Latest news with #aggregates
Yahoo
15-07-2025
- Business
- Yahoo
Knife River (KNF): A Bull Case Theory
We came across a bullish thesis on Knife River on Flyover Stocks's Substack by Todd Wenning. As of 3rd July, Knife River's share was trading at $80.60. KNF's trailing and forward P/E were 25.35 and 19.71 respectively according to Yahoo Finance. PI/ Knife River (KNF), a North Dakota-based construction materials and service business, has been on the radar since its spin-off in 2023 from MDU Resources. The company has dropped 23% since its initial coverage, while the S&P 500 has gained 5.6% and the Materials SPDR is down 2.4%. Knife River is a vertically-integrated aggregates company with over 1 billion tonsons of reserves, anding as the fourth-largest producer of sand and gravel in the United States, primarily operating in the northern and northwestern U.S. states. The company recently expanded its aggregates business by acquiring Strata Corporation, a North Dakota-based peer, which helps Knife River consolidate its leadership in the region. The acquisition aligns with Knife River's values of people, safety, quality, and environment, and features a qualified and high-quality management team. This move suggests that management has a good acquisition and capital allocation skill, which warrants further analysis along with the company's moats and valuation. The stock appears to be worth a closer look, given its recent performance and expansion efforts. With a stronger position in the aggregates market and a solid management team, Knife River presents an investment opportunity. Further analysis of management's skills, moats, and valuation will help determine the stock's potential. The recent drop in stock price may have created an attractive entry point for investors, making Knife River a company to watch in the construction materials and services sector. While this is our first coverage on Knife River, we've recently examined another in June 2024 for a stock in the same Building Materials industry that sheds light on similar long-term dynamics. In comparing Knife River (KNF) to Martin Marietta Materials (MLM), it's clear that both companies operate in the building materials sector, but their strategies and focuses diverge. KNF is a vertically integrated aggregates company with a strong presence in the northern and northwestern U.S. states. KNF is focused on consolidating its leadership in the aggregates market through strategic acquisitions, such as its recent purchase of Strata Corporation. Both companies are well-positioned to benefit from increased infrastructure spending and growth in the building materials sector. KNF isn't on our list of the 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the risk and potential of KNF as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, 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. This article was originally published at Insider Monkey. 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
Int'l Cricket Council
04-06-2025
- Business
- Int'l Cricket Council
Pakistan players gain big in ICC Men's T20I Player Rankings
Mohammad Haris leads a bunch of Pakistan players who have gained big in the ICC Men's T20I Player Rankings after their team blanked Bangladesh 3-0 in a home series this past week. Haris has attained a career-best 30th position in the batting rankings after emerging as the top scorer with an aggregate of 179 runs for which he was named the Player of the Series. The 24-year-old, who blitzed an unbeaten 107 in the third ODI in Lahore with eight fours and seven sixes, has shot up 210 places. Hasan Nawaz is another one to make rapid progress in the batting rankings, his 121 runs lifting him 57 places to joint-45th while Saim Ayub has advanced four places to 61st. In the bowling rankings, Abbas Afridi has progressed 18 places to joint-19th while leg-spinners Shadab Khan and Abrar Ahmed are joint-59th after proceeding 24 and 45 places, respectively. Bangladesh's Tanzid Hasan, the top-scorer for Bangladesh with 106 runs in the series, has moved up 28 places to 53rd and Jakar Ali has gone from 71st to 68th. The ODI Rankings are headlined by England batters after a 3-0 series whitewash of the West Indies at home. Joe Root's series-topping 266 runs that included an unbeaten 166 in the second match in Cardiff, have helped him move up 14 places to 24th while Ben Ducket (up three places to 17th) and Harry Brook (up 15 places to 48th) have gained from their three-figure aggregates. Leg-spinner Adil Rashid is up four places to 15th in the bowling rankings after finishing with nine wickets in the series while seam bowler Saqib Mahmood's eight wickets lift him 82 places to 48th. For the West Indies, Keacy Carty continues his fine run to move up to a career-best 12th position after scoring 154 runs in the series including a century in Cardiff. Alzarri Joseph is up nine places to 18th, thanks to his seven wickets in the series.
