zhengzaishuru Oil prices have wavered recently. Tensions in the Middle East, for now, have ebbed, resulting in a pullback in what had been a strong rally year to date in WTI. Now under the $80 per barrel level, there is not much action in the oil space. What has been stealthily on the rise, however,…
We Are The shine has come off once-high-flying tech stocks in recent months. The Information Technology sector is barely outperforming Treasury bills thus far in 2024 while other sectors such as Energy and Utilities have performed well in the last month. It comes as the macro backdrop turns murkier, with recalcitrant inflation fears and concerns…
anyaberkut Summary Readers may find my previous coverage via this link. My previous rating was a sell, as I did not see any catalyst that could drive the share price of Telos Corporation (NASDAQ:TLS) upwards. My thoughts were that TLS needed to show a couple more quarters of growth before the market would be convinced…
wakila A Hold Rating for the Stock of Vizsla Silver Corp. This analysis now gives a “Hold” recommendation rating on Vizsla Silver Corp. (NYSE:VZLA) (TSXV:VZLA:CA) shares — a silver/gold explorer with operations on the Panuco property and the La Garra-Metates District in southern Sinaloa, Mexico — a change from the previous rating of “Buy”. Previous…
Stephen Lovekin/Getty Images Entertainment Investment action I recommended a hold rating for Korn Ferry (NYSE:KFY) when I wrote about it the last time, as I awaited further clarity on the Fed’s decision on cutting rates before I took a look at its upcoming performance. Based on my current outlook and analysis, I am upgrading my…
cagkansayin Biohaven: Navigating Through Biotech’s Competitive Landscape Biohaven’s (NYSE:BHVN) stock is up 130% since my “Sell” recommendation back in August. In hindsight, my analysis missed the mark, and it appears I was too focused on their lead program (troriluzole) and overlooked their early-stage assets like BHV-7000. Fortunately, selling’s only downside is opportunity cost and, due…
Maskot/Maskot via Getty Images Thesis It’s now been just over 10 years since Murphy USA Inc. (NYSE:MUSA) was spun off and became publicly traded. While its revenues and earnings have not been exciting, the share price has been for medium and long-term investors. Earnings for 2024 are expected to rise by mid-single digits, but share…
andreswd Investment action I downgraded my rating to a hold for Doximity (NYSE:DOCS) when I wrote about it the last time, as I thought the market was going to focus on the near term. In hindsight, my downgrade from a buy to hold was right in the sense that I avoided the share price decline…
georgeclerk The valuation gap between large caps and mid-caps closed a bit over the final nine weeks of 2023, but a strong January showing from the biggest of the big stocks and generally soft returns from mid-size equities caused that gap to widen once more. Heading into February, and the bulk of mid-cap earnings season,…
Compassionate Eye Foundation/David Oxberry/OJO Images Ltd UnitedHealth Group (NYSE:UNH) investors have underperformed the S&P 500 (SP500) over the past year, as UNH delivered a 1Y total return of 3.7%. However, it’s still much more impressive than Humana’s (HUM) -27% 1Y total return, as the company suffered a blowout following its recent earnings release, as management…
Dilok Klaisataporn The terribly mixed US jobs report spurred dramatic intraday swings in exchange and US interest rates. But at the close, the dollar was little changed against most major currencies, and expectations for Fed policy was nearly unchanged. The futures market has about a 70% chance of a cut at the March meeting. The…
TomasSereda I recently decided to take another look at gold miners, and New Gold Inc. (NYSE:NGD) caught my attention. I typically prefer the smaller miners, as their operations are easier to track and break down, and they are often given a discount by the market for their size. That said, not all miners, big or…
FatCamera/E+ via Getty Images It’s lesson time. That’s the plan coming from the newly minted Mynd.ai Inc. (NYSE:MYND), which has become the latest company to rise from the ashes of China’s education crackdown of more than two years ago. Mynd.ai formally took on its new name and assets on Dec. 13, as the listed company…
brightstars This Analysis Gives Seabridge Gold a Buy Rating This analysis confirms the Buy rating already given to shares of the Canadian gold properties developer Seabridge Gold (NYSE:SA) (TSX:SEA:CA) in the previous analysis. Like the previous analysis, the valuation is based on bullish sentiment, which is expected to gradually gain momentum toward the gold price….
Pascal Le Segretain By Breakingviews For Compagnie Financiere Richemont, not all that glitters is gold. The $65 billion owner of jeweler Cartier finally agreed to sell a portion of its struggling digital arm, Yoox Net-A-Porter, to high-end online marketplace Farfetch in August 2022. At the time, it looked like a savvy fix. But now, Farfetch’s…
Analysts have warned that the rise in the bond yields could pose significant challenge to equity market and other risky investments like crypto. On Tuesday, October 3, the US equity market came under major selling pressure as the US 10-year Treasury Yield surged to the levels last seen 16 years ago in 2007. The surge…
Anthony Bradshaw A Hold Rating for U.S. GoldMining Inc. In this analysis, we recommend holding U.S. GoldMining Inc. (NASDAQ:USGO) shares which is a US gold operator that carries out exploration and development activities to open a gold mine in Alaska. The updated rating represents a change from the previous rating of sell. Compared to the…
Recent survey shows that Italy is the most expensive country for mining Bitcoin at $208,560 for each BTC produced. When it comes to the Bitcoin mining costs, there’s a strong contrast worldwide in the household electricity expenses for individual Bitcoin miners. A recent survey shows that Bitcoin mining in Lebanon is 783 times cheaper than…