Mark Segal/DigitalVision via Getty Images HighPeak Energy (NASDAQ:HPK) appears to have made substantial progress in reducing its operating costs, with a $1.50 per BOE reduction in combined lease operating expense and workover expense in Q1 2024 compared to Q4 2023. It also indicated that it expects the lowered operating costs to continue during the rest…
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…
AdShooter/E+ via Getty Images Shares of Robert Half (NYSE:RHI) have been a poor performer over the past year, losing 6% even as the broader market has rallied significantly. Since recommending investors sell shares of RHI, the stock has lost 13% while the market has rallied 9%. Shares are also near my $72 price target. Given…
Vivek Vishwakarma Now’s a great time to be an income investor, as when the market is pre-occupied with chasing growth, investors can pick off +9% yields with ease. Such is the case with BDCs at this time, and this brings me to Capital Southwest (NASDAQ:CSWC), which I last covered in early January, highlighting its strong…
Nataly Hanin/iStock via Getty Images SoundThinking (NASDAQ:SSTI), formerly known as ShotSpotter, offers a suite of SaaS offerings to make law enforcement more effective and efficient. Trading at 2x sales with a $200 million market capitalization, SoundThinking is cheap for a SaaS company with a history of 15% annual growth and huge operating leverage. The company…
SvetaZi/iStock via Getty Images Investment Thesis UiPath (NYSE:PATH) is a stock that a few people reached out to me for insights, on the back of its Q4 2024 results. I very much like this business, given that it has no debt on its balance sheet. For me, that’s a very important starting position. These considerations…
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…
Arseniy45/iStock via Getty Images Prairie Operating Co. (NASDAQ: PROP) (Prairie) is engaged in the exploration and production (EandP) of oil, natural gas, and natural gas liquids (NGLs). The company has secured approximately 45,000 acres in Weld County, Colorado, above the Niobrara and Codell formations in the Denver-Julesburg (DJ) Basin, known for its estimated reserves of…
akinbostanci Investment Thesis Braze (NASDAQ:BRZE) stock’s expectations are relatively muted, even as the company is delivering strong results. I make the case that this stock is now on the point of inflection. Succinctly put, I believe that Braze could within the next 12 months, be on a forward run-rate of +5% non-GAAP operating margin. Consequently,…
jasonbennee Overview Kinross Gold (NYSE:KGC) is a relatively large gold mining company that I have covered a few times over the last few years. Those articles can be found here. The company is expected to produce about 2.1Moz of gold equivalent in both 2023 and 2024, where most of its production is in North and…
Ole_CNX Investment Thesis Earlier in November, I covered Google (NASDAQ:GOOG) where I discussed the company’s strong balance sheet and potential for high shareholder returns. In this article, I will discuss the company’s recent launch of its AI system, Gemini. This is an important development and shows significant strides Google has been making in AI. Gemini’s…
Sean Gallup Just a month ago I wrote about how financial discipline is taking hold at Shopify (NYSE:SHOP). A week later I wrote about how Shopify blew earnings estimates out of the water. Shopify has turned out to be a bonanza for fellow shareholders over the past month. And honestly, I think the good times…
Xiaomi’s founder and chairman of the board Lei Jun said it took approximately 5000 software engineers’ combined efforts to develop the new operating system. Chinese smartphone maker Xiaomi has announced the launch of its cutting-edge operating system HyperOS after five years of dedicated hard work and research. The new OS, unveiled Thursday during the company’s…
maybefalse/iStock Unreleased via Getty Images Opportunity Summary Amid a time of geopolitical uncertainty, international rate hikes and a slowing global economy Alibaba (NYSE:BABA) is trading at depressed levels. At the same time the Chinese government is doing their best to support the local tech-industry. The plan is to increase computing power by more than a…
Epstudio20/iStock via Getty Images Matterport’s (NASDAQ:MTTR) business is growing, despite difficult conditions in its core real estate market. The company has done little to convince investors that it can rein in costs and efficiently drive growth though. Some of Matterport’s cost issues are likely to resolve themselves in a healthier demand environment, and AI-enabled products…
Joe Raedle Investment Thesis PepsiCo (NASDAQ:PEP) had a decent third quarter, with strong operating margins more than offsetting modest volume declines. In this article, I talk about the key highlights of the company’s third quarter, especially how the company’s strategy to sell smaller packs and the strong performance of the international business, position the company…
To enhance profitability and mitigate the impact of cyclical downturns, Samsung is focusing on advanced memory chips, particularly high bandwidth memory chips that are crucial for AI servers and processors. Samsung Electronics, the South Korean tech giant, released its preliminary earnings guidance for the third quarter (Q3 2023), indicating a notable 77.9% drop in operating…
Warchi A Quick Take On Procore Technologies Procore Technologies, Inc. (NYSE:PCOR) provides construction management software to companies worldwide. I previously wrote about PCOR in November 2022 with a Hold outlook. With lengthening sales cycles and smaller contract wins, I’m cautious on PCOR’s outlook in the short term. My opinion on Procore Technologies, Inc. is Neutral…
Konoplytska LEG Immobilien (OTCPK:LEGIF) has reported a resilient operating performance and its share remain cheap, being an interesting value play within the European real estate sector. As I’ve covered in previous articles, one value play that I like within the German residential sector is LEG Immobilien, as the company has strong fundamentals and is well…
Uber reported record profits and milestones in the second quarter of 2023, with significant improvements in earnings per share, operating income, and EBITDA, as well as a substantial increase in trips and food delivery orders. On August 1st, the shares of Uber Technologies Inc (NYSE: UBER) fell by more than 5.5% after the publication of the…