Roblox Developer Conference. They are here to replace us. Ian Tuttle Bouncing Off The Post-Pandemic Lull Roblox Corporation (NYSE:RBLX) saw furious triple-digit growth during the pandemic, and paid for it with a slow 2022, but are now back to around 20% growth. User and revenue conversion metrics remain strong. Their big surge of R&D and…
This article is featured in Bitcoin Magazine’s “The Primary Issue”. Click here to get your Annual Bitcoin Magazine Subscription. Introduction Until this election cycle, Bitcoin has flown under the radar when it comes to the national political stage. For the first time in its history, Bitcoin is becoming a prominent issue for presidential candidates on…
Justin Sullivan Sneaker and athletic-wear retailer, Foot Locker (NYSE:FL), just reported Q3 results that came in above expectations. Prior to the release, shares in FL were down nearly 40% YTD. The stronger than expected showing in Q3 provided some reprieve to shares that have been under heavy pressure all year. In prior coverage following the…
Customers who have interacted with both Coinbase and Bybit reported receiving emails from Coinbase notifying them of the CFTC subpoena. Leading American cryptocurrency exchange Coinbase has issued warnings to an undisclosed number of users regarding a subpoena it received from the United States Commodity Futures Trading Commission (CFTC) about Bybit, another digital asset trading platform…
Monty Rakusen/DigitalVision via Getty Images Introduction In the high-stakes arena of aerospace manufacturing, Spirit AeroSystems (NYSE:SPR) stands as a case study in navigating complex financial and operational challenges. As we dissect Spirit AeroSystems’ financial statements, a picture of a company at a crossroads emerges. The erosion of gross profit margins, a balance sheet reflecting a…
The plaintiffs, Michael Sizemore, Mikey Vongdara, and Gordon Lewis, argue that Ronaldo actively took part in endorsing financial products on Binance, which should have been registered with regulators. Football icon Cristiano Ronaldo is facing a new legal battle, which started this week, as he has been accused of improperly promoting the cryptocurrency exchange Binance. A…
ventdusud/iStock via Getty Images The last few days have been very interesting for shareholders of Vista Outdoor (NYSE:VSTO). Those who follow my work closely might recall that I wrote a bullish article about the company in the middle of October. That article was in response to shares plunging almost 24% after management announced that they…
Moussa81 Several members have asked for an update about what’s going on with dividend stocks, particularly the aristocrats. Here is what they mean. Dividend Aristocrats Vs. S&P Over Time Year Aristocrats Returns Aristocrats Cumulative Returns S&P 500 Total Returns S&P Cumulative Returns 1990 5.70% 105.70% -3.2% 96.8% 1991 38.50% 146.4% 30.4% 126.2% 1992 10.10% 161.2%…
Starship enjoy access to a fundraising toolkit necessary for getting investments from venture capital firms and other supporters. Starship, a community-based platform for builders to raise funds, has just launched. In addition to helping with fundraising, Starship will also function as a platform that helps builders with other professional needs. Some of these needs may…
Charday Penn/iStock via Getty Images Lancaster Colony Corporation (NASDAQ:LANC) produces and sells food products. The company divides its sales into retail and foodservice sales channels, both of which contribute almost equally to revenues. The retail sales are further divided into segments – Shelf-Stable Dressings, Sauces & Croutons with 44% of retail revenues, Frozen Breads with…
According to the announcement, the inaugural CF ETH Staking Reward Rate will have four initial SSP contributors which include Kiln, Staked, Figment, and Blockdaemon. In response to the growing demand for a reliable and daily realized Ethereum (ETH) staking reward rate, CF Benchmarks has unveiled the CF ETH Staking Reward Rate (ETH_SRR). This marks the…
David Ramos As Hong Kong’s stock market looks set to fall for a fourth consecutive year, blue chip smartphone maker Xiaomi Corp. (OTCPK:XIACF) (OTCPK:XIACY) (1810.HK) stands out as a bright spot in an otherwise bleak setting. While most companies have fallen this year, Xiaomi’s shares are up more than 40% year-to-date as it gains market…
