Marcus Reed
Transport & Logistics Analyst
Articles 757
Darden Restaurants: Conservative Long — Steady Cash Flow, Clear Playbook, Buy on Weakness
Olive Garden to Ruth's Chris — execution is improving margins and cash generation; use pullbacks to get long with defined stops and upside targets.
Darden (DRI) is a high-quality full-service restaurant operator with durable cash flows, a growing dividend, and a playbook that is producing margin i...
Treasury Secretary Signals Imminent Federal Reserve Chair Appointment by President Trump
Announcement Expected Next Week on New Fed Leadership
Treasury Secretary Scott Bessent indicated that President Donald Trump is likely to reveal his choice for the next Federal Reserve chair as early as t...
Genmab Shares Decline Following Phase 3 Trial Results for Epcoritamab in DLBCL
Mixed Outcomes in EPCORE DLBCL-1 Trial Prompt Investor Concerns Amid Ongoing Drug Development
Genmab A/S announced initial outcomes from the Phase 3 EPCORE DLBCL-1 trial investigating epcoritamab for relapsed or refractory diffuse large B-cell ...
Silvercorp Metals Advances $162 Million Gold Project Acquisition in Kyrgyz Republic
Strategic Joint Venture Targets Two Major Gold Deposits with Production Beginning in 2027
Silvercorp Metals Inc. announced an agreement to acquire a 70% interest in the Tulkubash and Kyzyltash gold projects located in the Kyrgyz Republic, m...
Vita Coco: Strong Brand, Clean Financials — A Buy-on-Dip Trade With a Rich Multiple
High-quality margins and steady cash flow make COCO a compelling small-cap growth story — but valuation leaves little margin for error.
The Vita Coco Company (COCO) is executing well: healthy gross margins (~36%), positive operating leverage and consistent net income. TTM revenue is ro...
Ethiopian Airlines Expands Fleet with New Boeing Dreamliner Order
Africa's Leading Boeing Client Orders Nine Additional 787-9 Jets to Enhance Global Operations
Ethiopian Airlines, recognized as Africa’s largest Boeing operator, has reinforced its long-term fleet strategy by ordering nine new Boeing 787-9 Dr...
Top Wealth Group Stock Surges Amid Announcement of Wine Trading Acquisition
Significant premarket gains follow the $125 million deal aiming to diversify luxury beverage portfolio
Shares of Top Wealth Group Holding Limited (NASDAQ:TWG) surged dramatically in premarket trading after the company declared plans to acquire Airentity...
Notable Gains in Select Biotech and Healthcare Stocks Amid Overall Market Decline
Corvus Pharmaceuticals and Other Leading Stocks Rally Despite Dow Jones Slide
U.S. stock markets saw a general downturn on Tuesday, with the Dow Jones Industrial Average declining by approximately 700 points. However, several no...
Renewed Russian Strikes Disrupt Ukraine’s Power Amid Ongoing Peace Efforts
Ukraine confronts severe drone and missile assaults targeting critical infrastructure as diplomatic talks proceed in the US
Ukraine is facing a significant escalation in Russian attacks on its power grid, with over 300 drones and missiles targeting the electricity supply, c...
Freightos (CRGO): Risky Small-Cap, But Finally a Buy on a Measured Rebound
Price action, volume, and operational signals line up — enter small and manage downside tightly.
Freightos has been a volatile small-cap through 2025 and early 2026. After a steep drawdown to near $1.72 and a multi-month recovery that produced int...