yalcinsonat1 By James Knightley | Padhraic Garvey, CFA | Chris Turner Fed keeps rates at 5.25-5.50% As universally expected, the Federal Reserve has left the Fed funds target rate range at 5.25-5.50%. The decision was unanimous and was made pretty easy, given inflation continues to run too hot for comfort, consumers are still spending strongly,…
VIKTOR FEDORENKO/iStock via Getty Images Synopsis James Hardie Industries (NYSE:JHX) specializes in the production and sale of fiber cement and fiber gypsum building solutions. JHX’s last three years financial results have shown consistent net sales growth. In addition, it was able to maintain its margins throughout the same period by focusing on selling higher-margin products…
Jonathan Kitchen/DigitalVision via Getty Images Overview The latest CPI report released, and the overall sentiment leads to a lower chance of interest rate cuts. The original probability of interest rate cuts before the March CPI report was around the 56% mark but has now dropped to an 18.5% chance of rate cuts by the end…
William_Potter IRM’s Growth Catalysts My last article gave Iron Mountain (NYSE:IRM) a sell rating, and the goal of this article is to upgrade the rating to hold. The key reason for the upgrade is the next growth catalysts that have developed since then. IRM has enjoyed robust earnings growth in recent years as seen in…
MCCAIG The current investor fixation on when the Federal Reserve will drop interest rates and by how much overlooks an important fact – almost everyone is already bullish. So, even if they do drop rates who’s left to buy to drive prices higher? I believe it was Nathan Rothschild who pointed out this contradiction about…
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VV Shots Thesis Despite recent inflationary pressures and weakening sentiment, the global apparel industry remains at the forefront of discretionary spending for consumers. The Gap, Inc. (NYSE:GPS) is a well-known retailer in the apparel industry, familiar to consumers in the United States and across the world. While Gap has established a reputable brand, with a…
SOPA Images/LightRocket via Getty Images My Thesis Earnings periods typically offer some juicy opportunities for patient investors. The market being fickle and unpredictable by nature, many investors tend to react quickly when the news is bad, thereby opening windows of opportunity that are normally hard to come by. One such case this week is Australian…
JHVEPhoto/iStock Editorial via Getty Images It’s been about a year and a half since I first wrote that there is significant value within the SendTech and Presort segments at Pitney Bowes Inc. (NYSE:PBI) and that the global e-commerce segment was dragging the company down. Since then: Hestia Capital spearheaded a proxy contest to make significant…
tonefotografia/iStock via Getty Images Synopsis For every American homeowner, much effort and expertise in home servicing is needed in maintaining their living space, especially to avoid costly breakdowns of their essential appliances and home systems. With over 50 years of experience in home repair and maintenance and over 75 million service requests, Frontdoor (NASDAQ:FTDR) is…
In response to the breach, SEC Chair Gary Gensler swiftly clarified that the commission had not approved the listing and trading of spot Bitcoin ETFs. In a surprising turn of events, the safety team at X disclosed that the recent compromise on the US Securities and Exchange Commission’s (SEC) official account @SECGov was due to…
Eoneren The Schwab U.S. TIPS ETF™ (NYSEARCA:SCHP) contains a portfolio of TIPS. We posit that the U.S. bond markets, which are pricing in around 2.1% inflation annualized over the next 10 years, are not on the right track in terms of their assessment. We think that high inflation rates will continue to disappoint markets with…
The scam was reported by blockchain security analyst ZachXBT on Sunday hence resulting in Microsoft removing the fake Ledger Live application to avoid further damage. Amid the mainstream adoption of the cryptocurrency market around the world, scams directed at both novice traders and veteran investors have evolved into sophisticated methods. In the past two weeks,…
AlizadaStudios Western Midstream (NYSE:WES) has seen its share price stagnate with a dividend yield of more than 8%. The company has a market cap of more than $10 billion, and its share price has recovered substantially from its COVID-19 lows. Over the past 2 years though, its share price has stagnated, despite it working to…
chiewr The ZM Investment Thesis Remains Decent, Thanks To The Aggressive Diversified Strategy We previously covered Zoom Video Communications, Inc. (NASDAQ:ZM) in January 2023, discussing its aggressive diversification from the original videoconference capability, previously highly prized during the hyper-pandemic remote work cadence. These might potentially sustain its enterprise revenues, with the management previously projecting an…
Pgiam/iStock via Getty Images Investment briefing No relief for Compass Minerals International, Inc. (NYSE:CMP)’s shareholders leading into the back end of the year, with the company’s equity stock attracting offers at 2-year lows as I write (Figure 1). As a reminder, CMP produces essential minerals, namely salt, sulfate of potash and specialty fertilizers. Its core…
Along with Bitcoin Omni Layer, Tether has also decided to discontinue the stablecoin versions of Bitcoin Cash and Kusama. Tether, the issuer of the world’s largest stablecoin USDT, has announced to discontinue its Bitcoin Omni Layer version amid the lack of interest from the users. This Bitcoin stablecoin from Tether was one of the first…
KathyDewar Hitachi (OTCPK:HTHIY)(OTCPK:HTHIF) is performing pretty well in some segments that we expected to be particularly problematic. In particular there were worries around electronic businesses that face China, which saw order declines a couple of quarters ago. Tech is decelerating, but the worst of it is in lower margin segments which is decent for mix….
David Gyung/iStock via Getty Images Investment Outline The share price for AMN Healthcare Services Inc (NYSE:AMN) has been a rollercoaster the last 12 months and now sits around 20% higher than the lows it had back in early April this year. But is the company worth buying into right now? Well, the market seems conflicted…