Thomas Barwick Investment Thesis Shares of Post Holdings (NYSE:POST) recently broke past $100, following its strong Q2 earnings report. In this report, they highlight a very positive fundamental performance as well as raising guidance for 2024, showing their strong market position as well as continued growth tailwinds. However, I believe the valuation is now fair,…
ArtistGNDphotography/E+ via Getty Images Intro If we pull up a technical chart of Snap One Holdings Corp. (NASDAQ:SNPO) (US-based commercial & residential smart-living solutions outfit), we see that shares quickly (on the announcement of the pending acquisition by Resideo) moved up toward the buyout price of $10.75 a share. Astute shareholders would have sold their…
jetcityimage Investment Thesis I last covered Snap-on (NYSE:SNA) in October last year. While the company was doing alright for some time, the stock has given up most of its gains after its recent earnings release. Snap-on Incorporated faced challenges related to customer demand changes, especially in its Tools business last quarter. However, I believe we…
Mario Tama/Getty Images News FedEx (NYSE:FDX) reported their fiscal Q3 ’24 financial results after the bell last Thursday night, March 21st, and while revenue missed estimates, EPS was well ahead of consensus, as was operating income. Revenue fell 2% YoY, while operating income for FDX rose 16% YoY, and EPS rose 13%. For fiscal Q4…
Spencer Platt There are sometimes no prizes for heroics. Sometimes a stock is sold for a good reason and as much as price anchoring makes us think it is “cheaper” than the day before, one must always look at the facts first. Looking at what was an avalanche of bad news from New York Community…
Matt Winkelmeyer/Getty Images Entertainment Investment Thesis I believe heading into FY 2025 (and post Q4 2024), Zoom Video Communications (NASDAQ:ZM) has the setup to be a strong buy, led by their focus on AI enhancements, with upside possible in places like the intersection AR/VR technology in their workplace. Their stronger than expected Q4 earnings, driven…
Yuichiro Chino/Moment via Getty Images Investment Action I recommended a hold rating for Dun & Bradstreet Holdings (NYSE:DNB) when I wrote about it the last time, as I am negative about the underperformance that DNB is showing relative to peers in both growth and margins. Based on my current outlook and analysis, I recommend a…
Yuichiro Chino/Moment via Getty Images Those who cannot change their minds cannot change anything.” ― George Bernard Shaw Today, we put Adaptive Biotechnologies Corporation (NASDAQ:ADPT) in the spotlight as this diagnostic concern recently posted fourth quarter results to close out FY2023. The stock has lost over 50% of its value over the past 12 months….
RichHobson/E+ via Getty Images Introduction Count me as one of the people who also think interest rates will be cut sometime soon. When to be exact? No one knows, but I do think we’ll get one sometime this year. There’s also a chance we can get another increase before cuts as seen by the latest…
Newscast/Universal Images Group via Getty Images Pet food and potential profitability improvements (from cost-saving initiatives and cost synergies from their pet food acquisition) could support Post Holdings’ (NYSE:POST) financial performance going forward. Valuation appears fair. Overview Post Holdings is a consumer packaged food company, operating across the center-of-the-store, refrigerated, foodservice, food ingredient categories with a…
Ratana21 The data sourced in the article below is derived from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended January 31, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second week in three, injecting…
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…
Sidney de Almeida My investment thesis for Nu Holdings (NYSE:NU) centers on the potent combination of sustained growth, quality, and operational efficiency, a formula that historically yields positive outcomes. As highlighted in my previous analysis of the Brazilian digital bank, while concerns persist about its premium valuation, it’s crucial to distinguish this from inherent overvaluation….
Rex_Wholster It’s been almost six months since I last wrote here about Trulieve Cannabis (OTCQX:TCNNF), calling out its excellent entry point then at $3.87. Indeed, it was, but is it a buy at the higher price now of $5.61? In this piece, I discuss why it has rallied, review the two quarterly reports since my…
Post Holdings, Inc. (NYSE:POST) Q4 2023 Earnings Conference Call November 17, 2023 9:00 AM ET Company Participants Daniel O’Rourke – Investor Relations Robert Vitale – President and Chief Executive Officer Jeff Zadoks – Chief Operating Officer and Interim Chief Executive Officer Matt Mainer – Senior Vice President, Chief Financial Officer and Treasurer Conference Call Participants…
Post Liechtenstein’s venture into NFTs is part of a broader trend among national postal services worldwide. In a groundbreaking move that combines tradition with technology, Philatelie Liechtenstein, the official postage service division of the Principality of Liechtenstein, has unveiled its first-ever Non-Fungible Token (NFT) postage stamp art edition. This innovative endeavor features digital artwork by…
Despite the current AI Hollywood writers are not completely out of their fight with the use of AI. Some experts have shared some areas of concern. The Writers Guild of America recently signed a labor deal with Hollywood Studios, in what seems to be a victory for the Guild. The labor deal involves implementing guardrails…
champc Our September Cyclical Forum was the first to be held in London, where the economic situation today reflects what’s happening around the world. The Bank of England (BOE) is nearing the end of a long journey to raise interest rates. This tightening of monetary policy has fueled increased volatility in U.K. financial markets, and…
Sundry Photography As some of you may know, Zebra Technologies (NASDAQ:ZBRA) has been a part of my personal portfolio for over a year. Still, in my recent efforts to concentrate my portfolio on my best ideas, I decided to sell out of the company on July 10th at $306 per share or a 5% loss….
Micron Technology, Inc. (NASDAQ:MU) Post Q4 2023 Earnings Analyst Conference Call September 27, 2023 6:00 PM ET Company Participants Samir Patodia – IR Mark Murphy – EVP & CFO Manish Bhatia – EVP of Global Operations Sumit Sadana – EVP & Chief Business Officer Conference Call Participants Harlan Sur – JPMorgan Ambrish Srivastava – BMO…
Marvin Samuel Tolentino Pineda In May, I concluded to filter the public offering of Atmus Filtration Technologies (NYSE:ATMU) as engine manufacturer Cummins (CMI) spun out its filtration business. While valuations were anything but demanding, I feared a corporate cost overhang and the long-term positioning of the business, making this a show-me story. The second quarter…
sduben Reader Selections Since May 2017, any dividend-paying stock mentioned in a message, e-mail or comment to the author is fair game for a reader favorite listing in this series of articles. Thus, It’s possible that only rogues and discontinued, or dreadful, doubtful, dividend issues may appear. Lately readers and other contributors have questioned the…