Since I downgraded Cadence Design Systems, Inc. (NASDAQ: CDNS ) to “Sell” in December 2024, its stock price has been underperformed. I highlighted the potential export restrictions to China as a key risk in my previous coverages. Cadence released itsMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potent ...

Ever since Trump won the 2024 US election the stock price of Brookfield Renewable Partners (NYSE: BEP ) has been in decline. It's trading in the lower range of the past 52 weeks. Albeit the nextMy name is Maxime and I like to write about finances and share my views on various companies and their potential as an investment opportunity. My preferred sector is industrial. I live and work in Europe and we have a very long and proud history of being an industrial superpower so I guess it comes naturally. I have ...

Asbury Automotive Group (ABG) has inked a deal to acquire several automotive dealerships from The Herb Chambers Companies, one of the largest private dealership groups in the country.The deal includes 33 dealerships, 52 car franchises and three repair centers. The sale is expected to be completed by late second quarter of 2025, subject to customary closing conditions. Asbury will finance the $1.34 billion acquisition via a mix of loans, mortgage funds and cash.This acquisition will significantly expand ABG’ ...

Super Micro Computer reduces guidance due to Nvidia delays.In today's video, I discuss Nvidia (NVDA 0.39%) and recent updates affecting the semiconductor giant. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Feb. 14, 2025. The video was published on Feb. 15, 2025. ...

This Marks the Company's Third Time Making This Prestigious List in Four YearsCALGARY, AB, Feb. 19, 2025 /PRNewswire/ - High Tide Inc. ("High Tide" or the "Company") (Nasdaq: HITI) (TSXV: HITI) (FSE: 2LYA), the high-impact, retail-forward enterprise built to deliver real-world value across every component of cannabis, announced today that it has been recognized by the TSX Venture Exchange (the "TSXV") as a Top 50 company for the second consecutive year. For 2024, High Tide achieved a ranking of 21 out of 50 ...

Gibraltar Industries (ROCK 19.11%) stock had soared a solid 20% through 10:20 a.m. ET after crushing earnings forecasts in its Q4 report this morning.Heading into the quarter, analysts forecast $0.91 per share in profit on $307.9 million in sales for the industrial conglomerate. Gibraltar actually earned $1.50, despite sales falling a bit short of expectations at $302.1 million. What does Gibraltar Industries do?A few words of introduction may be in order to this very diversified small-cap industrial compan ...

First Solar, Inc. (NASDAQ: FSLR ) stock is in a persistent downtrend with a -22% loss since my last analysis amid fears that the Trump administration will withdraw the company's federal tax credit benefits in theOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advantages. A truste ...

Amazon must cut costs to invest in new growth, says retail CEO Doug Herrington.Cost reductions focus on delivery inefficiencies, improving the cost of shipping each package.Amazon invests in AI data centers, warehouses, and fast shipping for future growth.Amazon has to continue cutting costs if it wants to invest in new growth opportunities. That's according to Amazon's retail CEO Doug Herrington, who stressed the need to cut costs and invest in new ideas simultaneously during last month's internal all-hand ...

Extends Company's Industry-Leading Customer Commitment Unveiled Last September to Small BusinessesKey Takeaways New Spectrum Business Internet plans offer guaranteed pricing up to three years; also 500 Mbps starting speeds at $40/month when packaged with any two other Spectrum Business services, including Business Voice, Business Connect, Spectrum Mobile™ and Business TV. Current Spectrum Business Ultra Internet customers receive free automatic speed lifts, from 600 Mbps to 750 Mbps. The Company's industry- ...

Core Points - Celsius shares experienced a 14% increase following the announcement of its upcoming quarterly financial results and participation in an investor conference, leading to speculation of positive news [1][2][3] - The company plans to report its fourth-quarter financial results for 2024 after market close and will present at the Consumer Analyst Group of New York Conference the following morning, which is an atypical short notice for such announcements [2][3] - The unusual timing of the announcements has led some investors to believe that Celsius may have favorable news to share, contrasting with the rising short interest in the stock, which is nearing an all-time high [3][4] Investor Sentiment - The surprise announcement has prompted some short-sellers to reconsider their positions against Celsius stock, indicating a shift in market sentiment [4] - While speculation about positive results is prevalent, it is emphasized that the press release alone does not guarantee a buy recommendation for Celsius stock, as the actual financial performance may align with expectations or underperform [5][6] - Despite the speculation, there is a belief that Celsius stock is undervalued and has potential for future growth, although caution is advised regarding the timing of the financial results release [6]