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REO Speedwagon: MP Materials (NYSE: MP)
This week we’re going to take a look into MP Materials (NYSE: MP), a rare earth elements (REE) mining and processing company based out of Las Vegas…
May 17
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ThePeachPit Model Portfolio Vol. XI
When’s the last time you bought a car and what was your rate on the loan? I purchased my first new vehicle back at the end of 2017, the 2018 Chevy…
May 14
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Eaton Corp. Deep Dive (NYSE: ETN)
Preamble: IES Holdings (NASDAQ: IECS) UPDATE Last week, I covered IES Holdings (IESC), which performed exceptionally well since reporting Friday, May 3…
May 10
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ThePeachPit Model Portfolio Vol. X
Last Friday I released my investment analysis on IES Holdings (NASDAQ: IESC) with a strong BUY rating. Since the release Friday morning, IES reported…
May 7
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IES Holdings (NASDAQ: IESC)
This week's investment idea is IESC, a Houston-based electrical components company that will realize outstanding growth throughout the next decade in…
May 3
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April 2024
ThePeachPit Model Portfolio Vol. IX
So far, since launching ThePeachPit Model Portfolio on February 28, 2024, the broader portfolio is up 5.10%. The portfolio declined by -17bps this last…
Apr 23
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ThePeachPit Model Portfolio Vol. IX
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ChampionX Is Acquired By Schlumberger (NASDAQ: CHX) (NYSE: SLB)
As q1’24 earnings season kicks off, the markets have been acting estranged as a result of higher-than-expected inflationary pressures, leading investors…
Apr 19
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ChampionX Is Acquired By Schlumberger (NASDAQ: CHX) (NYSE: SLB)
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ThePeachPit Model Portfolio Vol. VIII
This week we take a look at a few trading set ups for AMD, NVDA, MSTR, DELL, PLTR, and UEC. This concludes with some minor adjustments to ThePeachPit…
Apr 16
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Teck Resources Limited (NYSE: TECK)
Canadian Copper mining company repositioning itself to be a pureplay for the next leg of the megatrend
Apr 12
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ThePeachPit Model Portfolio Vol. VII
This last week was certainly eventful with a strong swing in WTI oil prices, touching $87/bbl before settling within their previous range at $84/bbl…
Apr 9
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Tidewater Is Ready For High Tide Season (NYSE: TDW)
Tidewater is an offshore/deepwater OFS play that may benefit from a run up in oil prices and a hedge from downside risk.
Apr 5
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ThePeachPit Model Portfolio Vol. VI
Higher for longer rates is paired with global cuts in production? Russia pledged last month to curtail oil production as OPEC+ elects to maintain…
Apr 2
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ThePeachPit Model Portfolio Vol. VI
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