Ollie's Bargain Outlet Holdings: Double-Digit Revenue Growth Is Doable — Positive

OLLI   Seeking Alpha — June 05, 2025

I rate OLLI a buy, driven by strong execution, robust new store growth, and tailwinds from Big Lots' exit, supporting double-digit growth. OLLI's scale and Ollie's Army loyalty program drive customer engagement, recurring sales, and provide valuable consumer insights for optimized assortments. The current retail environment, with excess inventory and store closures, allows OLLI to source goods at attractive prices, fueling margin stability and growth.

image for news Ollie's Bargain Outlet Holdings: Double-Digit Revenue Growth Is Doable

Flex LNG - Ex Date Q1 2025 — Neutral

FLNG   PRNewsWire — June 05, 2025

HAMILTON, Bermuda , June 5, 2025 /PRNewswire/ -- The shares in Flex LNG Ltd. (Ticker: FLNG) traded on Oslo Stock Exchange ("OSE") and registered with Euronext Securities Oslo will trade ex dividend of USD 0.75 per share as of today, June 5, 2025.

image for news Flex LNG - Ex Date Q1 2025

Arcutis Biotherapeutics has de-risked significantly post-2023, with approvals, revenue growth and a clear path to cash flow breakeven by 2026. Recent financials show a temporary and insignificant revenue dip and rising costs, but cash reserves and market expansion support near term stability. Pipeline progress and strategic partnerships, especially with Kowa, could multiply ARQT's market reach and addressable patient base.

image for news Arcutis Biotherapeutics: Navigating Commercialization With Promising Upside

Point completes its fourth rated securitization, securing over $2 Billion in orders from investors, signaling further maturation of the home equity investment asset class Point completes its fourth rated securitization, securing over $2 Billion in orders from investors, signaling further maturation of the home equity investment asset class

image for news Point and Funds Managed by Blue Owl Capital Close Oversubscribed $248 Million Home Equity Investment Rated Securitization

Targa Resources: Underappreciated Resilience Supports Upside — Positive

TRGP   Seeking Alpha — June 05, 2025

Targa Resources has de-risked its business, now 90% fee-based, and grown EBITDA by 24% over five years, driven by Permian Basin expansion. Despite underperformance and a lower dividend yield versus peers, Targa's strong cash flow and buybacks support shareholder returns and future dividend growth. Ongoing export growth, a robust capital program, and improved balance sheet position, Targa for continued volume and earnings expansion.

image for news Targa Resources: Underappreciated Resilience Supports Upside

Australia's trade surplus narrows amid gold export decline — Negative

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL   Proactive Investors — June 05, 2025

Australia's trade surplus shrank in April, falling to $5.41 billion, according to trade balance data the Australian Bureau of Statistics released on Thursday — a sharp drop from the $6.9 billion figure recorded in March and below the $6 billion analysts had expected. The nearly $1.5 billion monthly decline highlights the ongoing volatility in Australia's international trade, driven by a 2.4% drop in exports, particularly non-monetary gold, and a rise in capital goods imports.

image for news Australia's trade surplus narrows amid gold export decline

In a Bloomberg interview tonight, Alphabet CEO Sundar Pichai pushed back against concerns that AI could eventually make half the company's 180,000-person workforce redundant. Instead, Pichai stressed the company's commitment to growth through at least next year.

image for news Alphabet CEO Sundar Pichai dismisses AI job fears, emphasizes expansion plans

Civitas issued $750 million in new 9.625% unsecured notes due 2033. It has a clear path to deal with its 2026 note maturity, and its next debt maturity after that is in 2028. Civitas has a considerable amount of net debt ($5.1 billion) and interest costs (near $400 million per year).

image for news Civitas Resources: Debt Maturities Should Be Manageable After Latest Bond Offering

I am bullish on CorMedix due to its strong financial turnaround, robust revenue growth, and unique market position. DefenCath, the only FDA-approved antimicrobial catheter lock solution in the US, drives exponential revenue and profitability, with high adoption potential. CRMD's competitive edge lies in its first-mover advantage, high efficacy, and significant penetration in the US dialysis market.

image for news CorMedix: DefenCath In Exponential Growth Phase With Robust Market Position

Metallus: Benefiting From Higher Defense Spending And Steel Tariffs — Positive

MTUS   Seeking Alpha — June 04, 2025

Metallus stands to benefit from Trump's steel tariff hikes and increased U.S. government defense orders, boosting pricing power and demand. The company boasts an enviable balance sheet with more cash than long-term liabilities, providing uncommon financial flexibility among U.S. steelmakers. Shares are quite undervalued, trading at low estimated EV/EBITDA and below tangible book value, with significant upside if asset replacement costs are considered.

image for news Metallus: Benefiting From Higher Defense Spending And Steel Tariffs

