the year 2023 including double-digit net sales growth and EBITDA margin growth. Also including headcount growth related to its R&D activities, I believe that Tigo could present new offerings and geographic expansion in the United States and Europe. With all these new ideas in mind,…
Strainly, a cannabis seed and services company, in partnership with BTCPay has published a case study on the use of BTCPay to facilitate payment processing for underserved and blacklisted industries. One of the most important use cases of Bitcoin is, as many users of a certain privacy wallet would say, “To make the transactions they…
With about 425 million owning crypto and more than 80 percent of G20 countries moving towards enabling digital assets, Coinbase is confident the industry will unlock economic freedom to billions of users. The cryptocurrency industry has continued to evolve with the market needs and the fast-changing global regulatory landscape. The trillion-dollar industry is preparing for…
As I delve deeper into the realm of Bitcoin and the Lightning Network, I am consistently struck by the potential benefits it holds for humanity. The realization of how inefficient and broken our societal structures are due to the limitations of fiat currency becomes increasingly apparent to everyone. While the spotlight often shines on the…
Dubbed Gaudi3, Intel intends to attract generative AI companies like OpenAI away from Nvidia and bolster its stock market performance. Intel Corp (NASDAQ: INTC) stock closed Thursday trading at $45.18, up 1.37 percent from the day’s opening price. Although Intel has been on a winning streak since the calendar flipped in January, the company is…
tianyu wu Dear readers/followers, The central European industrial sector has not been a generally pleasant sector to invest in this year, looking at returns. Plenty of pain, plenty of cost increases, and plenty of lower demands. GEA Group Aktiengesellschaft (OTCPK:GEAGF) is one of them. GEA Group, to remind you of the operational profile, is a…
Janina Steinmetz Investment overview My recommendation for Olo Inc. (NYSE:OLO) is a buy rating, as I believe it can continue to grow at the current low-20% rate given the strong secular tailwind, value proposition, and Olo Pay growth potential. The current valuation is also attractive, as it is near the lowest OLO has ever traded…
littleny/iStock Editorial via Getty Images There is no other company in the stock market that I am aware of that has prospects for >15 % growth, is an at scale global leader with thousands of employees, and trades below 8x PE. Daktronics (NASDAQ:DAKT) is a large company with > $800m in revenue and > $60m…
FreezeFrames A Quick Take On Cactus Cactus (NYSE:WHD) reported its Q3 2023 financial results on November 8, 2023, missing both revenue and consensus earnings estimates. The firm sells pressure control products for oil & gas drilling, completion and production for use in onshore and offshore environments. I previously wrote about WHD in April 2023 with…
One of the 2024 predictions is the emergence of at least one breakout blockchain game that will surpass a million daily active users as Web3 gaming continues to vie for mainstream adoption. Asset manager VanEck has made 15 forecasts for the crypto industry in 2024. In what it terms a “speculative expedition”, the New York-based…
Dragon Claws Investment Thesis Modiv Industrial (NYSE:MDV) is a real estate investment trust that operates, acquires, and leases commercial real estate properties. It has recently reported a decent quarter and I believe it can sustain this performance in the future as a result of industry tailwinds and its continued focus on acquisitions. About MDV Share…
Roland Magnusson Breaking news today in the telecom space had traders shifting positions. AT&T (T) announced that it would buy up to $14 billion of cell tower equipment with Ericsson (NASDAQ:ERIC). Shares of the Swedish supplier closed 4% higher on Tuesday while rival Nokia (NOK) suffered a 5% stock price dip. The contract was considered…
HJBC Introduction A year ago, Terry Smith s ditched his stake in Finnish elevator and escalator company KONE (OTCPK:KNYJF, OTCPK:KNYJY) and replaced it with Otis (OTIS). The main reason, as far as I could understand it, was double-sided. In fact, Terry Smith held Kone in his portfolio for more than a decade (he first bought…
onurdongel Introduction Dream Finders Homes (NYSE:DFH) – with a trusted brand, an asset-light business model, and a focus on expanding into new markets, DFH is well-positioned to capture market share and generate solid returns for investors. Despite the industry’s cyclical nature and tough competition, DFH has maintained a high ROE and is seeking to reduce…
industryview/iStock via Getty Images Ennis, Inc. (NYSE:EBF) operates within an industry facing decline, yet it distinguishes itself amidst the challenging landscape. Despite the downturn in the commercial printing sector, the company exhibits resilience by leveraging its strong financials. Ennis isn’t positioned as a growth-centric stock; rather, it offers a stable dividend yield and demonstrates potential…
da-kuk DigitalOcean Holdings, Inc. (NYSE:DOCN), a $2.45 Billion market cap company, has carved out a niche for itself in the cloud industry by serving developers and small and medium-sized businesses (“SMBs”). The company’s stock price fell from its peak in late 2021 as small-cap, high-growth, unprofitable companies like DigitalOcean fell out of favor in a…
The price of Worldcoin has fallen over the last 24 hours as new of Sam Altman’s problems and ousting continue to spread. The price of Worldcoin (WLD) reacted to the news in the artificial intelligence (AI) industry, especially as it relates to OpenAI. WLD, the native token of the Worldcoin project, co-founded by Altman, climbed…
A number of AI tokens have seen recent significant increases, following Musk’s xAI shareholder announcement, along with other news updates. Artificial intelligence (AI) tokens climbed over the past weekend following news from AI companies about the future of the sector. X Corp owner and Chairman Elon Musk said on Sunday that the company’s shareholders would…