• Quant Commentary
Tue December 20, 2022

INTRODUCTION As we wrap up 2022, we take one final look at the performance of stocks in and around earnings releases. We also examine how the environment for alpha generation has continued to become more favorable, which should benefit stock pickers into 2023. Lastly, we...

3 reasons stocks might be strengthening.  Tax-day + Inflation apex = less bad = good for 2H22 +1Q2022 shows EBIT margins still expanding in 2023-beyond
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  • Signal From Noise
Thu September 9, 2021

SIGNAL FROM NOISE: Baker-Hughes ($BKR, $21.97): I Will Survive

Baker Hughes ($BKR) is known to many investors primarily as an old-regime Energy company. However, it is likely the most diversified (in geography and technology) Oilfield Services company and one of the most exposed to renewable energy.The company has a growth driver in its Turbomachinery & Process Solutions which have...

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