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News
Freeport-McMoRan attractively valued after White House copper tariff uncertainty, Goldman says
2+ day, 13+ hour ago (13+ words) Seeking Alpha...
2 Retirement Income Machines I'm Buying Now On The Dip
2+ day, 18+ hour ago (110+ words) Seeking Alpha I have written a lot about interesting opportunities which prudent income investors could consider adding to their portfolios. These opportunities have been primarily about capturing above average dividends, accessing valuation multiple re-rating gains or hedging portfolio against Analyst’s…...
Orion Energy surges after scoring multimillion-dollar data center lighting order from hyperscaler
4+ day, 16+ hour ago (54+ words) Seeking Alpha Orion Energy Systems (OESX) up 16.4% to a four-and-a-half-year high in Tuesday's trading after announcing an additional deployment of its MPHL2 LED Lighting solution for an unnamed data center operator. The company said the multimillion-dollar order follows its first multimillion-dollar...
Kosmos Energy: Deleveraging And Great Operational Performance Will Deliver Strong Results
4+ day, 16+ hour ago (105+ words) Seeking Alpha I have covered Kosmos Energy (KOS) before, where I outlined the investment thesis in detail and explained why I considered it a strong buy. Since then, the company has continued with its Analyst’s Disclosure: I/we have a…...
BDCs May Get The Catalyst They Desperately Need, But Here's Why You Should Remain Cautious
6+ day, 20+ hour ago (119+ words) Seeking Alpha - Rising interest rates could provide a short-term catalyst for BDCs, but higher rates may also stress borrowers and tighten dividend coverage. - Capital Southwest and Trinity Capital are favored for income; both are internally managed with strong balance sheets…...
Franklin Electric: Resilient Replacement Demand Supports Earnings Growth
2+ week, 2+ day ago (116+ words) Franklin Electric earns a Hold rating due to premium valuation and limited upside, despite margin improvements. Read more on FELE stock here. - Franklin Electric earns a Hold rating due to premium valuation and limited upside, despite resilient replacement-driven demand and…...
CHPS +137% In One Year: Bubble Or Just The Beginning? The Numbers Say Only One Thing
2+ week, 3+ day ago (21+ words) Xtrackers Semiconductor Select Equity ETF is up 137% yet trades below historical forward multiples. See more details on CHPS ETF here....
StandardAero: Sponsor Overhang Won’t Stop Strong Fundamentals In The Long Run
2+ week, 4+ day ago (91+ words) Seeking Alpha - StandardAero delivered a strong Q2, beating on EPS and revenue, with LEAP and CFM56 DFW segments turning profitable for the first time. - Management raised full-year revenue, EBITDA, and EPS guidance, reflecting confidence in execution and near-term growth catalysts. - SARO trades…...
Kimbell Royalty Partners raises H2 production targets following new acquisitions (KRP:NYSE)
2+ week, 5+ day ago (140+ words) Seeking Alpha sharply_done/E+ via Getty Images Kimbell Royalty Partners (KRP) up 0.8% pre-market Monday after saying it increased its production forecast for the rest of the year following the previously announced closing of the $221M purchases of royalty interests held by Mesa…...
Target in charts: Q2 comparable sales rise 3.8% as digital momentum holds strong
3+ week, 3+ day ago (21+ words) More on Target Target Q2 Preview: Monitoring Sales Momentum, Shares Fairly Valued Target's Renewal Mostly Baked-In - Overbought Rally Triggers Downgrade To......