The Latest from

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  April 6, 2022

  Energy and utility companies keep the economy running, but does Eversource have enough cash to keep the lights on?

  

  Energy and other utilities are essential facilities in every economy. They are the services that make society function at the most basic level.

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  March 30, 2022

  Playtika rode the mobile gaming market to strong profitability, but credit markets haven’t gotten the latest update yet

  

  Today’s FA Alpha Daily will feature game-making company Playtika (PLTK), and its strong cash flows and tailwinds credit agencies are missing.

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  March 23, 2022

  Cohu’s testing services are worth their weight in gold, but credit markets don’t see the value

  

  Similar to oil prices, semiconductors have become very important to the global economy. Today’s FA Alpha Daily will key in on Cohu, Inc. (COHU), one of the industry leaders in testing the wafers that make chips, and how credit agencies are missing this tailwind.

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  March 16, 2022

  Rising oil prices might spell the triumphant return of U.S. shale

  

  Anyone with a car or just an ear to the ground has noticed oil prices rocketing higher in the past several weeks. As we discussed on Monday, this sharp increase in oil price could create potential headwinds for the economy were prices to remain elevated over the next few months.

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  March 9, 2022

  Rating agencies are blindly writing off how Signify changes the healthcare model

  

  The United States is one of the most medically advanced countries in the world. And yet, inefficiency and inequality define how most Americans view the industry.

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  March 2, 2022

  This SaaS company has a strong business and lots of cash… what have the rating agencies been scared of?

  

  With huge disruption in the technology sector in the past few years, credit and equity investors need to look for stability. Today’s FA Alpha Daily will talk about the true fundamental credit risk of Upland Software, Inc. (UPLD), whose steady performance is set to surprise rating agencies

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  February 23, 2022

  NVIDIA is quickly becoming one of the most powerful companies in the world, and the rating agencies are woefully far behind the times

  

  Credit markets, compared to the stock market, don’t typically see a lot of dramatic shifts.

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  February 16, 2022

  DowDuPont’s split is good for beating competitors, but not for the new balance sheet

  

  Back in 2017, two of the largest chemical companies, DuPont de Nemours (DD) and Dow (DOW), merged to form DowDuPont. Within 18 months, they then dissolved into 3 separate companies, each focused on a different market segment. From a business perspective, it makes a ton of sense.

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  February 9, 2022

  Ingles Market continues to take advantage of pandemic-driven demand

  

  People remember the early days of the pandemic when everyone swarmed to buy toilet paper from the grocery store. But they often forget about the other ways the grocery store kicked off the at-home revolution.

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  February 2, 2022

  GameStop made the most of its historic 2021

  

  Back in January and February of 2021, the financial media was completely enraptured by the sage of GameStop. GameStop is a physical video game retailer which has been getting pushed out of the market by Amazon (AMZN) and digital downloads of games straight from the publisher.

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  January 26, 2022

  Advanced Drainage Systems will help the U.S. wash away old infrastructure

  

  Back in November, we highlighted a trend that is only becoming more and more apparent as the economy moves into 2022. We are talking about the capex supercycle.

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  January 19, 2022

  The credit rating agencies are scorching Arch Resources years before they should

  

  oal is a hated business by credit and equity investors alike, as future expectations are for the industry to continue to be phased out for cleaner energy and green energy solutions.

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  January 12, 2022

  Even if video killed the radio star, iHeartMedia is still going strong

  

  Years ago, local radio stations used to have a monopoly on the social lives of entire countries. Radio stations were how everyone discovered new music or received news before the invention of the television. Even over the past 30 years, radio is how folks have entertained themselves while they were driving, working or doing anything with their hands.

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