Corporate Insights

IPO of the Week: MGM Growth Properties LLC

MGM Growth Properties LLC (MGP) is a growth-oriented REIT formed in 2015. The entity engages in the acquisition, ownership and leasing of large-scale destination entertainment and leisure resorts, whose amenities include casino gaming, hotel, convention, dining, entertainment and retail offerings.

IPO of the Week: Reata Pharmaceuticals

Founded in 2002, Reata Pharmaceuticals is an Irving, Texas-based biopharmaceutical company. The late clinical stage company focuses on small-molecule therapeutics by targeting molecular pathways that regulate cellular metabolism and inflammation.

Misunderstood Brands Spell Opportunity for Investors

In this blog post, I’ll highlight the important trends happening in media consumption. One of my favorite brands is ROKU and it also happens to be very misunderstood by investors, analysts, and consumers.

Misunderstood Brands Spell Opportunity for Investors

In this blog post, I’ll highlight the important trends happening in media consumption. One of my favorite brands is ROKU and it also happens to be very misunderstood by investors, analysts, and consumers.

Criticizing MLPs Helps Them

Wednesday’s blog, Energy Transfer’s Weak Governance Costs Them drew a record number of pageviews within a few hours of being posted. It’s not just...

Pipeline Earnings in a Market Focused Elsewhere

Earnings season for midstream energy infrastructure kicks off with Kinder Morgan (KMI) on Wednesday. In April we identified growing free cash flow (see The...

Pipeline Earnings in a Market Focused Elsewhere

Earnings season for midstream energy infrastructure kicks off with Kinder Morgan (KMI) on Wednesday. In April we identified growing free cash flow (see The...

IPO of the Week: Yeti

Founded in 2006 in Austin Texas, YETI is a private equity-backed outdoor equipment designer, marketer, retailer and distributor. The company offers coolers & equipment, drinkware along with other outdoor accessories. As of September 2019, Cortec Group still owns ca. 46.2% of YETI.

Newsletter

Don't miss

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.

Election Trepidation: October 2024 HANDLS Monthly Report

October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.

The Election Results Are In. The Market Likes the Results.

As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.