Civitas Resources, Inc. (NYSE:CIVI) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Brad Whitmarsh – Head, Investor Relations Chris...
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Introduction I need to give Snap-on Incorporated (NYSE:SNA) some credit. While I’ve always acknowledged its ability to generate tremendous shareholder value, I still underestimated...
Thesis PriceSmart, Inc. (NASDAQ:PSMT) is a membership warehouse club, similar to Costco Wholesale Corporation (COST), based in San Diego and operating exclusively in Latin...
REITs are normally a good inflation hedge. But in the current inflationary environment, this isn’t the case. This might change of course. We already...
Most global economies are slowing down. Purchasing Managers’ Indices (PMIs) are now declining around the world. On Friday, China’s National Bureau of Statistics announced...
Ring-a-ring o’ roses, Pockets stuffed with debtsies. Nudge-wink, Hush-Hush! We all fall down! I discussed debt formation in my previous article “Macroeconomic Review: When...