News
Tracking John Rogers’ Ariel Investments Portfolio – Q2 2024 Update (MUTF:ARGFX)
This article is part of a series that provides an ongoing analysis of the changes made to Ariel Investments’ 13F…
KB Home: Still Capable Of Building Value (NYSE:KBH)
One industry that I have been very bullish about for well over a year now is the homebuilding industry. Estimates…
Solventum: No Rush To Buy As Post-Spin Execution Will Take Time To Play Out (NYSE:SOLV)
Introduction 3M’s (MMM) desire to spin off its healthcare business has been rumbling on since July 2022 and was initially…
RTX Corporation (RTX) Morgan Stanley’s 12th Annual Laguna Conference (Transcript)
RTX Corporation (NYSE:RTX) Morgan Stanley's 12th Annual Laguna Conference Call September 11, 2024 2:45 PM ET Company Participants Chris Calio…
KBR Stock: I Need Evidence That Revenues Will Grow At Double-Digits (NYSE:KBR)
Introduction KBR, Inc. (NYSE:KBR) has reported Q2 earnings somewhat recently, and its share price has retreated from a recent high,…
Rubrik Has Cybersecurity Platforms To Compete With For Market Share (NYSE:RBRK)
Rubrik, Inc. (NYSE:RBRK) reported Q2 ’25 earnings with exceptionally strong top-line growth paired with improved operating margins as the firm…
Azenta: Life Science Play Is Not Coming To Life (NASDAQ:AZTA)
In November of last year, I believed that life science play Azenta, Inc. (NASDAQ:AZTA) suffered a bad diagnosis itself. Formerly…
Cricut: Near-Term Outlook Continues To See Pressure From Poor Macro Backdrop (NASDAQ:CRCT)
Investment overview I wrote about Cricut, Inc. (NASDAQ:CRCT) previously (June 2024) with a sell rating as I expected demand to…