Investment overview I give a buy rating for Insight Enterprises (NASDAQ:NSIT), as it should benefit organizations adopting more complex IT solutions like AI that require more sophisticated expertise. This will also drive a higher mix of software products that are gross margin accretive. In the near term, the PC refreshment…

Intro We wrote about Huron Consulting Group Inc. (NASDAQ:HURN) in February of this year when we stated that the trajectory of the company’s operating income margins would remain key. Well, Huron managed to report two consecutive bottom-line beats (in Q4 last year & Q1 this year) with core EBIT margins…

Alvopetro Energy (OTCQX:ALVOF, TSXV:ALV:CA) is a Canadian-based oil and gas exploration and production small cap operating in Brazil, with 95% of its revenue derived from natural gas. Some temporary external headwinds have halved the share price over the last year, which is likely a market overreaction due to the dividend…

Listen below or on the go on Apple Podcasts and Spotify Paramount (PARA) (PARAA) talking with potential partners to merge streaming – CNBC, report of interest from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration pause on LNG export licenses. (01:44) Conn’s (CONN) may file for Chapter 11…

Listen below or on the go on Apple Podcasts and Spotify BlackRock (BLK) to buy data provider Preqin in $3.2B deal. (00:24) Boeing (BA) agrees to Spirit AeroSystems (SPR) takeover for $37.25 a share. (01:05) EU to charge Meta over ‘pay or consent’ model – report. (02:04) This is an…

FNDC strategy Schwab Fundamental International Small Equity ETF (NYSEARCA:FNDC) started investing operations on 08/15/2013 and tracks the RAFI Fundamental High Liquidity Developed ex US Small Index. As of writing, it has 2017 holdings (including cash in various currencies), a 30-day SEC yield of 2.32% and a total expense ratio of…

Consumer Staples stocks have quietly produced gains so far this quarter, nearly keeping pace with the tech-dominated S&P 500. While there has been an uptick just recently in Consumer Discretionary stocks, namely a fresh high in shares of Amazon (AMZN), many blue-chip Staples continue to trade at premium valuation multiples…

Intro Waldencast plc (NASDAQ:WALD) (incorporated in 2020) is a provider of independent brands in the beauty & wellness industry. It provides the ‘Milk Makeup’ & ‘Obagi’ brands which are tailored to a host of clientele in the makeup & skincare categories. Both brands underwent a successful business combination with Waldencast…

Investment Thesis BlackBerry’s (NYSE:BB) stock jumps 8% premarket on the back of its fiscal Q1 2024 report. And yet, I remain bearish on this stock. I contend that this cheer from investors is little more than a relief rally that its earnings results weren’t worse. Essentially, I argue that this…

We recently noticed that Moncler’s stock price (OTCPK:MONRF) has underperformed the market (Fig 1), and this was due to a few sell-side analysts who started cutting the company’s target price. The group has strong market positions in outerwear and a top-performing team that has successfully implemented product diversification to reduce…