Even though Baker Hughes' 2023 revenues points to as much as 20% top line growth, its bottom line free cash flow leaves much to be desired. Click for my take on BKR's Q4 earnings.Read full newsRead More
The companies in which Cohen & Steers Infrastructure Fund is invested held up very well in 2022 and will likely continue to be solid holdings for UTF through any recession. Click for more.Read full newsRead More
STORE Capital Corporation is being acquired by a consortium of real estate giants. The STOR deal likely closes within a week or two. Click here for more.Read full newsRead More
Concrete Pumping Holdings, Inc. (NASDAQ:NASDAQ:BBCP) Q4 2022 Earnings Conference Call January 23, 2023 5:00 PM ETCompany ParticipantsCody Slach - External Director, Investor RelationsBruce...Read full newsRead More
Icahn Enterprises offers a very desirable distribution which presently carries a very high 15%+ yield. Click here to read my most recent analysis of IEP stock.Read full newsRead More
Global X Cloud Computing ETF is a solid choice for diversified exposure to SaaS and cloud infrastructure stocks. Click for our review of the CLOU ETF.Read full newsRead More
Netflix valuations are getting extended again, which should limit long-term upside. See why I am downgrading my rating for NFLX stock from Buy to Hold.Read full newsRead More
Shopify's investments in the full journey of merchants should pay off in the long run. Click here for more on SHOP stock.Read full newsRead More
Ferrellgas unlikely to be able to meet its Class B payment obligations, exposing the Class A units to significant dilution risk. Read my analysis of FGPR stock.Read full newsRead More
Juniper is clearly playing to win the long game. Buying cheap acreage and then showing above average profitability takes time. See our view on ROCC stock.Read full newsRead More
Baker Hughes Company's Q4 earnings were mixed, but we think 2023 is going to be a great year to be a shareholder. Click here for our review of BKR earnings.Read full newsRead More
Here are our 10 top REITs for dividend investors. Dividends are easily covered, so investors can feel safer about their income. Check out the list.Read full newsRead More
Ultra Clean Holdings is down unlike most semis, but the charts suggest the stock has found support. Click here to see our take on UCTT stock.Read full newsRead More
Energy stocks have underperformed the broad market in the last two months as growth returns so to favor in 2023. Read our analysis of ProFrac stock.Read full newsRead More
The causes of inflation were many and varied, always debated with plenty of finger pointing. Click here to read more.Read full newsRead More
British retailer Marks and Spencer Group plc saw a big uptick in price recently following its Christmas trading update. Click here for our take on MAKSF stock.Read full newsRead More
Metropolitan Bank's core performance is being obscured by elevated legal expenses and deposit outflows. Click here to read my analysis of MCB stock.Read full newsRead More
Toronto-Dominion Bank's First Horizon deal has been in regulatory limbo for almost a year. It still needs regulatory approval. Click here for our take on TD.Read full newsRead More
The bear market continues, but such challenges are all part of investing's rich pageant. The looming debt ceiling battle is a likely non-event for capital markets.Read full newsRead More
Stocks-bonds strategic allocations are rebounding after the worst performances in recent history in 2022. Read my most recent analysis of the 60/40.Read full newsRead More