Boeing's rough year got even worse last week when some 33,000 of its unionized workers went on strike, and the work stoppage is expected to cost the beleaguered aerospace company dearly if it extends for too long. Since Boeing workers represented by the International Association of Machinists and Aerospace Workers' Union (IAM) walked off the job last Friday, the workers and the company's shareholders have lost at least a combined $571 million, according to an analysis by Anderson Economic Group (AEG) – and ...

文章核心观点 - 本文是一篇新的投资分析师Shariq Khan的投资观点文章 [1] - 分析师表示自己没有持有任何相关公司的股票或期权头寸,也没有在未来72小时内有任何此类计划 [1] - 分析师表示这是自己撰写的文章,表达的是自己的观点,没有从其他方面获得任何报酬 [1] 行业和公司研究总结 - Seeking Alpha是一个投资者社区,欢迎新的分析师加入,分析师可以通过提交文章获得发表,赚钱,并获得Seeking Alpha Premium会员资格 [1] - Seeking Alpha声明过去的业绩不能保证未来的结果,不会对任何投资建议或意见负责,分析师都是第三方作者,可能没有相关的执业资格 [2]

文章核心观点 - 美联储降息将为能源行业带来利好 [1] - 降息将降低Enbridge的融资成本,提高其扩张项目的经济可行性 [2][3] - 降息将提高Enbridge的估值,使其股价上涨 [4] - Enbridge预计未来几年内现金流和股息将持续增长 [5][6] 公司概况 - Enbridge是北美最大的能源基础设施公司之一,经营油气管道、天然气公用事业和可再生能源 [2] - Enbridge每年需要大量资金来维护和扩张基础设施 [2] - Enbridge主要通过长期固定利率债务融资,但也有部分浮动利率债务 [2] 降息带来的影响 - 降息将降低Enbridge浮动利率债务的利息支出 [2] - 降息将使Enbridge再融资和新增借款的成本下降 [2][3] - 降低融资成本将提高Enbridge扩张项目的投资回报率,使更多项目变得经济可行 [3] - 降息将提高Enbridge的估值,使其股价上涨 [4] 公司未来前景 - Enbridge预计未来几年内现金流和股息将持续增长 [5] - Enbridge有大量在手项目和收购机会,为未来增长提供动力 [5] - 预计Enbridge未来10年内总回报率将达到10%-12% [6]

文章核心观点 - 美联储降息50个基点,对家居改造零售商如家得宝和罗氏等公司产生积极影响 [1][2][3][4] - 降息将刺激房地产市场,促进房屋交易和房主进行装修改造 [3][4] - 家居改造公司已做好准备,积极投资以应对市场复苏 [4][5] 行业总结 - 房地产市场受到低利率政策的抑制,导致房屋交易和装修需求下降 [3] - 家居改造公司的核心客户群体受到"延迟心理"的影响,推迟了大额装修支出 [3] - 随着利率下降,房地产市场有望逐步恢复,释放之前被压抑的装修需求 [3][4] - 家居改造公司已提前做好准备,积极投资以应对市场复苏 [4][5] 公司总结 - 家得宝和罗氏等公司股价在降息消息后出现上涨 [2] - 公司管理层表示,之前的销售和利润下滑是由于房地产市场低迷和借贷成本高导致 [2][3] - 公司已做好充分准备,积极投资门店以应对市场复苏 [4][5] - 公司预计随着利率下降,客户将逐步恢复大额装修支出 [5]

LOS ANGELES, CALIFORNIA - SEPTEMBER 1: A Southwest Airlines Boeing 737 taxis at Los Angeles ... [+] International Airport after arriving from Phoenix on September 1, 2024 in Los Angeles, California. (Photo by Kevin Carter/Getty Images)Getty ImagesSouthwest Airlines (NYSE: LUV) has lost 10% in value since early January 2023 - falling from levels of around $32 then to under $29 now - underperforming the S&P 500 by more than 50% over this period. This can primarily be attributed to a 21% decline in the stock’s ...

Lithia Motors (LAD) shares soared 6.7% in the last trading session to close at $305.46. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 0.1% loss over the past four weeks.Lithia shares have gained since the company acquired three Duval Motor Company stores last week, marking its foray into the Florida market.  These newly acquired dealerships are expected to generate more than $200 million in annual revenues. This move to expand ...

There's no hope of it recovering to its prior heights anytime soon.Moderna's (MRNA -2.63%) stock fell by 13% on Sept. 12 upon the announcement of extensive cost cuts that would affect a handful of its pipeline programs and terminate a few others. Now, management is cautioning investors that a return to routine profitability may not be in the cards for a couple of years.Is the stock's decline just a blip that's part and parcel with the announcement of less-than-great news, or is there a real risk of a longer ...

NEW YORK, Sept. 20, 2024 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in XPEL, Inc. ("XPEL" or the "Company") (NASDAQ: XPEL) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of XPEL investors who were adversely affected by alleged securities fraud between November 8, 2023 and May 2, 2024. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/xpel-inc-lawsuit-submission-form?prid=103783&wi ...

NEW YORK, Sept. 20, 2024 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in New Fortress Energy Inc. ("New Fortress" or the "Company") (NASDAQ: NFE) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of New Fortress investors who were adversely affected by alleged securities fraud between February 29, 2024 and August 8, 2024. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/new-fortress-e ...

NEW YORK, Sept. 20, 2024 /PRNewswire/ --, September 20, 2024 – Levi & Korsinsky, LLP notifies investors in Agenus Inc. ("Agenus" or the "Company") (NASDAQ: AGEN) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Agenus investors who were adversely affected by alleged securities fraud between January 23, 2023 and July 17, 2024. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/agenus-lawsuit-sub ...