Bitcoin price is likely to push higher in December despite the regulatory pressure in the United States as the Fed struggles to lower inflation to 2 percent. The Bitcoin (BTC) narrative as a global reserve currency is fast catching up with poor monetary policies around the world. In the past 24 hours, Bitcoin price edged…
P_Wei Introduction Let’s start this article a bit differently. Below, you’re looking at six charts from the Harvard Mathematics Department. All of them are different varieties of exponential functions. Harvard Mathematics Department In finance, it’s all about exponential growth. After all, that’s how we all want to accumulate wealth: exponentially. 5% compounding interest on a…
In a significant development on Tuesday, November 28, Changpeng Zhao (CZ), the founder and former CEO of Binance, has decided to step down as chairman of the board for Binance’s US affiliate. Binance.US made this announcement through a tweet, clarifying that the US affiliate was not part of the recent substantial multibillion-dollar settlement between Binance…
JHVEPhoto/iStock Editorial via Getty Images Using our cash flow returns on investments based tool, Yum Brands (NYSE:YUM) appears prominently on our list as a high-quality, investment-grade company. Using a conventional valuation matrix as well as our DCF-based valuation tools, it could be undervalued by as much as 24%. It is a stable value compounder moderately…
Berkshire Hathaway acknowledged the notable contribution and announced that Charlie’s family would handle all the affairs pursuant to his instructions. Titan investor and billionaire Charlie Munger has died at the age of 99 according to an official report from Berkshire Hathaway Inc Cl B (NYSE: BRK.B) on Tuesday. The famed businessman, who was the vice chairman…
champpixs Aon (NYSE:AON) delivered very solid Q3 FY23 results, and I am continually impressed with their margin expansion and substantial share buybacks. As a long-term shareholder of this stable growth company, I maintain a ‘Strong Buy’ rating with a fair value of $390 per share. Quarterly Review and Outlook In Q3 FY23, both their top…
The update from the SEC appears to suggest that it plans to approve all Bitcoin exchange-traded funds (ETFs) at once. In a move that many may not have envisaged, the Securities and Exchange Commission (SEC) has provided an update on two Bitcoin ETF applications nearly a month before the scheduled deadline. In a Tuesday filing,…
Warren Buffett Paul Morigi When Warren Buffett is selling, you’d better not be buying. Or at least, that’s how a lot of people think. Buffett is well known for having one of the best long-term investing track records in history. Other investors have achieved higher CAGR returns, but few have managed to keep up the…
To address concerns businesses raise regarding the security and privacy of AI assistants, Amazon said it had taken a proactive approach with Q. Amazon, one of the leading global e-commerce companies, has joined the artificial intelligence race with the launch of its AI chatbot, Amazon Q, designed to enhance work productivity for businesses. The company…
Eoneren Short-Selling Indicators During the heyday of technical analysis from 1960 to 1985, some of the best indicators of market direction were the odd lot and public short selling ratios. High levels of short selling were positive for stocks while low levels were negative. Unfortunately, with the emergence of index futures and arbitrage short selling…
franckreporter Investment brief Persistently high rates, sticky inflation, and a slowdown in construction rates aren’t the pillars of growth for the renewable energy sector. That in mind, it isn’t surprising that investors continue to forecast a period of difficult business for Ameresco (NYSE:AMRC) with its stock price nudging 52-week lows within the last month of…
Thapana Onphalai Thesis iShares Core Dividend Growth ETF (NYSEARCA:DGRO) is a dividend growth focused ETF that has the potential to complement one’s dividend or broader market blend portfolio with its consistent dividend growth, but I’m not quite ready to start a position due to it lacking a clear edge amongst several positive characteristics it possesses….
