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News

News

Hormel: You Are Two-Thirds Of The Way There (NYSE:HRL)

By Press Room
June 5, 2024
4 Mins read
News

SkyWest: The Only Airline With A Wide Moat (NASDAQ:SKYW)

By Press Room
June 4, 2024
7 Mins read
Historically, airlines have been among the worst-performing industries on the stock market. Since its launch in 2015, the US Airline ETF (JETS)…
News

Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q1 2024 Update

By Press Room
June 3, 2024
6 Mins read
This article is part of a series that provides an ongoing analysis of the changes made to Duquesne Family Office’s 13F stock…
News

CDW Corporation: 2 Major Growth Catalysts Ahead (NASDAQ:CDW)

By Press Room
June 2, 2024
6 Mins read
Investment summary I give CDW Corp. (NASDAQ:CDW) a buy rating despite the near-term weakness because I see two strong catalysts ahead that…
News

Moderna, Inc. (MRNA) Bernstein's 40th Annual Strategic Decisions Conference (Transcript)

By Press Room
June 1, 2024
35 Mins read
Moderna, Inc. (NASDAQ:MRNA) Bernstein’s 40th Annual Strategic Decisions Conference May 31, 2024 10:00 PM ET Company Participants Stephane Bancel – CEO Conference…
News

Advance Auto Parts Stock: A Messy Q1 Adds To Credibility Challenges (NYSE:AAP)

By Press Room
May 31, 2024
6 Mins read
Shares of Advance Auto Parts (NYSE:AAP) have been a poor performer over the past year, losing about 44% of their value. On…
News

Playa Hotels & Resorts: Occupancy Growth In Dominican Republic Encouraging (NASDAQ:PLYA)

By Press Room
May 30, 2024
5 Mins read
Investment Thesis: I revise my rating on Playa Hotels & Resorts from Hold to Buy. In a previous article back in December,…
News

Varonis Systems Stock: SaaS Transition Going Well (NASDAQ:VRNS)

By Press Room
May 29, 2024
4 Mins read
Investment overview I wrote about Varonis Systems (NASDAQ:VRNS) previously (16 Feb 2024) with a buy rating as management to show strong execution…
News

JFR: Moving This Leveraged Loan Fund To Hold On The Back Of Tight Spreads (NYSE:JFR)

By Press Room
May 28, 2024
4 Mins read
Thesis Ten months ago, we wrote an article on the Nuveen Floating Rate Income Fund (NYSE:JFR) and its absorption of other Nuveen…
News

REV Group: Margin Growth Under-Reflected At Current Multiples (NYSE:REVG)

By Press Room
May 27, 2024
11 Mins read
Investment Summary Regulated, capital-intensive businesses typically hold large investments in long-lived, tangible assets (including their inventories). Often, these assets are partially funded…
News

Preferreds Weekly Review: Will Bond Issuance Lead To Preferreds Redemptions

By Press Room
May 26, 2024
3 Mins read
Welcome to another installment of our Preferreds Market Weekly Review, where we discuss preferred stock and baby bond market activity from both…
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