Archive

The Pandemic Prompted This Delivery Company to Transform Itself

By Rob Spivey

Tuesday, September 29, 2020

No industry has fully avoided adapting to the pandemic… Even the traditionally boring trucking industry has been disrupted. Many of these carriers saw business crater during the initial shutdown. However, demand bounced back due to a surge in online orders, which overloaded logistics organizations. In the trucking industry, “last-mile transportation” has changed the most during […]

The Savvy Economists Use Multiple Indicators... Here's What They're Showing Today

By Joel Litman

Monday, September 28, 2020

It’s difficult to quantify how fast economies inflect positively and negatively… This is why people are constantly chasing new indicators to gauge economic activity… especially in the current environment, where things are changing so quickly and the drivers are so unique. Some experts have been studying Alphabet’s (GOOGL) Google search trends or different topics. We’ve […]

Grocery Shopping Is Changing... And That Means This Food Distributor Winning Big

By Rob Spivey

Friday, September 25, 2020

The coronavirus pandemic is altering the grocery industry… In a recent Wall Street Journal interview, Whole Foods CEO John Mackey explained that since the crisis began, consumers have been ordering more groceries online. Customers have also been making more bulk purchases, and Mackey noted that folks haven’t spent as much time lingering in Whole Foods’ […]

An Automotive Giant Has Been Unseated From Its Throne by a Competitor That Looks Like a Shale Company

By Joel Litman

Thursday, September 24, 2020

There’s a reason we rarely write about oil and gas companies here at Altimetry… They’re generally poorly performing businesses that operate in a cyclical industry. These companies are also tied closely to the volatile price of oil. Energy stocks have underperformed the market for nearly a decade… and the energy sector is now the smallest […]

Don't Believe the Ratings Agencies About This Popular Travel Company

By Rob Spivey

Wednesday, September 23, 2020

In the midst of the coronavirus pandemic, Apollo Global Management (APO) has been on a deal-making spree…  The global alternative-investment manager understands the massive need for liquidity during this crisis. As we’ve said repeatedly here at Altimetry Daily Authority, stay-at-home orders have crushed demand… so companies are looking to shore up their balance sheets. Apollo […]

More 'Staycations' Are Helping This Industry Through the Pandemic

By Joel Litman

Tuesday, September 22, 2020

Earlier this month, we highlighted a conversation with a first-hand expert in the travel industry… Our friend had told us how more people are booking stays in places with kitchenettes or places to cook in when they travel. This way, folks feel more like they could “live” where they’re vacationing. And as The Economist recently […]

Here's What Share Buybacks Mean for the Market Rally

By Joel Litman

Monday, September 21, 2020

For years, investors have credited share buybacks with aiding market rallies… However, as the Financial Times reported last month, repurchases have been cut in half for S&P 500 companies since the beginning of the coronavirus pandemic. Management teams were worried about a potential liquidity crunch in March… so to save cash, many of them paused […]

Two Password-Protection Platforms... With Vastly Different Profitability Trends

By Rob Spivey

Friday, September 18, 2020

It’s possible that hacking may become much harder than it currently is… Hackers are a big problem in today’s Internet-powered society. Criminals are able to break into computer systems or decrypt messages and data packages sent across the web and cause widespread destruction. Just this July, social media site Twitter (TWTR) saw a massive breach, […]

A Big Manufacturing Shift Could Be Looming... Here's What It Means for One Construction Firm

By Joel Litman

Thursday, September 17, 2020

The coronavirus pandemic is starting to reverse a longtime trend… After years of moving offshore, jobs might finally be returning to U.S. soil. For the bartenders, pilots, and tour guides still out of work, these fields are unfortunately still hurting. However, as Bloomberg explained earlier this month, American manufacturing jobs are likely on the cusp […]

This Medical-Devices Maker Is Providing an Alternative to Opioids... And That Means Big Returns

By Joel Litman

Wednesday, September 16, 2020

This Medical-Devices Maker Is Providing an Alternative to Opioids… And That Means Big Returns Thanks to OxyContin, one family has continually been in the news over the past few years… The Sacklers are the controlling family of Purdue Pharma, the maker of the well-known, addictive drug OxyContin. This is the drug that has been at […]