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BMV Group has a 127-year history and a durable moat as the largest stock exchange today in Mexico and second largest in Latin America. The company has operating margins comparable to the highest quality companies we know today and yet is deeply under-followed by investors. Managem...
Nokia's (NOK) -3% premarket, addressable market is expected to grow at a compounded annual growth rate (CAGR) of ~1% from 2020-2023.Mobile Networks estimated 2020-2023 addressable market CAGR, excluding China, of ~1%; Network Infrastructure estimated 2020-2023 global addre...
What makes Enbridge a potential buy-and-hold-forever name is how analysts expect it to become the growth king of its industry. It’s the safest dividend in midstream and the only dividend aristocrat and the highest-quality pipeline company on earth. Plus, it has a 20-plus ye...
The market is crazy. Teradata's market-cap doubled in less than a week on a cloud-analytics driven earnings beat. In Q4, public cloud ARR increased 165% yoy. EPS, cash from operations, and free cash flow all exceeded the company's expectations. The Q4 results affirmed the company'...
The best analogy I can come with right now is something I learned playing blackjack. In my twenties, I regularly visited Las Vegas to attend conventions. On the side, I’d sit around the table playing blackjack. When you're on a roll and you feel almost invincible, it's hard...
Gaensel Energy (GEGR) has acquired Suite 110 SRL, providing dynamic solutions for Small and Medium Enterprises ((SMEs)), with annual revenues in excess of $8M. Suite 110 SRL that provides an all-in-one CRM management, sales and marketing system, encrypted cloud storage for secure documents, p...
Carrier Global Corporation ( CARR ) emerged along with Otis Worldwide Corporation ( OTIS ) as two spin-offs from the merger of United Technologies ( UTX ) and Raytheon ( RTX ). So far I have been extremely pleased with the results of the spin-off and John and Jane decided that it made sense to...
TeamViewer ( OTCPK:TMVWY ) has signed a definitive agreement to acquire Ubimax. Financial terms are not being disclosed. More news on: TeamViewer AG, TeamViewer AG, California Grapes International, Inc., Tech stocks news, Merger & acquisition news, Read more ...
This article was coproduced with Dividend Sensei. Hard assets like REITs and midstream infrastructure have traditionally generated generous, safe and growing income, and solid long-term total returns. However, as seen with black swan events like the financial crisis – when 87% of ...
Investment Thesis PerkinElmer ( PKI ) maintains an attractive portfolio of analytical and diagnostic solutions for several industries. The name is 82 years old but the last ten years have majorly reshaped the firm. During this period the firm has significantly extended its portfolio by mak...