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Summary For global equity investors, what’s important is to identify broad trajectories of growth and inflation rates, and then to forecast turning points, or changes in those trajectories. Olga Bitel, Global Equity Strategist, and Hugo Scott‐Gall, portfolio manager and co...
Nokia is successfully executing on its turnaround. I believe the company will be able to drive significant earnings growth by expanding its margins. I'm watching the upcoming report for commentary on the demand environment. The company's intellectual property and patent segmen...
EMKR has lost more than half of its value YTD, but the charts suggest the stock has hit bottom, and the worst is over. The inventory problem made its presence felt in a big way in Q2, but EMKR's numbers should get better over time as it is a problem that can heal itself. EMKR is a...
The potential value of and uses for 5G in the enterprise (private 5G) are abundantly clearer - especially in the near term - than they are for consumers. The results from a recent study that surveyed 400 US-based IT decision makers about their current and/or planned usage of private c...
Daily 5G Communications Bull 2X Shares (TENG) - $0.0466. Payable Jun 29; for shareholders of record Jun 23; ex-div Jun 22. For further details see: Daily 5G Communications Bull 2X Shares declares distribution of $0.0466
Adtran beats top and bottom line estimates in its first quarter, and shares have responded as a result. Profitability, though, remains constrained due to ongoing supply chain headwinds, which are expected to continue. Market seems to be pricing in lower prices. Adtran needs a cata...
There is a bit of a race going on between the terrible financials and the increasing attractiveness of Inseego's enterprise business. Supply chain troubles and the Chinese lockdowns could delay their 25% FY revenue growth and produce positive cash flow by yearend by a couple of months...
We're seeing declining asset prices from bond to equities, and in some cases, real assets because of higher inflation. We are seeing early signs that inflation is starting to moderate. Equity market is currently pricing in the probability of a mild recession. For further det...
A10 Networks specialises in Application Delivery Controllers (ADC) and 5G Security. The company helped to secure the world's first commercial 5G network with South Korea's largest Telecom provider SK Telecom. They are a small company ($1 billion market cap) but have an envious lis...
Clearfield’s future revenue growth will be driven by its high-speed bandwidth generating products. The company is investing in products, manufacturing, and supply chain to increase competitiveness and reduce costs. Long-term investors can buy the company’s shares on ...
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Direxion Daily 5G Communications Bull 2X Shares Company Name:
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With three decades of financial services and regulatory experience, the new CEO of Binance, Richard Teng, has made an initial statement as the...
Direxion Launches New Daily 2X Leveraged ETFs New ETFs Provide 200% Exposure to Travel, Vacation and 5G PR Newswire NEW YORK , June 10, 2021 /PRNewswire/ -- Direxion launched the Direxion Daily Travel & Vacation Bull 2X Shares (Ticker: OOTO) and Direxion ...