View of Frenchman Mountain and Las Vegas neighbourhood simonkr Red Rock Resorts, Inc. (NASDAQ:RRR) earnings release: May 7th. EPSE: $0.29 We expect a beat ~$0.7 due to ramp of new Durango if early numbers are delivered The Las Vegas local market’s strength has been overlooked by many investors in the gaming sector, who see its…
alexei_tm/iStock via Getty Images Investment Overview Gyre Therapeutics (NASDAQ:GYRE) is an under the radar biotech company that achieved its listing on the Nasdaq in October last year via a merger between Catalyst Biosciences and GNI Group – according to a press release: Catalyst received stockholder approval for all proposals necessary to complete the business combination…
mapo/iStock via Getty Images Thesis I last wrote about the Vanguard Real Estate ETF (NYSEARCA:NYSEARCA:VNQ) back in August 2023 (see the next chart below). In that article, I argued for a buy thesis on the ticker based on its attractive yield spread relative to the risk-free rates (approximated by the 10-year treasury rates). Seeking Alpha…
XH4D/iStock via Getty Images Modine Manufacturing Company (NYSE:MOD) has emerged as a big winner amid the AI-driven tech boom, capturing strong demand for its specialized industrial HVAC solutions. The company’s high-performance cooling systems are critical components for data centers running power-intensive computing. Indeed, shares are up more than 230% over the past year, with the…
Alexander Farnsworth/iStock via Getty Images In November 2023, I wrote about Caribou Biosciences (NASDAQ:CRBU), rating it a buy based on the data with its off the shelf CAR-T therapeutic CB-010, from which I expected more positive data in 2024, its pipeline and plentiful cash. CRBU is up just 9% since then, despite positive updates and…
da-kuk Investment Thesis The purpose of this article is to initiate coverage on the iShares U.S. Tech Independence Focused ETF (BATS:IETC), previously known as the iShares Evolved U.S. Technology ETF. IETC is an actively managed fund relying on a proprietary system that allows companies to be classified into multiple sectors, unlike how the majority of…
gleitfrosch/iStock via Getty Images Topline Summary Actinium Pharmaceuticals (NYSE:ATNM) has had a bumpy year, with a lot of hype headed into 2023 only to have a big setback in March, and a slow descent ever since. Lack of clarity on data readouts has led to a lot of skepticism in ATNM at this time, with…