Phiromya Intawongpan The Invesco NASDAQ Next Gen 100 ETF (NASDAQ:QQQJ) invests in the 101st to the 200th largest companies listed on the NASDAQ exchange. By this measure, we look at QQQJ as the junior fund next to the more high-profile Invesco QQQ Trust (QQQ) with a distinct exposure more towards mid-caps. A major theme in…
CGinspiration By Yanick Loirat, PhD While spreads have tightened within Europe’s periphery, that trend could continue in a soft-landing scenario. As European inflation fears continue to cool, some investors are convinced that the European Central Bank (ECB) has completed its latest hiking cycle in line with a soft economic landing central scenario. That outcome, in…
PeopleImages/E+ via Getty Images Main Thesis / Background The purpose of this article is to evaluate the iShares U.S. Real Estate ETF (NYSEARCA:IYR) as an investment option at its current market price. This is a passive sector fund that invests in REITs with the objective “to track the investment results of an index composed of…
gerenme/iStock via Getty Images Louisiana-Pacific Corporation (NYSE:LPX) reported better-than-expected quarterly net sales and EPS, and management continues to show new corporate transformation initiatives. Already with a significant amount of cash in the balance sheet and a decent current ratio, I believe that the recent acquisition, sale of assets, and closure of certain businesses indicate that…
sburel/iStock via Getty Images Almost exactly one year ago, we wrote an article titled “Adobe: Buy The Dip In This Excellent Compounder“. It’s the only article we’ve published on the company (NASDAQ:ADBE) in our time writing for Seeking Alpha, and it’s one of the most accurate calls we’ve made since we began. Today, the stock…
Portra/E+ via Getty Images Our objective is to enhance the worth of our portfolio. Our financial resources are finite, as our portfolio must operate within real-world constraints. Consequently, this necessitates difficult decisions, occasionally requiring us to part with shares we’d prefer to retain. In instances like this, we relinquish a favorable opportunity to seize an…
Elijah-Lovkoff Today, we are back to comment on Canadian Solar’s performance (NASDAQ:CSIQ); however, this year, we already analyzed the company twice, commenting on the CSI Solar Co IPO process on the Shanghai Stock Exchange and also on the H1 results, looking at Canadian Solar’s growth coupled with an underappreciated assets portfolio. After the Q3 results,…
eyetoeyePIX/E+ via Getty Images High-yield corporate bond ETFs offer investors strong, growing dividends, and the potential for moderate capital gains as interest rates and economic conditions stabilize. Four high-yield corporate bond ETFs seem particularly strong right now. The SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY), with the highest 7.3% dividend yield, and lowest 0.05% expense…
The AZEK Company Inc. (NYSE:AZEK) Q4 2023 Earnings Conference Call November 28, 2023 5:00 PM ET Company Participants Eric Robinson – IR Jesse Singh – CEO Peter Clifford – CFO Conference Call Participants Tim Wojs – Baird Keith Hughes – Truist Matthew Bouley – Barclays Phil Ng – Jefferies Michael Rehaut – JPMorgan John Lovallo…
Intuit Inc. (NASDAQ:INTU) Q1 2024 Earnings Call Transcript November 28, 2023 4:30 PM ET Company Participants Kim Watkins – VP, IR Sasan Goodarzi – CEO Sandeep Aujla – CFO Conference Call Participants Raimo Lenschow – Barclays Keith Weiss – Morgan Stanley Siti Panigrahi – Mizuho Allan Verkhovski – Wolfe Research Alex Markgraff – KeyBanc Capital…
Analog Devices, Inc. (NASDAQ:ADI) 2023 UBS Global Technology Conference Call November 28, 2023 4:55 PM ET Company Participants Vincent Roche – Chairman and Chief Executive Officer Conference Call Participants Timothy Arcuri – UBS Timothy Arcuri Good afternoon. We are going to start our next session and we are pleased to have Analog Devices for our…
Mario Tama Dear subscribers, Over the years, I’ve made no secret about my continual low-valuation investing in Altria (NYSE:MO) when the company was cheap. The closer to sub-$40, the more I’ve added. Much of my position was added during COVID-19. With FX included and dividends paid, it’ll take a lot for me to go more…
Torsten Asmus Vanguard High Dividend Yield ETF (NYSEARCA:VYM) is a passive ETF, which has an allocation strategy that is skewed towards more high yielding stocks than the average names that are included in the S&P 500. There are no additional policies or tactics incorporates in VYM that stretch beyond a pure play long strategy of…
