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News

News

China Accelerates Policy Support Rollout Amid Mixed Data

By Press Room
June 9, 2024
2 Mins read
News

BDC Weekly Review: BDCs And Insurance Companies Are An Odd Pairing

By Press Room
June 8, 2024
3 Mins read
Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector…
News

Microsoft Corporation (MSFT) BofA Securities 2024 Global Technology Conference (Transcript)

By Press Room
June 7, 2024
20 Mins read
Microsoft Corporation (NASDAQ:MSFT) BofA Securities 2024 Global Technology Conference Call June 6, 2024 1:00 PM ET Company Participants Ryan Roslansky – Chief…
News

W. P. Carey Stock: Now My Second-Biggest Portfolio Position (NYSE:WPC)

By Press Room
June 6, 2024
4 Mins read
W. P. Carey Inc. (NYSE:WPC) is a leading net-lease REIT that continues to represent deep value for passive income investors with a…
News

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

By Press Room
June 5, 2024
4 Mins read
Grilled Spam Burger with Fries While we have not been buyers of Hormel Foods Corporation (NYSE:HRL) in any of our past reviews…
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,…
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