To The Moon

$NextEra Energy Partners LP(NEP)$ stock was heavily beaten down after their earnings release where it reported a negative Net Income of -$40 million for 3Q24, which is a 175% drop from 3Q23. Their EPS was also reported in the negative at -$0.43, a 191% decline compared to 3Q23. These are very alarming numbers, and many investors likely rushed to sell their holdings without hesitation. It is important to note the discussion in the article below published previously, which covers the reliability of Net Earnings and EPS numbers specifically in the case of $NextEra Energy Partners LP(NEP)$ . Is NEP lying about its EPS numbers? By analyzing

$Northwest Bancshares(NWBI)$ released its 4Q24 numbers, which look mostly stable compared to 3Q24. Growth continued to be muted by its conservative approach of reinvesting cash flows from its personal banking portfolio into its commercial banking portfolio. Average loans receivable was at $11.2 billion, dropped by 0.2% Average deposits were at $12.02 billion, dropped by 0.6% Average borrowed funds were at $222 million, increased by 0.8% (the first increase in the last 12 months) Net income was $32.75 billion, dropped by 2.6% The biggest change was in the Provision for Credit Losses which saw an increase of 239% from $4.8 million to $16.5 million, mostly due to steps taken to clean up risky loans to improve their loan book quality going forward and

As predicted in my last article, the dividend cut has severely punished $XPLR Infrastructure, LP(XIFR)$ (previously $NextEra Energy Partners LP(NEP)$) share prices. They announced an indefinite 100% cut in dividend distributions, and the prices dropped by a whopping 48%. Since the last all-time high, the total losses have amounted to ~87% trading price as of the publishing date of this article. This article will be a wild ride since there is a LOT to cover about their 4Q24 report, so grab your popcorn! Name Change & Corporate Reorganization Let’s start with the elephant in the room, NextEra Energy Partners has rebranded to XPLR In

$Northwest Bancshares(NWBI)$ released their 3Q24 report with an extraordinary increase in EPS of 550% compared to 2Q24. Don’t be fooled by these numbers, their EPS in 2Q24 was impacted by a significant loss on the sale of investments, and now the 3Q numbers are back to a more typical level. You can find more info about 2Q in my previous article. Their EPS dropped by 16.12% compared to 3Q23 primarily driven by an increase in provision expense for credit losses. Why would they expect more missed loan payments when the economy seems to be recovering relatively well and interest rates are going down? Let’s investigate! The bank reported an increase of 0.3% in loans receivable and

This quarter $Verizon(VZ)$ released their reports with a shocking 31% drop in EPS compared to 3Q23. This was primarily driven by a severance charge of $1.7 billion from a voluntary separation program announced in June 2024. Don’t be fooled by the short-term numbers, this program is intended to pave the way for future financial improvement in the long run. The severance charge affected the consolidated net income by -30.2% and EBITDA by -13.57% compared to 3Q23. Verizon reported an Adjusted EBITDA of $12.5 billion, which excludes severance charges, marking the highest figure in the company's history. Business Segment: The segment gave us a bit of a surprise with the operating income for the quarter being 4.8% higher than in 3Q23, primarily driven by

Thank you for your post and for the insights. What metrics were you looking at that led you to believe they could cut their dividends by 2/3?

I was struck by something quite unexpected when $NextEra Energy Partners LP(NEP)$ reported a shocking 73% decrease in their EPS for the Six Months Ended June 30 compared to 2023. This caught my interest as most analysts usually focus on Earnings Per Share (EPS) and income numbers when screening stocks. Inspecting their balance sheet, I stumbled upon something rather intriguing. NEP categorizes their interest expense as "Other Income," a practice uncommon among most companies since it normally goes under “Expenses”. This strongly suggests that their net interest income may have outperformed their interest costs. In my opinion, when this occurs, it should be rightly labeled as "interest income". However, the twist lies in the fact that the reported n

Is $NextEra LP(NEP)$ in the Renewable Energy sector the new "Gold Mine" stock? If you're considering investing in the renewable energy sector, specifically in NEP, I've conducted a SWOT analysis to help us understand the business's challenges and opportunities. While NEP pays an unusually high dividend yield, it is critical to know where you're getting your self into. This is not financial advice and I'm not a financial advisor. SWOT ANALYSIS INTERNAL – STRENGHTS Higher growth potential: - NEP strategy is centered on expanding ownership of long-term contracted projects in renewable energy. The global emphasis on reducing carbon emissions and transition to greener energy sources is a key driver for the industry expansion. High and stable cash dis

Thank you for your article. It is very insightful! 

$Verizon(VZ)$ 2Q24 Report – New Branding, Continuous drop in the Business segment, and drop in EPS Verizon's operations are divided into two segments: Consumer and Business. When conducting a balance sheet analysis, it is crucial to examine these segments separately before drawing any conclusions. Business Segment: There has been a significant decline in the Business segment, raising concerns about its future. In the year-to-date numbers, the operating income decreased by 17.1%, and when compared with the 2022 numbers, the decline was 33%. There hasn't been much explanation as to what is planned for the segment, and we can see that there has been a strong decrease in broadband revenue. It is important to remember that there was a $5.8 billion g