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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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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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This article was written by Follow Other writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or...
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This article was written by Follow Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in...
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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...
