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Source: Seeking Alpha News Agency
3 weeks ago
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Expand Energy: Short-Term Protection From Hedges, Long-Term Upside

Expand Energy: Short-Term Protection From Hedges, Long-Term Upside

Expand Energy is rated a strong buy, with a base case DCF target of $134 per share, 35% above current levels. EXE's robust hedge book and the Twin Eagle acquisition underpin resilient free cash flow, even amid bearish natural gas sentiment and potential El Nino headwinds. My free cash flow model shows EXE generating $2.13 billion in 2027 and up to $3.5 billion by 2029, assuming rising gas prices post-El Nino.

Source: Seeking Alpha
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Source: CNBC News Agency
3 weeks ago
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Fed Governor Waller indicates he will support holding rates steady at September meeting

Fed Governor Waller indicates he will support holding rates steady at September meeting

In remarks that seem to contrast with statements last week from Chairman Kevin Warsh, Waller expressed confidence in the current inflation trends. While he conceded that inflation is "meaningfully above" the Fed's 2% target, he noted that recent trends "suggest we are finally seeing some signs of disinflation.

Source: CNBC
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Source: Seeking Alpha News Agency
3 weeks ago
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Cybersecurity Is AI's Next Growth Leg

Cybersecurity Is AI's Next Growth Leg

Cybersecurity is poised for a growth surge as AI-driven infrastructure spending shifts toward securing digital assets, with leaders like CRWD and PANW already showing strong demand. Current market valuations treat cybersecurity as enterprise software, creating a repricing opportunity as security budgets expand structurally and recurring revenues accelerate.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
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Barrick: Buy For Copper Growth And Valuation Discount

Barrick: Buy For Copper Growth And Valuation Discount

Barrick reported 43.8% revenue growth to $5.29 billion, as adjusted EBITDA surged 51% on strong realized gold and copper prices. B's dual focus on gold and copper positions it for strong pricing environments as copper faces a likely structural deficit by 2027–2028. The delayed North American IPO, now likely in 2027, is seen as a logical move that could unlock higher valuation premiums if operational optimization continues.

Source: Seeking Alpha
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Source: CNBC Television News Agency
3 weeks ago
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We believe the Fed is willing to tolerate inflation at these levels: JPMorgan's Jacob Manoukian

We believe the Fed is willing to tolerate inflation at these levels: JPMorgan's Jacob Manoukian

Jacob Manoukian, JPMorgan Private Bank U.S. head of investment strategy, joins 'Squawk Box' to discuss the latest market trends, sell-off in bond market, the Fed's inflation fight, and more.

Source: CNBC Television
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Source: Seeking Alpha News Agency
3 weeks ago
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International Consolidated Airlines: Lower Fuel Costs Strengthen The Upside Case

International Consolidated Airlines: Lower Fuel Costs Strengthen The Upside Case

H1 showed resilient premium demand, with North Atlantic unit revenue up 7.3% and strong pricing across higher-value routes. IAG lowered its fuel-cost assumption while maintaining a 70% hedge and expects to recover around 60% of the increase. Free cash flow remained strong, while net debt and leverage continued to decline despite substantial shareholder distributions.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
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IDACORP: Still Knocking On The Buy Zone's Door Now

IDACORP: Still Knocking On The Buy Zone's Door Now

Since June, IDACORP, Inc. has trailed the S&P 500 index. The regulated utility's mix of large contract customer ramp-ups, customer growth, and a multi-gigawatt pipeline should power robust diluted EPS growth. IDACORP's interest coverage ratio is respectable for a regulated utility.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
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Fairfax Financial: Getting Paid To Hold Float At 7.8x Earnings

Fairfax Financial: Getting Paid To Hold Float At 7.8x Earnings

Fairfax Financial earns a Buy rating, trading at 7.8x trailing earnings and near adjusted book value. FRFHF's insurance operations remain profitable, with a 93.1% combined ratio and $459M Q2 underwriting profit despite softening premium growth. The $77.3B investment portfolio yields ~5% from high-quality, short-duration fixed income, driving rising interest income.

Source: Seeking Alpha
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