Fotofantastika/iStock Editorial via Getty Images My last article about Bayer AG (OTCPK:BAYZF) (OTCPK:BAYRY) was published only about two and a half months ago, but as this seems to be a turbulent (and interesting) time for Bayer, I will provide another update. Not only did Bayer report first quarter results on Tuesday, but about three weeks…
BlackJack3D/E+ via Getty Images Advanced Micro Devices (NASDAQ:AMD) reported Q1 2024 earnings on Tuesday, April 30. On the earnings call, AMD also provided an update about its MI300 AI accelerators, reporting an increase in the 2024 backlog from $3.5 billion to $4 billion. AMD remains poised for strong growth in data center GPUs this year,…
Hinterhaus Productions monday.com (NASDAQ:MNDY) is an Israeli company providing cloud-based no-code / low-code platform aimed towards team project management. Since going public in 2021 at a price of $189, share performance has been underwhelming. Briefly after reaching an all-time high of $379 towards the end of 2021, MNDY saw a gradual decline and hit the…
ROMAOSLO/E+ via Getty Images Opener Since its spinoff in 2001, Addtech AB (publ.) (OTCPK:ADDHY) has been a massive winner for patient shareholders. The stock has compounded mainly because of its culture, its business formula, its care for shareholders, and lots of growth. In my view, it will not stop now and has plenty of growth…
juliannafunk Ray Dalio’s method for identifying bubbles In his book entitled Principles for Navigating Big Debt Crises, Bridgewater Associates founder Ray Dalio described a few signs that correlated well with past stock market bubbles. These signs are summarized in the table below and directly quoted below: 1. High Prices Relative to Traditional Measures: This means…
JLGutierrez By James Knightley The February Job Opening and Labour Turnover Statistics shows that there remains a large number of job vacancies out there, but the low quit rate implies they are not necessarily particularly attractive. Quit rates at current levels imply that labour market cost pressures will continue to cool, which should help to…
Alexander Farnsworth Amid all-time highs in the stock market, now is not a great time to be banking on speculative, struggling stocks. Beyond Meat (NASDAQ:BYND) falls squarely into this category. The plant-based meat company has now stagnated under years of falling demand, after a brief moment in the sun driven by dietary fads. Year to…
Larry Crain One of the more interesting companies that I’ve come across in recent years is LCI Industries (NYSE:LCII). For those not aware of the company, it is a producer and seller of components in the recreation, transportation, and housing markets. Although it does make its products available on the aftermarket, it mostly provides them…
Caziopeia Although the appliances industry might not seem all that exciting, it does offer the potential for some significant upside if you can buy a firm in this space at a good price. That’s where the beauty of value investing comes into play and truly shines. Even a business that is experiencing a weakening of…
Nikada Goldman Sachs BDC (NYSE:GSBD) is a relatively large-scale BDC, which as of December 2023 ranks as the tenth largest BDC vehicle in terms of the market cap. GSBD invests primarily in US mid-cap companies (just as most BDCs), with an EBITDA generation of between $5 million and $75 million. The EBITDA range for this…
THEPALMER Investment Thesis BRP Inc. (NASDAQ:DOOO) is an adventure sports vehicle manufacturer based in Valcourt, Canada. Since my last analysis, the stock price has corrected 15%. After analyzing its Q3 FY24 financial performance and its future growth prospects, I am updating my rating to Hold. In this thesis, I will be looking into the company’s…
Pedro Truffi/iStock via Getty Images The iShares MSCI Brazil ETF (NYSEARCA:EWZ) is poised to conclude a robust year marked by substantial gains, with Brazilian equities approaching levels close to the stock market’s all-time highs (Ibovespa). This performance comes amid widespread skepticism about the policies of the new Lula administration and a macroeconomic landscape that has…
Iuliia Korniievych /iStock via Getty Images Great Lakes Dredge & Dock (NASDAQ:GLDD) offers dredging services. GLDD posted Q3 FY23 results with a significant drop in revenues. There are some positives and negatives in this quarter. After assessing all the factors, I think GLDD can be risky in the short term. So it would be best…
vovan13 Primo Water Corporation (NYSE:PRMW) has shifted toward a North America-focused pure water approach, which has displayed promising results, especially considering the consistent upward momentum in both top and bottom-line performance across the last three quarters. The recent Q3 2023 results further validate this upward trend. However, it’s crucial to acknowledge underlying concerns within the…
MF3d Deals and Financings Beijing’s BeiGene (BGNE; HK: 06160; SHA: 688235) acquired global rights to a preclinical novel cyclin-dependent kinase 2 (CDK2) inhibitor from Boston’s Ensem Therapeutics in a $1.3 billion agreement (see story). Ensem says it discovers cryptic pockets of traditionally undruggable targets to discover candidates for difficult-to-drug targets. CDK2, which is critical to…
According to Ava Labs CEO Emin Gün Sirer, the cuts were necessary to restructure and reallocate resources in the ongoing crypto bear market. The cryptocurrency job market continues to face issues with layoffs amid the challenges and uncertainty of the crypto bear market. One of the recent ones is the recent sack of 12% of…
f28production DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is…
