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…
After a 35% collapse from its mid-February high, the stock market suddenly changed direction and rose more than 20%. US indices are still about 19% below their peak, but why stocks are rising when people…
The Turbo Chargers manufacturer GTX is finally back to a positive trend. The stock has almost doubled over the past week but is still deeply undervalued. I have already written my opinion on GTX in…
I bought Scorpio Tankers (STNG) to the portfolio today at $19.7. Scorpio is the world’s largest pure-play product tanker owner and they manage the world’s largest product tanker pool. It’s a short term investment for…