JetBlue: Abundance Of Liquidity Will Help This Airline To Survive The Pandemic

Despite showing poor performance in Q2, I stand with my belief that JetBlue (JBLU) will be one of the first airlines to recover from the current crisis and thrive once this is all over. JetBlue was one of the first airlines to experience the negative effect of COVID-19, since New York and . . . → Read More: JetBlue: Abundance Of Liquidity Will Help This Airline To Survive The Pandemic

Value Investing Is Still Moribund

By Baruch Lev and Anup Srivastava

In our widely debated paper (“Explaining the Recent Failure of Value Investing”), we have established empirically the following:

The failure of value investing isn’t a recent phenomenon. In fact, this highly touted and widely used investment technology stopped performing in the late 1980s. Value . . . → Read More: Value Investing Is Still Moribund

Archer-Daniels-Midland Company 2020 Q2 – Results – Earnings Call Presentation

The following slide deck was published by Archer-Daniels-Midland Company in conjunction with their 2020 Q2 earnings call.

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LGI Homes: Don’t Get Blindsided By The Positive Sentiment And Miss An Important Risk

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Since . . . → Read More: LGI Homes: Don’t Get Blindsided By The Positive Sentiment And Miss An Important Risk

DMC Global Lost Market Share, But Prepares To Wrest It Back

DMC Global Is Ready To Fight It Out

Source

DMC Global’s (BOOM) top line and margin deteriorated considerably in Q2 as the customers opted for the cheaper component perforating gun providers. Low volume and capacity utilization of the production facilities led to cost under-absorption, which put enormous . . . → Read More: DMC Global Lost Market Share, But Prepares To Wrest It Back

CytoDyn’s COVID-19 Trial Tribulations

In response to the current worldwide pandemic, CytoDyn (OTCQB:CYDY) is frenetically tracking down an FDA approval for its monoclonal antibody, leronlimab in treatment of COVID-19. I was initially quite skeptical of this quest, but I have slowly warmed to the prospect.

As matters now stand, I am waiting and watching . . . → Read More: CytoDyn’s COVID-19 Trial Tribulations

Salazar To Drill Up To Four Projects By Year End

Salazar Resources was highlighted as the featured investment in the MJG partnership’s mid 2019 investor letter. We first initiated our position in SRL in April 2019 and today have a cost basis of roughly C$0.17 per share. The past six months have again been light on substantial news flow, which is . . . → Read More: Salazar To Drill Up To Four Projects By Year End

Spanish Mountain Gold: Digging Into The Preliminary Economic Assessment

We’ve seen a surge in speculative activity among the gold juniors (GDXJ) over the past few months, with more than thirty names up over 150% year to date. The most recent name to attract retail investors’ capital is Spanish Mountain Gold (OTCPK:SPAZF). The junior miner is exploring for gold at its Spanish . . . → Read More: Spanish Mountain Gold: Digging Into The Preliminary Economic Assessment

OneMain Holdings, Inc. 2020 Q2 – Results – Earnings Call Presentation

The following slide deck was published by OneMain Holdings, Inc. in conjunction with their 2020 Q2 earnings call.

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Short Paycom: Market Underestimating Cyclicality And Operating Leverage With ~30-50% Downside

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Short Paycom (NYSE:PAYC) at $290. With high expectations embedded in Paycom’s valuation, investors are underestimating the business model’s cyclicality and operating leverage. Street estimates . . . → Read More: Short Paycom: Market Underestimating Cyclicality And Operating Leverage With ~30-50% Downside