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Management has restored my confidence in Kyndryl, and I remain fully invested.
The business case for Kyndryl to stay the course and not acquire DXC
Why Kyndryl should not be part of buying DXC with Apollo.
Kyndryl continues to make progress with Alliance Partners Nvidia, Microsoft, and Rubrik and helps 8 customers with their digital transformation in the month of May
Transocean's New Bond Offering Will Help Solidify Free Cashflow Thru 2027
Added Ellington Financial (EFC) to the High Yield Dividend Portfolio with a yield on cost - 13.6% and a 21.5% upside to their price target.
Transocean secures extension on Deepwater Asgard for 1 year at $534,000 day rate versus current day rate of $440,000 up 21.4%
Natural Gas Portfolio Update
Why I believe natural gas is entering a multi decade bull market.
Kyndryl announces 3 renewals with expanded services last week.
BC Partners continues to mismanage Chewy…shareholders get bit again
Kyndryl recently announced a 5 year contract extension with Pompac Development in Paris to modernize their IT Infrastucture.
Recent article has positive outlook for offshore drilling….Positive for Transocean.
Is Chewy going to give investors a bone or is this a dead cat bounce?
Kyndryl's price target increased to $28/share by Scotiabank.
Kyndryl's price target increased to $28/share from $25/share by Scotiabank.
Offshore drillers appear to be undervalued and present 35-56% price upside in 2024.
Added additional shares of Energy Transfer at $14.92 and Arbor Realty Trust at $12.53 to the High Yield Dividend Portfolio this week.
Kyndryl closes at a 52-week high at @22.82/share on news of an expanded relationship with Stellantis.