Getty Images Co-authored by Relative Value. Overview The listed preferred stock of AXIS Capital Holdings ( AXS ) - the 5.50% Depositary Shares Non-Cumulative Series E ( AXS.PR.E ) is among the fixed income vehicles we'd like to pay attention to, especially when we deem it undervalued on a relative basis. AXS-E is an investment-grade stock, and if we cannot find a viable reason for it to be priced ...
Getty Images Co-authored by Relative Value. Overview The listed preferred stock of AXIS Capital Holdings ( AXS ) - the 5.50% Depositary Shares Non-Cumulative Series E ( AXS.PR.E ) is among the fixed income vehicles we'd like to pay attention to, especially when we deem it undervalued on a relative basis. AXS-E is an investment-grade stock, and if we cannot find a viable reason for it to be priced at a higher yield than its peers of comparable credit quality, then it can prove to be a nice addition candidate for our long-duration investment portfolio. As AXIS Capital has just published its Q1 2026 Quarterly Report, we have on hand the most recent information about the issuer's financial state. We'll check whether the latest update impacts the investment qualities of the company's preferred stock. Company overview and performance Founded in 2001 and headquartered in Bermuda, AXIS Capital Holdings Ltd. is a holding company that, through its subsidiaries, provides specialty underwriting, insurance, and reinsurance services and solutions to its customers in Bermuda, the United States, Canada, Europe, Singapore, the Middle East, and Latin America. As of the end of Q1'26, AXIS Capital Holdings operates approximately $34.6 billion in total assets, and close to $10 billion TTM in gross premiums written, approximately three quarters in insurance, and a quarter in reinsurance: Gross Premiums Written (AxisCapital) And the allocation by industry: GPW by isndustry (AxisCapital) In the past years, AXIS Capital Holdings has been actively reshaping its portfolio, increasing the specialty insurance allocation while decreasing the reinsurance part. The transition seems to be in the right direction, as the combined ratio is dropping from a break-even in 2023 to 89.8% in 2025, meaning the company is actually making money from the policies it sells. The combined ratio as of the first quarter of 2026 is unchanged, compared to the end of 2025 data, but lower than it was a year ago, so it i...
400tmax Amazon ( AMZN ) disrupted the freight transportation and logistics sectors on Monday after announcing a major new initiative supply chain program that allows businesses to use its logistics network as an end-to-end supply chain solution. Crucially, the service integrates multiple steps that are typically handled by separate providers, including collecting goods from manufacturers, arrangin...
400tmax Amazon ( AMZN ) disrupted the freight transportation and logistics sectors on Monday after announcing a major new initiative supply chain program that allows businesses to use its logistics network as an end-to-end supply chain solution. Crucially, the service integrates multiple steps that are typically handled by separate providers, including collecting goods from manufacturers, arranging international transportation, managing customs clearance, storing inventory in warehouses, and delivering products to customers. Morgan Stanley analyst Ravi Shanker noted the initiative will include customers who do not sell on Amazon and can support fulfillment for orders placed through other platforms such as direct-to-consumer websites or third-party marketplaces. Nowak and his team think that the impact will likely be felt most acutely in the parcel space as well as air freight but also highlighted that other transportation modes, such as rail, trucking, ocean, and warehousing, will be under scrutiny for an impact. Forward Air ( FRWD ) was down more than 20% in afternoon trading, while GXO Logistics ( GXO ) shed 14.1%. FedEx ( FDX ) was down 9.4%, and UPS ( UPS ) declined 8.4% during the session. Amazon ( AMZN ) was up 1.2%. More on Amazon, UPS, etc. Amazon's Q1: The Massive CapEx Is Finally Paying Off Amazon: Nice Growth, But Cash Burn Rate Soars Amazon: Why Is There No Focus On The Chip Business, Mr. Market? AWS enters 'new era' for defense contractors as it expands cloud capabilities for sector SA analyst upgrades/downgrades: AMZN, GOOG, TWLO, CNC
Animaflora/iStock via Getty Images ChargePoint Holdings ( CHPT ) was on track to decline for the eighth straight session on Monday. The company lost 1.72%, to trade at $6.28, during afternoon trading. CHPT shares have been ending in the red since April 23, when they ended 1.83% lower. Between April 23 and May 1, CHPT declined over 8% compared to a nearly 2% slide in the S&P 500 index. Year-to-date...
