Tidewater, Inc. maintains a strong performance despite some setbacks it experienced in the Americas and the Asia Pacific. Its huge global presence and younger fleets allow it to maintain an edge over its peers. The company's robust balance sheet and consistent free cash flow generation reduce downside risk.

Palantir: Don't Fool Yourself, The Euphoria Is Justified — Positive
PLTR Seeking Alpha — June 05, 2025Palantir's high valuation is justified by its sustained hypergrowth, with strong Q1 2025 results and raised revenue guidance signaling continued momentum. The company's impressive 39.3% YoY revenue growth and rising margins demonstrate operational excellence and resilience, outpacing even its own forecasts. Reduced marketing and R&D spending, alongside surging profitability, highlight PLTR's strengthening market position and efficiency gains.

Ennis offers a strong 5%+ dividend yield, robust cash flow, and zero debt, making it attractive for income-focused investors seeking stability. The company maintains profitability through cost control and accretive acquisitions, but faces ongoing revenue declines as the print industry shrinks. Ennis trades at a premium to peers due to its financial strength, but limited growth prospects and a mature industry cap upside potential.

Ollie's Bargain Outlet Holdings: Double-Digit Revenue Growth Is Doable — Positive
OLLI Seeking Alpha — June 05, 2025I 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.

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.

Arcutis Biotherapeutics: Navigating Commercialization With Promising Upside — Positive
ARQT Seeking Alpha — June 05, 2025Arcutis 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.

Point and Funds Managed by Blue Owl Capital Close Oversubscribed $248 Million Home Equity Investment Rated Securitization — Neutral
OWL GlobeNewsWire — June 05, 2025Point 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

Targa Resources: Underappreciated Resilience Supports Upside — Positive
TRGP Seeking Alpha — June 05, 2025Targa 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.

Australia's trade surplus narrows amid gold export decline — Negative
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Proactive Investors — June 05, 2025Australia'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.

Alphabet CEO Sundar Pichai dismisses AI job fears, emphasizes expansion plans — Positive
GOOG GOOGL TechCrunch — June 05, 2025In 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.

Civitas Resources: Debt Maturities Should Be Manageable After Latest Bond Offering — Positive
CIVI Seeking Alpha — June 05, 2025Civitas 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).

CorMedix: DefenCath In Exponential Growth Phase With Robust Market Position — Positive
CRMD Seeking Alpha — June 05, 2025I 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.

Metallus: Benefiting From Higher Defense Spending And Steel Tariffs — Positive
MTUS Seeking Alpha — June 04, 2025Metallus 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.

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.

Renergen's milestone deal shines spotlight on D3 Energy's South African gas potential — Positive
RGNNF ASPI Proactive Investors — June 04, 2025In 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.

Levi & Korsinsky Investigating Whether Cable One, Inc. (CABO) Misled Investors - Securities Law Violations Possible — Neutral
CABO Accesswire — June 04, 2025NEW 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.

Celanese Corporation to Participate in Fireside Discussion at Deutsche Bank 16th Annual Global Industrials and Materials Conference — Neutral
CE Business Wire — June 04, 2025DALLAS--(BUSINESS WIRE)--Celanese Corporation to Participate in Fireside Discussion at Deutsche Bank 16th Annual Global Industrials and Materials Conference.

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 — Neutral
CABO PRNewsWire — June 04, 2025NEWTOWN, 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.

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.

NPWR ALERT: Levi & Korsinsky Files Securities Fraud Class Action Against NET Power, Inc. - June 17, 2025 Deadline — Neutral
NPWR Accesswire — June 04, 2025NEW 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.
