intek1/iStock via Getty Images Co-authored with Luuk Wierenga It's Spring, a time of year that always makes me think of my late mother with a smile. When Spring arrived, she would put on her hat and gloves and turn into a 5'3 gardening machine. She turns the brown deadness of winter into rows of tomatoes, carrots, peppers, flowers, and herbs—bringing something bright, colorful, and full of life fr...
intek1/iStock via Getty Images Co-authored with Luuk Wierenga It's Spring, a time of year that always makes me think of my late mother with a smile. When Spring arrived, she would put on her hat and gloves and turn into a 5'3 gardening machine. She turns the brown deadness of winter into rows of tomatoes, carrots, peppers, flowers, and herbs—bringing something bright, colorful, and full of life from the brown dirt. It's a beautiful cycle to watch life and color brought from out of its winter hibernation. Like the world, the economy often has cycles as well. Sectors thrive, fall, go into hibernation, and then rise again. That is, in fact, the very basis of capitalist economic theory. A thriving sector will attract capital so that supply catches up with demand, and then when supply exceeds demand or demand declines, there will be a downcycle, a winter. Then, as demand starts to rise again, the sector will thaw out, and there will be another upcycle, encouraging capital to move back in and increase supply. Real estate in general has been in a downcycle. High interest rates have put downward pressure on real estate activity since it is a sector where using debt to fund transactions is extremely common. Now it is starting to thaw out. It isn't thriving yet, but there are green shoots starting to appear, bearing the promise of the future. Today, we're going to look at opportunities that have been hit particularly hard but have a path to thrive going forward. Let's dive in! Pick #1: BDN – Yield 10.5% Brandywine Realty Trust ( BDN ) is a REIT that owns class-A office properties in high-demand urban and transit-oriented locations. For quite some time now, Brandywine has been shifting toward mixed-use and life science developments to further diversify and strengthen its portfolio. What's most interesting about this relatively small REIT is the fact that it's trading at around a $500 million market cap while offering a 10.5% dividend yield. As of Q1 2025, 79% of NOI (Net Opera...
Visual search platform Pinterest (NYSE: PINS) saw a nice jump in its shares after its first-quarter 2026 earnings report, in which it exceeded expectations and pointed to what should be a stronger-than-expected outlook for the second quarter. That's welcome news for anyone who's been holding on to the stock over the last five years, as it's down more than 60%. But while one quarter can offer momen...
Visual search platform Pinterest (NYSE: PINS) saw a nice jump in its shares after its first-quarter 2026 earnings report, in which it exceeded expectations and pointed to what should be a stronger-than-expected outlook for the second quarter. That's welcome news for anyone who's been holding on to the stock over the last five years, as it's down more than 60%. But while one quarter can offer momentum, it's not a sure sign of a true turnaround. Image source: Getty Images. Continue reading
We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Despite its lackluster share price performance recently, AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The stock is up by 77% over […]
We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Despite its lackluster share price performance recently, AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The stock is up by 77% over […]
(RTTNews) - The renewed tensions between US and Iran in the Middle East might be influencing investor sentiments on Friday, however, Wall Street might open moderately up.
(RTTNews) - The renewed tensions between US and Iran in the Middle East might be influencing investor sentiments on Friday, however, Wall Street might open moderately up.
Exclusive: Jordan Devlin, who was acquitted at trial where four co-defendants were convicted, says he was saving lives A Palestine Action activist who was acquitted over a protest at an Israeli arms manufacturer’s UK site has said he and his five co-defendants “did the right thing”. Four of those who stood trial with Jordan Devlin were convicted of criminal damage in relation to the direct action ...
