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Murphy Oil: A Growing Global Portfolio Of Oil And Natural Gas And Strong Margins
Texas-based Murphy Oil stock gets a buy rating for my initial coverage. The firm's growth could be fueled by penetration of the Ivory Coast and Vietnam regions, where it already has a presence. Strong profit margins vs. peers, a high dividend yield, low leverage risk, and undervaluation all make for positive factors on this stock.
Global chip stocks slide as Nvidia warns of big hit from U.S. export curbs
Global chip stocks slumped on Wednesday after Washington curbed exports of an AI chip Nvidia had tailored for China, further cutting off the crucial growth market for semiconductors in a move that will cost the AI pioneer $5.5 billion in charges.
Global Ship Lease: Combining Value And Growth
Meaningful revenue backlog continues to grow. This offers earnings visibility ahead of time and an ongoing deleveraging strategy. The company disposed of three older containerships with higher book value. GSL offers double-digit total return (thanks to dividends and buyback), low P/E, and solid FCF generation. It is a clear buy.
Helium One Global spuds next Jackson well
Helium One Global Ltd (AIM:HE1, OTCQB:HLOGF) told investors it has spudded the Jackson-27 development well at the Galactica helium project, in Colorado. It is targeting the Upper Lyons Formation gas reservoir.
Venture Global LNG starts commercial operations at Calcasieu Pass plant
Venture Global LNG has begun commercial operations at its Calcasieu Pass plant in Louisiana, ending a more than a three-year commissioning process at the plant, the company said on Tuesday.
Unlimited Brings Global Macro Hedge Fund Strategy to ETFs
Unlimited expanded its ETF suite today with the launch of the Unlimited HFGM Global Macro ETF (HFGM). The fund offers an actively managed, global macro hedge fund approach to investing across a range of asset classes.
Global Ship Lease: A High Yield Opportunity Amid Market Turmoil
Global Ship Lease (NYSE:GSL) offers a compelling investment opportunity with a 10% yield, trading below fair value due to recent market turmoil. GSL's stable, predictable cash flow is backed by long-term contracts with top-tier counterparts, ensuring resilience amid market volatility. The company's strong financial position, with significant debt reduction and increasing dividends, highlights its commitment to shareholder returns.
Liberty Global: Making Sense Of The Valuation
Liberty Global's management suggests a $25+ SOTP valuation, but the market values it at $10.5, indicating a disparity in perspectives. Structural separation of debt and rise of "Liberty Services" shift value to HoldCo, while lowering risks. Capex cycles are peaking, with Belgium set for meaningful FCF uplift by 2026.
The Global Semiconductor Chessboard: Tokyo Electron Is Playing It Smart
Tokyo Electron is poised for growth due to increasing semiconductor demand from China and a recovery in consumer electronics, enhancing free cash flows. The ongoing partnership with IBM aims to advance semiconductor technologies, aligning with global trends in AI and smaller chip demand. A DCF valuation indicates Tokyo Electron stock is undervalued with a target price of $78.82, suggesting a 14.96% upside potential.
Global-E Online Ltd.: Upside Case Has Gotten Much More Attractive
I reiterate my buy rating on Global-E Online Ltd. due to favorable demand, product innovation, and efficient scaling through a partner-led GTM strategy. Recent tariff shocks have reinforced GLBE's value proposition, turning uncertainty into a strong growth catalyst, especially for businesses needing reliable international trade solutions. GLBE's product innovation, exemplified by Multi-Local and BorderFree, showcases its ability to scale new solutions effectively, driving significant revenue growth.
Vail Resorts: 6% Yield With Global Ski Empire Moving In The Right Direction
Vail Resorts faces criticism from skiers over price hikes and crowded lift lines, and from investors due to sluggish revenue growth and poor stock performance. Vail's continued increases to Epic Pass prices, however, will eventually stabilize crowds, alongside planned capex to speed up and modernize its lifts. The company just kicked off its 2025/2026 Epic Pass sales season, with an average price increase of ~7%.
Global wealth destruction will drive gold higher compared to silver - MKS' Nicky Shiels
Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
