Starboard likes what it sees

VERTIV HOLDINGS CO. $14 is a hold. The company (New York symbol VRT; Manufacturing & Industry sector; Shares outstanding: 377.3 million; Market cap: $5.3 trillion; Dividend yield: 0.1%; Takeover Target Rating: Medium; www.vertiv.com) makes equipment for datacentres, such as uninterruptible power supplies, room cooling systems and server racks.
Private equity… Read More

Q: Hi, Pat. I’m looking for your recommendation on Leafly Holdings. I read they are now working with Uber in Toronto. Do you see any gains ahead? Thanks.

A: Leafly Holdings Inc., $0.70, symbol LFLY on Nasdaq (Shares outstanding: 40.0 million; Market cap: $27.8 million; www.leafly.com), is a Seattle-based online cannabis marketplace. Leafly was founded in 2010 and is considered the world’s largest cannabis marketplace, with more than 125 million annual visitors.

The company’s… Read More

New markets will spur its pandemic recovery

More regions are now re-opening their economies as the COVID-19 pandemic eases. That’s good news for fast-food operator Restaurant Brands, which aims to spur its long-term growth by expanding its overseas operations, which currently supply just 10% of its revenue.
RESTAURANT BRANDS INTERNATIONAL INC. $73 is… Read More

MP Materials aims to counter China

China currently dominates rare-earth production due in part to higher labour costs and tighter environmental restrictions in the U.S. However, politicians and government officials in the U.S. are now trying to promote production in the U.S. MP Materials should benefit from that effort—and it already… Read More