Articles for author: Ron Finklestien

January 5, 2024

Ron Finklestien

Carnival Corp. Given Higher Rating Than Norwegian Cruise Line Holdings Carnival Corp. Given Higher Rating Than Norwegian Cruise Line Holdings

Emilian Danaila/iStock Editorial via Getty Images Switching gears within the cruise line sector, Wells Fargo altered its ratings on Friday to favor Carnival Corporation (NYSE:CCL) over Norwegian Cruise Line Holdings (NYSE:NCLH). The firm elevated Carnival to an Overweight status while demoting Norwegian Cruise Line (NCLH) to Equal Weight. Despite concerns over potential Middle East tensions impacting all cruise line stocks, the firm expressed confidence in upgrading CCL due to its high percentage of sailings commencing or culminating in Dubai/UAE. This location is perceived as relatively insulated from geopolitical issues compared to other areas in the region. Additionally, Wells Fargo highlighted

January 5, 2024

Ron Finklestien

Akoya Biosciences (AKYA) Stock Shines in a Resilient Industry Akoya Biosciences (AKYA) Stock Shines in a Resilient Industry

Amidst the tempestuous seas of the stock market, one particular vessel, namely Akoya Biosciences, Inc. AKYA, stands out like a lighthouse on a dark, stormy night. This medical entity, operating in the esteemed domain of Biomedical and Genetics, finds itself in a state of fervent activity, with notable revisions to its earnings estimates. Moreover, its commendable position in the coveted Zacks Industry Rank serves as a testament to its mettle in this tumultuous industry. Akoya Biosciences: An Industry Outlier In the vast expanse of the Medical – Biomedical and Genetics sector, Akoya Biosciences distinguishes itself as an anomaly, displaying noteworthy

January 5, 2024

Ron Finklestien

The US Economy Surges: Stocks Rise Following Job Growth

The US stocks got off to a strong start this morning, with investors buoyed by the release of robust job data on Friday. As the market opened on Friday, the Dow edged up by 0.08% to 37,470.26, while the NASDAQ climbed 0.20% to 14,539.40. The S&P 500 also saw gains, rising by 0.21% to 4,698.40. Check This Out: Cramer Says This ‘Inexpensive’ Stock Is ‘Doing Some Great Things With Aerospace’   Leading and Lagging Sectors   Communication services shares experienced a 0.5% increase on Friday. In contrast, real estate shares saw a 0.4% dip in trading on Friday.   Top

January 5, 2024

Ron Finklestien

Warren Buffett’s Investment Advice: Hidden Gems Worth Considering Warren Buffett’s Investment Advice: Hidden Gems Worth Considering

Co-authored with “Hidden Opportunities.” Value investing entails buying undervalued businesses when the market shuns them, and holding onto them for the long haul. It’s an approach that has underpinned some of Warren Buffett’s most significant and profitable investments. These investments were made when others were fleeing, making them the ultimate contrarian bets of Buffett’s legendary career. Warren Buffett has recounted during the 2008 financial crisis, when everyone else was abandoning the stock market, he secured shares in Bank of America (BAC) and Goldman Sachs (GS), which subsequently became reliable sources of passive income for years. Such timely and shrewd investment

January 5, 2024

Ron Finklestien

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Circular Economy: A Boost to Secondary REE Supply in the Next Three Decades Circular Economy: A Boost to Secondary REE Supply in the Next Three Decades

As our planet grapples with a rapidly evolving climate crisis, the significance of rare earth elements (REEs) in driving the transition towards a more sustainable future cannot be underestimated. A recent study has shed light on the pivotal role of circular economy strategies in increasing the global supply of REEs and reshaping the supply chains in the upcoming three decades. This framework aims to map the REE flows from in-ground to in-use stocks for global just transition. a, The roles of different circular economy strategies in the shift of in-ground minerals to in-use stocks. b, How the transition of REEs

