Portfolio Update: Uranium Derivatives Outperform Post-Q2/2023 Results
DISCLAIMER: Any written content contained herein should be viewed strictly as observation, analysis & opinion and not in any way as...
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HoldCo Markets
- Jul 10
Mastec: Margin Expansion Back in Focus as 2022 Acquisitions Provide 2023+ Opportunity
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jun 25
The Importance of Understanding the Underlying Geopolitics in EM Investing
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Jun 8
Constellation Energy; The Nuclear Sector's Consolidator
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Mar 24
Well Health Technologies Continues to Prove out a Successful Business Model
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis, observation & opinion and not in any way as...
HoldCo Markets
- Feb 27
SNC-Lavalin: Renewed Interest as the Nuclear Division is Poised to Outperform ?
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis, observation & opinion and not in any way as...
HoldCo Markets
- Feb 21
Constellation Energy: A Lot Working Well for America's Nuclear Behemoth
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis, observation & opinion and not in any way as...
HoldCo Markets
- Nov 28, 2022
Calian Group: Yet Another Quarterly Record; Margin Expansion on a Diversified Platform
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Nov 14, 2022
Well Health Technologies: Another Beat & Raise Quarter as M&A in the Sector Remains Hot
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Nov 5, 2022
MasTec: Our Preferred Infrastructure Pick for a Carbon Neutral Economy
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Oct 24, 2022
Ahead of the Q3 Earnings, Our Utility Preference Remains on Unregulated Assets with Nuclear Exposure
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Oct 11, 2022
Time to Call a Bottom With Tesla - Elon Finished Selling ? Twitter Deal Risk on the Upside
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Oct 5, 2022
Why Baseload Matters: Understanding Electricity Generating Capacity
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Sep 9, 2022
NextEra Energy: Post-IRA, PTCs/ITCs Provide Two Decades of Visibility on Infrastructure Investment
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Aug 23, 2022
Palo Alto Networks: Yet Another Beat & Raise Quarter as Billings Reach a Multiyear High
DISCLAIMER: Any written content contained herein should be viewed strictly as analysis & opinion and not in any way as investment advice....
HoldCo Markets
- Aug 10, 2022
Constellation Energy Group: Post-IRA, Possible M&A and Price Stability Much Better Going Forward
With recent tailwinds such as a beat and raise quarter along with the passage of the Inflation Reduction Act (IRA), we’re taking the time...
HoldCo Markets
- Aug 8, 2022
MasTec: Record Backlog, Margins Under Pressure but the LT Transition & Outlook Remains Intact
Late last week Mastec (MTZ) released Q2/2022 financial results which were highlighted by revenues of $2.30B (consensus $2.23B, $1.96 in...
HoldCo Markets
- Jul 28, 2022
Setting the Record Straight on the Effectiveness of the Russian Sanctions
As the Russian invasion of Ukraine reached the five month mark this past weekend, the global economy has since been put on the fast track...
HoldCo Markets
- Jul 25, 2022
Positive Outlook for Well Health; M&A in the Sector Heating Up Given Amazon, TPG and Telus
Late last week Well Health (WELL.CN) provided a business update for the Q2/2022 period, ahead of the quarterly earnings release expected...
HoldCo Markets
- Jul 20, 2022
Will Yara's Impressive Margins be Replicated in North America with CF, MOS and NTR ?
Yara International ASA (YARIY) reported improved y/y financial figures as it disclosed its Q2/2022 financial results on July 19th....
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