New Relic: Lots Of Change In The Works, But Still A Deep Value Play

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Very few hardcore enterprise software companies have reported earnings so far (due to a January year-end for most of the group), but New Relic . . . → Read More: New Relic: Lots Of Change In The Works, But Still A Deep Value Play

Brookfield Infrastructure Partners LP: 8 High Yields, 5% – 6%

Brookfield Infrastructure Partners LP (BIP) is a global company, based in Bermuda, with utilities, transport, energy, and data infrastructure businesses in North and South America, Europe, and the Asia Pacific.

(BIP site)

Segment Q1-2 2020 Earnings:

The Utilities segment is BIP’s biggest segment for Adjusted EBITDA . . . → Read More: Brookfield Infrastructure Partners LP: 8 High Yields, 5% – 6%

ArcelorMittal Outperforms On Costs As The Industry Deals With Absent Demand

A laggard so far in 2020 and over the past year, ArcelorMittal (MT) has nevertheless shown some solid momentum since the company’s unexpected capital raise back in May. All in all, despite pretty undemanding valuations for most steel names, the sector still hasn’t followed the rally in shorter-cycle industrials as investors . . . → Read More: ArcelorMittal Outperforms On Costs As The Industry Deals With Absent Demand

Chemesis International Is Still A Special Situation Weed Stock To Watch (But Not Buy)

Investment thesis

In my article of 10/27/19, I stated that I expected the oversupply of product would negatively affect the price of cannabis in 2020. I also said that the upcoming industry shakeout would materially affect valuations and may result in widespread consolidation and business failures. This article discusses how . . . → Read More: Chemesis International Is Still A Special Situation Weed Stock To Watch (But Not Buy)

NuStar Energy: Running Low On Leverage

Nustar (NS) has one of the lower debt ratios in the business. That is getting to be more important as the United States battles the uncertainties of the coronavirus challenges. About a month ago, the market was certain that the coronavirus was heading into the rearview mirror. But some recent steps backwards . . . → Read More: NuStar Energy: Running Low On Leverage

Inspire Medical Systems, Inc. 2020 Q2 – Results – Earnings Call Presentation

The following slide deck was published by Inspire Medical Systems, Inc. in conjunction with their 2020 Q2 earnings call.

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. . . → Read More: Inspire Medical Systems, Inc. 2020 Q2 – Results – Earnings Call Presentation

AT&T Highlights The Modern Problem With Income Investing

It’s difficult to find a bull case for AT&T (T) stock that doesn’t highlight the dividend yield. The yield does look attractive, at a current 7% while the 10-year Treasury bond offers much less than 1%. But it’s important to remember that the AT&T dividend, like any dividend, is not ‘free’ money.

. . . → Read More: AT&T Highlights The Modern Problem With Income Investing

Global Factories Report Fastest Output Growth For One-And-A-Half Years

A key gauge of global manufacturing output hit a one-and-a-half-year high in July as the world’s factories continued to bounce back from coronavirus disease 2019 (COVID-19) related lockdowns. The rebound was led by Brazil and Europe. However, the overall rate of growth was subdued, with especially weak performances continuing to be seen . . . → Read More: Global Factories Report Fastest Output Growth For One-And-A-Half Years

Quidel: Priced For A Permanent Pandemic; Recommending A Short – Behind The Idea

This article was selected to be shared with PRO subscribers, who also got 7 days’ exclusive access to Viceni Investing’s original Top Idea on Quidel (NASDAQ:QDEL). Viceni Investing is an individual investor and retired sell-side analyst rated top 10 by Institutional Investor magazine. Find out more about PRO here.

. . . → Read More: Quidel: Priced For A Permanent Pandemic; Recommending A Short – Behind The Idea

3 Reasons Treasury Rates Can Still Hit 0% (Part III)

The first two parts of this series outlined important considerations for the Treasury market.

Part I discussed several common arguments in favor of inflation. Through a comprehensive overview of macroeconomic trends, we settled on the economic output gap as the best long-term forecasting tool for inflation, suggesting that core inflation . . . → Read More: 3 Reasons Treasury Rates Can Still Hit 0% (Part III)