Progyny: 4 Reasons I Bought This Stock (NASDAQ:PGNY)

RapidEye/iStock via Getty Images Progyny (NASDAQ:PGNY) is a company you may not be familiar with, but it is definitely worth a look. Its fundamentals, growth, profitability, and niche make it an attractive company. It would also be an excellent acquisition target due to its hidden value. Let’s take a closer look at four reasons to…

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PIN: Easing Is Back On The Menu In India (NYSEARCA:PIN)

FrankRamspott/E+ via Getty Images The quality emphasis of Invesco’s India ETF (NYSEARCA:PIN) (achieved by tracking the FTSE India Quality and Yield Select Index) has proven to be a winner this year, almost doubling the MSCI India’s high-single-digit % gain. While Q3 saw a modest pullback on inflation concerns, this week’s headline consumer inflation release (down…

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FRA: Continuing To Benefit From Higher Rates

Dragon Claws Written by Nick Ackerman, co-produced by Stanford Chemist. In the latest UNII Report, BlackRock Floating Rate Income Strategies Fund (NYSE:FRA) once again showed its income generation was growing. As the Fed is expected to raise one or two more times, the fund can continue to benefit going forward as well. While we may…

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Longleaf Partners Fund Q3 2023 Commentary

See following page for important disclosures. Before investing in any Longleaf Partners Fund, you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. For a current Prospectus and Summary Prospectus, which contain this and other important information, visit Mutual Fund Resources| Longleaf Partners Funds | Southeastern Asset Management–resources. Please read the Prospectus and…

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INDA ETF: A Great Way To Diversify Away From China

Pavan Kulkarni China has undoubtedly been a standout story over recent decades, brimming with the promise of incredible growth. But it’s important to recognize that not all growth leads to anticipated returns, and the Chinese stock market is quite illustrative of this fact. In my view, the considerable risks associated with investing in China have…

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Dividends For A Sliding Market With Steven Cress

Richard Drury Listen below or on the go on Apple Podcasts and Spotify Steven Cress, head of Quantitative Strategy at Seeking Alpha, discusses the best dividend stocks for when the markets are sliding (0:25). Focusing on dividend growth and safety not high yields, and why dividend stocks are still attractive when money market yields are…

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Why I’m Downgrading ASGN Stock

pixdeluxe Warren Buffett has, from time to time, likened investing to baseball. The one big difference, he has asserted, is that you can choose to not swing the bat as many times as you would like. The beauty of this is that you can wait for that perfect swing, the swing that is likely to…

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Banco Do Brasil: Outperforming And Reasonably Valued (OTCMKTS:BDORY)

Mauricio Graiki Being majority-owned by the Brazilian state might raise eyebrows among some readers, but Banco do Brasil (OTCPK:BDORY)(“BdB”) has nonetheless registered meaningful outperformance recently versus privately-owned peers Itaú (ITUB) and Bradesco (BBD)(BBDO). Data by YCharts There are a number of things to like about this bank. For one, while Brazilian banks currently face a…

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Longleaf Partners Small-Cap Fund Q3 2023 Commentary

See following page for important disclosures. Before investing in any Longleaf Partners Fund, you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. For a current Prospectus and Summary Prospectus, which contain this and other important information, visit Mutual Fund Resources| Longleaf Partners Funds | Southeastern Asset Management–resources. Please read the Prospectus and…

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Baron Real Estate Fund Q3 2023 Shareholder Letter

Vertigo3d Dear Baron Real Estate Fund Shareholder: PERFORMANCE On September 28, 2023, we hosted a client educational webinar, titled “Demystifying Real Estate: An Optimistic Perspective on the Prospects for Real Estate.” A replay of the webinar can be accessed on our Baron website homepage in the “Insights & Reports” section. A sampling of the key…

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GUG: Discount Widens And Keeps This Fund Interesting

tadamichi Written by Nick Ackerman, co-produced by Stanford Chemist. I recently highlighted that Guggenheim’s Active Allocation Fund (NYSE:GUG) could be a much safer alternative for holding than the Guggenheim Strategic Opportunities Fund (GOF). The distribution seems more reasonable, and it offers investors a similar portfolio from the same investment managers at a much better valuation….

