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Every article we have published, filed by the company it is actually about.
1932 articles about companies over $300M
$NX Rapidly declining levered (4x) commodity biz. Q1’25 guide -12% sales, mgmt hoping for 2H’25 recovery. End-mkts deteriorating ($OC -20% Q4 guide, $JELD), customer losses, internal controls issues, integrating a large acq, 0 prior M&A experience. +30x P/E on best case 2025 #s
$CVGW Mexico tariffs likely a negotiating tactic but if enacted would be catastrophic for $CVGW which sources >90% of its avocados from MX. A 25% premium would render MX avocados uncompetitive, drive sourcing of the commodity to South American producers. $CVGW has 0 SA presence.
ICBC’s chairman describes embedding Chinese Communist Party leadership, anti-corruption campaigns and Xi Jinping Thought into governance at…
$CVGW. Another red flag. CFO departing after just 2 years w CEO's old buddy as replacement. Massively over-earnings w volumes continuing to decline from lost customers and margins reverting lower.
@StockJabber Thank you. As a read on $PLUS Q3 is tracking in October, $CSCO just reported -23% sales in networking (products account for ~50% of $PLUS revenue) for the Oct quarter-end. Further confirmation that PLUS Q3 is going to be ugly and no turnaround in sight.
$PLUS Accelerating, sales -14% y/y in Q2, noted Q3 not improving yet implied FY guide is for flat sales (downward revisions to come). Margins benefitted from 1-time financing segment gain-on-sale. Still trading at a premium to higher quality industry leader CDW, makes zero sense.
Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…
EDreams’ Prime travel subscription model makes the €3.6 billion European OTA a potential Uber, Airbnb or Amazon acquisition target.
Offshore drillers have fallen 25-30% despite floater dayrates above $500,000 and utilization in the high-80% to low-90% range.
Justice Department remedies could bar Google from using location data it cannot share, weakening targeted ads and traffic routing despite…
$AS 50x P/E levered retail roll-up w only one decent asset (Arc’teryx). Stagnating in the US, nearly fully-penetrated in China. >$500 jackets didn’t work for $GOOS in Asia. Arc already bigger. Hyper promotional mgmt sent the stock skyward. This is going to be an epic crash.
$CVGW In MRQ benefited from temp avocado price spike and 1-time F/X add-back. Volumes have been declining LDD for the last 3Qs ($CMG shifting suppliers). DOJ investigation continues. Prices & earnings reverting lower. Commodity distributor trading at 30x P/E is not sustainable.
$DAKT New $50M display upgrade award for the Miami Heat arena. Will be a nice boost to current quarter earnings (FQ2'25). https://t.co/sLAFBEerYi
AngelAlign holds 3% of global clear aligners and sells about HK$10,000 below Invisalign in Hong Kong, alongside speculation that MBK could…
Peakstone Realty Trust owns 16.6 million square feet of industrial and office property, trading below half estimated asset value with a…
$NX Just acquired peer Tyman. >3x leverage, never done a deal before, commodity business, customers all cutting numbers w deteriorating resi remodel activity ($AMWD yesterday, $MBC, $OC, $JELD). Stock is trading at close to 14x EPS. Seen this movie before. Earnings next week.
ALTO Ingredients trades near half of book value after plant upgrades and lower corn prices set up a recovery in crush margins and cash flow.
Cronos Group's Q2 net revenue rose 46% to $27.8 million as Canadian cannabis volumes and market share grew, while its cash balance remained…
ECIP recipient banks could repurchase Treasury preferred shares at steep discounts, potentially lifting book value, while Hawaiian Electric…
$CVGW RFG sale is delayed again (latest 10-Q stated will close end of July). This is the 3rd delay. Now unlikely to close at all. Will require a restatement of the last 2 quarters, revealing much lower earnings (likely negative EPS, negative FCF). https://t.co/lVsZZT37Cf
$CVGW USDA crackdown on Mexican avocado corruption significantly erroding import vols (region where $CVGW sources all product). S. America taking share at accelerating rate as customers (ie. $CMG, grocers) shift suppliers. $CVGW sales vol -13% MRQ. Current Q could be a disaster. https://t.co/KJgK8fXbM4
$PLUS Earnings on 8/5, expectations & stock disconnected from reality. Suppliers ($CSCO – 50% of product sales), competitors & customers all reporting sharp sales declines. Non-event PR today re a service they’ve been offering for 3 yrs is pumping stock; suggests mgmt is grasping
Red Cat’s Teal Drones is one of two remaining candidates for a $600 million to $1 billion-plus U.S.
JBG Smith trades at an estimated 40% discount to NAV, backed by National Landing multifamily assets, Amazon HQ demand and $1.3 billion of…
