bfk92 Note: I previously covered Dorian LPG (NYSE:LPG). In my previous take on LPG, I discussed its merits (fleet, financials, and valuation) and the LPG market, particularly the VLGC segment. I gave LPG a hold rating. Today, I comment on the last company report, the Dorian’s valuation, and the LPG market. LPG market highlights LPG…
Almost Green Studio Investment action I recommended a hold rating for Sealed Air Corp. (NYSE:SEE) when I wrote about it the last time, as I saw visible weakness in the business over the course of 2H23. Based on my current outlook and analysis of SEE, I recommend a hold rating. I still think the outlook…
Johner Images/Johner Images Royalty-Free via Getty Images In our last coverage of National Health Investors, Inc. (NYSE:NHI), we saw big improvements across every category and that softened our stance towards the REIT. We were also ready to buy the bonds should they move in the right direction and provide us with an 8% yield to…
JLGutierrez By Alexander William Salter Many influential figures claim that supply-side improvements explain easing price pressures. This view is especially common among those affiliated with the Biden administration. A few weeks ago, Treasury Secretary Janet Yellen said in an interview that “supply-chain issues that resulted from the pandemic…seem to be healing, and as that happened,…
MaximFesenko/iStock via Getty Images By Levi at StockWaves; Produced with Avi Gilburt We’re going to briefly discuss what sentiment truly is and how it moves markets. Also, Lyn Alden provides us with some compelling data regarding the fundamental picture for Cigna (NYSE:CI). There is some bonus coverage of UnitedHealth (UNH) as well. Here we go!…
Guillaume If you follow financial market news – and I assume you do since you’re here – you may have seen a story or two this year about artificial intelligence, or AI. And by a story or two, we all know I mean excessive coverage. Ever since November 2022, when ChatGPT leaped into public focus,…
Sean Gallup My last article about the German insurance company and asset manager Allianz (OTCPK:ALIZF) (OTCPK:ALIZY) was published half a year ago and in the article, I argued that caution is advised in the case of Allianz. Since my last article, Allianz declined about 2.5% (the S&P 500 could increase about 4% in the same…
wanderluster We carefully monitor what investors are thinking and doing. This provides insight into what they feel about the market, which is important because over 50% of a stock’s price move is driven by emotion. With the price decline over the last three weeks, market sentiment has rapidly switched from bullish to bearish. We are…
okskaz/iStock via Getty Images China’s BeiGene Ltd. (6160.HK; 688235.SH; NASDAQ:BGNE) has underlined its status as a rising star of the global drugs industry, posting a big jump in quarterly sales of its trademark cancer medicines. But the upstart drug developer is facing resistance from other top brands in the field of cancer therapy, and has…