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Parsons: 2023 Is Working Out So Far (NYSE:PSN)

nopparit By the end of 2022, I called Parsons (NYSE:PSN) not a very defensive stock, as investors priced in benefits (to the business) from increased political tensions, and related to that increased defense spending. Sales momentum was improving, yet earnings growth felt a bit lackluster, which quite frankly made me cautious. The earnings growth materialized…

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Steelcase Stock: Back To Office, Back On Growth (NYSE:SCS)

ismagilov Thesis Steelcase (NYSE:SCS) is a furniture company founded in 1912 that mainly serves corporate customers. I believe current price offers an attractive entry point for investors for several reasons. Firstly, despite the slow return, workers are gradually returning to the office and this trend is expected to lead to an increase in revenues. Secondly,…

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Assertio (ASRT): Uncovering A Tapestry Of Trading Opportunities From This Oversold Ticker

May Lim Assertio Holdings (NASDAQ:ASRT) stands at a pivotal juncture in its history. A mere 3.5 years ago, Assertio’s portfolio was heavily reliant on ZIPSOR and CAMBIA, but today, these once-dominant assets constitute only a fraction of the company’s net product sales. Furthermore, the company deliberately exited the opioid business, marked by the discontinuation of…

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Allegion: Successful Acquisition And Lower Multiple; Upgrade To Buy (NYSE:ALLE)

Sinenkiy/iStock via Getty Images Investment Thesis Allegion plc (NYSE:ALLE) is in the business of providing electronic and mechanical access control for both business and non-business customers. I previously published articles, “Allegion: Excessively High Multiple Remains A Concern“, on Jul. 29, 2021, and, “Allegion: Decline In Multiple Makes For Possible Buy“, on Feb. 23, 2022, both…

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All Videos from Europe's Largest Bitcoin Conference Now Available

Europe’s largest Bitcoin conference, Bitcoin Amsterdam, is now accessible to a global audience, as all video from the event has been uploaded to video platforms including YouTube, Rumble, and X.  Concluding this Friday, the event featured a remarkable lineup of speakers and discussions on Bitcoin and the global freedom movement.  The second year for the event, organizers estimate…

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Starbucks: A Dependable Choice (NASDAQ:SBUX)

JohnFScott Thesis Starbucks (NASDAQ: SBUX) stands as a global coffeehouse giant, a company that has seen significant highs and lows amid the pandemic’s impact on the hospitality industry. As the world grappled with the challenges of the pandemic, Starbucks faced disruptions in its store operations, adapting to shifting consumer behaviors like remote work and an…

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AutoZone: So Good, It Drives Me Nuts (NYSE:AZO)

Sundry Photography/iStock Editorial via Getty Images Introduction This market is very tricky. As I’ve discussed in countless articles, we’re dealing with a vicious mix of sticky inflation, slowing economic growth, and a Federal Reserve trying to balance the fight against inflation and protecting economic stability. This is doing a number on consumers. The bottom 80%…

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EU delays approval of Novavax’s revised Covid jab

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. EU regulators have delayed a decision to approve Novavax’s variant-tailored Covid-19 vaccine, in a setback for the US-listed biotech which is battling a slump in demand for coronavirus jabs. The European Medicines Agency, which was…

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New Zealand swings to the right in post-Ardern era

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. New Zealand’s Labour party has suffered a humbling defeat after it lost half its parliamentary seats compared with Jacinda Ardern’s triumph in 2020. With more than 80 per cent of votes counted, the centre right…

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Buy REITs Before Everyone Else Does

NVS A fundamental truism of investing in stocks is that capturing maximal gains from an investment requires buying it before the crowd does. Ideally, an investor would buy a full position in a stock when it’s down, then other investors will gradually or quickly pile in, pushing the stock price up. That sounds nice in…

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Comtech Q4: Signs Of Turnaround (NASDAQ:CMTL)

digitalmazdoor digitalmazdoor Comtech Telecommunications Corp. (NASDAQ:CMTL) has just reported its Q4 and full-year results, as covered by Seeking Alpha here. Mr. Market seems to be liking what the company has reported, as the stock is up 16% pre-market as of this writing, after losing 7.50% during regular trading hours on Thursday, October 12th. Let’s dissect…

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Weekly Commentary: Most Dangerous Time

imagedepotpro Perhaps it goes back to a passage I recall reading years ago that recounted the 1929 experience: “Everyone was determined to hold their ground. But the ground gave way.” Difficult this week to shake that foreboding feeling. It’s as if things barely clinging together started to come loose – a most tenuous stasis about…

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