Monty Rakusen/DigitalVision via Getty Images Thungela Resources Limited (OTCPK:TNGRF) is a South African coal mining company with an alternative listing in the United States. We’ve covered the stock extensively over the past few years, delivering opinions on its prospects throughout the economic cycle. Today’s article provides an updated outlook on Thungela’s prospects. We last covered…
mixmotive We last presented a picture of the future for the dividends of the S&P 500 (SPX) in mid-December 2023. At the time, we commented on how much brighter the outlook for quarterly dividends had become since we presented our regular mid-quarter snapshot of the future for dividends from just a month earlier. Now that…
The Charles Schwab Corporation (NYSE:SCHW) 2024 Winter Business Update January 17, 2024 8:30 AM ET Company Participants Jeff Edwards – Managing Director, Head of Investor Relations Walt Bettinger – Co-Chairman and Chief Executive Officer Rick Wurster – President Peter Crawford – Managing Director, Chief Financial Officer Conference Call Participants Ken Worthington – JPMorgan Steven Chubak…
While the average performance of crypto funds did not match the more than 150% rally in Bitcoin this year, the positive shift in fortunes is a promising development for the industry. After facing a strong crypto winter in 2022 following the collapse of Three Arrows Capital (3AC), crypto hedge funds are making a comeback. Crypto…
onurdongel Antero Resources Corporation (NYSE:AR) long ago got rid of the hedges when it became obvious that the rig count was declining. The oil and gas journal today put out another article on the declining rig count which has continued. But the market has focused upon the increasing production because wells drilled will likely be…
zhnger I have previously assigned a “Buy” rating to LVMH (OTCPK:LVMHF) stock, arguing that the conglomerate is well positioned for long-term out-performance in a highly attractive sector, consumer luxury goods. Although I continue to view LVMH as an attractive GARP investment, I believe the near-term outlook going into early 2024 is setting up more difficult…
da-kuk In the ever-evolving landscape of cryptocurrency, Riot Platforms, Inc. (NASDAQ:RIOT) has cemented it as a pivotal player, particularly in the realm of Bitcoin mining. At times, investors have used the stock’s performance as a litmus test for the broader industry. As we delve into Riot’s financial and operational performance, especially in the third quarter…
RuslanDashinsky/iStock via Getty Images Energy Transfer (NYSE:ET) is a $41-billion market cap firm that operates an extensive pipeline network across 41 US states and plays a vital role in transporting 30% of US natural gas, 35% of US crude oil, and 20% of global natural gas liquids exports. ET’s factsheet The company is divided into…
After Bitcoin price closed above $32k last week, the macro bullish outlook was confirmed amid heightened institutional demand. The transition of the crypto winter to the spring season and a parabolic bull run are expected to take place in the coming months. As the trial for Sam Bankman-Fried (SBF), the former FTX boss, approaches the…
peshkov The Saudis’ oil supply cut made many investors rush to buy the relevant asset classes. But the story with the rising commodity prices is not over, it seems. The recent announcement I read was the fact Russia decided to temporarily ban its diesel exports to countries outside of the Eurasian Economic Union in an…