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We've liked part of the turnaround at Twitter thus far, and we think its decision to move to 280 characters has been a positive catalyst... [Read More]
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Star Bulk Carriers is a dry bulk pureplay with the largest publicly-traded fleet, now with 108 vessels. Last Friday, they announced an acquisition of 18... [Read More]
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Twilio has witnessed an attractive increase in the active customer base, generating high double-digit organic growth. Dependence on UBER has decreased significa... [Read More]
Tags: Twilio - UBER - TWLO
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Valero is a high quality player in the refining sector. The company is delivering rock-solid financial performance. Valuation remains reasonable. The buisness i... [Read More]
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Today, we look at a small biotech called Syndax Pharmaceuticals whose stock fell 25% last week on a setback in a trial. However, the company... [Read More]
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I've built the DCF model that analyzes Amazon as three separate companies. This model includes three separate revenue and margin forecasts. This approach enable... [Read More]
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The platinum market was in a bigger surplus (pre-investment phase) in 2017. Inflationary cost pressures were seen in the South African mining industry. Satisfac... [Read More]
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Adobe has agreed to acquire Magento Commerce for $1.68 billion. Magento has developed an ecommerce solution and large developer network. The deal is likely one... [Read More]
Pluralsight's expected share pricing has continuously gone up, going from an original $10-12, to $15, to an ultimate $20 per share on the day of... [Read More]
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Boeing continues to see growth in earnings and free cash flow. The company continues to gain orders for both the commercial and defense side of... [Read More]
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The Polish Zloty has seen a significant decline against the dollar and euro for this month. However, Poland's economy remains fundamentally strong. I expect the... [Read More]
Vice President, Investor Relations Alessandro Bogliol... [Read More]
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HP Enterprise reported a beat to Q2 earnings, the second consecutive beat since Antonio Neri took the reins from Meg Whitman. Growth in storage revenues... [Read More]
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In this piece, I look at many classic consumer staple/dividend growth names that the market has beaten down. Every stock discussed in this piece is... [Read More]
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NOG is seeing its share price breakout higher. Its operations are uniquely positioned to benefit from rising energy prices. I am buying stock in the... [Read More]
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Part of a series - weekly stock screen on the most potentially undervalued companies within the 'consumer' sector exhibiting the strongest deep-value fundamenta... [Read More]
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Earnings assuage fears, encourage upgrades. Apple's still low valuation, relative to peers. Growth drivers. DCF fair value. [Read More]
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Alteryx shares have been under some pressure lately and are 19% below recent highs. This share price evolution has come despite a very strong quarter... [Read More]
GK Investor Relations Dov Sel... [Read More]
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The management team at General Electric surprised investors with news that it agreed to merge its Transportation business with Wabtec. This transaction values t... [Read More]
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