This article was written by Follow I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the...
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Introduction I own two healthcare stocks. AbbVie (ABBV), which is a high-yield drug manufacturer, and Danaher (DHR), a diversified producer of healthcare equipment. Danaher...
Investment thesis Our current investment thesis is: Nestle has quality brands that are maintaining and enhancing their current market share. Nestle’s response to economic...
What Happens Micron Technology (NASDAQ:MU) just reported decent results for its 3Q FY2023 earnings, even though it faced a significant headwind due to China’s...
Thesis The third-quarter fiscal report for 2023 highlights Schnitzer Steel’s robust financial growth, powered by an uptick in sales volumes and sturdy margins. As...
Introduction I have been following Canacol Energy (TSX:CNE:CA) (OTCQX:CNNEF) for a while here at Seeking Alpha and although I’m looking to generate capital gains...
Overview Saratoga Investment Corporation (NYSE:SAR) is a private credit investment entity, formally a Business Development Company, that focuses on the middle market. Saratoga states...
Thesis I believe Beam Global (NASDAQ:BEEM) has a unique value proposition for government services organizations and municipalities that prioritize flexibility, energy security, and clean...