Fundamental it's expected rate hike in Switzerland and persistent risk-Off sentiment it's a good framework to take a short position Comercial Banks Positions -> Credit Suisse discusses its expectations for next week's policy SNB September policy meeting. "For the upcoming SNB meeting on Sep 22, we see a risk that the central bank might surprise the market with a...
Fortinet's GAAP profit margins are higher than peers. Margins remain in line with the prior year. Fortinet reported a good quarter that saw revenue grow 29% and operating margin around 25%.
A strong pipeline in the backlog and positive short-term catalyst thanks to the PPA contracts will sustain NPI's stock price development. Technically Confluence ->lower red volumes -> Outbar Candelstick Pattern -> Extreme Oversold from stochastic and positive divergence
The dividend payment is safe. The utility sector outperform the S&P 500. CenterPoint Energy also has a projected 6-8% adjusted utility EPS long-term growth from 2021 to 2025. The new CEO has highly impressed us with his energy, vision, and passion for the business. We fully expect him to drive outperformance for the company. CNP made a great deal with ET to unload...
Strong Fundamental the company's still-low valuation multiples; longer-term EPS growth because of HFCs account for the majority of F-gas emissions California Bans Climate-Warming HFCs in New Air-Conditioning and Refrigeration and it's posibile to be extended to other state Very Good Rankings compared to peers ( DXP , KRT, ALTG ). Number 2 in Industry...
Energy sector it’s the best performing market sector in 2022 instead of the latest evolution of Oil. Evolution of energy sector its close correlated with war between Russia & Ukraine. But we need to recap last week’s events. Russia shut down its Nord Stream 1 natural gas pipeline last week for “maintenance” and will thereby provide Europe with a preview of how...
Countries Have Been Trying to Get Hold of as Much Gold as They Could! Similar to what we saw in the 1950s and 1960s, central banks have been accumulating large quantities of gold. Goldman Sachs said they expected the demand to reach 750 tons in 2022.Gold performs best in periods of crisis. It’s no secret. At the same time, I’m sure you noticed the out-of-control...