liorpt/iStock Editorial via Getty Images Thesis On Tuesday, May 7, 2024, Hyster-Yale Materials Handling, Inc. (NYSE:HY) posted its first quarter-2024 earnings report. When markets opened the next morning the stock price shot up, closing 23.55% higher. The following day saw the price jump again, by another 8.35%. Altogether, the stock price climbed from $59.02 to…
dragana991 Elevator Pitch I have a Hold rating assigned to The a2 Milk Company Limited (OTCPK:ACOPF) [A2M:AU] shares. My prior December 20, 2023 update was focused on a2 Milk’s stock price performance and the prospects for the Chinese Infant Milk Formula or IMF industry. I draw attention to the read-throughs from the latest management commentary…
da-kuk Japan’s private sector picked up growth momentum into the end of the first quarter, according to flash PMI data. This was attributed mainly to faster service sector expansion, though manufacturing output also declined at a slower rate in March. Notably, services new business grew at the quickest pace in nine months, helping to drive…
Maksim Labkouski Global PMI rises for fourth straight month to hit eight-month high S&P Global’s PMI surveys indicated that the global economy gained further growth momentum in February. At an eight-month high of 52.1, against 51.8 in January, the headline PMI covering manufacturing and services over 40 economies has now risen for four consecutive months….
spooh Co-authored with “Hidden Opportunities.” Legendary bond investor Bill Gross created the first investable market for fixed income accessible to all investors. In 1971, he co-founded and led one of the largest and most successful investment firms – PIMCO – in a vibrant career spanning 40 years. His strategy and techniques over time made fortunes…
spawns/iStock via Getty Images Despite the very large dividend payout, British American Tobacco p.l.c. (NYSE:BTI) has been a huge disaster for shareholders for a long time now. The company has been aggressively investing into cannabis and outlining plans to write down U.S. combustible brands in signs management fears the end game of the main business…
franckreporter Stock markets rallied due to the Federal Reserve’s steady interest rates, with major U.S. indices rising amidst a new correlation between stocks and U.S. Treasury bonds. Domestic stock markets experienced a significant rally during the recent period between Index selection dates (November 9, 2023, to December 21, 2023, the “Period”), largely driven by the…
alvarez Investment Thesis Greif (NYSE:GEF) mainly focuses on offering industrial packaging products and services globally. The company has recently reported its quarterly and FY2023 results and experienced a downturn in its performance as a result of declining industry demand. I believe the industry dynamics can be constant for the next quarters and might affect the…
bin kontan Global commercial real estate valuations have been falling since the beginning of the year as rising rates have driven rapid cap-rate expansion. Operating fundamentals remain stable for most property sectors, the unprecedented pace of rate hikes has had an unsettling effect on the macro level for commercial property. REITs can serve as a…
PixelsEffect Listen below or on the go on Apple Podcasts and Spotify Catalyst watch for the week of November 19. Seeking Alpha Senior Executive Editor Kim Khan on the quiet economic calendar. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Baidu, Inc. (BIDU) and Nvidia Corporation (NVDA). (02:20) They…
PepeLaguarda/iStock via Getty Images At a Glance Building on my previous analysis of Dynavax Technologies (NASDAQ:DVAX), the landscape has shifted subtly. HEPLISAV-B sales continue to be a bright spot, but new elements like insider selling activities have entered the equation. Financially, the picture remains complex: revenues have declined year-over-year, yet the rise in HEPLISAV-B sales,…
fatido By Min Joo Kang Nominal labour cash earnings grew slower than expected in August We had expected to see some acceleration in earnings given the reasonably strong wage negotiation results from the last quarter, but disappointingly, headline growth rose 1.1% year-on-year in August (versus the revised 1.1% in July and the 1.5% market consensus)….
JHVEPhoto Investors should buy shares of Comerica Incorporated (NYSE:CMA). The firm’s equity shares have been beaten down throughout 2023. However, Comerica has a strong 170-plus year history of profitability and returns to shareholders. The firm’s current dividend yield of 7% is quite high, and begs the question: Is Comerica a suitable investment for value-oriented investors?…
Bastiaan Slabbers “Every organization should tolerate rebels who tell the emperor he has no clothes”…Colin Powell We’ve had heard that Disney (NYSE:DIS) was rumored to be in contact with Amazon (AMZN) about them writing the big check for the whole mouse house. Also buzzing was that Apple (AAPL) actually might be the candidate to take…
Torsten Asmus On the backdrop of rising yields, bonds have suffered a horrendous past 2-3 years. For reference, the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) is down about 42% for the trailing 36 months, as compared to a gain of almost 30% for the U.S. equity markets (S&P 500). Seeking Alpha What is perhaps…
cagkansayin Alphabet Inc. (NASDAQ:GOOG), (NASDAQ:GOOGL), aka Google, Buy Signals are still in place as it continues to bounce off its bottom and reaches for its old high. On the monthly chart below, you can see where the bottom fishers started buying at the beginning of the year. Then other buyers joined in to trigger all…
Hwangdaesung/iStock via Getty Images Right after our last article, Tesla (NASDAQ:TSLA) popped on some surprising good news and reversed our Sell Signal. You can see this reversal of our SID Sell signal at the top of the chart below, as published daily to our subscribers. Our Sell Signal, below the red line, went from a…