Royal Gold Inc.: The Penasquito Strike Hurt (NASDAQ:RGLD)

rticknor Introduction Denver-based Royal Gold, Inc. (NASDAQ:RGLD) is a credible streamer that I have been following on Seeking Alpha since September 2018. The 3Q23 earnings, which were made public on November 1, 2023, are covered in this article together with all the newly available data. This article updates my preceding article on RGLD, published on…

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Hudson Pacific Properties: I’m Out Of The Preferreds On Strike Worst-Case Scenario (HPP)

simonkr/E+ via Getty Images I’ve closed my Series C preferreds position in Hudson Pacific Properties (NYSE:HPP) (NYSE:HPP.PR.C) at a decent gain on the back of the suspension of talks between the actors union and the Alliance of Motion Picture and Television Producers (AMPTT), a trade association representing US television and film production companies including Netflix…

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CrowdStrike: Still In The Strike Zone (NASDAQ:CRWD)

Sundry Photography Some Introductory Thoughts Before A Brief Financial Analysis After years of waiting to buy CrowdStrike (NASDAQ:CRWD), I struck, so to speak, in late November of 2022 at $112/share, and I recently shared an update on the business here in the link below: CrowdStrike Holdings Stock: Right In The Strike Zone (CRWD). For those…

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Auto Strike May Put Carvana’s Turnaround On Detour

Joe Raedle By Breakingviews Strikes at Detroit’s automakers could hit the brakes on Carvana’s (CVNA) turnaround. The $10 billion used-vehicle vendor’s share price has increased nearly 10-fold this year as profitability improved. That’s partly because it’s paying less to acquire old cars to list on its marketplace. An industry-wide shutdown could reverse that trend, threatening…

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Strike (Big) 3? | Seeking Alpha

tacojim By Joseph V. Amato A potential U.S. auto strike has significant implications for the economy, earnings and inflation. While there’s been ample focus on the recent upward move in interest rates, economic resilience and second-quarter earnings, one issue that may be getting short shrift from investors is the potential impact of a U.S. auto…

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Wheaton Precious Metals: Penasquito Strike Likely To Weigh On H2 Earnings (NYSE:WPM)

surachetsh We’re more than halfway through the Q2 Earnings Season for the precious metals sector and the results have been mediocre on balance, with higher operating costs and lower than planned production partially offsetting the record gold price enjoyed in the period. Fortunately, the royalty/streaming companies have fared better, with Triple Flag Precious Metals (TFPM)…

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