Portfolio Update: Uranium Derivatives Outperform Post-Q2/2023 Results
- Jul 10, 2023
Mastec: Margin Expansion Back in Focus as 2022 Acquisitions Provide 2023+ Opportunity
- Jun 25, 2023
The Importance of Understanding the Underlying Geopolitics in EM Investing
- Jun 8, 2023
Constellation Energy; The Nuclear Sector's Consolidator
- Mar 24, 2023
Well Health Technologies Continues to Prove out a Successful Business Model
- Feb 27, 2023
SNC-Lavalin: Renewed Interest as the Nuclear Division is Poised to Outperform ?
- Feb 21, 2023
Constellation Energy: A Lot Working Well for America's Nuclear Behemoth
- Nov 28, 2022
Calian Group: Yet Another Quarterly Record; Margin Expansion on a Diversified Platform
- Nov 14, 2022
Well Health Technologies: Another Beat & Raise Quarter as M&A in the Sector Remains Hot
- Nov 5, 2022
MasTec: Our Preferred Infrastructure Pick for a Carbon Neutral Economy
- Oct 24, 2022
Ahead of the Q3 Earnings, Our Utility Preference Remains on Unregulated Assets with Nuclear Exposure
- Oct 11, 2022
Time to Call a Bottom With Tesla - Elon Finished Selling ? Twitter Deal Risk on the Upside
- Oct 5, 2022
Why Baseload Matters: Understanding Electricity Generating Capacity
- Sep 9, 2022
NextEra Energy: Post-IRA, PTCs/ITCs Provide Two Decades of Visibility on Infrastructure Investment
- Aug 23, 2022
Palo Alto Networks: Yet Another Beat & Raise Quarter as Billings Reach a Multiyear High
- Aug 10, 2022
Constellation Energy Group: Post-IRA, Possible M&A and Price Stability Much Better Going Forward
- Aug 8, 2022
MasTec: Record Backlog, Margins Under Pressure but the LT Transition & Outlook Remains Intact
- Jul 28, 2022
Setting the Record Straight on the Effectiveness of the Russian Sanctions
- Jul 25, 2022
Positive Outlook for Well Health; M&A in the Sector Heating Up Given Amazon, TPG and Telus
- Jul 20, 2022
Will Yara's Impressive Margins be Replicated in North America with CF, MOS and NTR ?