Streetbeat News

Revenues

ENB

The article discusses the strategy of rotating out of U.S. tech stocks and into high-yield non-tech and foreign stocks, particularly those yielding over 5% for 2025. This strategy is influenced by tax-loss selling in December, which creates opportunities in January.

Portfolio Pulse from

January 07, 2025 | 4:15 pm

NVDA

PLTR

The article compares NVIDIA and Palantir in the AI investment space, highlighting NVIDIA's growth through hardware demand and Palantir's success with AI-driven data solutions.

Portfolio Pulse from

January 07, 2025 | 4:00 pm

UNM

Unum Group's stock has surged by 46% over the past six months due to improved premium income, higher sales, strong persistency, favorable benefits experience, and effective capital deployment.

Portfolio Pulse from

January 07, 2025 | 4:00 pm

ARAY

Accuray faces challenges with profitability and market scale despite potential growth in China. Recent results showed mixed performance with better than expected revenue but declining product sales and a shrinking backlog. Sustainability remains a concern.

Portfolio Pulse from

January 07, 2025 | 4:00 pm

EQNR

Equinor is poised to benefit from the European energy crisis as natural gas prices rise due to declining inventories and halted Russian gas flows. Its strong financial performance supports a forward dividend of nearly 10%, making it an attractive investment.

Portfolio Pulse from

January 07, 2025 | 4:00 pm

VNQ

The World Beaters portfolio of 10 REITs, selected for their potential double-digit dividend growth, underperformed in share price, achieving a total return of -3.48%. Despite strong operating results, the portfolio did not meet expectations for share price outperformance, though it did outyield the VNQ by 12 basis points.

Portfolio Pulse from

January 07, 2025 | 3:45 pm

AER

AerCap Holdings, a company that leases aircraft globally, shows strong financial results and manageable leverage, making it a compelling investment opportunity. It operates similarly to a financial entity, acquiring units from Boeing and Airbus and financing purchases with aircraft as collateral.

Portfolio Pulse from

January 07, 2025 | 3:45 pm

NRDS

The article discusses NerdWallet's positive trajectory, indicating potential growth and improvement in its business operations.

Portfolio Pulse from

January 07, 2025 | 3:30 pm

GPPRF

Cerro de Pasco Resources has reported significant assay results from the Quiulacocha Tailings Project in Peru, revealing notable intersections of silver, zinc, lead, and gallium. These findings could enhance the project's value and attract investor interest.

Portfolio Pulse from

January 07, 2025 | 3:30 pm

WRLGF

West Red Lake Gold Mines Ltd. announced positive pre-feasibility study results for its Madsen Gold Mine, with a $315M after-tax NPV and $70M average annual free cash flow, indicating a strong financial outlook for the project.

Portfolio Pulse from

January 07, 2025 | 3:30 pm