Star Group L.P. (SGU)
NYSE NYSE Primary 
Star AI Researcher Is Leaving Meta
Andrew Tulloch departs Meta less than a year after he was offered a billion-dollar pay package.
Why Vestas Is A Wind Energy Star Stock This August
Vestas Wind Systems stands out in the wind energy sector. While the sector itself has gone nowhere in August so far, VWDRY has jumped more than 20%. The company's exceptional results, surprising on both the revenue and EPS front with solid growth, its move away from the uncertain US market, and excellent debt profile work well for Vestas. Additionally, the stock's forward P/E ratio is also smaller than that for the wind energy sector, and over the longer term, it only looks better.
Star Bulk Carriers: You Don't Need The Record Quarter
Star Bulk Carriers is the sector's best-run operator, with a 138-vessel fleet and the lowest breakeven costs among peers. I see fair value at $36 per share, 18% above current levels, based on a conservative, forward-looking cash flow estimate. SBLK's 100% payout policy yields a 10.5% dividend at the curve, with strong asset backing and prudent capital management.
Star Bulk Carriers: Riding The Wave Of Record Earnings And Dividend Growth
Star Bulk Carriers Corp. delivered strong Q2 results, beating estimates with $1.23 EPS and a robust $0.9 dividend (12% yield). SBLK's financial position is solid, with $565M cash, $981M debt, and debt below scrap value; valuation stands at 0.85x NAV. I expect continued strong quarters, with Q3 and Q4 earnings supporting a dividend around $0.90 and $4 full-year EPS.
A Star Investor Just Trimmed Amazon—Here's What It means
So when news broke last week that investor Dan Loeb's Third Point fund had trimmed its stake in Amazon.com Inc. NASDAQ: AMZN, just as the shares slid back from record highs, it was tempting to read it as a red flag. If one of the sharpest investors around is selling, then perhaps ordinary shareholders should worry too?
Star Group Q3 Loss Widens Y/Y Despite 17% Revenue Growth
SGU's Q3 revenues rise 17.2% y/y, but its net loss widens as lower fuel volumes, insurance costs and derivative charges weigh.
Northern Star Resources: The Capex Peak Is Becoming A Processing Moat
Northern Star Resources (NESRF) is transitioning from a capital-intensive phase to self-funded growth, with KCGM ramping up and Hemi's FID prudently delayed. KCGM's mill expansion and operational improvements are expected to drive significant free cash flow uplift, with commissioning risk now the primary focus. NESRF's valuation remains near sector median despite approaching throughput uplift and reduced hedge commitments, offering potential upside if execution succeeds.
Star Group Q3 Earnings Call Highlights
Star Group NYSE: SGU reported a wider fiscal third-quarter loss as higher insurance claims, lower heating-oil and propane volumes and an unfavorable change in derivative values outweighed improved service and installation profitability.
Star Bulk Carriers Q2 Earnings Call Highlights
Star Bulk Carriers NASDAQ: SBLK reported second-quarter 2026 net income of $144.9 million and adjusted net income of $134.8 million, or $1.21 per adjusted share, as the dry bulk shipowner cited strong profitability, operating efficiency and continued balance-sheet flexibility.
SpaceX: A Star Is Born - Q2 Earnings And The Post-IPO Base
SpaceX aka Space Exploration Technologies Corp. has followed a classic post-IPO pattern: sharp selloff, then potential for prolonged basing and accumulation before any sustained upside. SPCX reported TTM revenue of $23.0bn, up 19% QoQ, but remains deeply cashflow negative (TTM operating cashflow minus capex: -$32.3bn) as it pursues aggressive growth. With $60.6bn net cash and a $47.5bn order book (2x TTM revenue), and further debt financing underway, SPCX can sustain cash burn for several years.
Five Star Bancorp Q2 Earnings Call Highlights
Five Star Bancorp NASDAQ: FSBC reported higher second-quarter 2026 earnings as loan and deposit growth continued to drive balance sheet expansion, while management highlighted ongoing market expansion in California and a continued focus on core deposit relationships.
This Commodities ETF Could Be a Second Half Star
Despite a disappointing year for gold and silver — the two most widely observed commodities — broader commodity strategies are continuing to deliver for investors. Just look at the actively managed ALPS CoreCommodity Natural Resources ETF (CCNR).
