Posted on 9/11/20
Civeo Corporation: Positive Cash Flow For 2020 And Beyond Makes This Worth The Risk
SummaryThe cash balance is extremely low, but positive cash flow is being used to pay down debt.Even with some very conservative assumptions, the valuation looks attractive.Management . . .
Posted on 12/13/19
Galectin Therapeutics: An Even Better Buy As It Hits 52-Week Lows
SummaryWhile GALT failed the phase 2 NASH-CX trial, they demonstrated a clear benefit for patients without esophageal varices.To date, belapectin is the only candidate to demonstrate . . .
Posted on 3/26/19
Akebia Therapeutics: Still A Buy Post-Merger
SummaryAKBA’s stock price dipped quite a bit from June to December 2018 on relatively no material news.The start of 2019 has seen a nice recovery, but . . .
Posted on 3/13/19
McDermott International: Righting The Ship
SummaryMDR again reported additional changes in estimates at legacy CBI projects.Though unwelcome news, MDR’s management cannot be blamed for these problematic projects that were undertaken by . . .

