Category: Finance
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Vertiv Stock: Further Upside Possible, Driven By Generative AI (NYSE:VRT)
RonFullHD/iStock via Getty Images When you have a stock that has already rallied by over 250% this year alone as is the case with Vertiv Holdings (NYSE:VRT) and is trading at a forward price-to-sales of nearly 90% above the median for the industrial sector, you better have some strong justification for any future upside. This…
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Entain Plc 2023 Q3 – Results – Earnings Call Presentation (OTCMKTS:GMVHF)
Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks,…
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The Cannabist Company Holdings Inc. 2023 Q3 – Results – Earnings Call Presentation (OTCMKTS:CBSTF)
Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks,…
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Lamb Weston: Growth Prospects Remain Encouraging (NYSE:LW)
phive2015 Investment Thesis Lamb Weston’s (NASDAQ: NYSE:LW) revenue growth should benefit from moderating volume decline in the coming quarters as the company laps the divestiture of lower-performing product lines and businesses which began in Q2FY23. Moreover, channel destocking in international markets is also near completion, which should also give a boost to volumes. In addition,…
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Apple Vs. Microsoft Vs. Treasury Bonds: Don’t Be Fooled By Mr. Market’s Irrational Moves
SIphotography/iStock via Getty Images Introduction Over the last few weeks, long-duration treasury yields have dropped like a rock after the latest Treasury quarterly refunding announcement called for lower-than-expected issuance of long-duration treasury bonds in Q1 2024. Janet Yellen’s move to finance a larger portion of the US government’s huge fiscal deficit spending via short-term treasury…
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Mid-America Apartment Communities: Long-Term Buy Despite Limited Near-Term Growth (MAA)
Grand Warszawski A couple of months ago, before the release of Q3 2023 earnings, I issued an article Mid-America Apartment Communities (NYSE:MAA) assigning a buy rating. It was really a combination of two fundamentally important factors that made the investment thesis rather attractive – i.e., one of the safest balance sheets in the sector with…
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The Next Inflation Wave Will Not Be Transitory: Waiting For The Next Shoe To Drop
Volodymyr Zakharov/iStock via Getty Images Inflation has plummeted from its 9% high in June 2022 to its current 3%. It was transitory, lasting just 3 years. This decrease would have occurred without Federal Reserve actions because supply chain disruptions caused by COVID were destined to get resolved as shipping containers eventually got unloaded. This form…
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Residential REITs Are Setting Up For Huge Gains In 2024 (NYSE:CPT)
Marcus Lindstrom/iStock via Getty Images U.S. residential real estate as an asset class has had a mixed performance over the last two years. On the one hand, home prices on aggregate have held up really well despite some analysts warning that aggressive monetary tightening by the Federal Reserve (Fed) would crash home prices. Home price…
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Cincinnati Financial Stock: This Dividend King Is Finally A Buy (NASDAQ:CINF)
A woman works on a laptop. Rockaa/E+ via Getty Images At just 26 years old, I don’t claim to be the most knowledgeable investor in the world. Heck, the investing legends have forgotten more than I even know about this business. As long as I live, though, the beauty of investing is that time and…