3alexd Summary Following my coverage of SAP (NYSE:SAP) in January 2024, for which I recommended a buy rating as I believed the SAP business model was really attractive and defensive and that it would continue to see growth momentum in the cloud, this post is to provide an update on my thoughts on the business…
Bogdanhoda/iStock via Getty Images Synopsis Concrete Pumping (NASDAQ:BBCP) specializes in concrete pumping and concrete waste management services in both the US and the UK. BBCP’s historical financials have shown strong top-line growth and improvements to net income margin. In 1Q24, revenue continued to report growth. However, margins contracted due to adverse winter conditions. Looking ahead,…
LeoPatrizi Emerging themes present themselves as we venture closer to the second quarter. The momentum trade has begun to sag while value and high-dividend stocks have returned to favor. So far in 2024, the Energy sector leads while Materials, another resource-heavy niche, is the best-performing group of the S&P 500 in the last month. Sneaking…
Nikada While there have been no shortages of macro headwinds weighing on equity markets, the major indices are still higher year to date. Jim Kelleher, Director of Research and Senior Technology Analyst at Argus Research, discusses three factors he says have been supporting stocks. Greg Bonnell: While markets are off the highs that we saw…