reports
- Blair Levin
- Jonathan Chaplin
Mobile and broadband pair trades to consider this summer
While we have been intensively focused on such things as a Presidential intervention to prevent a Chapter 11, we admit that our mind occasionally drifts to thoughts of summer. So to help others who may have similar thoughts, we thought, in honor of summer beginning, we should provide our thoughts as to which alcohols pair best with the purchase of the stocks we cover (actually, we just asked ChatGPT and, given its attitude about intellectual property, we have no fears about just cutting and pas...
Heartland Express, Inc. Declares Regular Quarterly Dividend
Heartland Express, Inc. Declares Regular Quarterly Dividend NORTH LIBERTY, Iowa, June 13, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of Heartland Express, Inc. (Nasdaq: HTLD) announced today the declaration of a regular quarterly cash dividend. The $0.02 per share dividend will be paid on July 3, 2025, to shareholders of record at the close of business on June 23, 2025. We currently estimate that a total of $1.6 million will be paid on the Company's approximate seventy-eight million shares of common stock. This is the Company's eighty-eighth consecutive quarterly cash dividend. With ...
Complete Solaria Inc: 1 director
A director at Complete Solaria Inc bought 606,000 shares at 1.680USD 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 ...
- Jonathan Moreland
SON SONOCO PRODUCTS COMPANY
NCR NCR CORPORATION
UNH UNITEDHEALTH GROUP INCORPORATED
RYAM RAYONIER ADVANCED MATERIALS INC
PLUG PLUG POWER INC.
PENN PENN NATIONAL GAMING INC.
PEB PEBBLEBROOK HOTEL TRUST
OEC ORION ENGINEERED CARBONS SA
MTX MINERALS TECHNOLOGIES INC.
MTDR MATADOR RESOURCES COMPANY
MO ALTRIA GROUP INC
LGND LIGAND PHARMACEUTICALS INCORPORATED
JRVR JAMES RIVER GROUP HOLDINGS LTD
HUN HUNTSMAN CORPORATION
HUM HUMANA INC.
ASB ASSOCIATED BANC-CORP
NEWT NEWTEK BUSINESS SERVICES INC.
RLMD RELMADA THERAPEUTICS
VFF VILLAGE FARMS INTERNATIONAL IN
HTLD HEARTLAND EXPRESS INC.
VSH VISHAY INTERTECHNOLOGY INC.
SWM SCHWEITZER-MAUDUIT INTERNATIONAL INC.
BXC BLUELINX HOLDINGS
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
CARS CARS.COM INC.
BRT BRT APARTMENTS
SNBR SLEEP NUMBER CORPORATION
MBIN MERCHANTS BANCORP
PMTS CPI CARD GROUP
LILA LIBERTY LATIN AMERICA A
COLD AMERICOLD REALTY TRUST
BBDC BARINGS BDC INC.
UTGN UTG
RPAY REPAY HOLDINGS (A)
XRX XEROX HOLDINGS CORPORATION
VLA ARBOR METALS
ONEW ONEWATER MARINE
MTCH MATCH GROUP INC.
PRG PROG HOLDINGS
MINM INC.
CIVI MINIM
UDMY INC.
OGN CIVITAS RESOURCES INC
OPAL UDEMY INC
PRME ORGANON & CO
VFC OPAL FUELS INC
PHIN PRIME MEDICINE INC
NCDL VF CORPORATION
FIP PHINIA INC
FG NUVEEN CHURCHILL DIRECT LENDING CORP
HCWB FTAI INFRASTRUCTURE INC
NEO F AND G ANNUITIES AND LIFE
INC.
HCW BIOLOGICS INC
NEO CORPORATE PUBLIC COMPANY LIMITED
- Jonathan Chaplin
EchoStar Certified More Licenses
Over the past week, EchoStar has filed numerous new buildout reports at the FCC, increasing the number of licenses that will be preserved if the buildout deadline reverts to June 2025. In this brief note, we analyze the reports to determine the amount of additional license value that has been protected, and the value still at risk.