Yahoo
26-04-2025
- Business
- Yahoo
Why NACCO Industries (NC) Is Up the Most So Far in 2025
We recently published a list of . In this article, we are going to take a look at where NACCO Industries, Inc. (NYSE:NC) stands against other energy stocks that are up the most so far in 2025. The energy sector has been volatile, and macro trends have led to fears of recession. The S&P 500 energy sector gained almost 9% from January till late March, but it has been dragged down by the broader market correction. Brent futures have hit lows and sent many energy stocks into a tailspin. Yet, there are still some energy stocks that have defied the odds and have delivered solid gains. Midstream companies have been exceptionally resilient, and renewables have also been a bright spot in the energy sector. Even during bear markets there are pockets of the market that perform exceptionally well. For instance, tech stocks have been in a bear market, but I recently identified in another article. For this article, I screened the best-performing energy stocks year-to-date. I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Aerial view of an opencast coal mine, its vastness conveying the magnitude of its operations. Number of Hedge Fund Holders In Q4 2024: 5 NACCO Industries, Inc. (NYSE:NC) operates in the natural resources sector, with a focus on coal mining, aggregates, and environmental solutions, primarily through its subsidiaries in North America. The stock is up significantly so far in 2025, with the most notable catalyst being regulatory developments favoring coal. In early April, the U.S. Department of Land released a draft environmental analysis for new leasing areas at North Dakota's Freedom Mine, which is owned by NACCO (NYSE:NC). This expansion covers an additional 1,350 acres, estimated to contain 24 million tons of mineable coal, potentially extending the mine's life to 2045. Further supporting the rally, recent executive actions have directed federal agencies to prioritize coal leasing, which represents a significant policy shift and a boon for NACCO (NYSE:NC)'s coal operations. Investors have also been anticipating the company's first quarter 2025 earnings, scheduled for April 30. NC stock is up 21.04% year-to-date. Overall, NC ranks 8th on our list of energy stocks that are up the most so far in 2025. While we acknowledge the potential of NC, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NC but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Zawya
10-02-2025
- Business
- Zawya
Alex Angels unveils Investor Value Tracker to maximize investor returns
Riyadh, KSA - Ahead of LEAP 2025, during the MENA Angel Groups Gathering hosted by OQAL, with the participation of Riyadh Angel Investors, Tenmou, Falak Angels, Beyond Capital, Saudi Angel Investors, Doha Tech Angels, Women Spark Playbook, and Investors of the Mediterranean, Tarek El-Kady, Cofounder of Alex Angels– announced the launch of the Investor Value Tracker - a cutting-edge digital tool designed to provide members with a clear, real-time view of their investment performance, valuations, and exit opportunities. 'Since our launch in 2016, our focus has been on delivering strong returns for our members. With a realized ROI between 4X and 8X through two full exits and three partial ones, the Investor Value Tracker takes this a step further—tracking startup valuations, monitoring share value fluctuations, and measuring return on investment for our investors," said Tarek El-kady, Cofounder of Alex Angels. The Investor Value Tracker represents a major leap forward in angel investment portfolio management, providing members with a comprehensive, real-time dashboard that aggregates and updates their total investment value. By consolidating financial data and performance metrics, the tool ensures investors stay informed about their portfolio's monetary value and long-term returns. "As our portfolio expanded to over 30 companies and our investor network grew beyond 70 members, we saw the need for a more effective way to track returns. The Investor Value Tracker addresses this by providing investors with clear visibility into startup valuations and a measurable return on investment," explained Loay El-Shawarby, Co-founder of Alex Angels. The platform provides members with a comprehensive view of their investment performance through detailed data and insights. Investors can easily track key metrics such as investment amounts, internal rate of return (IRR), return on investment (ROI), and both historical and current valuations of each company in their portfolio. Additionally, members can view the aggregated value of their total investments and overall portfolio performance through the streamlined dashboard, offering a consolidated, easy-to-analyze overview of their investment progress. The Investor Value Tracker will continue evolving, with upcoming updates introducing deeper analytics, automated valuation tracking, and predictive insights. Exclusively available to Alex Angels members, the tool reaffirms our commitment to providing top-tier support and resources to maximize investor returns. About Alex Angels: Alex Angels is one of Egypt's pioneering angel investment networks, uniting individual and corporate investors from across the MENA region. With a network of over 70 experienced investors, we fund and support seed-stage startups, managing a diverse portfolio of 25+ companies. Our investments have delivered strong returns, with a realized ROI ranging from 4X to 8X through two full exits and three partial ones. Currently, our portfolio reflects an overall 6X ROI, capturing both realized and unrealized gains Some of our standout portfolio companies include Sideup, Nawah Scientific, WRK+, and Cardoo. For further information, please contact
