Smile Historically speaking, my investment calls usually turn out quite well. But just like every other investor in the world, I am not without mistakes. One of the biggest that I have made over the past few years involves the home discount retailer known as Big Lots, Inc. (NYSE:BIG). The last article that I wrote…
WendellandCarolyn/iStock via Getty Images At the start of this year, I believed that shares of Carrier Global (NYSE:CARR) were carrying a great deal of momentum into 2024. Since the company was spun-off from United Technologies (which itself now belongs to RTX (RTX)), the company has quickly built up a solid value creating track record, as…
MicroStockHub It was a solid Q1 2024 for Customers Bancorp (NYSE:CUBI), but the market reacted negatively and punished the stock with -5.47%. Yet, estimates were beaten upward: Q1 Non-GAAP EPS of $1.68 beats by $0.05. Revenue of $181.6M (+8.1% Y/Y) beats by $16.79M. Loan growth was stagnant, and this probably affected investors’ negative reaction. However,…
Wiphop Sathawirawong/iStock via Getty Images Investment Summary Sea Limited (NYSE:SE) is an e-commerce company based in Singapore that operates in Southeast Asia. It has three segments: digital entertainment (Garena; $511 million in revenues or 14% of total revenues), e-commerce (Shopee; $2.6 billion in revenues or 73% of total), and digital financial services (SeaMoney; $472 million…
spooh Outline: Vermilion Energy Inc. (NYSE:VET) had a rollercoaster share price performance in the past years. First, they paid out high dividends over the years, but then they had to cut it as debt mounted. COVID-19 hit the company in the same way as it did to others – share prices crashed – then, share…
Johner Images/Johner Images Royalty-Free via Getty Images In our last coverage of National Health Investors, Inc. (NYSE:NHI), we saw big improvements across every category and that softened our stance towards the REIT. We were also ready to buy the bonds should they move in the right direction and provide us with an 8% yield to…
miniseries Company Overview Big Lots (NYSE:BIG), through its subsidiaries, operates as a home discount retailer in the United States. The Company offers products under various merchandising categories, such as the furniture category that includes upholstery, mattresses, case goods, and ready-to-assemble departments; seasonal category, which comprises patio furniture, gazebos, Christmas trim, and other holiday departments; soft…
fizkes/iStock via Getty Images Big Lots (NYSE:BIG) has faced numerous challenges in the last decade and the stock has appropriately reflected that. Since inception, it is down by 28% and the last bull run was also followed by close to 90% drawdown. Some of its strategies boosted its short-term outlook but never addressed a long-term…