- Jonathan Chaplin
EchoStar Defaulting on Interest Payment
EchoStar released an 8-K this morning stating that it has elected not to make an interest payment due today. They have a 30-day grace period before this becomes an event of default. They hope to get relief from the FCC in that time. Our quick thoughts in this very brief note.
- Jonathan Chaplin
AT&T: what exactly are they buying from Lumen
This report leverages Broadband Insights to explore the markets where AT&T is buying fiber, including market demographics, the future upgrade opportunity, Cable companies at risk, and overbuilders at risk. We also distinguish the infrastructure that AT&T is buying in these markets from what they lease under IRUs and what they wholesale. Finally, we show our forecast for customers and penetration.
- Jonathan Chaplin
LUMN / AT&T: quick thoughts on fiber transaction
We provide quick thoughts on deal terms, the structure, the pending JV, and implications for Lumen, AT&T, the other wireless operators, and the Cable operators in this note. We have lots more work to do on this transaction in the coming weeks. AT&T is a big winner, in our view. This transaction supports our Buy recommendation (though we don’t expect to get paid on this thesis tomorrow).
- Jonathan Moreland
CMI CUMMINS INC.
NCR NCR CORPORATION
UNH UNITEDHEALTH GROUP INCORPORATED
OEC ORION ENGINEERED CARBONS SA
LGND LIGAND PHARMACEUTICALS INCORPORATED
JRVR JAMES RIVER GROUP HOLDINGS LTD
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
HUM HUMANA INC.
GLP GLOBAL PARTNERS LP
BRKR BRUKER CORPORATION
ASYS AMTECH SYSTEMS INC.
ERII ENERGY RECOVERY INC.
ELY CALLAWAY GOLF COMPANY
HTLD HEARTLAND EXPRESS INC.
VSH VISHAY INTERTECHNOLOGY INC.
GCBC GREENE COUNTY BANCORP INC.
WINA WINMARK CORP.
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
NNBR NN
LILA INC.
COLD LIBERTY LATIN AMERICA A
EAF AMERICOLD REALTY TRUST
ULBI GRAFTECH INTERNATIONAL
MIDD ULTRALIFE
ENR THE MIDDLEBY CORPORATION
RPAY EDGEWELL PERSONAL CARE COMPANY
PRG REPAY HOLDINGS (A)
LESL PROG HOLDINGS
GRNT INC.
ALKT LESLIES
CVRX GRANIT SKOPKE
MINM ALKAMI TECHNOLOGY
MYO INC.
FLNC CVRX
DCGO INC.
STGW MINIM
OGN INC.
PFHC MYOMO
RXO_w FLUENCE ENERGY INC
OABI DOCGO INC
WEST STAGWELL INC
SRPT ORGANON & CO
FTK PROFRAC HLDG CORP
TXO RXO INC
AESI OMNIAB INC
FINS WESTROCK COFFEE COMPANY LLC
SAREPTA THERAPEUTICS
INC.
FLOTEK INDUSTRIES INC.
MORNINGSTAR PARTNERS
L.P.
ATLAS ENERGY SOLUTIONS INC.
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
- Jonathan Moreland
UNH UNITEDHEALTH GROUP INCORPORATED
PEB PEBBLEBROOK HOTEL TRUST
JRVR JAMES RIVER GROUP HOLDINGS LTD
HUM HUMANA INC.
GLP GLOBAL PARTNERS LP
FISV FISERV INC.
ASYS AMTECH SYSTEMS INC.
HTLD HEARTLAND EXPRESS INC.
EB EVENTBRITE
MIDD THE MIDDLEBY CORPORATION
RPAY REPAY HOLDINGS (A)
DLHC DALEIGH HOLDINGS CORP
GRNT GRANIT SKOPKE
ALKT ALKAMI TECHNOLOGY
PFHC INC.
RXO_w PROFRAC HLDG CORP
WEST RXO INC
FTK WESTROCK COFFEE COMPANY LLC
FG FLOTEK INDUSTRIES INC.
AESI F AND G ANNUITIES AND LIFE
FINS INC.
LBTYK ATLAS ENERGY SOLUTIONS INC.
ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
LIBERTY GLOBAL LTD.
- Jonathan Moreland
TCBI TEXAS CAPITAL BANCSHARES INC.
