Gary Yeowell Texas Capital Bancshares (NASDAQ:TCBI) has just released its Q1 2024 results and the market first reacted positively (+3.50% in pre-market): GAAP EPS of $0.46 misses by $0.12. Revenue of $256.33M (-6.0% Y/Y) beats by $3.25M. The net interest margin has returned to growth and management is confident of a price-per-share recovery. In fact,…
hudiemm Helium’s a great market Helium’s a great market There’s nothing wrong, at all, with going exploring for helium. It’s a vital part of the economic ecosystem. The market has, for decades, been dominated by the US national reserve. Which is being closed down and therefore becoming exhausted. This should – or at least could…
Diy13 Last February, I started coverage of Antero Midstream (NYSE:AM) with a “Buy” rating, citing benefits coming from upcoming rebate roll-offs, a recent acquisition, and a commitment to lower its leverage. The stock has generated a 24% return since then, keeping pace with S&P. I last covered the stock in November, saying I thought a…
Maxxa_Satori Omega Healthcare Investors, Inc. (NYSE:OHI) is expected to report its Q4 earnings after-hours on Wednesday, February 7th. Analysts expect the company to report Funds From Operations [FFO] per share of 32 cents on the back of $207.21 million in revenue. My most recent coverage of Omega Healthcare was in August 2023 when I rated…
juststock Introduction ResMed Inc. (NYSE:RMD) reported 1Q24 results after market on 26 October 2023. In this note I’ll review the 1Q24 materials and discuss new positive and negative factors that are relevant to the RMD investment case. With RMD currently trading at ~$136 per share, the stock has fallen by ~44% since late April 2023….
Bruce Bennett Introduction The telecom world has many competitors. They are all trying to win customers by offering the fastest and most reliable network, and the best coverage. Verizon (NYSE:VZ) is one of the largest network providers in the U.S. and has the best 4G LTE network coverage. Moreover, Verizon has won numerous awards for…
Darren415 Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both the bottom-up – highlighting individual news and events – as well as the top-down – providing an overview of the broader market. We also try to add some historical context…
onurdongel Skyline Champion Corporation (NYSE:SKY) produces modular homes and related products. As the company is facing harder times with the slowdown in the real estate market after an inflated modular home market related to Covid, the company’s earnings are beginning to deteriorate. In my opinion the company’s deteriorating earnings aren’t completely priced into the stock,…
US financial giants witnessed their shares slide as credit rating downgrades cast a shadow over the sector. In a volatile trading session on Tuesday, stocks experienced a significant downturn as strain over the global economic outlook coupled with a decline in United States banking sector performance, exerted pressure on Wall Street. A Closer Look at…
Just_Super Introduction The stock of CPI Card Group (NASDAQ:PMTS), a micro-cap, payment tech specialist has had a rough ride this year, particularly since May; all in all, on a YTD basis, the stock has lost around a third of its market-cap, even as its peers from the micro-cap space have eked out single-digit returns. In…