reports
- Pierre FerraguÊ
Bible 3Q24 – Industrials: Bouncing Along the Bottom; Glimpses of a 20...
Today, we are publishing the Industrial section our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Industrial semi revenues were again below seasonality in 3Q24, and most companies have guided for a further decline in 4Q24. Visibility on a 2025 recovery remains limited, although Analog Devices remains p...
Moody's Ratings downgrades CVS Health to Baa3; outlook stable
Moody's Ratings (Moody's) downgraded the ratings of CVS Health Corporation (CVS) including the senior unsecured notes to Baa3 from Baa2; the senior unsecured shelf to (P)Baa3 from (P)Baa2, the junior subordinated notes to Ba1 from Baa3 and the senior unsecured commercial paper rating to Prime-3 from...
- Jonathan Moreland
TTSH TILE SHOP HOLDINGS INC.
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
MYE MYERS INDUSTRIES INC.
MTDR MATADOR RESOURCES COMPANY
LTRX LANTRONIX INC.
HRZN HORIZON TECHNOLOGY FINANCE CORP.
FCN FTI CONSULTING INC.
CVGI COMMERCIAL VEHICLE GROUP INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
MEDP MEDPACE HOLDINGS INC.
AUP AURINIA PHARMACEUTICALS INC.
CULP CULP INC.
PETS PETMED EXPRESS INC.
SCVL SHOE CARNIVAL INC.
TREE LENDINGTREE INC.
PMD PSYCHEMEDICS CORP.
DMLP DORCHESTER MINERALS L.P.
LILA LIBERTY LATIN AMERICA A
HHS HARTE-HANKS INC.
ETST EARTH SCIENCE TECH
TCPC BLACKROCK TCP CAPITAL CORP.
DBI DESIGNER BRANDS INC. CLASS A
ORGO ORGANOGENESIS HOLDINGS (A)
ETNB 89BIO
PCB PACIFIC CITY FINANCIAL CORP
RZLT REZOLUTE
RVMD INC.
SSSS REVOLUTION MEDICINES
FTHM SUTTER ROCK CAPITAL CORP.
GNSS FATHOM HOLDINGS
CTGO GENASYS INC
AGL CONTANGO ORE INC.
NOTV AGILON HEALTH
AUID INC.
TRIN INOTIV
TCBX INC.
IBRX IPSIDY INC.
BIGZ TRINITY CAPITAL INC
MODD THIRD COAST BANCSHARES INC
GRNT IMMUNITYBIO INC
UAMY BLACKROCK INNOVATION AND GROWTH TST
TKO MODULAR MEDICAL INC
SRBK GRANITE RIDGE RESOURCES INC
NCDL U S ANTIMONY CORP
SPRU TKO GROUP HOLDINGS
AVDL INC.
CATX SR BANCORP INC
MRAI NUVEEN CHURCHILL DIRECT LENDING CORP
GWAV SPRUCE POWER HOLDING CORP
AVADEL PHARMACEUTICALS PUBLIC LIMITED COMPANY
PERSPECTIVE THERAPEUTICS
INC.
MARPAI
INC.
GREENWAVE TECHNOLOGY SOLUTIONS INC
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
PEP PEPSICO INC.
ANTM ANTHEM INC.
NUE NUCOR CORPORATION
NXPIN NXP SEMICONDUCTORS NV
CSX CSX CORPORATION
TXT TEXTRON INC.
TX. TERNIUM S.A. SPONSORED ADR
TDG TRANSDIGM GROUP INCORPORATED
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
PII POLARIS INC.
KMB KIMBERLY-CLARK CORPORATION
HCA HCA HEALTHCARE INC
GD GENERAL DYNAMICS CORPORATION
FANG DIAMONDBACK ENERGY INC.
DCI DONALDSON COMPANY INC.
CVS CVS HEALTH CORPORATION
CAL CALERES INC.
CACI CACI INTERNATIONAL INC CLASS A
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
AVAV AEROVIRONMENT INC.
ASH ASHLAND GLOBAL HOLDINGS INC.
AMAT APPLIED MATERIALS INC.
ACGL ARCH CAPITAL GROUP LTD.
AIG AMERICAN INTERNATIONAL GROUP INC.
CNR. CANADIAN NATIONAL RAILWAY COMPANY
TEX TEREX CORPORATION
MEG. MEG ENERGY CORP.
MUR MURPHY OIL CORPORATION
MMC MARSH & MCLENNAN COMPANIES INC.
FRO FERRO S.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
FI FRANK'S INTERNATIONAL NV
GES GUESS? INC.
