I remain a dip buyer.
Offers: 0.9055 0.9085 0.9100 0.9155 0.9200 0.9220 0.9250 0.9285 0.9300
Bids: 0.9030 0.9000-10 0.8985 0.8960-65 0.8900 0.8850-55 0.8835 0.8800
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CBZ's 31.7% revenue growth & 7.5x P/E offer value; DV & CXM show slower growth & higher risk.
Prologis inks €1B European JV with La Caisse, boosting logistics assets. Expects strong returns.
CLOA yields 5.2% with AAA CLO focus. Inspirion adds $3.3M, boosting stake to 3.64%. Underperformed S&P 500.
Ground transport stocks saw 18.8% gains post-earnings, but revenue missed estimates. XPO beat big, HTZ flat, WERN & HTLD fell.
Amazon partners with Eli Lilly for Foundayo delivery. Prices range $25-$349/month. Access expands.
AI model's release delay sparks fears; software stocks down 26% YTD, with ZS falling 8.6%
Custody banks beat Q4 revenue estimates by 2.5%, but stocks are down 8.7%. HLNE revenue up 18%, stock down 31.3%.
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