IDT 2024 Annual Meeting Summary
An accelerated return of capital looks unavoidable. IDT has a net cash balance sheet yet generates substantial cash every quarter.
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Buy the Pullback Again; S&P 500, Nasdaq 100, Russell 2000 Testing Confluence of Support
Buy the Pullback Again, Same as Our Election Day Report; S&P 500 $SPX, Nasdaq 100 $QQQ, Russell 2000 $IWM Testing Confluence of Support at 20-day...
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Weekly Update (OCTV, FDXF, NVRI, IDT, HOH)
High Arctic Overseas reported earnings this week. I think a positive FID decision will be a major positive catalyst for High Arctic Overseas. The...
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Weekly Update (WDC, IDT, TRAX)
News flow was relatively quiet this week, but earnings season kicks off next week and things will pick up quickly. Before we get into the regular...
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5G Set to Disrupt the Cellular Business Model.
New Street Research has been trying to separate the hype from reality for 5G . The traditional cellular business model is already passing, with...
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