2 Energy Giants Practically Mint Cash
Unlike upstream drillers who live by the barrel, Energy Transfer and Kinder Morgan quietly rake in stable cash flows by simply moving, storing, and processing hydrocarbons. Their businesses are mostly fee-based, and that makes them unusually resilient, especially in a market that punishes volatility.
Let’s dig into why these two midstream powerhouses are in a class of their own when it comes to cash generation,
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Did Jim Cramer Call The Top?
Nvidia has been famous for its astonishing rally over the past year but on June 18, Jim Cramer came out and declared, “Nvidia, own it, don’t trade it, so far so good”
Literally the very next day the stock started to fall. And it reported its first full week loss thereafter.
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1 Under-the-Radar Aerospace Stock Soaring
When Stanley Druckenmiller revealed that his family office had taken a stake in Woodward, some head-scratching followed. What was one of the greatest investors in the world doing buying an aerospace and industrials stock?
With about 6 weeks of news being released that Woodward was among his top buys for Q1, the stock took off and perhaps it’s no surprise why as you’re about to find out.
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1 Hot Stock Passes Super Stringent Screen
In the research rooms of investment management firms, returns on invested capital are keenly focused on. Buffett often speaks of this metric as a proxy for what return to expect over the long haul.
So, I decided to run a screen to find stocks with ROIC percentages north of 15%. That’s a high hurdle all by itself that most companies will fail to meet.
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Forget Tesla, This EV Stock Just Got a Billion-Dollar Lifeline
If you’ve spent any time watching the electric vehicle space, chances are you’ve already dug into Tesla. But as Tesla enters its next phase of maturity, investors with an eye for disruption might want to turn their attention to a different name, one that’s flying under the radar but could be setting up for a breakout.
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Read MoreThe Ivy
Which Semi Giant Is the Better AI Stock Right Now?
Two names dominate the foundation layer of the AI economy, ASML Holding and Taiwan Semiconductor Manufacturing. They are not competitors in the traditional sense, ASML makes the tools, while TSMC makes the chips, but investors often find themselves choosing between the two.
Let’s break down the opportunities and risks for each, and see which one looks like the stronger bet for AI investors today.
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1 Defense Contractor Going Global
Lockheed Martin Corporation (NYSE:LMT) is doing very well and making great progress with its 21st Century Security® strategy. The bold plan concentrates on three main initiatives that aim to boost the company’s role in the defense and aerospace industries.
The first initiative focuses on making Lockheed Martin’s production system stronger and able to handle more.
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