LTRX LANTRONIX INC.
BRKR BRUKER CORPORATION
OFIX ORTHOFIX INTERNATIONAL N.V.
NEWT NEWTEK BUSINESS SERVICES INC.
HTLD HEARTLAND EXPRESS INC.
THS TREEHOUSE FOODS INC.
WINA WINMARK CORP.
AMBC AMBAC FINANCIAL GROUP INC.
NNBR NN
HAIN INC.
SNBR THE HAIN CELESTIAL GROUP
LILA INC.
COLD SLEEP NUMBER CORPORATION
ULBI LIBERTY LATIN AMERICA A
MIDD AMERICOLD REALTY TRUST
CCO ULTRALIFE
PRG THE MIDDLEBY CORPORATION
LESL CLEAR CHANNEL OUTDOOR HOLDINGS INC
KLXE PROG HOLDINGS
CVRX INC.
MYO LESLIES
SEAT KLX ENERGY SERVICES
DCGO CVRX
PFHC INC.
MYOMO
VIVID SEATS INC.
DOCGO INC
PROFRAC HLDG CORP
Heartland Express Inc: 2 directors
A director at Heartland Express Inc maiden bought 2,000 shares at 8.760USD 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 ...
- Jonathan Moreland
OEC ORION ENGINEERED CARBONS SA
LTRX LANTRONIX INC.
LGND LIGAND PHARMACEUTICALS INCORPORATED
NEWT NEWTEK BUSINESS SERVICES INC.
HTLD HEARTLAND EXPRESS INC.
UEIC UNIVERSAL ELECTRONICS INC.
VSH VISHAY INTERTECHNOLOGY INC.
FLL FULL HOUSE RESORTS INC.
FLWS
NINE 1-800-FLOWERS.COM CL A
CNX NINE ENERGY SERVICE INC
A2H9KJ CONSOL ENERGY INC.
TCPC NEO PERFORMANCE MATERIAL
MIDD BLACKROCK TCP CAPITAL CORP.
ENR THE MIDDLEBY CORPORATION
PHAT EDGEWELL PERSONAL CARE COMPANY
DLHC PHATHOM PHARMACEUTICALS
MINM DALEIGH HOLDINGS CORP
STGW MINIM
NVCT INC.
PFHC STAGWELL INC
RXO_w NUVECTIS PHARMA INC
FTK PROFRAC HLDG CORP
NCDL RXO INC
DMA FLOTEK INDUSTRIES INC.
GF NUVEEN CHURCHILL DIRECT LENDING CORP
IAE DESTRA MULTI ALTERNATIVE FUND
THRM THE NEW GERMANY FUND
AESI INC.
ING ASIA PACIFIC HIGH DIVIDEND EQUITY INCOME FUND
SOLTA MEDICAL, INC
ATLAS ENERGY SOLUTIONS INC.
- Jonathan Moreland
MERC MERCER INTERNATIONAL INC.
BZH BEAZER HOMES USA INC.
ASB ASSOCIATED BANC-CORP
APLE APPLE HOSPITALITY REIT INC
OFIX ORTHOFIX INTERNATIONAL N.V.
THS TREEHOUSE FOODS INC.
IIFw MORGAN STANLEY INDIA INVESTMENT FUND INC.
HAIN THE HAIN CELESTIAL GROUP
CARS INC.
PMTS CARS.COM INC.
BLDR CPI CARD GROUP
CCO BUILDERS FIRSTSOURCE
RYES INC.
MTCH CLEAR CHANNEL OUTDOOR HOLDINGS INC
CIVI PATRIOT MINEFINDERS INC.
NVCT MATCH GROUP INC.
MAIA CIVITAS RESOURCES INC
VSTS_w NUVECTIS PHARMA INC
BNL MAIA BIOTECHNOLOGY INC
DMA VESTIS CORPORATION
FG BROADSTONE NET LEASE INC
DESTRA MULTI ALTERNATIVE FUND
F AND G ANNUITIES AND LIFE
INC.
- Jonathan Moreland
RGR STURM RUGER & COMPANY INC.