digitalmazdoor digitalmazdoor Comtech Telecommunications Corp. (NASDAQ:CMTL) has just reported its Q4 and full-year results, as covered by Seeking Alpha here. Mr. Market seems to be liking what the company has reported, as the stock is up 16% pre-market as of this writing, after losing 7.50% during regular trading hours on Thursday, October 12th. Let’s dissect…
Feverpitched A recession is when your neighbor loses his job. A depression is when you lose yours.” – Ronald Reagan The problem with recessions is they are difficult to forecast, except after the fact. This is why the National Bureau of Economic Research or NBER usually doesn’t officially tag when a recession started until 6-12…
PixelsEffect Investment Thesis: I take the view that Host Hotels & Resorts will continue to see modest growth due to plateauing RevPAR performance and higher operating expenses. In a previous article back in February, I made the argument that Host Hotels & Resorts (NASDAQ:HST) may see modest growth going forward, with signs of slowing demand…
georgeclerk/iStock via Getty Images Introduction The last quarterly report from the company managed to showcase a decent improvement in one of the more important areas for the company, its delinquency rates. The move was positive and the rate for 90+ was reduced to 3.5%, down from 4.1% in the previous quarter. Apart from that, there…
PUGUN SJ The good news is that we are almost out of September, the worst month of the year for equities! The bad news is that we now enter the last week of September, the worst week of the year for equities. Nautilus Optuma So far this year, the S&P 500 has played out pretty…
Olemedia ChatGPT may be hitting a growth bottleneck Microsoft (NASDAQ:MSFT) offers plenty of positives for investors without the artificial intelligence (“AI”) potential already. Its recent extension into AI adds further growth opportunities. As seen in the chart below, ChatGPT (where MSFT is a major investor) is still the most popular AI website. Many of MSFT’s…
While Bitcoin maintains its stability amid inflationary concerns and economic data releases, other cryptocurrencies face a different fate. In recent months, the world has witnessed a significant degree of financial turbulence as it relates to dwindling crypto prices and concerning Consumer Price Index (CPI) data. One key aspect of this turbulence has been the seesawing…
DieterMeyrl/E+ via Getty Images Introduction More changes are coming to my Weekly Breakout Forecast reporting on the doctoral research analysis of MDA breakout stock selections over more than 8 years. This high frequency breakout portfolio subset I regularly release has now reached 327 weeks of public selections on Seeking Alpha as part of this ongoing…
AlizadaStudios/iStock Editorial via Getty Images Boston Omaha (NYSE:BOC) second quarter filing reveals a widening financial loss over 6 month period belies company optimism over commercial real estate and aviation holdings. Since company has recently entered and expanded these investments, I would certainly not dismiss this stock entirely, but instead wish to urge caution until positive…
knowlesgallery/iStock via Getty Images Overview Boise Cascade Company (NYSE:BCC) manufactures wood products and distributes building materials throughout the United States and Canada. It operates in two segments: Wood Products and Building Materials Distribution. The company was incorporated in 2004 and is headquartered in Boise, Idaho. After reviewing the company, I think it is a strong…
LD U.S. consumer prices ticked higher in July, but by less than analysts expected. MoneyTalk’s Greg Bonnell discusses what it means for interest rates with Chris Whelan, Senior Canada Rates Strategist with TD Securities. Greg Bonnell: While US consumer prices did tick a little higher in July, the increase was less than Wall Street was…
Roland Magnusson Carrols Restaurant Group (NASDAQ:TAST) which is known as the franchise operator of more than 1,000 Burger King locations and several Popeyes locations in East Coast announced its results for the last quarter on August 10th. The company’s results showed a lot of encouraging signs that its turnaround might be in progress, but I…
georgeclerk BlackRock (NYSE:BLK), one of the world’s best asset management companies, has been an excellent investment over most time frames as the chart below demonstrates. Seeking Alpha BlackRock stands tall as a global leader, offering an extensive range of investment products and services that cater to a diverse clientele, spanning from individual investors to institutional…
Both companies recognize the potential of AI technologies and are actively seeking to harness them to boost their businesses. Rakuten Group has just entered into a strategic partnership with artificial intelligence (AI) firm OpenAI. By signing a memorandum of understanding with OpenAI, the Japanese company will be seeking to explore business opportunities that the partnership…
Receive free Markets updates We’ll send you a myFT Daily Digest email rounding up the latest Markets news every morning. US stocks advanced on Friday after the Federal Reserve’s preferred measure of inflation fell to its lowest level since the start of the coronavirus pandemic, lowering the chances of another interest rate rise in September….
Milanchikov/iStock via Getty Images By Doug Young A new upside profit alert from Jiumaojiu International Holdings Ltd. (OTCPK:JIUMF) (9922.HK) continues a recent trend among Chinese restaurants that are bouncing back strongly from a huge blow during some of China’s strictest-ever pandemic controls last year. But the rebound has been far from even for consumer-facing companies…
imaginima I’ve been a pretty big bull on electrification as a secular growth story, but even then I underestimated just how much strength Hubbell (NYSE:HUBB) was going to see (particularly in its transmission and distribution, or T&D, business) and how eagerly the Street would bid up the shares in response. Even with a recent correction,…