Rosenblatt reiterates Buy rating on MARA, sees 20% upside
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New York Times
2 minutes ago
- New York Times
Boeing's Machinists Union in St. Louis Is Set to Strike
About 3,200 machinists who build Boeing fight jets in the St. Louis area were poised to walk off the job early Monday, around midnight, after their union failed to reach an agreement with the aircraft manufacturer. The strike would be the first in nearly three decades for the local chapter of the International Association of Machinists and Aerospace Workers, IAM District 837. In announcing the strike, the union rejected the increase to wages and retirement contributions that the company was offering. When the union last went on strike, in 1996, the work stoppage lasted 99 days. 'IAM District 837 members have spoken loud and clear, they deserve a contract that reflects their skill, dedication, and the critical role they play in our nation's defense,' Tom Boelling, the top official at the union's St. Louis chapter, said in a statement. Last week, Boeing reported $22.7 billion in revenue for its latest financial quarter, the company's largest quarterly revenue figure in six years. But the strike could put added pressure on the company, which generates about 30 percent of its revenue from its defense and space division. Even with its impressive revenue haul, Boeing reported a loss of $612 million in the quarter, as it continues to battle back from a series of damaging crises over the last several years. Last year, Boeing faced a crisis when a poorly installed panel blew off a Boeing 737 Max jet during a flight. And the Max was involved in two fatal crashes in 2018 and 2019. 'We're disappointed our employees rejected an offer that featured 40 percent average wage growth and resolved their primary issue on alternative work schedules.,' Dan Gillian, vice president of Boeing Air Dominance and general manager and senior executive at the St. Louis site, said in an emailed statement. 'We are prepared for a strike and have fully implemented our contingency plan to ensure our nonstriking work force can continue supporting our customers.' Members of the St. Louis local help build fighter aircraft such as the F-15 and the T-7 training jet while also manufacturing components for Boeing's 777X commercial jets. Last year, a two-month strike brought production of the Max to a near standstill. But that strike involved 30,000 employees, significantly more than the number threatening to strike in St. Louis.
Yahoo
30 minutes ago
- Yahoo
Option Care Health, Inc. (OPCH): A Bull Case Theory
We came across a bullish thesis on Option Care Health, Inc. on Brian's Substack by Brian Flasker. In this article, we will summarize the bulls' thesis on OPCH. Option Care Health, Inc.'s share was trading at $29.35 as of July 31st. OPCH's trailing and forward P/E were 23.29 and 19.65, respectively according to Yahoo Finance. A home infusion nurse in full PPE gown delivering treatments to a patient in their own home. Option Care Health (OPCH) has evolved into the dominant independent provider of home and alternate site infusion services in the U.S., originating from Madison Dearborn Partners' 2015 acquisition of Walgreens Infusion Services. The 2019 reverse merger with BioScrip and full divestiture by Walgreens and MDP by 2023 paved the way for OPCH to operate with full independence. Led by CEO John Rademacher and CFO Michael Shapiro, both with substantial equity stakes, OPCH has built a national infrastructure of 91 pharmacies and 99 infusion suites, covering 96% of the U.S. population. The company's integrated model provides cost-effective, high-quality infusion therapies in outpatient and home settings, capitalizing on a healthcare trend shifting treatments away from costly hospitals. This platform serves over 1,400 contracts with 800+ partners, including all top 10 national insurers. Acute therapies, though operationally complex, act as a competitive wedge, while chronic therapies anchor long-term recurring revenues. OPCH's mix—75% chronic, 25% acute—combined with a focus on generics and biosimilars, ensures resilience against pricing volatility. With its Advanced Practitioner (AP) model, OPCH is pushing clinical boundaries, managing more complex therapies in lower-cost settings and enhancing utilization of its already-built infrastructure. Only ~50% of its infusion suite capacity is currently utilized, leaving ample runway for capital-light growth. Despite industry concerns like drug pricing reforms and labor shortages, OPCH's embedded relationships, clinical capabilities, and scalable model offer strong visibility into cash flow and earnings. Trading at ~15.4x 2025 owner earnings with a 17.4% expected IRR, OPCH represents a high-quality compounder with an entrenched moat and significant upside. Previously, we covered a bullish thesis on Chemed Corporation by 310 Value in April 2025, which highlighted the durability of its earnings, temporary volatility in its subsidiaries, and disciplined share repurchases. The company's stock price has depreciated by approximately 29% since our coverage. This is because temporary segment headwinds persisted longer than expected. The thesis still stands as Chemed's core fundamentals remain intact. Brian Flasker shares a similar view but emphasizes OPCH's capital-light model and payer-aligned infrastructure. Option Care Health, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held OPCH at the end of the first quarter, which was 40 in the previous quarter. While we acknowledge the potential of OPCH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30 minutes ago
- Yahoo
Steel Dynamics, Inc. (STLD): A Bull Case Theory
We came across a bullish thesis on Steel Dynamics, Inc. on Stock Picker's Journey's Substack by Gregg Jahnke. In this article, we will summarize the bulls' thesis on STLD. Steel Dynamics, Inc. 's share was trading at $127.56 as of July 31st. STLD's trailing and forward P/E were 18.51 and 14.29 respectively according to Yahoo Finance. Steel Dynamics (STLD) has been added to the Model 25 portfolio at $131, replacing AES, in a rare top-down decision driven by macroeconomic expectations rather than valuation. While the author typically favors bottom-up stock picks like Pepsi and Gentex, which were purchased at near-decade lows, the potential passage of the BBBill and a possible economic surge in 2026 prompted this more thematic move. STLD stands to benefit from pro-growth industrial policies, and with momentum shifting in favor of the bill's passage, exposure to a high-quality cyclical stock became desirable. A standout first-quarter earnings call reinforced conviction, as STLD's aggressive capital expenditure plans—particularly its efforts to reshape the aluminum industry—signal long-term vision. Notably, the company has repurchased 40% of its stock over the past decade and maintains a clean balance sheet, having recently refinanced debt with manageable near-term maturities. Although other aluminum plays like Century, Alcoa, and Kaiser were considered, STLD was viewed as superior, even compared to Nucor (NUE), due to its aluminum exposure. Wall Street's focus on short-term earnings has led to a misunderstanding of STLD's strategic positioning, as highlighted by analyst John Tumazos's incisive questioning on the Q1 call. The company's spread-based model in scrap steel and aluminum is seen as lower risk than perceived, with significant upside potential. Strong institutional support from Victory Capital, Norges Bank, and T. Rowe Price adds credibility to the investment. Though STLD has underperformed recently and issued a soft Q2 outlook, the long-term case for its role in rebuilding U.S. manufacturing justifies the timing of this buy. Previously, we covered a on Steel Dynamics, Inc. (STLD) by Gregg Jahnke in February 2025, which highlighted the company's capital discipline, low-cost structure, and long-term potential. The company's stock price has depreciated approximately by 4% since our coverage due to near-term macro headwinds. Gregg Jahnke shares a similar view but emphasizes a top-down, policy-driven case based on expected 2026 growth. Steel Dynamics, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 45 hedge fund portfolios held STLD at the end of the first quarter which was 45 in the previous quarter. While we acknowledge the potential of STLD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
