blackred Investment Thesis Danaher Corporation’s (NYSE:DHR) core sales growth rate is expected to turn positive as 2024 progresses, with customer inventory destocking ending by the second half of 2024 in the bioprocessing business and improving order trends in the Biotechnology and Life Sciences segments. Further, the strength in the Diagnostics segment and easier Chinese business…
LeoPatrizi PNM Resources, Inc. (NYSE:PNM) is an energy holding company whose two regulated utilities collectively provide electricity to over 800,000 homes and businesses in New Mexico and Texas. PNM Resources has two regulated utility segments, PNM, a vertically integrated electric utility in New Mexico with distribution, transmission and generation assets, and TNMP, an electric transmission…
temizyurek Summary Readers may find my previous coverage via this link. My previous rating was a buy, as I believed Sandvik’s (OTCPK:SDVKY) share price was undervalued given the order strength reported in 1Q23 and the performance in its mining business back then. I am reiterating my buy rating for SDVKY as I believe the medium-to-long-term…
The Ordinals protocol was introduced to Bitcoin in early 2023 at a most opportune time. Bitcoin had nearly two years of low transaction fees from the lack of demand to actually send Bitcoin transactions. Bitcoin is considered to be the most secure blockchain in the world, but that security depends on miners who receive their…
Pratchaya I came across M-tron Industries (NYSE:MPTI) by chance when I was researching a wide range of IT companies. MPTI ranked first not only in its industry (21 companies), but in the sector as a whole (566 companies) based on Seeking Alpha’s Quant System. Seeking Alpha, MPTI MtronPTI, originally established in 1965, is a $105-million…
Hollie Adams Investment thesis Our current investment thesis is that easyJet (OTCQX:ESYJY) has been a consistent performer in the budget European segment, operating highly popular routes, a solid business model, and a respectable financial performance historical (which we assume the business will normalize toward following a period of disruption). easyJet stacks up well relative to…
Wirestock/iStock Editorial via Getty Images Since the last time I covered the pharmaceuticals giant AstraZeneca (NASDAQ:AZN) (OTCPK:AZNCF) in May this year, its share price is almost back to where it was when I wrote. Even at the time, there seemed little short-term upside to the stock. In fact, it fell by almost 10% in the…