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Washington Business Journal
30 Jul 2026
Dave Novosel: For Raul Fernandez and DXC, the turnaround clock is ticking
“There’s been a series of management replacements, different projects, new philosophies, and this has gone on for years and years,” said Dave Novosel, a senior bond analyst with Gimme Credit who follows DXC. “It’s always, ‘The next big thing is coming. We’re going to turn this around, give us time.’”
“We just haven’t seen the results,” Novosel continued. “So, when they lay this out, does it makeread more
Recycling Today
24 Jul 2026
Alessandro Rovelli: Derichebourg poised for profits, says analyst
In a two-page document released this week, Alessandro Rovelli of Tarrytown, New York-based Gimme Credit , says Derichebourg’s in-progress acquisition of Scholz Recycling “will create an undisputed leader in the European scrap recycling marketread more
LatinFinance
6 Jul 2026
Franck Bekaert: The Southern Supply: South America’s Oil Moment
Franck Bekaert, a senior bond analyst at Gimme Credit, says Argentina’s shale and Brazil’s pre-salt offshore are producing lighter, higher-quality barrels of oil. This improves “the region’s competitiveness as a partial substitute [for] lighter, more fungible Middle Eastern grades,” he says. “Overall, Latin America could be viewed as a credible supplementary, not substitutive, source of supplyread more
Progressive Grocer
2 Jul 2026
Carol Levenson: Dissecting the Kroger-Giant Eagle Deal
According to Carol Levenson, director of research at Tarrytown, N.Y.-based Gimme Credit, this latest acquisition attempt “is much less ambitious in scale, and once again the company is prepared to divest stores in order to gain regulatory approval, so it probably stands a far greater chance of approval. Giant Eagleʼs $9 billion in annual sales is dwarfed by Krogerʼs $150 million, and it owns fewerread more
Cincinnati Business Courier
2 Jul 2026
Carol Levenson: Kroger’s planned $1.7B Giant Eagle acquisition is ‘a master stroke,’ analyst says
The acquisition shouldn’t hurt Kroger from a financial stability standpoint, Carol Levenson, director of research at Tarrytown, N.Y.-based fixed-income analysis firm Gimme Credit, wrote in a report. She’s keeping her “stable” credit score for Kroger and “outperform” rating on its bonds.
It’s significant that Kroger plans to finance the deal with cash rather than taking on debt, Levenson wroteread more
Invezz
23 Jun 2026
Carol Levenson: CAT stock hits $1,000 on AI demand: Here are two other stocks powering the boom
Caterpillar's power and energy segment "is becoming increasingly dominant as demand for its large reciprocating engines and turbines swells with data-center/AI capital spending," Gimme Credit analyst Carol Levenson wrote in a recent note to clients.
The division now contributes roughly 40% of Caterpillar's revenue, matching the contribution from its traditional construction businessread more
MarketWatch
22 Jun 2026
Carol Levenson: Caterpillar’s stock hits a milestone as roaring industrials rally sweeps up Wall Street
For instance, Caterpillar's power and energy segment "is becoming increasingly dominant as demand for its large reciprocating engines and turbines swells with data-center/AI capital spending," Gimme Credit analyst Carol Levenson wrote in a recent note to clients. This segment now accounts for about 40% of Caterpillar's revenue, similar to the contribution that the company gets from itsread more
Investing.com
26 May 2026
Franck Bekaert: BRKM5: Braskem stock falls more than 7% on realization, recalibration of expectations
Credit analysis firm Gimme Credit, also according to Reuters, said that "the new shareholders' agreement should allow for a clear management mandate, but it will not quickly solve Braskem's balance sheet problems — whose gross debt reached $9.4 billion in December 2025read more