|
|
Recent Articles
-
Ameresco’s Shares Under Pressure Despite Record Backlog and Asset Pipeline Metrics
Mar 24, 2024
-
Image Source: Ameresco’s backlog of opportunities remains robust.
We like the trajectory of Ameresco’s backlog, its order momentum as well as commentary that “proposal activity (remains) at an all-time high.” The company’s track record and technical know-how suggest to us that win rates will likely continue to be healthy. That said, we continue to monitor Ameresco’s debt position and adjusted operating cash flow trends closely, and while the firm remains an idea in the ESG Newsletter portfolio, we’re viewing it as a source of cash should another ESG idea present a better risk-reward opportunity.
-
Nike’s Revenue to Face Pressure During First Half of Fiscal 2025
Mar 22, 2024
-
Image: Nike’s shares have faced considerable pressure from the beginning of 2022, and its outlook for the first half of fiscal 2025 wasn’t great.
We’re huge fans of Nike’s consecutive dividend growth track record, but uncertainty regarding the future pace of sales growth in China, growing competition from the likes of Lululemon and Vuori, and macro-driven weakness expected in the first half of fiscal 2025 leave us on the sidelines for now. Shares yield ~1.5% at the time of this writing.
-
Understanding Stock Splits
Mar 22, 2024
-
Let’s dig into how stock splits impact valuation.
-
Dividend Increases/Decreases for the Week of March 22
Mar 22, 2024
-
Let's take a look at firms raising/lowering their dividends this week.
|
