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1035 posts

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News

News

Comus Investment Q3 2023 Letter

By Press Room
October 22, 2023
3 Mins read
News

Netflix: Q3 Shows The Power Of Company’s Licensed Content (NASDAQ:NFLX)

By Press Room
October 22, 2023
5 Mins read
Investment Thesis The last time I wrote about Netflix, I mentioned how the actors’ and writers’ strikes were unlikely to have an…
News

Enterprise Products Partners: A Strong Second Half Expected, FCF Gains Ahead (NYSE:EPD)

By Press Room
October 22, 2023
4 Mins read
High-dividend stocks have been battered on a relative basis in 2023 as rising interest rates have made big-yielders less attractive. Rebounding oil…
News

Why Ares Capital Corp. Is No Longer My Favorite BDC (NASDAQ:ARCC)

By Press Room
October 22, 2023
4 Mins read
Ares Capital Corp (NASDAQ:ARCC) has long been my favorite overall Business Development Company (i.e., “BDC”)(BIZD), in large part due to its impressive…
News

Analyzing Cathie Woods Active Management Of ARKK ETF For Past 18 Months

By Press Room
October 22, 2023
4 Mins read
ARK Invest, founded by Cathie Wood, gained significant attention in the financial world for its focus on disruptive innovation and investing in…
News

Alaska Air: Flying Into Troubled Market Forcing Rating Downgrade (NYSE:ALK)

By Press Room
October 22, 2023
3 Mins read
Alaska Airlines Boeing 737 Landing In April 2023, I marked Alaska Air Group (NYSE:ALK) stock a buy based on its 2023 projections….
News

RLJ Lodging Trust: Should You Lodge In The 8.2% Yielding Perpetual Preferreds? (NYSE:RLJ)

By Press Room
October 22, 2023
3 Mins read
Investing in preferreds shares is in many ways one of the stock market’s most underrated ways of building income and RLJ Lodging…
News

Boyd Gaming: Leveraging A Digital Expansion (NYSE:BYD)

By Press Room
October 22, 2023
5 Mins read
Thesis Boyd Gaming Corporation (NYSE:BYD) is an American gaming and hospitality firm based in Paradise, Nevada. Over the last 6 months, BYD…
News

Southwest Airlines Gets Neutral Rating As Earnings Turbulence Roars Over Soaring Revenue

By Press Room
October 22, 2023
7 Mins read
Research Note Summary Are you thinking of snatching up an airline stock before it flies away? Not so fast! Today, I will…
News

Rivian Q3 Preview: Impressive Delivery Numbers, Management Should Consider A Sale (NASDAQ:RIVN)

By Press Room
October 22, 2023
7 Mins read
Investment Thesis Rivian’s (NASDAQ:RIVN) upcoming Q3 earnings are poised to be a significant inflection point for the company, especially following the market’s…
News

B2Gold Corp.'s Golden Horizons With Growth Footing (NYSE:BTG)

By Press Room
October 22, 2023
3 Mins read
Investment Thesis B2Gold (NYSE:BTG) is a globalized gold-mining company, operating several low-cost mines and several exploratory digs on almost every continent. BTG…
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