TravelCenters of America: Consider Its Bonds (NASDAQ:TA)
TravelCenters' profitability depends on fuel margins, which are now unusually high. Check here to see why I consider TA's baby bonds a good choice.
Source: seekingalpha.com
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Analyzing 13Fs: Public Investment Fund (Saudi Sovereign Wealth Fund)
The Saudi Sovereign Wealth Fund invested more than $7 billion during the second quarter, doubling down on some of its highest conviction investments.
Source: seekingalpha.com
Itochu Corp. Q1 2023 Earnings: Strong Core Growth, Buy
Itochu had a strong first fiscal quarter, delivering 33% of the full year profit of ¥700 billion. See why we continue to rate Itochu stock as a Buy.
Source: seekingalpha.com
Albemarle Q2 Earnings: Threading Supply/Demand Balance Needle (NYSE:ALB)
Albemarle is a cash machine at current lithium prices. Read why ALB is no worse than fairly valued with plenty of upside if lithium prices fall more slowly.
Source: seekingalpha.com
Eaton Corp. Is Still Delivering Electrifying Growth (NYSE:ETN)
Eaton delivered record operating margins and non-GAAP EPS in its 2Q 2022 results. Read more to know why I’m comfortable leaving a Buy rating on ETN stock.
Source: seekingalpha.com