Justin Paget/DigitalVision via Getty Images Array Technologies ( ARRY )--global provider of solar tracking technology and fixed-tilt systems to utility-scale and distributed generation customers who construct, develop, and operate solar photovoltaic (“PV”) sites. Below you can see a chart comparing the dynamics of the most prominent solar energy stocks, listed on US stock exchanges. The inception ...
Justin Paget/DigitalVision via Getty Images Array Technologies ( ARRY )--global provider of solar tracking technology and fixed-tilt systems to utility-scale and distributed generation customers who construct, develop, and operate solar photovoltaic (“PV”) sites. Below you can see a chart comparing the dynamics of the most prominent solar energy stocks, listed on US stock exchanges. The inception point for all—27th February 2026, the day before the US launched its attack on Iran. The closure of the Strait of Hormuz triggered a decent rally in the energy sector, including solar-related companies as an asymmetric bet and in hopes for mid- to long-term acceleration of the shift from fossil fuels in favor of greater energy security. TradingView However, as you can see, the broader rally hasn’t spread to Array Technologies. Even the solar-aimed broad ETF TAN did better; in fact, if I were to measure from the start to the local peak, the difference would have been even bigger. I believe that this disjunction may provide an opportunity to increase the sector’s share in your portfolio. If you agree with the arguments laid out below and Array’s profile fits your investment philosophy, buying one of the leaders of the clean energy subsector at a likely discounted valuation is a wise investment to make. The market seems to believe that the growth time equilibrium for clean energy has shifted up but, apparently, is too obsessed with the names that will report early effects immediately, overlooking imperfect but better-positioned mid- to long-term successors with less salient momentum and growth so far. The solar tracker market & the technology A solar tracker is quite an experienced tech. A tracker is a device that orients solar panels or mirrors toward the sun to maximize their energy capture . The primary goal of a solar tracker is to increase the efficiency of solar power systems by ensuring that the solar panels remain optimally aligned with the sun's position in the sky th...
Every new computing platform takes something from you in exchange for convenience. The personal computer took your desk, and the smartphone took your attention. Whatever comes next will ask for even more, and the company that builds it gets to decide exactly how much. Meta Platforms (META) has ...
Every new computing platform takes something from you in exchange for convenience. The personal computer took your desk, and the smartphone took your attention. Whatever comes next will ask for even more, and the company that builds it gets to decide exactly how much. Meta Platforms (META) has ...
Earnings Call Insights: PriceSmart (PSMT) Q3 2026 Management View “We are happy with the strong results from the third quarter,” and “we’re encouraged by how the business is trending as we move into the final quarter of the fiscal year,” said CEO David Price. “We’re pleased to welcome Shweta Bhatia as our new Chief Information Officer,” “Shari White… has made the transition to Chief Merchandising ...
Earnings Call Insights: PriceSmart (PSMT) Q3 2026 Management View “We are happy with the strong results from the third quarter,” and “we’re encouraged by how the business is trending as we move into the final quarter of the fiscal year,” said CEO David Price. “We’re pleased to welcome Shweta Bhatia as our new Chief Information Officer,” “Shari White… has made the transition to Chief Merchandising Officer,” and “Paul Kovaleski has assumed the role of Executive Vice President, Other Businesses,” said CEO Price. “During the third quarter, net merchandise sales and total revenue reached almost $1.5 billion,” and “comparable net merchandise sales increased by 10.7% or 6.9% in constant currency,” said CEO Price. “We are excited to announce that… we executed a lease for our first warehouse club in Chile… anticipated to open in the spring of 2027,” and “we expect to spend approximately $100 million in capital expenditures on our first 3 warehouse clubs and our central offices in Chile over the next several fiscal years,” said CEO Price. “Total gross margin… increased 20 basis points to 16%,” and “operating income… increased 16.7%… to $65.6 million,” said CFO Gualberto Hernandez. Outlook “Our comparable net merchandise sales for the 4 weeks ended June 28, 2026, were up 11.2% or 6.5% in constant currency,” said CEO Price. “We plan to open a distribution center in Jamaica during fiscal year 2026 and in the Dominican Republic during fiscal year 2027,” and “we expect to relocate and consolidate our Miami cold regional distribution center into our existing Miami regional dry facility during fiscal year 2027,” said CEO Price. “We… expect to complete the full implementation [of RELEX] in the second quarter of fiscal year 2027,” said CEO Price. Financial Results “Net income for the third quarter of fiscal year 2026 was $39.7 million or $1.28 per diluted share,” and “adjusted EBITDA… was $90.4 million,” said CFO Hernandez. “Below the operating income line… we recorded a $10.5 million...
Drazen Zigic/iStock via Getty Images Introduction The last time I covered Sabra Health Care REIT, Inc. ( SBRA ), I reiterated its Buy rating, highlighting how the company was rapidly pivoting into SHOP (Seniors Housing Operating Portfolio) in order to better position itself to capture what seems like an inevitable trend: the Silver Tsunami. Following the company nearly investing as much as during ...
