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25 | Follower
Seeking Alpha
22.11.2024
LONZ's overweight position in single-B credits presents heightened risk in a potential recessionary scenario. See why the Fund is a Hold.
Dynex Capital's Q3 2024 BV increase was modest and as expected. Click here to find out why DX stock is a Hold.
We are bullish on Upwork's potential due to cost reduction, platform improvements, and new pricing plan. Read more on UPWK's buy rating here.
21.11.2024
Read here for an analysis of Target's recent earnings miss, stock drop, and future outlook vs. Walmart, highlighting potential buying opportunities. See more on TGT.
Nvidia's fiscal Q3 results beat expectations, but there is uncertainty around future catalysts. Check out why NVDA stock is downgraded to Hold.
RWL is a better investment than SPY, offering a more balanced portfolio with lower volatility and attractive valuations in the current market. Read more here.
Dorian's fleet has higher daily OPEX vs. peers, but scrubber savings and ammonia upgrades offer potential benefits. Read why LPG stock is a Buy.
20.11.2024
Halozyme's strategic acquisition of Evotec and innovative ENHANZE technology present growth opportunities. Click here for a detailed analysis.
Workhorse Group Inc. (NASDAQ:WKHS) Q3 2024 Results Conference Call November 19, 2024 6:00 PM ETCompany ParticipantsStan March - VP of Corporate Development...
We recommend buying Berry Global Group and Amcor after the merger announcement, citing growth potential and attractive valuations. See more here.
Danimer Scientific, Inc. (NYSE:DNMR) Q3 2024 Earnings Conference Call November 19, 2024 10:00 AM ETCompany ParticipantsRich Altice - Interim CEOMike Hajost...
19.11.2024
Intellia's Phase 3 trial for NTLA-2002 shows promise, but limitations warrant caution. See why we believe NTLA stock is hold rated.
18.11.2024
3D Systems is a world leader in 3D printing and offers a complete portfolio of metal and plastic materials. Read why I rate DDD stock as a Hold.
17.11.2024
Spirit Airlines is likely to file for bankruptcy due to a failed merger with Frontier Airlines, making SAVE shares a Sell. Click here to read why.
Applied Materials is expected to double its advanced packaging business in the coming years. Read why I reiterate a Buy rating on AMAT stock.
Sluggish smartphone shipments could hinder royalty revenue growth for Arm Holdings. Click here to read why I maintain a Hold rating on ARM stock.
16.11.2024
The Treasury Department posted its latest revenue and spending totals this week, and deficits continue to mount at impressive speed.
15.11.2024
Lineage Cell Therapeutics, Inc. (NYSE:LCTX) Q3 2024 Earnings Conference Call November 14, 2024 4:30 PM ETCompany ParticipantsIoana Hone - Head of Investor...
GDEV Inc. (NASDAQ:GDEV) Q3 2024 Earnings Conference Call November 14, 2024 9:00 AM ETCompany ParticipantsAndrey Fadeev - Founder and Chief Executive...
14.11.2024
DLocal Limited (NASDAQ:DLO) Q3 2024 Earnings Conference Call November 13, 2024 6:00 PM ETCorporate ParticipantsPedro Arnt - Chief Executive OfficerMaria...
The October CPI report aligned with consensus expectations, showing monthly prices rising at the same firm pace as in the previous two months.
Capricor Therapeutics, Inc. (NASDAQ:CAPR) Q3 2024 Earnings Conference Call November 13, 2024 4:30 PM ETCompany ParticipantsA.J.
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Q3 2024 Earnings Conference Call November 13, 2024 4:30 PM ETCompany ParticipantsDavid Nakasone - Head, IRBobby...
Intellicheck, Inc (NASDAQ:IDN) Q3 2024 Earnings Conference Call November 13, 2024 4:30 PM ETCompany ParticipantsGar Jackson - Investor RelationsBryan Lewis...
Taysha Gene Therapies, Inc. (NASDAQ:TSHA) Q3 2024 Earnings Conference Call November 13, 2024 4:30 PM ETCompany ParticipantsHayleigh Collins - Director and...
13.11.2024
TeraWulf Inc. (NASDAQ:WULF) Q3 2024 Earnings Conference Call November 12, 2024 5:00 PM ETCompany ParticipantsJohn Loftin - SVP, Director of IRPaul Prager -...
Patrizia, Europe's second-largest real estate and infrastructure investment manager, offers diversified investments. Read why PTZIF stock is a Buy.
The Honest Company, Inc. (NASDAQ:HNST) Q3 2024 Earnings Conference Call November 12, 2024 4:30 PM ETCompany ParticipantsAllison Malkin - IRCarla Vernon -...
12.11.2024
General Dynamics is a strategic long-term defense investment with strong financials and growth potential, despite short-term challenges. See more here.
Despite Q3 2024 challenges, Intel's cost reduction and new product launches, like new processors for AI. Read why I reiterate my bullish rating for INTC stock.
Potential benefits make QCOM stock a Buy despite risks. Read here for more about Qualcomm's strong Q4 earnings, growth, and cash generation.
DoubleDown Interactive Co., Ltd. (NASDAQ:DDI) Q3 2024 Earnings Conference Call November 11, 2024 5:00 PM ETCompany ParticipantsRichard Land - Investor...
Bridger Aerospace Group Holdings, Inc. (NASDAQ:BAER) Q3 2024 Earnings Conference Call November 11, 2024 3:30 PM ETCompany ParticipantsEric Gerratt - Chief...
Zillow's stock surge was driven by strong earnings and diverse revenue streams. This sets the stage for continued growth and innovation in Q4. See more here.
11.11.2024
I suspect 2025 will be an average to below-average year for S&P 500 returns, while earnings could be quite robust. The risk-reward is changing more towards risk, particularly for mega-caps.
Booz Allen Hamilton anticipates significant growth in its cybersecurity business. Read why I reiterate a Strong Buy rating for BAH stock.
10.11.2024
kneat.com, inc. (OTCQX:KSIOF) Q3 2024 Earnings Call November 7, 2024 9:00 AM ETCompany ParticipantsKatie Keita - Investor RelationsEddie Ryan - Chief...
The NEOS NASDAQ-100(R) High Income ETF uses a call option strategy to enhance yield. Click here to read more about QQQI and why it is a Hold.
09.11.2024
Davis Selected Advisers' 13F portfolio hits $17.83B in Q3 2024, with new stakes in Trip.com and significant increases in MGM Resorts and Viatris. Read more here.
ANI Pharmaceuticals, Inc. (NASDAQ:ANIP) Q3 2024 Earnings Conference Call November 8, 2024 8:00 AM ETCompany ParticipantsLisa Wilson - IRNikhil Lalwani -...