Last week, we talked about how Intel (INTC) could be a beneficiary of the closing off of tech trade between the U.S. and China.
However, they are not the only company looking to invest in U.S. infrastructure.
The U.S. just announced new restrictions on tech exports to China earlier this month, as a part of the continued "economic war" between the two geopolitical rivals.
Everyone that tried buying anything in the last two years has experienced the hard truth: our supply chains are old and slow.
As we discussed with Canadian Pacific (CP) last week, ignoring investments in this area led to extended lead times. Neither consumers nor manufacturers are happy about it.
E-commerce companies have seen a surge in demand, but problems with their supply chains have made the shopping experience for customers a nightmare. Companies are moving their factories closer to home to cut down on shipping times. Trains are becoming increasingly popular as an alternative to ships and airplanes for transporting products to and from […]
After two years, most of the impacts of the pandemic are behind us. Children are back at school, employees have started to go to the office, and we can enjoy restaurants again.
Puerto Rico just got hit by a deadly hurricane that wiped out power and much of its infrastructure.
Unfortunately, climate change is already happening, and we may see more of these extreme weather conditions in the near future.
The plan of the U.S. Government to onshore mission-critical manufacturing activities to repair the supply chain mess is set to benefit building equipment providers such as Oshkosh Corporation (OSK). However, the as-reported metrics of the company do not yield exciting results. Using Uniform Accounting, today's FA Alpha will examine the actual earnings and profitability of the company.
Right now, the U.S. is the center of VC and innovation in the world.
The American Dream has always been centered on the idea of innovation. Following dreams, being ambitious, and creating the life you want.
With all the volatility in the market over the course of 2022—with fears of inflation and wars—it can be hard to discern exactly what trends to invest around.
The booming global energy demand raises the issue of getting energy where it is needed. As such, pipeline companies emerge as problem solvers with their capability to transport energy products. Using the Embedded Expectations Analysis framework, today’s FA Alpha Daily will dig into what investors can expect from Enterprise Product Partners (EPD), one of the largest pipeline companies in the U.S.
When President Biden came into office, one area he expressed a desire to devote resources to was improving infrastructure across the United States.
The Infrastructure Investment and Jobs Act has committed over $500 billion dollars to upgrading roads, bridges, public transportation, and myriad other projects in the coming years.
The recent boom in demand for oil and energy also entails stronger demand for the services of industry players like Schlumberger Limited (SLB), one of the biggest oil & gas equipment and services companies in the world. Today’s FA Alpha Daily will dig into what investors can expect from Schlumberger Limited using the Embedded Expectations Analysis framework.
If the past two years have taught companies anything, it is the importance of a watertight supply chain. The COVID-19 pandemic showed that no one is immune to supply chain deficiencies.
Due to the Russian invasion of Ukraine, the world has seen the prices of food, energy, and rare metals rise due to supply chain issues caused by the war.
Automotive manufacturers adopting direct-to-customer channels threaten independent car dealers such as Penske Automotive Group (PAG), the second-biggest car dealer in the U.S. Today’s FA Alpha Daily will inspect what investors can expect with Penske’s current valuations.
Throughout the pandemic, the world moved away from big cities, started working from home, invested at home, and communicated with each other via online tools available.
Most of these changes can be explained by the At-Home Revolution, which also changed the way businesses work dramatically.
