A closeup view of a kitchen sink with water running down the drain. deepblue4you In investing, it’s important to enjoy the journey and to remember the “why” behind it. This is because the phase when investors focus on building wealth (e.g., accumulation) can take a handful of years, even decades to move past. My reason…
RichHobson Earlier today, the Bureau of Labor Statistics released the March employment report which showed that the economy created 303,000 jobs in the month of March, well above consensus estimates. While the headline number isn’t everything when it comes to assessing the strength of the labor market and the overall economy, nothing in the March…
da-kuk Glamor stocks thrived early in 2024. The Information Technology sector and just about anything AI-related soared through mid-February. A rotation then took place under the market’s surface. Value and cyclical industries took charge; Energy and Financials, along with Communication Services, posted the best Q1 sector returns. In all, the Nasdaq 100 underperformed the S&P…
Bilanol Investment Thesis The American Water Works Company, Inc. (NYSE:AWK) is the largest publicly traded water utility in the United States. The utility provides water supply and wastewater management services to customers across the country through their regulated operations as well as servicing some military facilities too. AWK remains highly profitable and benefits from what…
olando_o/iStock via Getty Images As a proponent of an income compounding approach to dividend investing, I am often challenged with comparisons to a more traditional dividend growth strategy that focuses on dividend growth and total return. The concept of total return in the context of DGI (dividend growth investing) means price appreciation from an initial…
Watts Water Technologies, Inc. (NYSE:WTS) Q4 2023 Earnings Conference Call February 13, 2024 9:00 AM ET Company Participants Diane McClintock – Senior Vice President, Investor Relations Bob Pagano – President and Chief Executive Officer Shashank Patel – Chief Financial Officer Conference Call Participants Jeff Hammond – KeyBanc Capital Markets Michael Halloran – Robert W. Baird…
Boy Wirat/iStock via Getty Images The following segment was excerpted from this fund letter. Aris Water Solutions Inc. (NYSE:ARIS) We purchased shares of Aris Water Solutions, a $484 million market cap provider of water disposal and recycling solutions to oil and gas producers in the Permian Basin. Shares of ARIS ended the quarter at $8.39,…
NicoElNino Dear Partners, For Q4 2023, Class A interests in Laughing Water Capital returned approximately 3.2%, bringing our year-to-date returns to approximately 11.8% after all fees and expenses.i The SP500TR and R2000 returned 11.7% and 14.0% for the quarter, bringing year-to-date returns to 26.3% and 17.0% respectively. Since inception, LWC has returned approximately 245%, vs….
Bim Investment Thesis Aris Water Solutions, Inc. (NYSE:ARIS) is a water handling and recycling solutions provider headquartered in Houston, Texas. In this thesis, I will analyze its third-quarter results along with its future growth prospects. I will also be analyzing its valuation at the current price level and the upside potential in its stock price….
vovan13 I’ve talked about investing in water as a theme before here on Seeking Alpha, and think it’s worth exploring another way to get access through the First Trust Water ETF (NYSEARCA:FIW). FIW is a passively managed exchange-traded fund, or ETF, that aims to provide investors with a broad exposure to the water industry. Launched…
This piece is an entirely and deeply serious parody. Bitcoin mines aren’t just thirsty, it turns out they’re starving for air, too. The air consumption tied to a single Bitcoin transaction, on average, could be enough for a DINK couple to breathe for an entire year, according to a new analysis by Andrew de Breeze….
The “bitcoin uses fossil fuels” argument has been increasingly breaking down in the face of new data from Bloomberg Intelligence showing the network is in fact the most sustainable-energy backed industry on the planet with 53% energy coming from sustainable sources. In response to this news, a new attack vector has emerged: “Bitcoin uses too…
onurdongel/iStock via Getty Images Investment Rundown Investing in water and companies working with either services or setting up new infrastructure has been quite popular it seems the last few years. A noticeable trend I have seen appearing is that a lot of water companies have seen their valuations rise quite rapidly in a short period….
Halfpoint/iStock via Getty Images Investment Thesis In continuation with our coverage on Primo Water (NYSE:PRMW), we had rated the stock Buy driven by its ongoing transformational shift towards a pure play water solutions company over the past couple of years, improving operational and financial profile along with relative undervaluation. Sentiment was weak heading into Q3…
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…
bjdlzx HighPeak Energy (NASDAQ:HPK) got itself in a tight corner by waiting until the last minute to refinance its debt while retiring a troublesome covenant. Fortunately, management had the resources to be able to take care of the situation. Going forward, management may have learned something about the current debt market that should prevent a…
Watts Water Technologies, Inc. (NYSE:WTS) Q3 2023 Earnings Conference Call November 2, 2023 9:00 AM ET Company Participants Diane McClintock – Senior Vice President, Investor Relations and Financial Planning and Analysis Bob Pagano – President and Chief Executive Officer Shashank Patel – Chief Financial Officer Conference Call Participants Mike Halloran – Baird Adam Farley –…
Primo Water Corporation (NYSE:PRMW) Q3 2023 Earnings Conference Call November 2, 0000 10:00 AM ET Company Participants Tom Harrington – Chief Executive Officer David Hass – Chief Financial Officer Jon Kathol – Vice President, Investor Relations Conference Call Participants Derek Lessard – TD Cowen Stephen Powers – Deutsche Bank Andrea Teixeira – JP Morgan Daniel…
Unya-MT/iStock via Getty Images The oil industry is so huge that it offers investors multiple ways to play the sector. While the direct and more popular ways to get involved are in exploration, drilling, refining, and transportation one of the more overlooked ways is in Oil field Services. However, a well-managed business can become a…
Water running from tap into a sink. Liudmila Chernetska/iStock via Getty Images If you’re a dividend growth investor such as myself, you probably highly value reliability from your investments. This is because your bills will consistently rise with each passing year, so you expect your investment holdings to throw off growing passive income to offset…
eyecrave productions/E+ via Getty Images Investment Thesis In continuation with our coverage of Primo Water (NYSE:PRMW), we rated PRMW as Buy, driven by its transformational journey over the past few years, robust and improved operational profile, and relative undervaluation. The stock has outperformed significantly, clocking over 19% gains in the last 2 months compared to…
naphtalina/iStock via Getty Images Investment summary Zurn Elkay Water Solutions Corporation (NYSE:ZWS) has exhibited positive growth trends across 2023 following its Elkay acquisition last year. Deeper analysis reveals the economics on this growth hasn’t necessarily added shareholder value. ZWS is a water management pure-play. It boasts an extensive product portfolio with offerings in water safety…
RudyBalasko/iStock via Getty Images Roma Caput Mundi About fifteen years ago I was making a facsimile of a 16th-century illuminated codex for the publishing house with which I was collaborating, and this codex was housed in the Casanatense Library in Rome. For a few months I went to the capital quite often, checking the fidelity…
As the US regulators tighten the belt on the cryptocurrency industry, legal experts believe SBF attorneys will have a challenging time freeing proving his innocence The defense lawyers representing former FTX CEO Sam Bankman-Fried (SBF) swung into action to prove the innocence of their client after new fraud charges were arraigned during a court hearing…