SANMARTIN_M

SANMARTIN_M

Water usage worldwide has been increasing at more than twice the rate of population growth, according to UN-Water.org. Water scarcity is cited as a likely reason for future geopolitical conflicts. Water is most important for the life than Oil or Gas, but investor can't bet its price using future contracts. Investing in the scarcity of water, it turns out,...

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Cameco Corporation provides uranium for the generation of electricity. It operates through two segments, Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, and milling, purchase, and sale of uranium concentrate. The Fuel Services segment engages in the refining, conversion, and fabrication of uranium concentrate, as well as...

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Uranium is following a bullish trend. Eurpean Union defines Nuclear Energy as Clean Energy in terms of CO2 emission. Technology Companies are contracting Nuclear Energy due to their high level demand for data centers. Hedge funds are investing in Nuclear stocks and ETF. Cameco Corporation, Canadian Company, is under real production. Saudi Arabia is pushing...

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Yalla Group Limited operates a social networking and entertainment platform primarily in the Middle East and North Africa region. It provides mobile applications, including Yalla, a voice-centric group chat platform; and Yalla Ludo, a casual gaming application. The company’s platform offers group chatting and games services; and sells virtual items, as well as...

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NOK currency is linked to Oil & Gas Price. Oil is clear bullish trend and Gas could be developing market floor.

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Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. Positive: Yields high return on invested capital Has raised its dividend for 8 consecutive years 13 analysts have revised their earnings upwards for the upcoming period Prominent player in the Pharmaceuticals industry Cash flows can sufficiently cover interest payments ...

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Good fundamentals Mercedes-Benz Group AG operates as an automotive company in Germany and internationally. The company develops, manufactures, and sells premium and luxury cars and vans under the Mercedes-AMG, Mercedes-Benz, Mercedes-Maybach, and Mercedes-EQ brands, as well as related spare parts and accessories. It also provides financing, leasing, car...

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ETF will seek to track the performance of the Solactive Hydrogen Economy Index NTR (the “Index”). ETF is composed of several weak companies in terms of finance. It seems that a market floor has been formed but it remains as risk investment. In my personal opinion, natural gas shall be the leader in short term

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Boise Cascade Company engages in manufacture of wood products and distribution of building materials in the United States and Canada. It operates through two segments, Wood Products and Building Materials Distribution. The Wood Products segment manufactures laminated veneer lumber and laminated beams used in headers and beams; I-joists for residential and...

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Strong Accumulation in Gas Market. Gas price shall be increase middle term. Gas is a intermediate step between fossil combustibles and hydrogen. Many countries have gas as main energy source.

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Global Ship Lease, Inc. owns and charters containerships under fixed-rate charters to container shipping companies. Positive: Management has been aggressively buying back shares Yields high return on invested capital Consistently increasing earnings per share Impressive gross profit margins Pays a significant dividend to shareholders Analysts predict...

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Meritage Homes Corporation, together with its subsidiaries, designs and builds single-family attached and detached homes in the United States. The company operates through two segments, Homebuilding and Financial Services Positive: Yields high return on invested capital Consistently increasing earnings per share 9 analysts have revised their earnings upwards...

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Tecnoglass Inc., through its subsidiaries, designs, produces, markets, and installs architectural systems for the commercial and residential construction industries in Colombia, the United States, Panama, and internationally. Positive: Revenue growth has been accelerating Yields high return on invested capital Strong earnings should allow management to...

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PBF Energy Inc., together with its subsidiaries, engages in refining and supplying petroleum products. The company operates in two segments, Refining and Logistics. It produces gasoline, ultra-low-sulfur diesel, heating oil, diesel fuel, jet fuel, lubricants, petrochemicals, and asphalt, as well as unbranded transportation fuels, petrochemical feedstocks, blending...

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Management has been aggressively buying back shares Strong earnings should allow management to continue dividend payments Cash flows can sufficiently cover interest payments Prominent player in the Oil, Gas & Consumable Fuels industry Barclays analyst raised the price target on Occidental Petroleum (NYSE:OXY) to $78.00 (from $70.00) while maintaining a Overweight rating.

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Scorpio Tankers Inc., together with its subsidiaries, engages in the seaborne transportation of refined petroleum products in the shipping markets worldwide. Management has been aggressively buying back shares Strong earnings should allow management to continue dividend payments Strong return over the last month Prominent player in the Oil, Gas & Consumable Fuels...

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Arch Resources, Inc. produces and sells metallurgical products. As of December 31, 2022, the company operated seven active mines High shareholder yield Significant return over the last week Cash flows can sufficiently cover interest payments Prominent player in the Oil, Gas & Consumable Fuels industry Citi analyst raised the price target on Arch Coal to $200.00...

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Atkore Inc. engages in the manufacture and sale of electrical, safety, and infrastructure products in the United States and internationally Management has been aggressively buying back shares but there was a significant sell reaction after gap, it could mean that company is overvalued for insiders Strong return over the last month Prominent player in the...