Exclusive: Jordan Devlin, who was acquitted at trial where four co-defendants were convicted, says he was saving lives A Palestine Action activist who was acquitted over a protest at an Israeli arms manufacturer’s UK site has said he and his five co-defendants “did the right thing”. Four of those who stood trial with Jordan Devlin were convicted of criminal damage in relation to the direct action protest at the Elbit Systems UK site near Bristol on 6 August 2024, but he said they had been acting to save Palestinian lives. Continue reading...
cmart7327 Shares of Microchip Technology ( MCHP ) rose about 2% premarket on Friday after fiscal fourth-quarter results and first-quarter outlook beat estimates, drawing bullish reactions from analysts. Jefferies kept its Buy rating and increased the price target on the stock to $120 from $90. "Results reinforce a broader sense that the Analog and Embedded recovery is gaining traction, with Indust...
cmart7327 Shares of Microchip Technology ( MCHP ) rose about 2% premarket on Friday after fiscal fourth-quarter results and first-quarter outlook beat estimates, drawing bullish reactions from analysts. Jefferies kept its Buy rating and increased the price target on the stock to $120 from $90. "Results reinforce a broader sense that the Analog and Embedded recovery is gaining traction, with Industrial commentary sounding meaningfully stronger, Aerospace and Defense order activity tracking better, and Data Center momentum continuing to build. Inventory metrics continued to normalize with days of inventory at 185 (down from 201) and distribution inventory at 26 days, near the low end of the historical range, suggesting that channel correction is largely behind the company," said analysts led by Blayne Curtis. The analysts noted that within Data Center Solutions, Microchip cited six Gen6 Peripheral Component Interconnect Express, or PCIe, switch design wins ahead of production ramp at the end of the June quarter. The company formally entered the PCIe retimer market with a companion die also targeting the Active Electrical Cable, or AEC, opportunity, and disclosed a major Original Equipment Manufacturer, or OEM, Gen6 platform displacement of an incumbent competitor, the analysts added. "The release and management commentary reflect ongoing progress against the nine-point recovery plan, with operating leverage flowing through and underutilization charges of $46.6M remaining the primary structural gap to the 65% long-term gross margin target. Overall, a solid report with continued progress in both revenue and margin recovery," said Curtis and his team. Wells Fargo maintained its Equal Weight rating but raised the price target to $95 from $75. "Microchip delivered positive results /guide as the company reported improving demand visibility & the start of disty channel inventory restock. We view above seasonal rev growth + accel'ing GM% leverage as key driver of shares," sai...
Toyota Motor stock was falling after earnings, but Tesla isn’t really a car company anymore—and its shares are rising. Toyota Motor reported fiscal year 2026 earnings and provided an outlook for fiscal year 2027. Tesla stock didn’t seem to be affected, but Toyota investors reacted with caution.
Toyota Motor stock was falling after earnings, but Tesla isn’t really a car company anymore—and its shares are rising. Toyota Motor reported fiscal year 2026 earnings and provided an outlook for fiscal year 2027. Tesla stock didn’t seem to be affected, but Toyota investors reacted with caution.
David Gyung/iStock via Getty Images Willdan ( WLDN ) is a consulting company focused primarily on the energy services vertical. The stock has been crushed YTD, down nearly 30% since late February when earnings came in below consensus. Now that FQ1 has just been reported, the company delivered a solid beat and raised the EPS guide 8% for the year. The disparity of WLDN's valuation versus peers give...
David Gyung/iStock via Getty Images Willdan ( WLDN ) is a consulting company focused primarily on the energy services vertical. The stock has been crushed YTD, down nearly 30% since late February when earnings came in below consensus. Now that FQ1 has just been reported, the company delivered a solid beat and raised the EPS guide 8% for the year. The disparity of WLDN's valuation versus peers given both the top line and earnings growth seems unjustified and this could quietly become an earnings compounder in a seldom-looked-at space. Business Profile Willdan provides professional, technical and consulting services to utilities, government agencies and other private companies. The company primarily focuses its services on energy solutions, greenhouse gas reduction, and government infrastructure needs. The company operates domestically across 22 states, as well as in Alberta, Canada. The company's customer mix is 48% state & local government, 41% utilities, and 11% commercial. By contract type, the mix is 47% fixed, 35% unit and 18% T&M. T&M is simply "time and materials" which incorporates the labor hours at their hourly rate plus the material costs that are billable to the company. From a service mix perspective, the company has 38% in Utility programs, 37% in Facility & Infrastructure, 16% in Consulting & Municipal Services and 9% in Planning & Analytics. The company operates in a highly fragmented industry. There is no dominant player in the solutions and consulting industry for the verticals that Willdan plays in. That creates both market share opportunities organically that can arise from better execution, as well as inorganic opportunities for smaller firms with growing client bases. Investor Presentation Source: Investor Presentation M&A is critically important to the company's strategy and they frequently make multiple acquisitions per year, seen below. The company just this week announced the acquisition of Burton Energy Group, which is an energy management ...
