The U.S. is set to get a bit more possessive about its own oil, sparking a bidding war with eager buyers in the other side of the world.
Asian refiners from China to Taiwan and Thailand have boosted purchases of American crude in recent months because it was increasingly turning cheap relative to supplies from other parts of the globe. They’re now about to face stiffer competition....More>>>
I like self-storage real estate. Not only do these properties achieve strong returns on capital, but they also tend to perform fairly well during market downturns. After all, people need and want to store stuff regardless of the economic conditions. In fact, during a recession, it may be even cheaper to downsize the current large residence for a household....More>>>
With U.S. oil stockpile inventories at near maximum capacity, one particular subsector of the energy business that looks set to benefit is oil storage. Stockpile inventories have increased over the last several years, driven by record production from shale fields to keep up with demand from a growing economy. Oversupply is a bigger issue in the United States than other countries, with U.S. stockpiles....More>>>
Qualcomm (NASDAQ:QCOM) initially announced its plans to buyDutch chipmaker NXP Semiconductors (NASDAQ:NXPI) in Oct. 2016. Qualcomm wanted to buy NXP, the largest automotive chipmaker in the world, to diversify its business away from the mobile market.
Qualcomm is the top mobile chipmaker in the world, but its chipmaking business is being challenged by cheaper rivals and first party chips....More>>>
HDFC Securities’ research report on Granules India
Driven by fresh capacities in API/PFI and resumption of OTC product supplies for the US partner, revenues grew 42%YoY to Rs 5.0bn in 4QFY18. However, steep price increase in key raw materials (ex. Acetic acetate), unfavorable geographic mix and inventory write off led to sharp fall in EBITDA margin from 18% in 3QFY18 to 8.7% in 4QFY18.....More>>>
Arrow Loop Research’s stock of the week is Williams-Sonoma (WSM).
By Paul Price of Arrow Loop Research
At any given time there are some stocks whose market action makes no sense. They get really cheap even as their fundamentals are doing well. Putrid prices, in conflict with solid numbers, create the best investment opportunities.
The Providence Service Co. (NASDAQ:PRSC) Director Coliseum Capital Management, L sold 60,209 shares of The Providence Service stock in a transaction on Friday, June 1st. The shares were sold at an average price of $72.55, for a total value of $4,368,162.95. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.
In Roku’s (NASDAQ:ROKU) quarterly letter to shareholders, the company highlights the fact that if it were a multichannel video programming distributor (MVPD), or what most people refer to as a cable company, it would be the third largest in the industry. And with 20.8 million active accounts and rapidly growing, it’s only a matter of time before it surpasses the subscriber count of the....More>>>
Manufacturing isn’t the only sector that has sent American jobs overseas over the past decade.
It has also been happening in the service sector. US companies have shipped thousands of call center jobs to countries like India and the Philippines, where labor is cheap and English skills are good enough to answer basic questions from halfway around the world.
Now that the market is starting to positively view the Under Armour (UA, UAA) turnaround story, the opportunity exists to own the C shares. The spread between the UAA (Class A shares) and UA (Class C shares) recently reached the highest level since late 2016. The discount on the C shares provides a great opportunity to own a top athletic apparel brand on the cheap.
Longtime readers know Steve Sjuggerud is a true contrarian… Steve has made a career of recommending cheap, hated assets that most investors have no interest in owning… And he has a long track record of winners to show for it (including the best-performing recommendation in Stansberry Research history). But in last month's issue of his True Wealth Systems service,....More>>>
Primecap Management Company is an under-the-radar adviser that doesn’t talk to the media. But it did something no other tracked fund did: it bought Tesla for less than $30 a share in 2011 and hung on to it through the stock’s explosion this year. That’s an estimated gain of 469%.
Primecap advises the Odyssey Funds, which consist of a stock fund, growth fund and aggressive....More>>>
Warren Buffett doesn’t just beat the market – he makes a mockery of it. Since Buffett took control of Berkshire Hathaway back in the middle of 1965, the conglomerate has more than doubled the average annual gain of the S&P 500.
But here’s something you won’t hear anywhere else – Buffett doesn’t love all of his....More>>>
Edelweiss's research report on Gujarat Pipavav Port
Gujarat Pipavav Ports (GPPV) Q4FY18 EBITDA was 10% below our and consensus estimates impacted by pricing pressures and high dredging cost. Key highlights: 1) GPPV reported 19% QoQ growth in container volumes following two line addition
The Walt Disney Company (NYSE:DIS) reported better-than-expected earnings for 3 out of 5 earnings. It last posted its earnings for Q2 2017 on May 9th. The company reported EPS of $1.50 for the quarter, topping Street estimates of $1.41 by $0.09. The company had re
PVRs Q4FY18 revenue, EBITDA and PAT stood higher than our estimate, largely driven by increase in advertising income and ATP. Key positives: i) 31% YoY growth in LTL advertising income, the highest in past nine quarters; ii) 9% YoY LTL ATP growth; a
With an astonishing revenue growth in 2016 and 2017, SharedLabs, Inc. (SHLB) is the next unicorn startup company that will sell shares in Wall Street. The companys growth is sustained by innovative services in exciting sectors, such as artificial intelligence, blockchain, and the Internet of Thin