CA News and Press, CA Inc. From 07/02/24

2024-07-02 01:19:04 ET Summary When excluding sales Pfizer generated due to COVID-19 vaccines and medication, the business is reporting solid growth. Especially the oncology business will drive growth in the years to come, and the Seagan acquisition might also contribute. With...

2024-07-01 17:27:01 ET Summary GDX has underperformed the S&P 500, but there are important caveats when judging short-term performance. Gold miners margins are now in a very good position to improve through the rest of 2024. Topline growth is also expected to remain high, ...

2024-07-01 16:56:23 ET Summary I keep rating Advanced Micro Devices, Inc. as a hold due to inventory concerns. With its current inventory buildup, AMD's growth outlook and valuation multiples have come into question. Competition pressure from Nvidia heightens the concerns. ...

2024-07-01 16:36:38 ET Summary Brookfield Business Partners' stock has outperformed the S&P 500 since November. The stock has lagged the S&P 500 since inception though and really lagged any comparative you can throw at it. Clarios IPO could be the gamechanger you deser...

2024-07-01 16:33:56 ET More on Stella-Jones Inc. Stella-Jones: Gone Gains Stella-Jones Inc. (STLJF) Q1 2024 Earnings Call Transcript Historical earnings data for Stella-Jones Inc. Dividend scorecard for Stella-Jones Inc. Financial information for Stel...

2024-07-01 16:20:12 ET Summary The Boeing Company announced the long-awaited acquisition of Spirit AeroSystems to regain control over production and quality, adding operating losses, debt, and dilution for shareholders. The all-stock deal is valued at $4.7 billion, with Boeing ass...

2024-07-01 16:12:09 ET Summary After the spin-off, BAM has underperformed other alternative asset managers such as KKR, Blackstone, and Ares. BAM's TTM fee revenue and fee-related earnings showed slower growth compared to a year ago, and its valuation is even more expensive than A...

2024-07-01 15:45:08 ET Summary Lazard Global Total Return and Income Fund Inc offers global diversification and high income, appealing to those seeking to reduce exposure to the US and US Dollar. The Fund's focus on global opportunities allows for better growth and investment oppo...

2024-07-01 15:11:14 ET Summary Disney stock is down after the proxy battle. The pullback offers a bargain opportunity to invest. Movies are back on track after a lackluster year (for Disney). Diversification allows other parts of the company to support struggling areas. This w...

2024-07-01 14:57:19 ET Summary Arcadium Lithium (formerly Livent) is a revenue-generating company trading at $3.36. It offers a ridiculous amount of value. Lithium stocks are currently unpopular due to sector-wide destruction, slow government loans, and economic uncertainties. ...