(RTTNews) - Alpha Metallurgical Resources, Inc. (AMR) reported a first quarter net loss of $11.03 million compared to a loss of $33.95 million, a year ago. Basic and diluted loss per common share was $0.86 compared to a loss of $2.60. Adjusted EBITDA increased to $30.0 million fr
(RTTNews) - Alpha Metallurgical Resources, Inc. (AMR) reported a first quarter net loss of $11.03 million compared to a loss of $33.95 million, a year ago. Basic and diluted loss per common share was $0.86 compared to a loss of $2.60. Adjusted EBITDA increased to $30.0 million fr
The recently concluded Balikatan joint drills have marked a shift in the Philippines’ defence strategy alongside Japan, with Tokyo offering the transfer of warships to its Southeast Asian ally, while a top Filipino official for the first time voiced “serious concern” over islands claimed by Beijing and Tokyo. Philippine Defence Secretary Gilberto Teodoro Jnr on Wednesday said Manila now considered...
The recently concluded Balikatan joint drills have marked a shift in the Philippines’ defence strategy alongside Japan, with Tokyo offering the transfer of warships to its Southeast Asian ally, while a top Filipino official for the first time voiced “serious concern” over islands claimed by Beijing and Tokyo. Philippine Defence Secretary Gilberto Teodoro Jnr on Wednesday said Manila now considered the uninhabited Diaoyu Islands, which Japan calls the Senkaku Islands, a security flashpoint in the...
We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Palantir Technologies Inc. (NASDAQ:PLTR)is one of the stocks discussed by Jim Cramer. Palantir Technologies Inc. (NASDAQ:PLTR) is a stock that Jim Cramer continued to discuss throughout 2025. The CNBC TV host openly boasted how he was among the first […]
We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Palantir Technologies Inc. (NASDAQ:PLTR)is one of the stocks discussed by Jim Cramer. Palantir Technologies Inc. (NASDAQ:PLTR) is a stock that Jim Cramer continued to discuss throughout 2025. The CNBC TV host openly boasted how he was among the first […]
Sila Realty Trust ( SILA ) declares $0.40/share quarterly dividend , in line with previous. Forward yield 5.23% Payable June 4; for shareholders of record May 20; ex-div May 20. See SILA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Sila Realty Trust Sila Realty Trust's Takeover Shows Why Many REITs Still Trade Too Cheaply Sila Realty Trust: High-Yield Healthcare REIT Still Trading A...
Sila Realty Trust ( SILA ) declares $0.40/share quarterly dividend , in line with previous. Forward yield 5.23% Payable June 4; for shareholders of record May 20; ex-div May 20. See SILA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Sila Realty Trust Sila Realty Trust's Takeover Shows Why Many REITs Still Trade Too Cheaply Sila Realty Trust: High-Yield Healthcare REIT Still Trading At A Discount Sila Realty Trust: AFFO Headwinds Likely Easing As Growth Drivers Line Up (Rating Upgrade) Sila Realty Trust GAAP EPS of $0.22, revenue of $52.66M Key deals this week: Helix Energy, Tesla, QXO, USA Rare Earth and more
We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares have been on a tear lately. They are up by 23% year-to-date and by 32.6% over the past month. BMO Capital […]
We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares have been on a tear lately. They are up by 23% year-to-date and by 32.6% over the past month. BMO Capital […]