Limbach Holdings: Margins Showing Strength, Expected To Continue Growing Further (LMB)
CandyRetriever The Thesis Moving into 2024, Limbach Holdings (NASDAQ:LMB) continues to experience topline weakness due to significant revenue loss in the company’s General Contractor Relationships (GCR) segment as a result…
Industrial Metals Sector Boosts Commodities
Monty Rakusen This past quarter, industrial metals was the strongest sector. Looking ahead, we believe commodity prices could continue to rally due to a possible U.S. easing and rising geopolitical…
Week Ahead: Politics, Economics, And The Yen
mirsad sarajlic/iStock via Getty Images The relationship between interest rate expectations and the foreign exchange levels is more complicated than many textbooks or conventional wisdom allows. Australia’s and Norway’s central…
When Will The Boom/Bust Rollercoaster End?
skynesher How can we know for sure the stock market is in a bubble? NVIDIA (NVDA) has been up 155% year to date; its market cap is over $3 trillion….
Barbarians At Southwest Gate Overdo Upgrade Plea
rypson By Breakingviews Southwest Airlines (LUV) flew straight into treacherous territory. Under Bob Jordan’s tenure as chief executive since early 2022, the U.S. carrier’s persistently gloomy financial outlook has been…
Kinsale Capital: Underwriting Excellence In E&S (NYSE:KNSL)
Rainbow79/iStock via Getty Images Kinsale Capital Group (NYSE:KNSL) is a rapidly growing specialty insurer focused exclusively on the Excess & Surplus (E&S) market in the United States. The company’s disciplined…
Jackson Financial: An Interesting Value And Income Play (NYSE:JXN)
PM Images Jackson Financial (NYSE:JXN) offers an interesting combination of income and value to shareholders, as the company has an excess capital position that supports its dividend and share buybacks,…
Reckitt Stock: Attractive Price For Its Stable Of Brands (Rating Upgrade) (OTCMKTS:RBGLY)
zoranm Consumer goods producer Reckitt Benckiser (OTCPK:RBGLY) has had a very bumpy few months. I last covered the name in November, with my hold-rated piece Reckitt Benckiser: Not A Bargain…
SCHD: There is Seldom Any Cause To Individual This ETF
Torsten Asmus Individuals who read through my function consistently could possibly know that I am not a fan of sure financial investment goods. Late last calendar year, in September, as…