January 5, 2024

Ron Finklestien

Jefferies’ Bullish Recommendation for Monday.com Stocks ‘Buy this everyday’ Jefferies says of monday.com

da-kuk Monday.com (NASDAQ:MNDY) surged by a notable 2% in premarket trading on Friday, buoyed by an enthusiastic endorsement from Jefferies. Jefferies’ Positive Outlook The investment bank decisively upgraded the stock to a Buy from a previous Hold rating, while setting a bold $230 price target, signifying robust confidence in the software company’s future performance. According to analyst Brent Thill, Monday.com stands out as a strong contender in the collaboration software segment, exhibiting a commendable trajectory in both revenue growth and free cash flow margins. Comparative Advantage Thill’s endorsement compares Monday.com to an early-stage Salesforce (CRM) or Hubspot (HUBS) with the

January 5, 2024

Ron Finklestien

Discover Five Thriving Stocks Worth Owning

Today marks the induction of five companies into the prestigious Zacks Rank #1 (Strong Buy) List. This elite group includes: Organogenesis Holdings Inc. (ORGO), a trailblazing regenerative medicine company, has witnessed a jaw-dropping 500% surge in the Zacks Consensus Estimate for its current year earnings over the last 60 days. The Promising Trajectory of Organogenesis Investigate Organogenesis’ price and consensus chart here | The Organogenesis Quote Cal-Maine Foods, Inc. (CALM), a prominent producer of shell eggs, has experienced a remarkable 77.4% surge in the Zacks Consensus Estimate for its current year earnings over the last 60 days. A Glimpse into

January 5, 2024

Ron Finklestien

AAR Corp. Enters Into Multi-Year Distribution Deal With Ontic AAR Corp. Enters Into Multi-Year Distribution Deal With Ontic

AAR Corp. AIR entered into a multi-year agreement with Ontic. Viewed as a significant step forward, the agreement grants AAR the rights to provide a strategic selection of military products to the U.S. government, with exclusivity on specific parts. Simultaneously, Ontic, a reputed supplier of parts and services to the aircraft aftermarket, is poised to enhance its offerings to better assist American warfighters. AAR eagerly anticipates incorporating the Chatsworth, CA facility into its Ontic alliance, a move that is set to bolster its strategic military portfolio. Presently, AAR supports commercial distribution for Ontic’s Creedmoor, NC, plant, as well as military

January 5, 2024

Ron Finklestien

Medical Properties Trust Facing Unpaid Rent Drama Unpaid Rent Drama: Medical Properties Trust’s Stock Nosedives As Tenant Steward Struggles, Prompting New Loan

Stock Plunge Amid Tenant Woes Medical Properties Trust Inc MPW shares are plummeting, down around 15% following its disclosure to minimize exposure to tenant Steward Health Care System. As per the company’s third quarter 2023 Form 10-Q filing, Steward has delayed a portion of its September and October rent payment to MPT. Tenant’s Liquidity Woes Steward has cited significant changes in vendor payment terms that have adversely affected its liquidity, despite seeking additional working capital financing and attempting to sell its non-core laboratory business in Q4 2023. Protective Measures and Loan Arrangement To safeguard its assets and hospital operations, MPW has

January 5, 2024

Ron Finklestien

Downgrading Charles Schwab Reconsidering Charles Schwab: Downgrade Amid a Mixed Picture

Every crisis harbors investment opportunities. When the banking crisis erupted last year, my attention was swiftly drawn to the financial sector. Amid this flurry, one company stood out – The Charles Schwab Corporation (NYSE:SCHW), a formidable banking and brokerage behemoth. Despite intermittent weakness, its signs of growth were hard to ignore. Since my bullish article in September 2023, its shares have catapulted 20%, trouncing the S&P 500’s meager 6.5% ascent. Now, as the dust settles, I sense that the low-hanging fruit has been plucked. The recent share surge and persistent financial pain nudge me to recommend exploring other opportunities. Granted,