NIO: Don't Give Up Just Yet — Positive

NIO   Seeking Alpha — June 04, 2025

NIO missed Q1 estimates, reported significantly higher losses and a drop in vehicle margins despite strong delivery growth and success with its ONVO brand. ONVO's rapid ramp-up is driving delivery growth, but persistent high R&D and marketing expenses keep profitability out of reach for now. NIO announced an aggressive push into new markets in Europe in order to accelerate its delivery momentum.

image for news NIO: Don't Give Up Just Yet

In a significant move for the South African gas industry, Renergen Ltd (ASX:RLT, JSE:REN) on May 22 agreed to a merger with ASP Isotopes (NASDAQ:ASPI), positioning itself as a leading global supplier of critical and enriched industrial gases. The transaction, valued at about $160 million, underscores the growing importance of helium and methane resources.

image for news Renergen's milestone deal shines spotlight on D3 Energy's South African gas potential

NEW YORK, NY / ACCESS Newswire / June 4, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Cable One, Inc. ("Cable One, Inc.") (NYSE:CABO) concerning possible violations of federal securities laws. On May 2, 2025, Cable One missed earnings expectations by nearly $8 and suspended its dividend.

image for news Levi & Korsinsky Investigating Whether Cable One, Inc. (CABO) Misled Investors - Securities Law Violations Possible

DALLAS--(BUSINESS WIRE)--Celanese Corporation to Participate in Fireside Discussion at Deutsche Bank 16th Annual Global Industrials and Materials Conference.

image for news Celanese Corporation to Participate in Fireside Discussion at Deutsche Bank 16th Annual Global Industrials and Materials Conference

NEWTOWN, Pa. , June 4, 2025 /PRNewswire/ -- Edelson Lechtzin LLP is investigating potential violations of the federal securities laws involving Cable One, Inc. ("Cable One") (NASDAQ: CABO), resulting from allegations of providing potentially misleading business information to the investing public.

image for news INVESTIGATION ALERT: Edelson Lechtzin LLP Announces Investigation Of Cable One, Inc. (NASDAQ: CABO) and Encourages Investors with Substantial Losses or Witnesses with Relevant Information to Contact the Firm

MLPA: Momentum Weaker, But Value And Income Remain — Positive

MLPA   Seeking Alpha — June 04, 2025

Global X MLP ETF continues to deliver strong total returns and a high 7.33% yield, outperforming the S&P 500 year-to-date despite recent technical weakness. The ETF offers focused exposure to midstream energy infrastructure, with a compelling value profile: low P/E, robust earnings growth, and a PEG ratio below one. Technical momentum has softened, with shares now range bound and neutral RSI trends, but the long-term income case remains attractive.

image for news MLPA: Momentum Weaker, But Value And Income Remain

NEW YORK CITY, NY / ACCESS Newswire / June 4, 2025 / If you suffered a loss on your NET Power, Inc. (NYSE:NPWR) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/net-power-inc-lawsuit-submission-form?prid=151695&wire=1&utm_campaign=26 or contact Joseph E. Levi, Esq.

image for news NPWR ALERT: Levi & Korsinsky Files Securities Fraud Class Action Against NET Power, Inc. - June 17, 2025 Deadline

NEWTOWN, Pa. , June 4, 2025 /PRNewswire/ -- Edelson Lechtzin LLP is investigating potential violations of the federal securities laws involving Semler Scientific, Inc. ("Semler") (NASDAQ: SMLR), resulting from allegations of providing potentially misleading business information to the investing public.

image for news INVESTIGATION ALERT: Edelson Lechtzin LLP Announces Investigation Of Semler Scientific, Inc. (NASDAQ: SMLR) and Encourages Investors with Substantial Losses or Witnesses with Relevant Information to Contact the Firm

Sprinklr: Challenges Ahead, But Mostly Priced In (Rating Upgrade) — Positive

CXM   Seeking Alpha — June 04, 2025

I'm upgrading Sprinklr to a neutral rating after its recent Q1 earnings release showed a stabilization in growth rates as well as a sharp jump in operating margins. Sprinklr is very cheap relative to peers, trading at ~2x forward revenue. At the same time, however, Sprinklr faces tepid growth due both to execution issues and macro headwinds, as well as intense competition from larger players like Salesforce and HubSpot.

image for news Sprinklr: Challenges Ahead, But Mostly Priced In (Rating Upgrade)

Krispy Kreme: Plan To Fix The Glaze — Positive

DNUT   Seeking Alpha — June 04, 2025

Krispy Kreme's past growth was impressive but unprofitable, leading to heavy debt and a collapsing stock price. Management now has a credible turnaround plan: focus on core products, cut costs, shift to asset-light franchising, and reduce debt. Valuation has reset after the sell-off; current price offers 40-50% upside if the turnaround plan gains traction.

image for news Krispy Kreme: Plan To Fix The Glaze