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  August 24, 2022

  Credit Rating Agencies Fail to Recognize the Strength of Sovos Brands Despite Strong Cash Flows and Market Demand

  

  One lasting effect of the COVID-19 pandemic was that people continue to spend more time at home. Even though restaurants have reopened, more people still prefer to eat at home than in past years. A 2021 study from Supermarket News showed that 91% of consumers planned on eating as many if not more meals at home with their families as they did during the pandemic.

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  August 17, 2022

  Credit agencies ignore Comstock Resources’ natural gas reserves, leading to ridiculous ratings

  

  As the U.S. emerges as the world's top natural gas supplier due to the shale renaissance and Europe’s decision to turn to the west, American natural gas companies such as Comstock Resources (CRK) are set to win big. However, credit rating agencies give Comstock a B+ rating, despite its increasing earnings and current position in the energy industry. Today’s FA Alpha Daily will examine the company’s true credit risk.

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  August 10, 2022

  WW International’s healthy credit structure is not understood by the credit agencies

  

  Although we do not talk about it as much, obesity has become a global problem. 1.9 billion adults were overweight and 650 million of them were obese in 2016, nearly tripling since 1975.

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  August 3, 2022

  This truck manufacturer is made to deal with the driver shortage

  

  It's no secret that there is a current truck driver shortage in the United States. As the economy begins to rebound, companies need to address the supply chain issues that have impeded growth and driven inflation.

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  July 27, 2022

  Nuclear technology is saving lives, but credit agencies miss Lantheus’ role in it

  

  Nuclear technology plays a vital role in saving lives as it is used in helping fight cancers and in imaging technologies. Even with the booming demand for nuclear technology in the healthcare industry, credit rating agencies give Lantheus Holdings (LNTH), a major supplier of nuclear technology for healthcare solutions, a B+ rating. Today’s FA Alpha Daily will investigate the company’s real creditworthiness.

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  July 20, 2022

  While Nikola Tesla may have gone bankrupt, there is little chance his namesake will

  

  Elon Musk has been unable to avoid the headlines for the last few years. Thanks to his online presence and willingness to express his opinion on pop culture, cryptocurrencies, and policy, he has been a magnet for news.

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  July 13, 2022

  Even after the world’s recovery, credit rating agencies are still behind the ball for Live Nation

  

  Back in February 2021, we were still in the depths of the pandemic lockdowns. Hotels sat empty, and flights were running with only a few seats filled. Thanks to government-enforced lockdowns

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  July 6, 2022

  Ratings agencies continue to miss the power of the energy industry

  

  Even though Ranger Oil Corporation (ROCC), a company that engages in the exploration and production of oil and gas, is poised to benefit from the current crude oil prices, credit rating agencies gave it a B rating. Today’s FA Alpha Daily will dig into the company’s real creditworthiness.

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  June 29, 2022

  Credit rating agencies don’t have the right data about Equifax

  

  Rising oil prices have received much attention in recent months, for good cause, as oil is essential in making the global economy run. As oil has been making its round in recent months in the media, more data has come out about the true extent of supply constraints we are facing right now.

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  June 22, 2022

  Credit ratings continue to discount the surging demand for oil and gas

  

  Consumers have largely been suffering

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  June 15, 2022

  Credit rating agencies need better information on ZoomInfo

  

  ZoomInfo Technologies Inc. (ZI) is riding the tailwinds of the massive demand for data-driven insights and database solutions. Today's FA Alpha Daily will investigate what rating agencies are missing with the Credit Cash Flow Prime.

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  June 8, 2022

  Concerned about surging resource prices and reduced demand, the credit rating agencies consider Century Aluminum much riskier than reality

  

  Most materials and resources have seen surging prices in recent years, ever since the start of the pandemic. Diminished capacity due to labor constraints, combined with shipping delays, has spiked demand while reducing the available supply.

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  June 1, 2022

  Spooked by rising interest rates, credit rating agencies make Forestar Group out to be much riskier than reality

  

  The housing market is booming, but rising interest rates have many investors and analysts spooked about the potential for the house of cards to come tumbling down. During the 2008 recession, housing companies were often forced into bankruptcy as expected cashflows dried up.

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  May 25, 2022

  The credit rating agencies might want to check out Momentive Global’s data collection services

  

  Momentive Global Inc. (MTNV), the provider of leading tools SurveyMonkey and GetFeedback, helps businesses get the right data to build relationships and engage with customers. Today's FA Alpha Daily will dissect the firm's credit risk picture in an increasingly relationship-driven world.

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  May 18, 2022

  Credit markets still think LGI Homes’ debt is a house of cards waiting to collapse

  

  LGI Homes, Inc. (LGIH) became fully valued after its rapid stock appreciation as a result of the rising house demand and firm expansion, yet credit markets seemed to have missed the picture. Today’s FA Alpha Daily will examine LGI Homes’ credit risk with the Credit Cash Flow Prime. FA Alpha Daily: Wednesday CreditPowered by Valens Research  […]

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  May 11, 2022

  Dillard’s looks to be the model for the department store of the future, while rating agencies are stuck in the past

  

  Everyone thinks that retail is dead, with none more so than the department store.

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  May 4, 2022

  How 5G implementation will help Ciena prove the rating agencies wrong

  

  Ciena Corporation (CIEN), a provider of equipment and services to the telecommunication industry, benefits from the 5G revolution. Today’s FA Alpha Daily will analyze Ciena’s true credit risk and what ratings agencies are missing.

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  April 27, 2022

  Ratings agencies are missing what no driver is—gas prices are rising

  

  California Resources Corporation (CRC) is an oil and natural gas company that specializes in oil exploration. For the past eight years, it’s been in the doldrums.

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  April 20, 2022

  Rising oil prices mean ChampionX is poised for a strong recovery

  

  As we talked about recently with Weatherford (WFRD), U.S. oil production is seeing a renaissance.

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  April 12, 2022

  GameStop took advantage of being a “meme stock,” but credit markets seem to have missed that

  

  Credit agencies give the infamous meme stock GameStop (GME) a credit rating of B, despite its numerous and lucrative equity issuances in the past year. Today's FA Alpha Daily will examine its actual risk with the Credit Cash Flow Prime.

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