Energy Transfer: Accumulate The High Yields While The Market Worries

Posted Jul 22 by Two Blokes

Energy Transfer's bullish momentum has stalled since the early 2025 peak. Market skepticism has likely centere

Source: Two Blokes Trading

Anterix Sets First Quarter Fiscal 2026 Earnings Conference Call for Wednesday, August 13, at 9:00 a.m. ET

Posted Jul 22 by Two Blokes

WOODLAND PARK, N.J., July 22, 2025 (GLOBE NEWSWIRE) -- Anterix (NASDAQ: ATEX) announced today that it will hol

Source: Two Blokes Trading

Servicing Revenues Slump Looms, Can Rithm Capital Still Deliver in Q2?

Posted Jul 22 by Two Blokes

Global asset manager Rithm Capital Corp. RITM is set to report second-quarter 2025 results on July 28, 2025, b

Source: Two Blokes Trading

CAVA's Debt-Free Growth Model: Is it a Rare Fast-Casual Find?

Posted Jul 22 by Two Blokes

CAVA posts 28% revenue growth and $25.7 million in profit, all with zero debt, as it eyes 1,000 units by 2032.

Source: Two Blokes Trading

Toronto-Dominion Bank: It's Still A Good Buy Even After Its Recent Surge

Posted Jul 22 by Two Blokes

Toronto-Dominion Bank remains a buy for me due to its robust, diversified balance sheet and prudent loan manag

Source: Two Blokes Trading

XMMO: Holding Out For More Data

Posted Jul 22 by Two Blokes

I assign XMMO a Hold rating due to limited transparency and frequent methodology changes that hurt long-term p

Source: Two Blokes Trading

VTWO: The Upcoming Challenges For Small Caps

Posted Jul 22 by Two Blokes

VTWO offers diversified small-cap exposure with low idiosyncratic risk, but is more sensitive to macroeconomic

Source: Two Blokes Trading

My Thoughts On The Market And The Economy

Posted Jul 22 by Two Blokes

The S&P 500 rally looks like it's running out of steam. We're still in a golden cross configuration.

Source: Two Blokes Trading

Alexandria Real Estate Shows The Efficient Market Hypothesis Is Officially Dead

Posted Jul 22 by Two Blokes

I've aggressively expanded my Alexandria Real Estate Equities, Inc. position, convinced it's a deep-value REIT

Source: Two Blokes Trading

Ether ETFs Charge Ahead With $297 Million Inflow as Bitcoin ETFs Break Green Streak

Posted Jul 22 by Two Blokes

Ether exchange-traded funds (ETFs) kept their winning streak alive, pulling in $297 million and notching a new

Source: Two Blokes Trading

Osterweis Capital Management Q3 2025 Strategic Income Outlook

Posted Jul 22 by Two Blokes

After an initial drawdown of 12% on the S&P 500 following Liberation Day, the markets fully recovered, ending

Source: Two Blokes Trading

Cleveland-Cliffs Q2 Earnings and Revenues Beat Estimates

Posted Jul 22 by Two Blokes

CLF posts narrower-than-expected Q2 loss and revenue beat on strong volumes despite lower selling prices.

Source: Two Blokes Trading