WFT.. WEATHERFORD INTERNATIONAL PLC
XYL XYLEM INC.
QCOM.. QUALCOMM INC.
AMD ADVANCED MICRO DEVICES INC.
AMEH APOLLO MEDICAL HOLDINGS INC
CI CIGNA CORPORATION
STNG SCORPIO TANKERS INC.
UBER UBER TECHNOLOGIES INC.
RXST RXSIGHT INC
CHRD CHORD ENERGY CORPORATION
TNK FRONTLINE PLC
TEEKAY TANKERS LTD.
Altria Declares Regular Quarterly Dividend of $1.02 Per Share
RICHMOND, Va.--(BUSINESS WIRE)-- Altria Group, Inc. (NYSE: MO) today announced that our Board of Directors declared a regular quarterly dividend of $1.02 per share, payable on January 10, 2025 to shareholders of record as of December 26, 2024. The ex-dividend date is December 26, 2024. View source version on businesswire.com:
- Jonathan Moreland
MYE MYERS INDUSTRIES INC.
MTDR MATADOR RESOURCES COMPANY
ENTA ENANTA PHARMACEUTICALS INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
MEDP MEDPACE HOLDINGS INC.
PETS PETMED EXPRESS INC.
ETNB 89BIO
ENX EATON VANCE NEW YORK MUNICIPAL BOND FUND
NOTV INOTIV
AHNR INC.
AUID ATHENA SILVER CORP
ANTX IPSIDY INC.
AVDL AN2 THERAPEUTICS INC
AVADEL PHARMACEUTICALS PUBLIC LIMITED COMPANY
EXL named a Leader in ISG Provider Lens™ Generative AI Services Report
EXL named a Leader in ISG Provider Lens™ Generative AI Services Report NEW YORK, Dec. 09, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company, announced that it has been named a Leader in the ISG Provider Lens™ Generative AI (GenAI) Services 2024 report. The report evaluates GenAI service providers in two categories: Strategy and Consulting and Development and Deployment Services. EXL was named a Leader in both categories thanks to its success helping enterprise leaders make informed buying decisions and maximize their techno...
EXL recognized as Market Leader in HFS Horizons AADA Quadfecta Service...
EXL recognized as Market Leader in HFS Horizons AADA Quadfecta Services for the Generative Enterprise, 2024 study NEW YORK, Dec. 05, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics and digital operations and solutions company, announced that it has been recognized as a Market Leader in the HFS Research 2024 AADA Quadfecta Services for the Generative Enterprise™, 2024 study. The study, in its inaugural edition, evaluated 27 leading analytics, AI, data platforms, and automation (AADA) service providers on their ability to unlock deep insights from their data, automate...
- Pierre FerraguÊ
Bible 3Q24 – Autos: weakness across the board. We still expect a rebo...
Today, we are publishing the automotive section of our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Cloud Infrastructure, Telecom Equipment, Industrials, Enterprise IT, Ride sharing & Delivery, and Foundry. Automotive demand has slowed in the West, leadi...
Moody's Ratings assigns Baa3 rating to CVS' jr. subordinated notes, on...
Moody's Ratings (Moody's) assigned a Baa3 rating to CVS Health Corporation's (CVS) proposed offering of junior subordinated notes, with this rating immediately placed on review for downgrade. There are no changes to CVS' existing ratings including the Baa2 senior unsecured notes, (P)Baa2 senior unse...
Generac Holdings Inc: 1 director
A director at Generac Holdings Inc sold 4,332 shares at 193.070USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cl...
Boston Scientific Corp: 1 director
A director at Boston Scientific Corp sold/sold after exercising options 14,010 shares at 89.269USD and the significance rating of the trade was 80/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's dire...
Booz Allen Hamilton Holding Corp: 1 director
A director at Booz Allen Hamilton Holding Corp bought 2,000 shares at 147.130USD and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the las...
EXL to transform customer service operations with data and analytics f...
EXL to transform customer service operations with data and analytics for the Data Communications Company Strengthening smart meter infrastructure and enabling smooth customer transitions between suppliers NEW YORK, Nov. 19, 2024 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a leading data analytics, digital operations, and solutions company, has been awarded a contract to manage the service desk operations for the Data Communications Company (DCC). This role involves overseeing incidents related to smart meter infrastructure, and handling issues arising from smart meters or from consumers swi...
ExlService Holdings Inc: 1 director
A director at ExlService Holdings Inc sold 100,000 shares at 45.310USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
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