Relatively good Q1 2020 for Gannett
The media company Gannett (GCI) went through a stormy day last Friday, with the stock plunging up to 18% after the quarterly report was released but recovering back to the opening price after investors actually…
Articles by Yinon Arieli
Strong Q1 2021 for HRI
The U.S. economic recovery from the corona has given a dramatic boost to the results of the equipment rental company Herc Holdings (HRI), which presented a particularly strong report for the first quarter of 2021….
Jordanian clothing manufacturer at a discount: Jerash Holdings (JRSH)
Jerash Holding (JRSH) is a Jordanian overlooked micro-cap clothing manufacturer (market cap of $68 million based on the share price of $6), which trades on the NASDAQ, grows consistently, loaded with cash, and probably worth…
Dividends update for STLA and JPM
Stalantis has announced the distribution of a cash dividend combined with a spin-off of Faurecia, which is one of the world’s largest suppliers of components and technologies to vehicles. Those who held Stalantis on March…
Sell 65% from HRI
The rental equipment company HRI has flown up in recent months, crossing my conservative target price ($106). To remind you, I valued the company based on an EBITDA forecast of about $745 million for the…
Great Q4 2020 for Gannett
The media and digital company Gannett (GCI) topped my forecast for the fourth quarter of 2020 – the number of subscribers grew by 29% this year, revenue grew to $875 million, expenses decreased by $61…
Stellantis is a strong buy after Q4 2020 results
I already wrote quite a bit about the merger between Fiat-Chrysler and the PSA Group (Peugeot) that created Stellantis – the fourth largest car manufacturer in the world, so I will not expand on that…
Strong H2 2020 for NN Group; PT raised to 50 Euro
As I predicted, NN Group had a strong second half in 2020, and it’s back to 2019 activity level. Actually, the operating profit even grew slightly from 1.8 billion euros in 2019 to 1.9 billion…
Does Bill Ackman have a deal for PSTH?
Last week, Bill Ackman tweeted that PSTH’s stockholders could also participate in the issuance of his next Spac (PSTH II) at the initial price of $20 per share. When Ackman was asked “how will he…
JPM continues to flourish in 2020
2020 revenue grew by 3.7% compared to 2019, totaling $122.9 billion, while reported net profit shrank from $36.4 billion to $29.1 billion. However, keep in mind that JPM was forced to build a reserve of…