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News

News

Sixth Street Specialty Lending: Cyclical Resistant BDC (TSLX)

By Press Room
July 5, 2024
7 Mins read
News

Blackstone Secured Lending: Strong Dividend Coverage, Growing Investment Commitments - Buy

By Press Room
July 4, 2024
8 Mins read
Overview I’ve found great success with a hybrid portfolio that has a blend between income focused asset classes such as business development…
News

International Money Express: Undervalued Amid High Immigration (NASDAQ:IMXI)

By Press Room
July 3, 2024
7 Mins read
I last covered International Money Express (NASDAQ:IMXI) in February, and since then, the stock has gained 0.72% in price. In this analysis,…
News

UniFirst: Still Bullish On The Business Ability To Expand Margins (NYSE:UNF)

By Press Room
July 2, 2024
4 Mins read
Investment action I recommended a buy rating for UniFirst Corp. (NYSE:UNF) when I wrote about it in January this year, as I…
News

Cameco: Spanning The Uranium & Nuclear Value Chain (NYSE:CCJ)

By Press Room
July 1, 2024
5 Mins read
Introduction The energy transition from CO2-emitting coal/gas to “clean” energy has sparked a nuclear rebirth as the most efficient clean electricity source…
News

Enphase Stock: 3 Reasons Why I Own Shares--Profitability Is One Of Them (NASDAQ:ENPH)

By Press Room
June 30, 2024
6 Mins read
Investment Thesis Residential solar equipment manufacturers have seen sales fall off a cliff in the past 12–15 months, marred by slowdowns in…
News

S&P 500 Earnings: June Payroll Report Next Friday

By Press Room
June 29, 2024
1 Mins read
Thanks to the above table from Briefing.com, it’s labor force data week, with JOLTS due out Tuesday morning, ADP Wednesday morning, jobless…
News

Palo Alto Networks: Downside Risk Remains Elevated (NASDAQ:PANW)

By Press Room
June 28, 2024
5 Mins read
Palo Alto Networks’ (NASDAQ:PANW) (NEOE:PANW:CA) share price has remained resilient in recent months, despite the business facing headwinds that may take longer…
News

AeroVironment FY2024 Earnings: Switching Gears On Switchblade Demand (NASDAQ:AVAV)

By Press Room
June 27, 2024
6 Mins read
Investment Thesis Military drone maker AeroVironment (NASDAQ:NASDAQ:AVAV) reported their full-year FY24 earnings results today, which beat expectations on the top and bottom…
News

Behavior Of Crowds Not Wisdom Of Crowds

By Press Room
June 26, 2024
8 Mins read
The efficient market hypothesis (EMH) says that active equity management is a waste of time. Because stock prices incorporate all relevant information,…
News

Commercial Metals Company: Lower Steel Prices Placing Pressure On Net Sales (NYSE:CMC)

By Press Room
June 25, 2024
4 Mins read
Investment Thesis: I rate the stock as a Hold at this time. Commercial Metals Company (NYSE:CMC) is best known as being the…
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