Golden Entertainment's deleveraging and strong cash flow support robust buybacks and dividends, offering at least 7% annual shareholder returns even in conservative scenarios. Despite a downgrade from Truist Securities citing Strat weakness and muted M&A prospects, I maintain my $32 price target and 'Buy' rating, seeing the downgrade as an opportunity. Q2 headwinds are real but manageable; room occupancy and slot performance show resilience, and FCF coverage for dividends and buybacks remains solid under all scenarios.
Nvidia Corporation delivered strong Q1 revenue growth and outperformed expectations, despite a significant gross margin hit from China export restrictions. Data Center and Gaming segments remain robust growth engines, with AI demand and new product launches driving results. Valuation is elevated but justified by Nvidia's market leadership, high earnings growth, and strong free cash flow generation.
Weyerhaeuser Company is best assessed for total returns over time, but long-term returns are not attractive, leading to a Hold rating. Historical returns over the past decade were 44%, underperforming simpler investments like the 10Y Treasury Note, highlighting the cyclicality of the timber business. WY's business model involves timberlands, real estate, and wood products, with earnings primarily distributed as dividends due to REIT status.
Drug Manufacturers - Specialty & Generic Industry | Healthcare Sector | Mr. Adam L. Hershey CEO | OTC PINK Exchange | US36930V1008 ISIN |
United States Country | 91 Employees | - Last Dividend | - Last Split | - IPO Date |
Trees Corporation, initially known as General Cannabis Corp., is a prominent entity within the regulated cannabis industry in the United States, having undergone a name change in June 2022. This transition reflects its focus and growth within the sector. Founded in 2013 and based in Lakewood, Colorado, Trees Corporation has carved a niche for itself by offering a range of products and services through its Retail and Cultivation segments. The company's operations are strategically spread across notable locations, including a licensed 17,000 square foot light deprivation greenhouse cultivation facility and a retail dispensary store in Englewood, Colorado. Moreover, it extends its retail reach to Portland, Oregon, showcasing its intention to cater to a broad spectrum of the cannabis market. Trees Corporation’s evolution from General Cannabis Corp to its current state is a testament to its dedication and adaptability within the dynamic and evolving cannabis industry.
This standout establishment offers an extensive range of regulated cannabis products catering to both medical and recreational users. With a focus on quality and safety, the Englewood store serves as a hallmark of Trees Corporation’s commitment to providing premium cannabis products within a regulated environment.
Expanding its footprint, Trees Corporation operates retail stores in Portland, Oregon, aiming to meet the growing demand in the region. These stores replicate the company's dedication to excellence, offering a diverse selection of cannabis products to satisfy a wide array of customer preferences and needs.
In the cultivation segment, Trees Corporation boasts a state-of-the-art 17,000 square foot greenhouse. This facility utilizes light deprivation techniques to optimize plant growth conditions, ensuring the production of high-quality cannabis. This cultivation method highlights Trees Corporation’s investment in sustainable practices and technological advancements to meet the ever-increasing quality standards of the cannabis industry.