IRDM launches Iridium Chat, a global satellite messaging app that syncs with GO! exec and works even off-grid or via Wi-Fi.
SF completes Bryan Garnier buyout, building a transatlantic advisory platform focused on tech and healthcare deals.
AVO's International Farming segment is fueling year-round supply, with Peru-led gains in blueberries and strategic avocado resilience.
Investors need to pay close attention to DMC Global stock based on the movements in the options market lately.
Paul Sankey, Sankey Research president, joins 'Squawk on the Street' to discuss what's driving prices in the global oil market.
Global Ship Lease, Inc. remains significantly undervalued, with a strong balance sheet, guaranteed backlog, and a P/E ratio just above 2, supporting a Strong Buy rating. The company's 69-ship fleet is fully leased for the next 2+ years, providing $1.24 billion in near-guaranteed cash flows versus an $885 million market cap. Management continues to execute well, selling older ships at a gain, growing backlog, and maintaining an attractive 8% dividend yield in a volatile market.
Remain bullish on HTHT, seeing its unique value-for-money positioning and robust membership growth as key drivers despite China's soft macro environment. HTHT's expansion in lower-tier Chinese cities and overseas markets, especially after acquiring Deutsche Hospitality, supports long-term growth and global ambitions. Network expansion and brand upgrades are on track, with a growing mix of mid-to-upper midscale hotels, enhancing user loyalty and brand equity.
Recent California wildfires caused record-breaking insured losses, directly impacting Global Indemnity's Q1 2025 results. Despite the setback, the company's underlying business remains intact, though pricing risk should remain a concern for investors. The controlling shareholder received additional shares, however this particular class of equity is like a restricted stock and an option, converting if the market value hits a higher threshold.
Despite robust growth and impressive financial performance, Zeta continues to be punished by the refuted short report released last November. I expect Zeta to exceed the guidance it issued in Q1, thanks to its platform meeting marketers' demands for high-ROI marketing and AI. Increasing AI adoption from Zeta's customers bodes well for future topline growth and NRR expansion, especially after the launch of AI Agent Studio.
MINISO's aggressive overseas expansion, especially in North America, is driving strong revenue growth and global presence despite recent margin pressures. The shift to more directly operated stores boosts gross margins and operational control, though it temporarily raises rental and depreciation expenses. Top Toy's rapid growth, IP collaborations, and global expansion plans position it as a major future revenue driver for MINISO.
Advisors and investors seeking out alternatives for portfolio diversification shouldn't overlook global macro hedge fund strategies. With a history of reduced volatility, performance enhancements, and loss mitigation, the strategy is a diversifier worth adding to portfolios, particularly when done through an ETF.
GSL's asset-light model, strong backlog, and robust Q1 results support our strong buy rating and target price increase to $33.30 per share. The company boasts a 93% contract coverage for 2024, 75% for 2026, and an 8.5% dividend yield, offering downside protection and earnings visibility. GSL's deleveraging, rising cash position, and disciplined fleet management enhance its financial strength, supporting ongoing free cash flow growth.