Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Spanish prime minister Pedro Sánchez’s Socialists scored a clear win in the Catalan regional elections on Sunday, as support for pro-independence parties dropped and his party sought to draw a line under more than a…
imagewerks Thesis In my previous article (released before Q3 2023 reported in November 1) about Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH), I explained how Norwegian was still undervalued despite a 20% dilution, in which case the stock’s future price for 2028 would be $47.43 and if there was no dilution, the future price would be…
Lisa Maree Williams After stellar earnings, Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) has surged back towards the recent highs. Oddly, the cruise line stock had dipped again towards $16 despite stellar numbers from peers with signs that 2024 bookings are at record levels. My investment thesis remains Bullish on the stock, though investors should’ve loaded…
SDI Productions Over the past year I have found a number of interesting players in the banking sector. Some of these have been enterprises that I became very bullish on that went on to achieve some rather meaningful upside. Other opportunities have fallen short of expectations. Others, still, were firms that I did not have…
peshkov/iStock via Getty Images Appian (NASDAQ:APPN) is a leading player in the low-code space. Its low-code automation platform helps businesses to build and optimize applications swiftly. Their platform streamlines complex workflows, while its user-friendly tools cater to both professional and citizen developers. Post-IPO journey has been bumpy. Went public at $17 per share in 2017,…
Justin Sullivan Alpine Income Property Trust (NYSE:PINE) announced its results for the last quarter and full year of 2023 last week. The company posted flat revenues of $11.58 million for the quarter (down 0.1% YoY) while analysts were expecting it to have generated $11.61 million, and it posted FFO (funds from operations) of 38 cents…
jaochainoi/iStock via Getty Images Investment Rundown The most recent earnings report from Southwest Gas Holdings, Inc. (NYSE:SWX) had some mixed results in my view. Firstly the company has made strong progress on building up the bottom line again. Last year during the Q3 quarter the bottom line was negative but it most recently came in…
kotangens/iStock via Getty Images Investment thesis Our current investment thesis is: NCLH is a capital-intensive business that needs to invest heavily to achieve consistent growth, owing to capacity constraints across its fleet. The business is close to fully ramped up, with occupancy exceeding 100% and price-driven revenue soaring. This should contribute to a strong trajectory,…
FutureBit, a renowned innovator in consumer-centric Bitcoin products, today announced the Apollo II, a revolutionary personal home mining device. This new launch marks a significant stride in FutureBit’s journey to introduce efficient, potent, and user-friendly mining products for household use. The Apollo II is a fusion of the latest 5nm ASIC technology and a modern,…
The Blast Mainnet is scheduled to go live on February 24, 2024, enabling withdrawals and allowing users to redeem their Blast Points for actual rewards starting from May 24 next year. Recently launched Ethereum (ETH) Layer-2 blockchain Blast has earned itself some popularity in the last few days, although a significant portion of this fame…
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ablokhin For investors more generally, October 25 ended up proving to be a rather painful day. But there were some companies that had worse performance than others. One great example can be seen by looking at freight transportation company Old Dominion Freight Line (NASDAQ:ODFL). Despite exceeding analysts’ expectations when it came to both revenue and…
Digital Shovel, a leader in Bitcoin mining infrastructure, today announced the latest evolution of its MiniPOD line of modular cryptocurrency mining datacenters, the S300 MiniPOD. The S300 builds on the design and functionality of Digital Shovel’s previous products, improving on many aspects of the installation and operation of a portable mining container. The S300 has…
miniseries Investment Rundown The utility sector I think is quite an exciting one to get into, as the broad exposure it lends to investors can be very favorable during tougher times in the economy. With PNM Resources, Inc. (NYSE:PNM) for example, they have managed to diversify the business and take advantage of the Inflation Act…
.shock/iStock via Getty Images The Cruise Line Investment Thesis Remains Mixed We previously covered The Royal Caribbean Cruises (RCL) and Carnival Corporation (CCL) in various other articles, covering their stocks’ optimistic rally thanks to the robust booking trends, despite the impacted profitability and elevated debt levels. NCLH For this particular article, we will be looking…
onurdongel Skyline Champion Corporation (NYSE:SKY) produces modular homes and related products. As the company is facing harder times with the slowdown in the real estate market after an inflated modular home market related to Covid, the company’s earnings are beginning to deteriorate. In my opinion the company’s deteriorating earnings aren’t completely priced into the stock,…
shaunl/E+ via Getty Images The Seritage Growth Properties (NYSE:SRG) saga has been a fascinating one to follow over the years. It would be fair to say that no Class B mall developer would get even a quarter of the attention that SRG managed to muster. That hype was built on none other than Warren Buffett…
Ivan-balvan/iStock via Getty Images BABA Reported A Smashing FQ1’24 Performance – Well-Exceeding Expectations We previously covered Alibaba Group Holding Limited (NYSE:BABA) in July 2023, discussing the stock’s suitability for swing trades, since the ongoing geopolitical crossfire between the US and China made it unlikely for it to regain international investors’ confidence in the near term….
Smederevac Investment Summary Chesapeake Utilities Corporation (NYSE:CPK) has developed very well in the gas utilities industry and generates TTM revenues of $701 million. The company released its last report in early August and it showcased a miss on both the top and bottom lines for the business. This is certainly not the news that you…