PEB PEBBLEBROOK HOTEL TRUST
PCAR PACCAR INC
NG. NOVAGOLD RESOURCES INC.
NBTB NBT BANCORP INC.
MTX MINERALS TECHNOLOGIES INC.
MTDR MATADOR RESOURCES COMPANY
MMLP MARTIN MIDSTREAM PARTNERS L.P.
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
HUN HUNTSMAN CORPORATION
HL HECLA MINING COMPANY
CHDN CHURCHILL DOWNS INCORPORATED
CFFN CAPITOL FEDERAL FINANCIAL INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
BIIB BIOGEN INC.
APLE APPLE HOSPITALITY REIT INC
OFIX ORTHOFIX INTERNATIONAL N.V.
CAT CATERPILLAR INC.
ARCB ARCBEST CORPORATION
HTLD HEARTLAND EXPRESS INC.
USAC USA COMPRESSION PARTNERS LP
NHC NATIONAL HEALTHCARE CORP.
JELD JELD-WEN HOLDING INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
MAV PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST
OCSL OAKTREE SPECIALTY LENDING CORPORATION
SNBR SLEEP NUMBER CORPORATION
RCII RENT-A-CENTER INC
A2H9KJ NEO PERFORMANCE MATERIAL
KKR KKR & CO. INC.
REZI RESIDEO TECHNOLOGIES
TROX INC.
UTGN TRONOX HOLDINGS PLC
CCO UTG
AVTR CLEAR CHANNEL OUTDOOR HOLDINGS INC
GCI AVANTOR
DCTH INC.
ONEW GANNETT CO. INC.
DLHC DELCATH SYSTEMS
UTZ ONEWATER MARINE
OGN DALEIGH HOLDINGS CORP
NVCT UTZ BRANDS INC (A)
PRAA ORGANON & CO
VSTS_w NUVECTIS PHARMA INC
BNL PORTFOLIO RECOVERY ASSOCIATES
DMA INC.
SUNS VESTIS CORPORATION
GF BROADSTONE NET LEASE INC
FG DESTRA MULTI ALTERNATIVE FUND
EU SUNRISE REALTY TRUST
ECF THE NEW GERMANY FUND
HCWB INC.
F AND G ANNUITIES AND LIFE
INC.
WISDOMTREE EURO DEBT FUND
ELLSWORTH FUND LTD
HCW BIOLOGICS INC
- Jonathan Moreland
RGR STURM RUGER & COMPANY INC.
NEO NEOGENOMICS INC.
MTDR MATADOR RESOURCES COMPANY
HUN HUNTSMAN CORPORATION
CHDN CHURCHILL DOWNS INCORPORATED
CFFN CAPITOL FEDERAL FINANCIAL INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
APLE APPLE HOSPITALITY REIT INC
OFIX ORTHOFIX INTERNATIONAL N.V.
CAT CATERPILLAR INC.
HTLD HEARTLAND EXPRESS INC.
USAC USA COMPRESSION PARTNERS LP
JELD JELD-WEN HOLDING INC.
OCSL OAKTREE SPECIALTY LENDING CORPORATION
KKR KKR & CO. INC.
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
ONEW ONEWATER MARINE
DLHC DALEIGH HOLDINGS CORP
UTZ UTZ BRANDS INC (A)
ECF ELLSWORTH FUND LTD
- Jonathan Moreland
PEB PEBBLEBROOK HOTEL TRUST
PCAR PACCAR INC
NEO NEOGENOMICS INC.
NBTB NBT BANCORP INC.
MMLP MARTIN MIDSTREAM PARTNERS L.P.
HUN HUNTSMAN CORPORATION
HL HECLA MINING COMPANY
CHDN CHURCHILL DOWNS INCORPORATED
HTLD HEARTLAND EXPRESS INC.
NHC NATIONAL HEALTHCARE CORP.
OCSL OAKTREE SPECIALTY LENDING CORPORATION
RCII RENT-A-CENTER INC
GCI GANNETT CO. INC.
