Ryan Fletcher In a previous report, I marked Hexcel Corporation (NYSE:HXL) stock a hold arguing that the company’s share price had grown ahead of its fundamentals. Since then, the stoc... Read more
ipuwadol/iStock via Getty Images A Quick Take On Pegasystems Pegasystems Inc. (NASDAQ:PEGA) provides workflow automation software and related services to enterprises worldwide. I previously... Read more
marketlan The natural gas (NG1:COM) market is finally starting to tighten, with our implied balance showing a deficit of 0.71 Bcf/d vs. the 5-year average. For natural gas bulls, this means... Read more
Classified documents may not be the only prized items to have been placed in storage at Donald Trump’s home and private membership club in Palm Beach, Fla. Ancient ceramic oil lamps belongin... Read more
andresr/E+ via Getty Images Investment Thesis EQT Corporation (NYSE:EQT) is one of my favorite natural gas plays. The only minor blemish to EQT’s investment thesis is that it has hedge... Read more
NEW DELHI & GOA , INDIA — Secretary of Energy Jennifer M. Granholm led the United States delegation to India from July 17 -22, 2023 to advance U.S. clean energy goals in four major inter... Read more
energyy Investment Thesis United States Steel Corporation (NYSE:X) is cheaply valued at about 5x this year’s EPS. Rather than spend time going through its balance sheet and discussing... Read more
Hexcel Corporation (NYSE:HXL) Q2 2023 Earnings Conference Call July 25, 2022 10:00 AM ET Company Participants Patrick Winterlich – CFO Nick Stanage – Chairman, President and CEO... Read more
U.S. and global benchmark crude futures ended Tuesday at their highest since mid-April, lifted by signs of tightening supply as traders awaited central bank meetings this week that may provi... Read more
Sundry Photography Thesis As I mentioned in my last article on Enphase Energy, Inc. (NASDAQ:ENPH), I believe that international growth and especially growth in Europe will be the key to succ... Read more
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 Q2 2023 Earnings Call Transcript){kind=link}
