In my early days writing, I used to cover a few names related to the auto industry – a few articles of General Motors (GM) in 2016 and 2017, several looks at the energy storage company Maxwell Technologies (MXWL) now owned by Tesla (TSLA), and while autos were far fromRead More →
Intro It’s been about a year since my last Baidu (NASDAQ:BIDU) article on SA where I laid out the case for an intrinsic value around $126B ($350/US ADR) in the long term. It’s roughly flat since then (as is the S&P 500), although it’s been a tradable stock, and I’veRead More →
Overview The leader in the enterprise log management, Splunk (SPLK) is one of the few companies in the software space we have liked for some time due to its resilient and fast-growing business. Having landed over 90 of the Fortune 100 companies as its clients so far and reaching overRead More →
Bitcoin’s trading volume has experienced exponential growth which could reach levels similar to major asset classes, according to a new report by Coin Metrics. The cryptocurrency’s daily volume could exceed that of all U.S. equities in less than four years and all U.S. bonds in less than five years, theRead More →
On Wednesday, January 29, 2020, natural gas-focused pipeline giant MPLX LP (MPLX) announced its fourth quarter 2019 earnings results. At first glance, these results were not especially impressive as the company managed to beat the expectations of its analysts in terms of top-line revenues but still reported a net loss.Read More →
Lululemon Athletica Inc. (LULU) is a high-growth apparel business that has forged a decent niche for itself among yoga practitioners. However, despite its profitability and its growth prospects, I do not believe it warrants its current high valuation. The Vancouver, Canada-based firm has done well in gaining market share withinRead More →
Getty Images The rapid growth of the leveraged loan market has divided opinion. The rapid growth in the leveraged loan market has attracted scrutiny from regulators on both sides of the Atlantic, sparking concern about the risks to the broader financial system in the event of an economic downturn followingRead More →
Heineken Holding NV on Wednesday reported a 14% rise in net profit for 2019 and said it expects organic adjusted operating profit growth for 2020 in the mid-single digits. The Amsterdam-based brewer HEIA, +0.37%, which also owns the Sol, Birra Moretti and Tiger beer brands, made a net profit ofRead More →
© Reuters. Airlines face growth warning as virus curtails Singapore Airshow By Jamie Freed and Tim Hepher SINGAPORE (Reuters) – Asian airlines face “drastic” cuts in their planned growth because of the coronavirus crisis, an industry group warned, adding gloom to an already depleted Singapore Airshow as more companies scaledRead More →
Editor’s note: This article was originally published on January 31, 2020 by James Hamilton here. The Bureau of Economic Analysis announced yesterday that U.S. real GDP grew at a 2.1% annual rate in the fourth quarter of 2019. That’s slightly below the 2.3% average rate since the recovery from theRead More →
European markets fell into the red on Friday, and were headed for the worst weekly loss in months, as the U.K. reported its first cases of coronavirus and data showed softer growth in the eurozone. The Stoxx Europe 600 index SXXP, -0.62% fell 0.5% to 413.07 after closing down 1%Read More →
© Reuters. FILE PHOTO: A woman looks at the Facebook logo on a screen. By Katie Paul and Munsif Vengattil (Reuters) – Facebook Inc (O:) said on Wednesday that growth would continue to slow as its business matured and it reported a surge in quarterly expenses, disappointing Wall Street expectationsRead More →
Dividend growth investing is a popular and largely successful approach to generating wealth over long periods of time. We will be spotlighting numerous dividend up-and-comers to identify the best “dividend growth stocks of tomorrow.” We look at the shipbuilding industry with analysis of Huntington Ingalls Industries (HII). The company buildsRead More →
3M Co. Chief Executive Mike Roman said Tuesday that his view of weakness in the China business is “changing” because of the coronavirus, as the outbreak of the deadly virus has boosted demand for face masks. The industrial and consumer products maker’s stock MMM, -5.06% took a dive in middayRead More →
Source When I published my first article on Acadian Timber (OTCPK:ACAZF), I found the shares trading at attractive multiples but suggested growth investors should steer clear. On the contrary, I thought income investors should be thrilled by the very attractive dividend yield and the safety of distributions. One year andRead More →
Given how investors are prioritizing positive operating leverage with banks, you might think that Signature Bank’s (SBNY) negative operating leverage would be hurting sentiment. What’s really happening is that investors are prizing operating leverage in the absence of evidence of growth – in other words, what is spending more onRead More →
© Reuters. Logo of Facebook is seen in Davos By Paul Sandle and Elizabeth Howcroft LONDON (Reuters) – Facebook (O:) will hire 1,000 people in London this year in roles such as product development and safety as it continues to grow its biggest engineering center outside the United States afterRead More →
CSX Corporation (CSX) had been one of our best-performing recommendations into 2019, but back in July, we turned bearish and felt it was time to take profit. In November, we remained bearish, and frankly, we still have a negative outlook here. While the company is working to get back onRead More →
© Reuters. Investing.com – Nvidia (NASDAQ:) climbed on Monday after an analyst upgraded his outlook on chipmaker on signs of ongoing growth in its gaming business. Needham analyst Ari Shusterman upgraded Nvidia to hold from underperform, sending the chipmaker’s shares up 3%. “Gaming is showing signs of positive momentum asRead More →
With a population of around 1.4 billion, India is the world’s second-largest nation. However, according to a new U.N. study, the country is projected to become the world’s most populous within a decade. Together, India and China account for about 37 percent of the world’s population, so their energy consumptionRead More →
Boeing Co.’s woes are expected to knock half a percentage point off U.S. economic growth in 2020, Treasury Secretary Steve Mnuchin said Sunday. “There’s no question that the Boeing situation is going to slow down the GDP numbers,” Mnuchin said Sunday during an interview on Fox News’ “Sunday Morning Futures.”Read More →
© Reuters. Treasury Bulls’ Swagger Undiminished as Focus Shifts to Growth (Bloomberg) — Bond investors may get a chance next week to contemplate the soft spots in the U.S. economy rather than a geopolitical precipice. Either way, Treasury bulls have little to fear. For now, haven buying of government debtRead More →
Welcome to Casey’s General Stores gas station in the Midwestern United States! This unsuspecting little stop will become an investor’s delight, as we will see later on in this article. Source: New Casey’s General Store Opens in Watervliet Casey’s General Stores (NASDAQ:CASY) is a publicly-traded convenience store chain, with locationsRead More →
Dividend growth investing is a popular and largely successful approach to generating wealth over long periods of time. We will be spotlighting numerous dividend up-and-comers to identify the best “dividend growth stocks of tomorrow.” Today, we are looking at a bit of a unique company in Discover Financial Services (DFS).Read More →
Introduction Back in May 2016 I wrote a first piece about Global Partners LP, and looking back at it now it feels rather amateurish. But much about the business has changed since I wrote that article (Intriguing 13%-Yielding Gasoline Distribution LP), so I think an update is in order. IRead More →