Drazen Zigic/iStock via Getty Images Introduction The last time I covered Sabra Health Care REIT, Inc. ( SBRA ), I reiterated its Buy rating, highlighting how the company was rapidly pivoting into SHOP (Seniors Housing Operating Portfolio) in order to better position itself to capture what seems like an inevitable trend: the Silver Tsunami. Following the company nearly investing as much as during the entire 2025 in the first few months of the year, SBRA remains a Buy, backed by a solid business with major re-rating potential from its SHOP transition, standing to benefit significantly from the upcoming tailwinds. SHOP Transition Accelerates Sabra Health Care REIT IR SBRA reported a strong Q1 overall , beating the market’s top- and bottom-line estimates and delivering an AFFO of $100.09 million, meaning $0.39 per share in Q1’26, a solid improvement from the $0.37 seen in Q1 and even Q4 2025, with major advancements in their investments. In fact, the company invested so much that they said that the guidance is reaffirmed in Q1 but will be revisited in Q2 given the current trends, with the management citing during the Q1 Earnings Call how they’ve nearly reached the >$450 million investment target (as last year) year-to-date, which indicates a massive amount of deals in such a short amount of time: We fully expect to materially exceed 2025's total investments. We've already been closed -- we've already closed or been awarded $400 million year-to-date. In addition to the opportunities we see in SHOP, we're also seeing some in skilled, but the ones that are appealing are off-market deals, both acquisitions and development brought to us by existing operators. Our skilled nursing rent coverages continue to grow as did our senior housing, triple net and behavioral, all of which hit new highs in coverage. Our occupancy growth continued in our skilled and senior housing triple net portfolios. To avoid confusion, I’ll also give a quick intro into SHOP and RIDEA, as the term is n...
Teens feel ‘devalued, dismissed or unimportant’ when parents snub them in favor of phones, new research finds The term “phubbing” was conceived several years ago to describe the modern-day phenomenon of a person ignoring the social setting in front of them in favor of their phone. That act has long-term negative effects when parents do it around their children, according to new research. A study t...
Teens feel ‘devalued, dismissed or unimportant’ when parents snub them in favor of phones, new research finds The term “phubbing” was conceived several years ago to describe the modern-day phenomenon of a person ignoring the social setting in front of them in favor of their phone. That act has long-term negative effects when parents do it around their children, according to new research. A study titled, “Mommy, do you love your phone more than me?”, published in the peer-reviewed journal Frontiers in Psychology in June, found that parents and caregivers’ attachment to screens can exacerbate anxiety and insecurity in children and teens. Continue reading...
Feared Free-Market Activist Warns Texas Stock Exchange Against Going Woke Authored by Will Hild via The Center Square , As the Texas Stock Exchange begins its launch, Texans have every reason to celebrate. Soon, the TXSE will join Nasdaq Texas as a fully functioning venue , and the NYSE has signaled a strong commitment to Texas as well. It is clear that Texas is emerging as a serious challenger to...
Feared Free-Market Activist Warns Texas Stock Exchange Against Going Woke Authored by Will Hild via The Center Square , As the Texas Stock Exchange begins its launch, Texans have every reason to celebrate. Soon, the TXSE will join Nasdaq Texas as a fully functioning venue , and the NYSE has signaled a strong commitment to Texas as well. It is clear that Texas is emerging as a serious challenger to New York as the nation's financial capital. Texas Gov. Greg Abbott rings the Closing Bell of the New York Stock Exchange (NYSE) in celebration of the launch of NYSE Texas in Arlington, Aug. 20, 2025. Photo: Texas Office of the Governor via Facebook / Used with Permission Texas earned this moment by embracing lower taxes, lighter regulation, and, perhaps most importantly, better governance laws and more favorable proxy rules designed to make the state the best place in America to do business. But Texans should remember why those reforms became necessary. For years, some of Wall Street's largest financial institutions embraced Environmental, Social, and Governance (ESG) activism, using their enormous influence to pressure companies on political and social issues far beyond their fiduciary responsibilities. Many Texans viewed those efforts as an attempt to use financial power to reshape industries that are foundational to the state's economy and culture. These companies came after oil and gas, cattle and coal. They pushed racist diversity standards and forced companies to hire based on factors they proclaimed were more important than simply focusing on who was best suited for the job. This was met in Texas with significant contempt, and the backlash was swift. Texas Attorney General Ken Paxton opened investigations into Net Zero Banking and Asset Manager alliances led by the likes of Bank of America, JPMorgan Chase, BlackRock and State Street, among others. He also sued BlackRock, State Street, and Vanguard alleging antitrust violations. The state comptroller divested signifi...
Stephen Yalof, President and CEO of Tanger Inc., appeared on the program to discuss the company's recent performance. Tanger is experiencing near-record results driven by strong summer traffic, contributing to a significant year-to-date stock increase of 18.28%. He speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)
Stephen Yalof, President and CEO of Tanger Inc., appeared on the program to discuss the company's recent performance. Tanger is experiencing near-record results driven by strong summer traffic, contributing to a significant year-to-date stock increase of 18.28%. He speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)