mysticenergy Antero Resources Corporation (NYSE:AR) has performed well since my initial write-up, up nearly 27% since I placed a “Buy” rating on the stock in March versus an 11% gain in the S&P over the same time period. With the Appalachian natural gas E&P reporting its Q3 results, I wanted to catch up on the…
courtneyk A Quick Take On Unisys Unisys Corporation (NYSE:UIS) provides various enterprise computing and cloud infrastructure services and software to mid-sized and large enterprises worldwide. I previously wrote about Unisys with a Hold outlook. While 2023’s expected revenue drop is less than 2022’s decline, client decision delays continue to hurt management’s efforts to return to…
Jemal Countess Investment Thesis Salesforce (NYSE:CRM) delivers a very strong set of results, where its underlying profitability shines strongly. But most importantly, as always, it’s all about the outlook. And here Salesforce impresses here too, by acquiescing that its growth rates have slowed down, but how AI will deliver tremendous productivity gains, and that ”customers…