SNC-Lavalin: Renewed Interest as the Nuclear Division is Poised to Outperform ?
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SNC-Lavalin: Renewed Interest as the Nuclear Division is Poised to Outperform ?
Constellation Energy: A Lot Working Well for America's Nuclear Behemoth
Calian Group: Yet Another Quarterly Record; Margin Expansion on a Diversified Platform
MasTec: Our Preferred Infrastructure Pick for a Carbon Neutral Economy
Ahead of the Q3 Earnings, Our Utility Preference Remains on Unregulated Assets with Nuclear Exposure
Time to Call a Bottom With Tesla - Elon Finished Selling ? Twitter Deal Risk on the Upside
Why Baseload Matters: Understanding Electricity Generating Capacity
NextEra Energy: Post-IRA, PTCs/ITCs Provide Two Decades of Visibility on Infrastructure Investment
Constellation Energy Group: Post-IRA, Possible M&A and Price Stability Much Better Going Forward
MasTec: Record Backlog, Margins Under Pressure but the LT Transition & Outlook Remains Intact
Dental Clinics, Suppliers and Medical Devices: Turn that Frown, Upside Down
NuScale Power: Finally a Quality Way to Invest in the SMR Revolution
Following the Record Q1, Steel Fundamentals Remain Strong, Buybacks Continuing, Backlog High
A Look at Gold, Rates, Equities and Currencies:
Calian Group: Stability Through Diversity
MasTec: Clarity Finally Provided – Results Good, Outlook Great, Timing/Financial Overhangs Gone
Constellation Energy Group: What’s Not to Like - Defensive, ESG & Energy Independence
Sphere 3D: Post-Mortem on a Pump & Dump.
Ag Growth Intl': Positive Fundamentals with Negative Overhangs Waning