Canadian Solar, Inc. (CSIQ) beat both the market and its own expectations in this week's earnings report, and we are still positive on the potential for this company to perform a Spinoff of its MSS solar modules segment. The company's tight control of its supply chain and international footprint has helped to mitigate the impact of the ongoing COVID-19 outbreak, and a newly authorized share buyback program will help offset the recent selloff. Read on for more on this catalyst name.
27 Mar 2020
To take advantage of the market's recent movements, we're adding to our positions in Bed Bath & Beyond, Inc. (BBBY) and Fox Corp. (FOXA) on their fundamentals that remain intact. These companies' current levels now warrant increases to their Model Portfolio positions. See the links below for more details and respective analyses/alerts.
12 Mar 2020
As markets are moving, The Edge will be increasing positions in the Model Portfolio. We believe The Cheesecake Factory, Inc. (CAKE) and Corteva, Inc. (CTVA) are fundamentally undervalued and the recent market movement allows for lower levels to average into the stocks.
12 Mar 2020
To take advantage of the market's recent movements, we're adding to our positions in Bed Bath & Beyond, Inc. (BBBY), Canadian Solar, Inc. (CSIQ) and Fox Corp. (FOXA) on their fundamentals that remain intact. These companies' current levels now warrant increases to their Model Portfolio positions. See the links below for more details and respective analyses/alerts.
10 Mar 2020
We are exiting several names from the Special Situations Model Portfolio as we look ahead at more compelling idea flow in 2020. Watch for our Special Situations Event Preview (released at the beginning of each month) for the ideas we're examining in this dynamic space, and the Upcoming Spinoff Calendars for more on the scheduled catalysts ahead.
25 Feb 2020
Improving operations takes time, and Bed Bath & Beyond, Inc.'s (BBBY) continued efforts are no exception. Having brought on turnaround specialist Mark Tritton to right the ship, the company is making strides in improving its digital sales and is set to release its full turnaround plan in the Spring. In an interim update ahead of its Q4FY19 earnings (April 15, 2020), BBBY has revealed pressure on its revenue coming out of the holiday season, which provides a buy opportunity at lower levels.
12 Feb 2020