Month: January 2022

Maksymenko Nataliia/iStock via Getty Images Industrias Bachoco (NYSE:IBA) is a Mexican company vertically integrated around production and commercialization of poultry and eggs in Mexico and the US. The company is also slowly growing its other lines of business in order to become a multi-protein producer. Our thesis is that Bachoco’s operations are consistently profitable, that

Kitzzeh/iStock Editorial via Getty Images Last year was hardly a good one for Unilever (UL) shareholders as the company was hit hard by rising commodity prices. For most of the time since my first analysis of the company, Unilever’s share price has been trailing those of Procter & Gamble (PG) and Consumer Staples Select Sector

Brandon Bell/Getty Images News Investment thesis: With the DUC inventory in the shale patch cut in half and still declining at a brisk rate, there are only two ways that the industry can go this year. It can opt to allow shale production to decline once the DUC inventory dwindles to the lowest possible point

imaginima/iStock via Getty Images For investors with an interest in the energy delivery and construction materials markets, one interesting company that provides an opportunity for both of these spaces is a firm called MDU Resources Group (MDU). In recent years, including throughout the COVID-19 pandemic, the enterprise managed to continue growing. What’s more, profits and

gchutka/E+ via Getty Images Hyzon Motors (NASDAQ: HYZN), which some people call the “Tesla of Hydrogen Gas“, might be among the most speculative companies that I am aware of in the market today. This high risk-high reward company came public via a SPAC in July and has already been the target of a vicious short

Alexey Brin/iStock via Getty Images Introduction to Element Solutions For those who did not read my prior article, here, I will provide a quick summary of what the company does. Element Solutions (ESI) is a provider of a diverse range of specialty chemicals in both semiconductors and broader industry, with applications such as ion baths,

krblokhin/iStock Editorial via Getty Images Source: ACS Electric aviation is set to change the landscape first for short range air travel (<150 km), then moving to regional air travel (150-800 km). The batteries needed for short range air travel are similar to what is in a Tesla today, but medium range requires more energy density.

MikeMareen/iStock Editorial via Getty Images Gilead Sciences (NASDAQ:GILD) is one of the few investments in my rather concentrated portfolio, which is marked red as my position is 13% down (FX-impacted as I live in Germany). And of course, there are other positions which are also down – Alibaba (BABA) and Tencent (OTCPK:TCEHY) for example –

gorodenkoff/iStock via Getty Images Introduction While we, and our clients, have been disappointed by the price action in Schrödinger (SDGR) since the publication of our initial report, our conviction remains high. We continue to believe that SDGR is fundamentally changing the way drugs and materials are discovered. We point investors new to SDGR to our

andresr/E+ via Getty Images Investment Thesis Okta (NASDAQ:OKTA) helps organizations stay secure. As more and more enterprises embrace a zero-trust environment, this provides a strong tailwind for Okta to continue taking market share. Along these lines, Okta provides investors guidance all the way into the next fiscal year and is expected to grow its top

Often, critics of technical analysis will take the Ron Paul approach to blasting the discipline. The retired congressman loved saying that the U.S. Federal Reserve isn’t federal and it has no reserves. Similarly, naysayers might say technical analysis is neither technical nor an analysis. If so, that wouldn’t present the most comfortable picture of Crypto.com