The Latest from

• 

  April 27, 2023

  This company is excited to welcome chip manufacturers home

  

  In response to the supply chain disruptions experienced during the COVID-19 pandemic, both governments and companies are ramping up their investments to mitigate similar supply chain issues in the future. One industry that is particularly affected is the semiconductor industry, which has placed an increased emphasis on secure and efficient supply chains. ASML Holding is capitalizing on this trend as demand for its products has surged in 2021. In today’s FA Alpha Daily, we will discuss how ASML Holding is well-positioned to benefit from the growing focus on supply chain security and efficiency in the semiconductor industry.

  Read More
• 

  April 20, 2023

  The technology giant knows better than drawing hockey sticks

  

  We have been dealing with inflation for quite some time. For much of the past decade, many in technology just needed to keep investing in growth and put “hockey stick” growth charts in their investor presentations to make the market love them.

  Read More
• 

  April 5, 2023

  This recycled steel manufacturer enables the infrastructure investments

  

  Due to the pandemic revealing issues in the supply chain, the government, and companies are now prioritizing long-overlooked infrastructure and supply chain investments, indicating the arrival of the Supply Chain Supercycle. Companies like Schnitzer Steel Industries (SCHN) are benefiting from the high demand for steel due to the Bipartisan Infrastructure Law's funding. Despite all of this, the market is currently mispricing Schnitzer Steel Industries' performance, anticipating it to perform worse than pre-pandemic levels. In today's FA Alpha Daily, we will look at Schnitzer Steel Industries to see why the market is missing an opportunity by mispricing a profitable company.

  Read More
• 

  March 30, 2023

  This company still has not recovered from the pandemic, and inflation makes it worse

  

  We have been dealing with inflation for quite some time. There are different views on why this happened, but it seems the quantitative easing actions, the Russian invasion of Ukraine, and the scarcity of demanded goods all had impacts.

  Read More
• 

  March 16, 2023

  The need for nurses means more demand for this staffing company

  

  The U.S. is experiencing a shortage of nurses due to the pandemic resulting in unfavorable earnings for hospitals. To address this, the government has launched a $1.8B program for new residency slots, allocated $103M for worker retention, and is proposing legislation to attract more healthcare workers. This could drive demand for staffing companies like AMN Healthcare Services, which provides healthcare workforce solutions. In today's FA Alpha, we will discuss why AMN Healthcare Services is mispriced and how it will benefit from the proposed program and legislation of the government.

  Read More
• 

  March 9, 2023

  China is back, and the big opportunity of this miner goes unnoticed by the markets

  

  For nearly three years, China stuck to its “Zero Covid” policy that included taking abnormal measures to make sure that the pandemic was contained. Extended lockdowns, individual quarantines, closing borders to visitors, and tracking phone signals and travel histories are only some of the measures taken.

  Read More
• 

  March 2, 2023

  The market still fails to see that office landlords are in big troub

  

  Office landlords have been struggling for a long time

  Read More
• 

  February 23, 2023

  This oil and gas giant may just be starting a decade with high profitability

  

  The Russian-Ukraine war has greatly impacted the energy sector, particularly the supply of oil. This has resulted in a shortage of oil, causing a surge in prices as countries dependent on Russia search for alternative suppliers. Exxon Mobil, a company heavily involved in the energy sector, experienced a significant increase in profitability last year as a result of these market conditions. In today's FA Alpha, we will discuss Exxon Mobil's favorable performance and how it can maintain these gains in the face of short-term market pessimism.

  Read More
• 

  February 9, 2023

  The beam of light in the darkness of the semiconductor space

  

  One of the most essential industries supplying the demand for technology is the semiconductor space.

  Read More
• 

  February 2, 2023

  This essential materials supplier sits in the middle of supply chain investments

  

  The pandemic exposed the vulnerabilities of supply chains. As a result, companies have invested heavily in supply chains and infrastructure to improve supply chain resiliency and flexibility. In turn, more raw materials such as copper and aluminum will be needed for these developments. In today's FA Alpha, let's see the true profitability of Arconic Corporation, one of the notable suppliers to the whole Supply Chain Super Cycle.

  Read More
• 

  January 26, 2023

  The market wants to believe energy prices are finally going down, but it will not be that easy

  

  Russia’s invasion of Ukraine created huge supply shocks in many industries. The most major impacts have been seen in the agricultural and energy space though.

  Read More
• 

  January 12, 2023

  This logistics company is ready to prosper, as Silicon Valley is all-in on supply chain technology

  

  The demand for healthy snacks has greatly expanded as working from home has gained popularity throughout the world. Businesses like BellRing Brands (BRBR) benefitted from meeting this demand. In today's FA Alpha, we'll see how the company's profitability measures up against total obligations.

  Read More
• 

  January 5, 2023

  Manufacturing is coming home, bringing customers of this semiconductor supplier closer

  

  There are many indicators showing how the U.S. will still be the dominant economic power for the next 80 years. U.S. share of the world economy is booming. American companies generate more economic earnings than the rest of the world, resulting in a lot more tax collected by the government.

  Read More
• 

  December 29, 2022

  This could’ve been the peak of the used car bubble

  

  CarMax (KMX) has had the perfect set-up for the past two years.

  Read More
• 

  December 22, 2022

  The market hasn’t given up on this transportation platform yet, while the company keeps on burning cash

  

  A company that experienced aggressive growth in mid-2021, Uber Technologies (UBER) is one of the biggest money-losing businesses which can relate to a bubble burst. Even though its assets grew aggressively, it does not mean its profitability increased. In today's FA Alpha, we explore UBER's true profitability through Uniform Accounting and see if it has a potential downside.

  Read More
• 

  December 15, 2022

  Manufacturing is coming home, bringing customers of this semiconductor supplier closer

  

  We have been talking about how the U.S. has underinvested in its infrastructure and manufacturing capacity in the last decade. Now with the problems with supply chains and infrastructure realized, investments in this space seem inevitable. The Supply Chain Super Cycle is underway.

  Read More
• 

  December 8, 2022

  Investors focus on Europe so much that they forget about the energy crisis in the U.S., which brings booming demand for this refiner

  

  Everyone is very concerned right now about energy prices and what is happening in Europe.

  Read More
• 

  December 1, 2022

  The need for this company’s services is booming as we continue investing in infrastructure

  

  The United States administration has pledged to invest in nuclear infrastructure in order to keep California's last nuclear power plant operational. If the investment is successful, nuclear plants such as Centrus Energy (LEU), a company that supplies nuclear fuel and services on a global scale, will benefit greatly. Today's FA Alpha will examine if the company will enjoy sustained high profitability through Uniform Accounting if investment continues.

  Read More
• 

  November 17, 2022

  This industrial conglomerate will help Europe rebuild, and enjoy increased profitability

  

  We have spent a lot of time talking about the supply chain supercycle and how the U.S. ignored investments into its infrastructure and supply chains for a long time.

  Read More
• 

  November 10, 2022

  The construction and mining giant cuts its ropes by settling for the tax disputes and is ready to supply for the Supply Chain Supercycle

  

  With the impending supply chain Supercycle in the United States, companies ramp up reinvesting capital in CAPEX. This booming demand benefits companies such as Caterpillar (CAT), one of the world's largest machinery producers. However, the as-reported ROA does not appear to take into consideration this trend, undervaluing the company. Today's FA Alpha will look at true profitability and performance through the lens of Uniform Accounting.

  Read More