The corona-virus accelerated the transition of many activities to the digital arena. It’s not just buying stuff online instead of going to physical stores, but also in the field of social media, studying, meetings, etc,…
Just before the second-quarter earnings season is launched, here are some interesting recent updates on the portfolio companies. Facebook to tag ‘harmful’ posts as boycott widens. About 90 companies, some are leading corporations such as…
SolarEdge continued to grow strongly in the first quarter of 2020. Sales jumped 58.5% year-over-year to reach $431 million. The operating margin also remained at its high level, 15.8%. SEDG had $427 million of cash…
The lockdown hurt the graphite electrode manufacturer – Graftech (EAF), as well. The decline in global activity has led to a reduction in steel production and a decline in demand for electrodes. Revenues in the…
HRI continued to increase revenue from equipment rentals by 2.4% in the first quarter compared to the same quarter a year ago. The improvement was supported by a 2.4% increase in rental prices and a…
Oil tanker company Scorpio Tankers (STNG) released a strong report for the first quarter of 2020. In my optimistic scenario, I estimated an increase of about $2000 in the daily tanker rates, but in practice,…
Airline companies posted historical losses in Q1 2020 and Q2 will be even worse.DAL got the largest government grant and raised enough loans to handle the shut-down period.It’s a risky investment but the stock is…
We have added 2 new strategies to the quantitative strategies section: The Robot Portfolio The Robot strategy was suggested by the fund manager and Bloomberg’s columnists, John Dorfman. Dorfman’s robot portfolio selects the 10 stocks…
We’ve been overwhelmed (and somehow shocked!) by the overwhelming number of people that are joining our service, looking to invest money in stocks during this crisis. Our website traffic has jumped by 78% in the…
The US government has decided to give huge grants totaling about $25 billion to US airlines. The grants are intended primarily for companies to pay their essential employees and not lay off employees. This is…