The newly crowned Olympic champions were warmly greeted by both Republicans and Democrats. They were also used as props by the president During Tuesday’s State of the Union , Donald Trump welcomed members of the US men’s national hockey team to the House gallery to chants of “U-S-A, U-S-A!”. Trump revealed that Team USA’s goaltender, Connor Hellebuyck will receive the Presidential Medal of Freedom...
The newly crowned Olympic champions were warmly greeted by both Republicans and Democrats. They were also used as props by the president During Tuesday’s State of the Union , Donald Trump welcomed members of the US men’s national hockey team to the House gallery to chants of “U-S-A, U-S-A!”. Trump revealed that Team USA’s goaltender, Connor Hellebuyck will receive the Presidential Medal of Freedom. “What special champions you are,” Trump told the players, who had beaten Canada on Sunday in the final of the Winter Olympics. In Trump’s America, proximity is never neutral. Continue reading...
Centuri Holdings press release ( CTRI ): Q4 Non-GAAP EPS of $0.17 misses by $0.02 . Revenue of $858.6M (+19.7% Y/Y) beats by $117.98M . Adjusted EBITDA of $77.7 million. Generated $83.9 million of Cash Flow from Operations and $105.7 million of Free Cash Flow. Recorded annual bookings of $4.5 billion, a mix of 55% new awards and 45% MSA renewals Expanded backlog to $5.9 billion, a 59% increase yea...
Centuri Holdings press release ( CTRI ): Q4 Non-GAAP EPS of $0.17 misses by $0.02 . Revenue of $858.6M (+19.7% Y/Y) beats by $117.98M . Adjusted EBITDA of $77.7 million. Generated $83.9 million of Cash Flow from Operations and $105.7 million of Free Cash Flow. Recorded annual bookings of $4.5 billion, a mix of 55% new awards and 45% MSA renewals Expanded backlog to $5.9 billion, a 59% increase year-over-year. Reduced Net Debt to Adjusted EBITDA to 2.5x as of year-end from 3.6x at year-end 2024. Full Year 2026 Financial Guidance Base Revenue and Base Gross Profit do not include contributions from storm restoration services, which are unpredictable. While storm restoration services remain a key capability of the Company, management believes these non-GAAP measures are more suitable for evaluating fundamental business performance and for comparison purposes. Base Revenue of $3.15 to $3.45 billion Base Gross Profit of $255 to $285 million Adjusted EBITDA and Adjusted Net Income are non-GAAP measures that include contributions from storm restoration services. Guidance for these measures and Revenue include estimated contributions from storm restoration services based on three-year (2023-2025) averages of $88 million of storm restoration services revenue and $28 million of storm restoration services gross profit. Revenue of $3.24 to $3.54 billion vs. consensus of $3.14B Adjusted EBITDA of $280 to $310 million Adjusted Net Income of $55 to $75 million The Company also expects Net Capital Expenditures of $75 to $90 million in 2026. More on Centuri Holdings Centuri Holdings: The Slow-Growth EPC With A Lot Of Opportunity Centuri hits all-time high after winning $300M-plus in new commercial awards Seeking Alpha’s Quant Rating on Centuri Holdings Historical earnings data for Centuri Holdings Financial information for Centuri Holdings
Quantum computing is still years away from becoming practical for mainstream use, but we're seeing incredible progress in the industry. There's massive long-term potential in quantum computing, and the technology could impact our daily lives in many ways. Quantum computers could eventually enable processing speeds orders of magnitude greater than today's computers can manage. While it's far too ea...
Quantum computing is still years away from becoming practical for mainstream use, but we're seeing incredible progress in the industry. There's massive long-term potential in quantum computing, and the technology could impact our daily lives in many ways. Quantum computers could eventually enable processing speeds orders of magnitude greater than today's computers can manage. While it's far too early to know which specific companies will be the biggest quantum computing winners , some are already taking steps to become future leaders in the industry. Many have been beaten down lately on fears of AI disruption of the software industry, but that has created opportunities for investors to add shares of excellent businesses at bargain valuations. Here are two in particular that could be worth a closer look right now. Continue reading
Trinity Capital press release ( TRIN ): Q4 NII of $0.52 in-line. Total investment income of $83.24M (+17.5% Y/Y) beats by $3.23M . Net Asset Value ("NAV") of $1.1 billion, or $13.42 per share at the end of Q4 and NAV increased 32.9% year-over-year. More on Trinity Capital Trinity Capital: Buying The Yield, Watching The Price Trinity Capital: 6 Factors Positioning This 13% Yielding BDC As A Prime B...
