Recent News

Marketplace Roundtable - 2023 Look Ahead - Commodities.

January 09, 2023 / seekingalpha.com

We continue our roundtable series with Commodities coverage. Five of our Marketplace contributors give their analysis and share one top idea.Read full newsRead More

$GOOG $GOOGL - Google: Quick Recovery Unlikely.

January 09, 2023 / seekingalpha.com

Alphabet collapsed around 42% from its all-time-high marked on February 2, 2022 during the ongoing bear market. Click here to read my analysis of GOOG stock.Read full newsRead More

$GES - Guess Requires More Caution.

January 09, 2023 / seekingalpha.com

Guess continues to face some issues in the current environment, with sales and profits weakening. See why we believe GES is a hold for conservative investors.Read full newsRead More

$PCH - PotlatchDeltic: Why Invest In Timberland?.

January 09, 2023 / seekingalpha.com

PotlatchDeltic is trading at an attractive valuation in comparison to both its historical multiples and peers. Click here to read my analysis of PCH stock.Read full newsRead More

$CVX - Chevron: The Narrative Is Your Worst Enemy.

January 09, 2023 / seekingalpha.com

Chevron has nearly doubled since I first laid out my investment thesis, all the while negative sentiment remained high. See why we recommend CVX stock a buy.Read full newsRead More

$COPX - COPX: Buy On Pending Potential Chinese Stimulus.

January 09, 2023 / seekingalpha.com

COPX provides exposure to copper miners and related companies and the 2009 Chinese stimulus program massively benefited mining companies. Click to read more.Read full newsRead More

$UL $UNLYF - Unilever: Mediocre Financial Performance Overshadows Prospects.

January 09, 2023 / seekingalpha.com

Unilever PLC maintains a reputable product portfolio and is considered a defensive stock for rough times. See why I would assign a hold rating for UL stock.Read full newsRead More

$CMC - Commercial Metals Company (CMC) Q1 2023 Earnings Call Transcript.

January 09, 2023 / seekingalpha.com

Commercial Metals Company (NYSE:NYSE:CMC) Q1 2023 Earnings Conference Call January 9, 2023 11:00 AM ETCompany ParticipantsBarbara Smith - Chairman, President and Chief Executive OfficerPaul...Read full newsRead More

$JNJ - Johnson & Johnson (JNJ) 41st Annual J.P. Morgan Healthcare Conference (Transcript).

January 09, 2023 / seekingalpha.com

Johnson & Johnson (NYSE:NYSE:JNJ) 41st Annual J.P.Read full newsRead More

$MGDPF $MOZ:CA - Marathon Gold: After Plummeting 70% Last Year, It's Time To Buy Again.

January 09, 2023 / seekingalpha.com

MGDPF was one of the worst-performing gold stocks last year, as shares were down over 70%. Learn more about the updated feasibility study and my recommendation.Read full newsRead More

$LICY - Li-Cycle: The Time Has Come For This EV Battery Recycler In 2023.

January 09, 2023 / seekingalpha.com

Li-Cycle remains well funded for its pipeline of 7 spokes and 1 hub, having sufficient capital needed for the current pipeline development. Read why LICY is a Buy.Read full newsRead More

$PML - PML: Why I Bought This Fund And Some Risks To The Bull Thesis.

January 09, 2023 / seekingalpha.com

PML often has a large premium to NAV - today, it sits at par value. Click here to read why I have initiated a position in the CEF.Read full newsRead More

$EMB - EMB: A Big EM Bond Rally Is Coming.

January 09, 2023 / seekingalpha.com

EMB yields 7.3%, thanks to elevated US Treasury yields and relatively high credit spreads. See why the ETF is likely to outperform inflation in the coming years.Read full newsRead More

$SMCI - Super Micro Computer: Brace For Impact.

January 09, 2023 / seekingalpha.com

Super Micro has largely avoided much of the destruction faced by its semi peers with significant consumer exposure. Read more to see why we rate SMCI a Hold.Read full newsRead More

$SYY - Sysco: A Tasty Addition To A Dividend Growth Portfolio.

January 09, 2023 / seekingalpha.com

Sysco is a high-quality company with strong competitive advantages and it has a history of outperforming the market. Read why SYY stock is a weak Buy.Read full newsRead More

$CTAS - Cintas: Yet More Outperformance From This Overvalued Gem.

January 09, 2023 / seekingalpha.com

Cintas Corporation outperformed not only the market but most other companies. Learn more about my thoughts on CTAS stock and my recommendation.Read full newsRead More

$CIM $CIM.PB - Chimera: Hedge Downside Risk With The Preferreds.

January 09, 2023 / seekingalpha.com

Chimera is under intense pressure from the current macroeconomic environment. Read more to see why the preferreds (CIM.PB) offer a safer way to gain exposure.Read full newsRead More

$PRGS - Progress Software: Restarting The M&A Engine With MarkLogic Acquisition.

January 09, 2023 / seekingalpha.com

Progress Software is acquiring on-premise NoSQL database vendor MarkLogic for $355m. Learn more about the deal and my recommendation.Read full newsRead More

$TSM - TSMC: Why Buffett's Buying Big.

January 09, 2023 / seekingalpha.com

Warren Buffett's Berkshire Hathaway bought an over $4 billion stake in TSMC in Q3, 2022. Find out why I rate TSM stock a strong buy.Read full newsRead More

$AMZN - Amazon Needs The Silver Screen.

January 09, 2023 / seekingalpha.com

Amazon seems finally ready to enter a formal film strategy centered on the multiplex first-window. This is an important development in becoming a true media conglomerate.Read full newsRead More

Share to Youtube Share to Facebook Facebook Share to Linkedin Share to Twitter Twitter Share to Tiktok