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Back in April, I placed a “Buy” rating on Philip Morris International (NYSE:PM), saying it had huge opportunity in front of it as it...
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Mar 19, 2026, 2:22 PM ETPower Corporation of Canada (POW:CA) Stock, PWCDF Stock, POW.PR.E:CA Stock, POW.PR.B:CA Stock, POW.PR.A:CA Stock, POW.PR.C:CA Stock, POW.PR.D:CA Stock, POW.PR.G:CA...
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IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide....
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Follow Play Earnings CallPlay Earnings Call Stanley Black & Decker, Inc. (SWK) JPMorgan Industrials Conference 2026 March 17, 2026 12:20 PM EDT Company Participants...
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It has been a tough year so far for Cullen/Frost (CFR), the holding company of Texas-based Frost Bank. Shares of the firm have fallen...
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Digital Turbine’s (NASDAQ:APPS) Q2 FY2024 results were weak, with revenues and margins continuing to decline YoY. Most of this was expected but there appears...
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We think the time to take advantage of high rates in the fixed income markets is running out Brian Dress, CFA — Director of...
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By Brian Levitt, Global Market Strategist It’s the time of year to reflect on what makes us thankful. For me, it starts with life...
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Investment thesis In our first coverage of the “newbie” shipping company Himalaya Shipping Ltd. (NYSE:HSHP) of 29th June this year, we initiated our coverage...
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Introduction In today’s article, I’d like to discuss the Vector Group (NYSE:VGR), a peculiar company that sells cigarettes, and more recently, develops luxury real...
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By Breakingviews Carlyle’s (CG) new boss Harvey Schwartz spent 21 years as a rainmaker at Goldman Sachs. One way he could leave a lasting...
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Daniel Loeb – Third Point Fund – DealBook Conference in New York In today’s article, we bring you the latest update in our recurring...
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Investment thesis Our current investment thesis is: UNFI has achieved healthy growth in the last decade but this has seemingly come at the expense...
