Aercap Holdings NV: 1 director

A director at Aercap Holdings NV sold 100,000 shares at 92.830USD and the significance rating of the trade was 69/100. 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 cle...

Transocean Ltd: 1 director

A director at Transocean Ltd bought 2,000,000 shares at 6.010USD and the significance rating of the trade was 67/100. 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 clea...

Expedia Group Inc: 1 director

A director at Expedia Group Inc sold 6,722 shares at 112.713USD and the significance rating of the trade was 72/100. 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 clear...

HCA Healthcare Inc: 1 director

A director at HCA Healthcare Inc sold 1,863 shares at 326.180USD and the significance rating of the trade was 65/100. 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 clea...

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.

Lennar Corp: 1 director

A director at Lennar Corp sold 10,000 shares at 170.110USD and the significance rating of the trade was 69/100. 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 clearly sh...

Valuation and market update

In this note, we show updated valuation and market statistics for the Offshore Drilling sector.

Wedbush Morning Call - May 15 2024 7:09AM

Analyst Days Preview: No Change to our Cautious Outlook

Wedbush Morning Call - May 14 2024 7:07AM

Counting Clicks: April '24 Traffic Trends

HCA Inc.: Update to credit analysis

Our credit view of this issuer reflects its significant scale and strong free cash flow, constrained by its uncertainty impacting reimbursements and its ongoing impact from high labor costs.

SATS: model update

This note covers updates to the model following consolidated EchoStar results. We increased service revenue and EBITDA. Our free cash flow is up very modestly. The company has five to seven months to raise capital. We updated our valuation to $95 / share. We will have another update out once we get the Dish, DBS & Hughes 10-Qs.

Beazer Homes Usa Inc: 1 director

A director at Beazer Homes Usa Inc sold 29,215 shares at 28.680USD and the significance rating of the trade was 71/100. 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...

Iron Mountain Inc: 1 director

A director at Iron Mountain Inc sold 3,547 shares at 77.600USD and the significance rating of the trade was 51/100. 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 clearl...

EchoStar: Quick thoughts following the call

In this brief note, we cover: 1) securitizable spectrum value; 2) when cash runs out; 3) the implications of the DBS lawsuit for raising new capital; 4) operating improvements in prepaid wireless; 4) progress on cost savings; 5) preliminary thoughts on a new strategy in postpaid wireless.

SATS 1Q24 Quick Take: Operating trends fine; focus will be on capital ...

Operating results were generally a bit better than expected. The Company appears to be doing what it can to preserve cash. The cash burn was $100MM higher than we expected and $200MM higher than consensus expected. We estimate that the Company has enough cash to get through the next two quarters, but barely.

F1Q24 Recap: Mortgage Rates & Competition May be Headwinds for 2Q24

F1Q24 Flash: 1Q Sales & AEBITDA Exceeded our Forecasts, FY24 Guide Rei...