Our version of Fintech and Banking 101. Click here to read about Silicon Valley Bank's collapse in 5 key points.Read full newsRead More
Energy Transfer just announced it will acquire Lotus Midstream for a combination of newly issued units and cash. Find out if ET stock is a buy.Read full newsRead More
Intel's revenue has been growing at a slower pace than the semiconductor industry, indicating it is losing market share. Learn why I rate INTC stock a sell.Read full newsRead More
Otis Worldwide Corp. engages in the manufacturing, installation, and servicing of elevators and escalators. Click here to find out what make OTIS stock a buy.Read full newsRead More
At December 31st, 2022, the S&P 500 was priced to return 3.26%/year over the next ten years. Congress and the President regularly run huge deficits with the tacit support of the Fed.Read full newsRead More
DocuSign has seen a relatively solid 2022, after it reset expectations at the start of the year. Read to know why I'm very cautious on DOCU stock.Read full newsRead More
I look at Newmont's upside potential at $2,500 gold and my argument/analysis of why gold makes sense. Click for more on NEM stock prospects.Read full newsRead More
Fundamentals remain strong. Fear appears to be elevated. There are legitimate macro risks, but read why they're smaller for Alexandria Real Estate (ARE) vs. other stocks.Read full newsRead More
First Watch Restaurant Group reported its Q4 earnings capping off a record year of profitable growth. Click here to see our take on FWRG stock.Read full newsRead More
Sezzle Inc. has filed for a direct listing of registered shares of its common stock. Click here to read why I'm on hold for SZL direct listing.Read full newsRead More
Ranpak Holdings Corp. is a global product protection solutions provider headquartered in Concord Township, Ohio. Read why I assign a sell rating for PACK stock.Read full newsRead More
Rocket is a mortgage banker, a business which has several tough years ahead of it. Find out why I am bearish on RKT stock.Read full newsRead More
Arch Resources is spending a modest amount on maintenance CapEx. Read why I think ARCH stock is committed to returning 50% of cash flow via dividends.Read full newsRead More
RVeloCITY has filed proposed terms for a $15 million IPO. Click here to read my analysis of RVGO and why I'll pass on the IPO.Read full newsRead More
Horizon Technology Finance is a high-yield BDC which currently pays a yield that's way ahead of inflation. Click here to read my analysis of HRZN stock.Read full newsRead More
BioNTech SE (NASDAQ:NASDAQ:BNTX) Q4 2022 Results Conference Call March 27, 2023 8:00 AM ETCompany ParticipantsMichael Horowicz - IR and StrategyUgur Sahin - CEO and Co-Founder?-zlem T? 1/4 reci -...Read full newsRead More
Passive share is approaching 55%. Price discovery mechanisms are starting to erode and capital is no longer efficiently allocated to good ideas.Read full newsRead More
This week we meet Martin Turenne, CEO of FPX Nickel [TSXV:FPX], a Canadian nickel miner.We discuss the strategic importance of the metal, how governments a...Read full newsRead More
There is a chance that we could have another January-type bear market rally. Read why the next shoe to drop might be in commercial offices.Read full newsRead More
Cambridge Bancorp's earnings will likely increase this year on the back of a lagged effect of last year's rate hikes on NIM. See why CATC stock is a Buy.Read full newsRead More