Trinity Capital press release ( TRIN ): Q4 NII of $0.52 in-line. Total investment income of $83.24M (+17.5% Y/Y) beats by $3.23M . Net Asset Value ("NAV") of $1.1 billion, or $13.42 per share at the end of Q4 and NAV increased 32.9% year-over-year. More on Trinity Capital Trinity Capital: Buying The Yield, Watching The Price Trinity Capital: 6 Factors Positioning This 13% Yielding BDC As A Prime Buy For 2026 Trinity Capital: Beautiful Monthly Dividends, 13.5% Yield, My 2026 Income Pick Trinity Capital posts preliminary Q4, full-year 2025 results Trinity Capital reports $2.1 billion of new commitments, $1.5 billion funded in 2025
Fomento Economico Mexicano press release ( FMX ): Q4 net income of Ps.12.7B Revenue of Ps.220.09B (+5.7% Y/Y). More on Fomento Economico Mexicano FEMSA launches $260M accelerated share repurchase agreement Seeking Alpha’s Quant Rating on Fomento Economico Mexicano Historical earnings data for Fomento Economico Mexicano Dividend scorecard for Fomento Economico Mexicano Financial information for Fom...
Fomento Economico Mexicano press release ( FMX ): Q4 net income of Ps.12.7B Revenue of Ps.220.09B (+5.7% Y/Y). More on Fomento Economico Mexicano FEMSA launches $260M accelerated share repurchase agreement Seeking Alpha’s Quant Rating on Fomento Economico Mexicano Historical earnings data for Fomento Economico Mexicano Dividend scorecard for Fomento Economico Mexicano Financial information for Fomento Economico Mexicano
(RTTNews) - TJX Companies, Inc. (TJX), an off-price apparel and home fashions retailer, reported Wednesday higher profit and comparable sales in its fourth quarter. Further, the firm issued first quarter and fiscal 2027 outlook, expecting earnings and comps growth in full year.
(RTTNews) - TJX Companies, Inc. (TJX), an off-price apparel and home fashions retailer, reported Wednesday higher profit and comparable sales in its fourth quarter. Further, the firm issued first quarter and fiscal 2027 outlook, expecting earnings and comps growth in full year.
Rising U.S. defense spending and modernization plans boost prospects for Lockheed Martin and Kratos Defense amid surging demand for advanced military tech.
Rising U.S. defense spending and modernization plans boost prospects for Lockheed Martin and Kratos Defense amid surging demand for advanced military tech.
Jacques LOIC/Photononstop via Getty Images Reddit ( RDDT ) is down by almost 20% from the time of my Buy call in November . At a time when there has been a sharp market-wide selloff across software and some platform stocks, it is important to evaluate Reddit against some of the common threats that are plaguing those markets. I re-evaluate Reddit against potential threats from AI and find no struct...
Jacques LOIC/Photononstop via Getty Images Reddit ( RDDT ) is down by almost 20% from the time of my Buy call in November . At a time when there has been a sharp market-wide selloff across software and some platform stocks, it is important to evaluate Reddit against some of the common threats that are plaguing those markets. I re-evaluate Reddit against potential threats from AI and find no structural threat to Reddit's human-first approach. In fact Reddit seems to have a better positioning in an AI-heavy world where its data becomes useful for model training and opens up new revenue streams. So, cannibalization from AI is definitely not a valid threat that some software peers are potentially suffering from. Interestingly, Reddit's correction has also not followed the timelines seen across the SaaS portfolio. Most SaaS names had started seeing slower momentum around October last year and by November declines were meaningfully underway. Reddit actually was trading higher for most of this period and corrections started only in the second half of January this year. Again, interestingly, it has relatively stabilized since the Q4 results . So, it is not company-specific fundamentals that has changed either. I did look into all the aspects that were supportive in Q3 and none of them look structurally weaker. Guidance ahead does point to marginal slowdown in revenue growth and margins ahead. I still feel it is not yet a thesis-breaking guidance, but it may matter because there is a second factor beyond AI-led commoditizing risks that is impacting the rest of SaaS. And that is duration risk apathy. A slightly maturing growth-margin profile ahead makes for conservative long duration modeling when markets are conservative around it. My analysis finds that while the corrections are explained by a change in long duration modeling, it still allows for reasonable upside - so the Buy rating is still valid, with reduced expectations ahead at worst. Reviewing The Old Thesis Here is ...