Global operating logistics require facility and skill resources often at variance with the basic business benefits being offered at scale by Corporate suppliers. Read more here.Read full newsRead More
Health Care sector has been a big loser in 2023 after last year's relative rally. Baxter International follows up some disappointing results from other sector names. Read more here.Read full newsRead More
Total gold preliminary production for H2 2022 is 732,500 Au Oz (mid-point) compared to 778,879 Au Oz in H2 2021. Read more here.Read full newsRead More
BJ's Wholesale Club is an under-appreciated company that performed really well since its IPO in 2018. Click here for my review of BJ stock.Read full newsRead More
MicroStrategy is an overleveraged bet on Bitcoin attached to a software firm that just posted another quarter of declining revenue. Learn why I'm short MSTR stock.Read full newsRead More
The strong U.S. labor market brushed aside fears of a deepening recession. The stock market rally can continue. Read what investors need to know.Read full newsRead More
Blue Owl Capital's business model is thoroughly designed and arguably the best in the alt management industry. Click here for my review of OWL.Read full newsRead More
Great rains for Brazil coffee, but Central America and Indonesia had crop problems from too much rain last year. Click here for my weather analysis.Read full newsRead More
PENN Entertainment management provided 2023 guidance with expectations of $6.15B to $6.58B in revenue and $1.875B to $2B in EBITDAR. Click here to read more.Read full newsRead More
The Ensign Group, Inc. (NASDAQ:NASDAQ:ENSG) Q4 2022 Results Conference Call February 3, 2023 1:00 PM ETCompany ParticipantsChad Keetch - CIO, EVP and SecretaryBarry Port - President, CEO...Read full newsRead More
Johnson Outdoors Inc. (NASDAQ:NASDAQ:JOUT) Q1 2023 Earnings Conference Call February 3, 2023 11:00 AM ETCompany ParticipantsPatricia Penman - VP of Marketing Services & Global...Read full newsRead More
Danaos Corp. stock priced-in too much of cycle reversal fears, in my opinion. Click here to read my analysis of DAC stock.Read full newsRead More
Robinhood is overvalued even in an optimal environment, given poor metrics and low likelihood of achieving meaningful scale. Learn why we are bearish on HOOD stock.Read full newsRead More
LPL Financial Holdings Inc. (NASDAQ:NASDAQ:LPLA) Q4 2022 Results Conference Call February 2, 2023 5:00 PM ETCompany ParticipantsDan Arnold - CEOMatthew Audette - CFOConference Call...Read full newsRead More
It's a substantial advantage if an investor understands the story and spots the catalysts before the market. Here's Part 2 of my series on gold stock investing.Read full newsRead More
Clearfield, Inc. (NASDAQ:NASDAQ:CLFD) Q1 2023 Results Conference Call February 2, 2023 5:00 PM ETCompany ParticipantsJackie Keshner - Investor RelationsCheri Beranek - President and Chief...Read full newsRead More
Ermenegildo Zegna grows at double digits with a 2022 turnover of almost ?,?1.5 billion. Click here to learn why we maintain our Buy target on ZGN stock.Read full newsRead More
Paylocity Holding Corporation (NASDAQ:NASDAQ:PCTY) Q2 2023 Results Conference Call February 2, 2023 5:30 PM ETCompany ParticipantsRyan Glenn - CFOSteve Beauchamp - Co-CEOToby Williams -...Read full newsRead More
USGS report shows that global silver reserves and silver production increased. Click here to see the trends for silver reserves and production.Read full newsRead More
Adtalem Global Education Inc. (NYSE:NYSE:ATGE) Q2 2023 Earnings Conference Call February 2, 2023 5:00 PM ETCompany ParticipantsChandrika Nigam - Senior Director-Investor RelationsSteve...Read full newsRead More