Posted on 9/30/20
Vertex Energy As A Shape-Shifter
SummaryVertex Energy reported 2020 second quarter results in early August. Revenue in its primary segment declined 70% while revenue in the remaining two segments improved.The company . . .
Posted on 5/6/20
Northrop Grumman Adjusts Guidance; Still Expects To Outpace Industry Growth
SummaryNorthrop Grumman reported healthy 2020 first-quarter results on April 29th. Revenue and free cash flow improved 5+% year over year. "Restricted work" revenue contributed 28+%, indicating . . .
Posted on 3/23/20
Vertex Energy: Now Is Certainly Not The Time To Panic
SummaryIn January, Vertex Energy, a UMO re-refiner, announced completion of its pilot project with Tensile and announced a second SPV to transform its Heartland facility for . . .
Posted on 12/16/19
Sonoco Products: The Missing Valuation Metric
SummarySonoco Products provided 2020 guidance on December 6th. The market gave it little more than a token nod.A giant in the packaging industry, Sonoco expects growth . . .
Posted on 8/6/19
Northrop Grumman: A Long-Term Investment Case
SummaryAs a top defense contractor, Northrop Grumman should benefit for the next decade because of the government's renewed commitment to having the strongest military capabilities integrated . . .
Posted on 6/1/18
Vertex Energy: 'The Rest Of The Story'
Vertex Energy (VTNR) is, primarily, a used motor oil re-refiner. When crude oil prices fell in late 2014, it was pummeled and all but buried in . . .
Houston
