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Chemours Co (NYSE:CC): McIntyre 4Q19 commentary & long thesis

McIntyre Partnerships commentary for the fourth quarter ended December 31, 2019, providing an investment thesis for Chemours Co (NYSE:CC). Q4 2019 hedge fu.....»»

Category: blogSource: valuewalkFeb 14th, 2020

Uber: Sum-of-Parts Highlights the Significant Undervaluation

Uber Technologies Inc (NYSE:UBER) long thesis detailed Uber Technologies Inc’s 4Q19 results highlight an accelerated path to EBITDA profita.....»»

Category: blogSource: valuewalkFeb 14th, 2020

CEF 4Q19 Commentary: Hooker Furniture Investment Thesis

Choice Equity Funds commentary for .....»»

Category: blogSource: valuewalkFeb 12th, 2020

Long Thesis For Allergan

Allergan plc (NYSE:AGN), a company which was once targ.....»»

Category: blogSource: valuewalkJul 13th, 2019

McIntyre Partnerships 3Q18 Commentary: Long Special Sits

McIntyre Partnerships commentary for the third quarter ended September 30, 2018. Performance Review ‚Äď October Selloff For purposes of consistency, the following performance review will be focused on the partnership‚Ä.....»»

Category: blogSource: valuewalkDec 3rd, 2018

McIntyre Partnerships Q3 2018 Commentary: Long Special Sits

McIntyre Partnerships Q3 2018 Commentary: Long Special Sits.....»»

Category: topSource: seekingalphaDec 5th, 2018

Raymond James Sees Favorable Positioning In Delta Air Lines, But Market Unimpressed

The latest Delta Air Lines, Inc. (NYSE: DAL) investor day highlighted sustainability of the company‚Äôs earnings through the cycle, and the airline's commentary on near-term demand and long-term positioning was favorable, according to Raymond James. L.....»»

Category: blogSource: benzingaDec 14th, 2018

Ameren (NYSE: AEE) Announces 2019 Results and Issues Guidance for 2020 Earnings and Long-Term Growth

ST. LOUIS, Feb. 26, 2020 /PRNewswire/ -- Ameren Corporat.....»»

Category: earningsSource: benzinga3 hr. 43 min. ago

Uber Technologies: Sum-of-Parts Highlights the Significant Undervaluation

Uber Technologies valuation look Uber Technologies Inc (NYSE:UBER)’s 4Q19 results highlight an accelerated path to EBITDA profitability. Eats is al.....»»

Category: blogSource: valuewalkFeb 25th, 2020

Here"s How Long It Took Walt Disney Co. To Reach A $100B Market Cap

Walt Disney Co. (NYSE: DIS) really did start out almost as small as a mouse, but has followed a fairy tale story to entertainment colossus. It's been a pretty long ride though from small-cap animation studio to global fun company. read more.....»»

Category: blogSource: benzingaFeb 25th, 2020

ASUR 4Q19 Passenger Traffic Increased 3.6% YoY in Mexico, 18.1% in Puerto Rico and 9.4% in Colombia

MEXICO CITY, Feb. 24, 2020 /PRNewswire/ --¬†Grupo Aeroportuario del Sureste, S.A.B. de C.V.¬† (NYSE:ASR, BMV:ASUR)¬†(ASUR), a leading international airport group with operations in Mexico, the U.S., and Colombia, today announced results fo.....»»

Category: earningsSource: benzingaFeb 24th, 2020

Warren Buffett Talks Succession Plans, Compares Acquisitions To Marriage In Annual Letter

Berkshire Hathaway Inc. (NYSE: BRK-A) (NYSE: BRK-B) CEO Warren Buffett’s annual letter to stockholders said equities would outperform long-term fixed-rate debt instruments should low corporate tax rates remain in p.....»»

Category: earningsSource: benzingaFeb 24th, 2020

RBC Upgrades Chewy, Says 2020 Could Be Profitability Inflection Year

Chewy Inc (NYSE: CHWY) could achieve profit breakeven in fiscal 2020 and its long-term fundamentals are both strong and sustainable, according to RBC Capital Markets. Latest Ratings f.....»»

Category: blogSource: benzingaFeb 21st, 2020

Saga Partners 4Q19 Commentary

Saga Partners letter t.....»»

Category: blogSource: valuewalkFeb 20th, 2020

GOL Airlines achieves record net revenue of R$3.8 billion and 38.5% EBITDA recurring margin in 4Q19

S√ÉO PAULO, Feb. 20, 2020 /PRNewswire/ -- GOL Linhas A√©reas Inteligentes S.A. ("GOL" or "Company") (NYSE:GOL), Brazil's largest dome.....»»

Category: earningsSource: benzingaFeb 20th, 2020

Here"s How Long It Took Coca-Cola To Reach A $100B Market Cap

Coca-Cola¬†(NYSE: KO) is among the best-known brands in the world, and its stock has been a portfolio staple since not long after its 1919 IPO. read more.....»»

Category: blogSource: benzingaFeb 18th, 2020

Conagra long-term thesis intact despite reduced outlook, says Stifel

See the rest of the story here. Theflyonthewall.com provides the latest financial news as it breaks. Known as a leader in market intelligence, The Fl.....»»

Category: blogSource: theflyonthewallFeb 17th, 2020

Conagra Brands Updates Fiscal 2020 Outlook; Remains Committed To Long-Term Targets

CHICAGO, Feb. 17, 2020 /PRNewswire/ -- Conagra Brands, Inc. (NYSE:CAG) today announced that it is revising its fiscal 2020 outlook as a result.....»»

Category: earningsSource: benzingaFeb 17th, 2020

Bonhoeffer 4Q19: LIN’s local economies of scale

Bonhoeffer Fund commentary for the fourth quarter end.....»»

Category: blogSource: valuewalkFeb 14th, 2020

Trading The Sprint-T-Mobile Merger: PreMarket Prep Recap For Feb. 11, 2020

A deal that was long thought to be dead was brought back to life Monday night, with a report that a federal judge will approve the much-maligned Sprint Corp (NYSE: S)-T-Mobile Us Inc (NASDAQ: TMUS) merger. read more.....»»

Category: blogSource: benzingaFeb 11th, 2020

Gordon Haskett Upgrades GE, Says Stock Is Now "Beat And Raise Story"

General Electric Company (NYSE: GE) is off to a hot start to 2020, and the stock won over another long-time bear on Friday. Latest Ratings for GE DateFirmAc.....»»

Category: blogSource: benzingaFeb 7th, 2020