Western Digital Corporation (NASDAQ:WDC) Wells Fargo 7th Annual TMT Summit November 28, 2023 4:30 PM ET Company Participants Wissam Jabre – EVP and Chief Financial Officer Conference Call Participants Aaron Rakers – Wells Fargo Aaron Rakers So why don’t we go ahead and get started. So I’m Aaron Rakers. I’m the IT hardware and semiconductor…
kynny/iStock via Getty Images The latest S&P CoreLogic Case Shiller home price data for September was released today and showed a 0.3% month-over-month (m/m) increase in home prices at the national level. Fifteen of twenty cities saw prices rise m/m, with Detroit, New York, and Las Vegas jumping the most, and Minneapolis, Denver, Seattle, Dallas,…
ServiceNow, Inc. (NYSE:NOW) UBS Global Technology Conference November 28, 2023 4:15 PM ET Company Participants CJ Desai – President and COO Conference Call Participants Karl Keirstead – UBS Karl Keirstead Okay, everybody. Why don’t we get started? I’m Karl Keirstead on the UBS software team. On a serious note, I’ve been taking an informal poll…
industryview/iStock via Getty Images Ennis, Inc. (NYSE:EBF) operates within an industry facing decline, yet it distinguishes itself amidst the challenging landscape. Despite the downturn in the commercial printing sector, the company exhibits resilience by leveraging its strong financials. Ennis isn’t positioned as a growth-centric stock; rather, it offers a stable dividend yield and demonstrates potential…
Corning Incorporated (NYSE:GLW) UBS Global Technology Conference November 28, 2023 10:15 AM ET Company Participants Ann Nicholson – VP of IR Conference Call Participants Josh Spector – UBS Josh Spector All right, everyone. We’re going to get started here. Thanks, everyone, for joining us in person and online for UBS’ Global Technology Conference. My name…
hapabapa Shares of Netflix (NASDAQ:NFLX) have risen by 63% so far in 2023. The move higher was driven by a number of factors including a broad tech sector rally, a crackdown on account sharing, pricing increases, and the launch of ad supported tier. While NFLX has delivered strong returns for shareholders over the long-term, there…
Gilead Sciences, Inc. (NASDAQ:GILD) 6th Annual Evercore ISI HealthCONx Conference November 28, 2023 1:20 PM ET Company Participants Andrew Dickinson – Chief Financial Officer Conference Call Participants Umer Raffat – Evercore ISI Umer Raffat Let’s get ahead and get started. Thank you all for being here. Pleasure to have Gilead management here. There’s a lot…
Hiraman Overview BlackRock Health Sciences Trust (NYSE:BME) is a CEF (Closed End Fund) that primarily aims to generate total returns by combining current income, immediate gains, and long-term capital appreciation. To achieve this objective, BME aims to invest a minimum of 80% of its assets in equity securities of companies involved in health sciences and…
shih-wei/iStock via Getty Images Synopsys (NASDAQ:SNPS) is the market leader in EDA or electronic design automation which provides software, hardware and services to aid the design of semiconductors. They operate in three segments: SNPS IR presentation The Design Automation segment isn’t only the largest, it’s also the one producing the highest margins by far. Besides…
jetcityimage Over the past two years, CVS Health Corporation (NYSE:CVS) investors have experienced ~33% top-to-trough drawdown. A raft of recent commentary from S.A. readers indicate a general aversion to the stock and disdain for the management team. On the other hand, I’ve owned CVS shares for about five years now. Sure, I would have preferred…
The Coca-Cola Company (NYSE:KO) Redburn 2023 CEO Conference November 28, 2023 10:00 AM ET Company Participants John Murphy – President and Chief Financial Officer Conference Call Participants Charlie Higgs – Redburn Operator Great. Good afternoon, everyone, or good morning if you’re joining us from the US. I’m delighted to welcome today John Murphy, President and…
Today, Wyoming-based Mummolin, Inc, has announced the successful completion of a $6.2 million seed funding round, led by Jack Dorsey, also featuring prominent investors such as Accomplice, Barefoot Bitcoin Fund, MoonKite, NewLayer Capital, and the Bitcoin Opportunity Fund, among others. This funding will fuel the launch of OCEAN, a new initiative aiming to decentralize Bitcoin…
Virojt Changyencham/iStock via Getty Images Xenon Pharmaceuticals Inc. (NASDAQ:XENE) has been making great progress with its pipeline, that’s because it was able to report some positive data from its phase 2 X-NOVA study, which used its drug XEN1101 for the treatment of patients with major depressive disorder [MDD]. Even though the primary endpoint of this…