OGN ORGANON & CO
EU WISDOMTREE EURO DEBT FUND
- Jonathan Chaplin
Autumn for Broadband 1Q25
In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Net adds declined from an already weak pace a year ago and are well below the pre-pandemic norm. The expected recovery following the end of ACP didn’t materialize. We ponder whether growth is structurally lower, or whether temporary ACP-related pressures have persisted longer than expected.
- Jonathan Moreland
DHIL DIAMOND HILL INVESTMENT GROUP
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
SON SONOCO PRODUCTS COMPANY
TRS TRIMAS CORPORATION
TCBI TEXAS CAPITAL BANCSHARES INC.
TBK TRIUMPH BANCORP INC.
SIG SIGNET JEWELERS LIMITED
NBTB NBT BANCORP INC.
MTX MINERALS TECHNOLOGIES INC.
MTDR MATADOR RESOURCES COMPANY
MMLP MARTIN MIDSTREAM PARTNERS L.P.
GNTX GENTEX CORPORATION
CDXS CODEXIS
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
BMY BRISTOL-MYERS SQUIBB COMPANY
BANC BANC OF CALIFORNIA INCORPORATED
SNWV SANUWAVE HEALTH
MRTN MARTEN TRANSPORT LTD.
WFT.. WEATHERFORD INTERNATIONAL PLC
NHC NATIONAL HEALTHCARE CORP.
DMLP DORCHESTER MINERALS L.P.
MAV PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST
MBIN MERCHANTS BANCORP
MPB MID PENN BANCORP INC.
NWPP NEW PEOPLES BANKSHARES INC.
MCFT MASTERCRAFT BOAT HOLDINGS
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
AVTR AVANTOR
FNLC INC.
DLHC FIRST BANCORP
TCBX INC (ME)
JMSB DALEIGH HOLDINGS CORP
MEGI THIRD COAST BANCSHARES INC
OBIO JOHN MARSHALL BANCORP INC
CVI MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
PHIN ORCHESTRA BIOMED HOLDINGS INC
NBBK CVR ENERGY
DMA INC.
SUNS PHINIA INC
EVM NB BANCORP INC.
GF DESTRA MULTI ALTERNATIVE FUND
ECF SUNRISE REALTY TRUST
EATON VANCE INSD CALIF MUN BD FD
THE NEW GERMANY FUND
INC.
ELLSWORTH FUND LTD
- Jonathan Moreland
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
XPL SOLITARIO ZINC
RGP RESOURCES CONNECTION INC.
OPK OPKO HEALTH INC.
MTDR MATADOR RESOURCES COMPANY
CVGW CALAVO GROWERS INC.
CRMD CORMEDIX INC.
ASPS ALTISOURCE PORTFOLIO SOLUTIONS S.A.
LPG DORIAN LPG
WHF WHITEFIELD
AMTX AEMETIS
GCBC GREENE COUNTY BANCORP INC.
JFR NUVEEN FLOATING RATE INCOME FUND
IIFw MORGAN STANLEY INDIA INVESTMENT FUND INC.
NHF NEXPOINT CREDIT STRATEGIES FUN
DOMO DOMO INCORPORATED
BCDA BIOCARDIA
PCB PACIFIC CITY FINANCIAL CORP
ASAN ASANA
PCVX VAXCYTE
WOOF PETCO HEALTH AND WELLNESS
NUVB NUVATION BIO INC (A)
CTGO CONTANGO ORE INC.
SMMT SUMMIT THERAPEUTICS INC
HUMA HUMACYTE INC
TCBX THIRD COAST BANCSHARES INC
PEPG PEPGEN INC
GLSI GREENWICH LIFESCIENCES INC
JMSB JOHN MARSHALL BANCORP INC
MEGI MAINSTAY CBRE GBL INFRASTRUCTURE MEGATRENDS FD
NMTC NEUROONE MEDICAL TECHNOLOGIES CORP
SSII SS INNOVATIONS INTERNATIONAL INC
CATX PERSPECTIVE THERAPEUTICS
DMA INC.
SUNS DESTRA MULTI ALTERNATIVE FUND
NUTX SUNRISE REALTY TRUST
AFCG NUTEX HEALTH INC
FTLF AFC GAMMA
INC.
FITLIFE BRANDS INC.
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