Animaflora/iStock via Getty Images ChargePoint Holdings ( CHPT ) was on track to decline for the eighth straight session on Monday. The company lost 1.72%, to trade at $6.28, during afternoon trading. CHPT shares have been ending in the red since April 23, when they ended 1.83% lower. Between April 23 and May 1, CHPT declined over 8% compared to a nearly 2% slide in the S&P 500 index. Year-to-date, the stock has lost 4%. As per Seeking Alpha’s quant rating, the stock has a Hold rating with a score of 2.61 out of 5. It has been graded an A+ for valuation but scored a D for growth. Seeking Alpha and Wall Street analysts also have a Hold recommendation for the stock. In April, a filing by ChargePoint’s ( CHPT ) president & chief executive officer, Richard Wilmer, showed that he bought 46,847 shares of common stock in a transaction worth ~$250K, Last month, Seeking Alpha analyst Disruptive Investor upgraded the stock to Buy after a 76% correction. The analyst believed the company would benefit from accelerating EV adoption, fueled by geopolitical uncertainty and higher fuel prices, which underpins long-term demand for charging infrastructure. “From an industry perspective, the Middle East war and rising fuel prices have the potential to accelerate consumer preference towards electric vehicles. This will benefit ChargePoint, which has a strong presence in North America and a growing presence in Europe,” it noted. More on ChargePoint Holdings Is ChargePoint Holdings Poised For A Comeback? (Rating Upgrade) ChargePoint Holdings, Inc. (CHPT) Q4 2026 Earnings Call Transcript ChargePoint Holdings, Inc. 2026 Q4 - Results - Earnings Call Presentation Insider trades: Tim Cook shops Nike shares; Micron, Broadcom among other notable names ChargePoint CEO buys nearly $250K in company shares
Arm Holdings plc (NASDAQ:ARM) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called it a “real good one,” as he commented: Hey, after the close, we got a real good one, Arm Holdings, Rene Haas, you’ve seen him on, right?… We know what we heard […]
Arm Holdings plc (NASDAQ:ARM) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called it a “real good one,” as he commented: Hey, after the close, we got a real good one, Arm Holdings, Rene Haas, you’ve seen him on, right?… We know what we heard […]
Astera Labs, Inc. (NASDAQ:ALAB) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer was bullish on the stock during the episode, as he said: I’d press my bet with Astera Labs, fabulous semiconductor company that also does connectivity. And when people ask me what does Astera […]
Astera Labs, Inc. (NASDAQ:ALAB) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer was bullish on the stock during the episode, as he said: I’d press my bet with Astera Labs, fabulous semiconductor company that also does connectivity. And when people ask me what does Astera […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called the company’s CEO the “best,” as he commented: You want an upside surprise? Okay, I’m going to say it’s going to come from AMD this week, and I’d buy some AMD […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called the company’s CEO the “best,” as he commented: You want an upside surprise? Okay, I’m going to say it’s going to come from AMD this week, and I’d buy some AMD […]
Palantir Technologies Inc. (NASDAQ:PLTR) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer said that he believes that the company’s business “remains strong,” as he commented: We get results from the most colorful company in the market, Palantir Technologies. I believe their business remains strong, but […]
Palantir Technologies Inc. (NASDAQ:PLTR) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer said that he believes that the company’s business “remains strong,” as he commented: We get results from the most colorful company in the market, Palantir Technologies. I believe their business remains strong, but […]
At Holdings Channel, we have reviewed the latest batch of the 62 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Thermo Fisher Scientific Inc (Symbol: TMO) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find
At Holdings Channel, we have reviewed the latest batch of the 62 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Thermo Fisher Scientific Inc (Symbol: TMO) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find
The British artist was booed after identifying as a Republican voter while on stage in Dallas Rapper Kid Cudi has fired MIA from his tour after the British artist went on a rant that went viral while on stage in Dallas. While opening up for the hip-hop artist on 2 May, MIA was booed after saying, “I’ve been canceled for many reasons. I never thought I would be canceled for being a brown Republican...
The British artist was booed after identifying as a Republican voter while on stage in Dallas Rapper Kid Cudi has fired MIA from his tour after the British artist went on a rant that went viral while on stage in Dallas. While opening up for the hip-hop artist on 2 May, MIA was booed after saying, “I’ve been canceled for many reasons. I never thought I would be canceled for being a brown Republican voter,” as reported by Variety . Continue reading...