Editor’s note: Seeking Alpha is proud to welcome Daniel Mellado as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » shotbydave/E+ via Getty Images Investment Thesis Despite the efforts…
Editor’s note: Seeking Alpha is proud to welcome Amrita Roy as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Khanchit Khirisutchalual Introduction and Investment Thesis monday.com (NASDAQ:MNDY) is…
Dilok Klaisataporn Introduction Those who follow me know I’m a huge fan of Business Development Companies. The main reason is because of the amount of income they typically generate and pay out in the form of dividends. These are often considered riskier investments because of their business structures. Lending to smaller, start-up businesses can have…
designer491 As we usher in 2024, many people are thinking about change and new opportunities. I’m getting asked for my top positions from time to time. This seems like a great time to go over them. Often, people believe top picks are your highest conviction picks. For me, that’s true to an extent, but they…
Victor Golmer/iStock Editorial via Getty Images I’ve been bullish on NIO Inc. (NYSE:NIO) since before its epic 2020 rise and subsequent decline. However, I recently took a more cautious approach as losses mounted and NIO continued diluting its stock. Moreover, I recently re-entered NIO’s stock as we’ve seen considerable improvements in profitability metrics and deliveries,…
Just_Super Welcome to the Vanadium miners news. December saw flat vanadium prices and a slower month of news dominated by several small capital raisings. Vanadium uses Vanadium is traditionally used to harden steel. Chinese rebar standards are requiring more vanadium. Also Vanadium Flow Batteries [VRFBs] are becoming increasingly popular especially for commercial energy storage, most…
airdone Written by Nick Ackerman, co-produced by Stanford Chemist. We last covered Cohen & Steers Real Estate Opportunities and Income Fund (NYSE:RLTY) earlier this year. It was just as the risk-free Treasury Rates were beginning to surge. Interestingly enough, similar to how they did in 2022, they ended up peaking sometime in October. That said,…
A staggering 98% member of the PancakeSwap community voted in favour of reducing the CAKE supply by 300 million resulting into a strong surge in the CAKE price. PancakeSwap, a prominent decentralized exchange, has successfully concluded a proposal to reduce the maximum supply of its native token CAKE from 750 million to 450 million, garnering…
Andranik Hakobyan/iStock via Getty Images A month ago, I entered UiPath (NYSE:PATH) as my selection in Seeking Alpha’s Top 2024 Long/Short Pick investment competition, writing that the stock was set to benefit from seeing reaccelerated growth and more efficient sales and marketing. With the stock up nearly 40% in the past month before we even…
In terms of regional search, Google Trends revealed that countries such as Spain and the Philippines took the lead. People in these nations recorded more users searching for the term Solana than Ethereum. In 2023, searches on Google for “Solana” surpassed those for “Ethereum” for the first time since the launch of both cryptocurrencies in…
Michael Fitzsimmons Buying above-average stocks at below-average prices is a good recipe for long-term success in the stock market. With the S&P 500 (SPY) hitting its all-time highs in recent days, that may seem hard to accomplish. However, it’s important to keep in mind that the Santa Claus rally that has continued leading up to…
Analysts predict that the Securities and Exchange Commission (SEC) will approve spot Bitcoin ETF applications in January 2024, following the approval of Bitcoin (BTC) Futures ETFs in October 2021 and Ether (ETH) Futures ETFs in October 2023. In anticipation, traditional financial institutions also applied to issue spot Ether ETFs. Since applicants like BlackRock have a…
Sean Gallup Introduction When Höegh LNG Partners was still trading, I decided against buying the common units, but instead initiated a long position in the preferred shares. Other authors here on Seeking Alpha provided excellent coverage of how the Höegh LNG delisting story. At the end of 2022, the new owners of Höegh LNG Partners…
VanEck, a prominent investment management firm, has unveiled a interesting new Bitcoin commercial, stirring excitement and speculation within the Bitcoin community. The release comes amidst mounting anticipation surrounding the possible approval of Spot Bitcoin Exchange-Traded Funds (ETFs) by the Securities and Exchange Commission (SEC). The commercial, showcases a high-quality production recorded at PubKey, a Bitcoin bar…
Funtap UiPath (NYSE:PATH) has been one of the most hyped IPOs of the COVID bubble and has since dropped over 80% to its lows until it recovered in 2023, now down 62% since IPO. The company operates in a high-growth market, so let’s take a look without further ado. Robotic Process Automation Industry UiPath operates…
On December 28, the company announced that its fleet of 3,750 Bitcoin ASIC miners, purchased last year, had already generated profits due to the surge in the coin’s price. Canadian Bitcoin mining company Hive Digital has recently concluded a successful $22 million private financing round. The company achieved this milestone through the sale of 5.75…
DNY59 If you were as bearish as most market strategists were at the beginning of this year, many of whom have not changed their tune for 2024, you might want to reconsider with the S&P 500 set to hit a new all-time high in the days ahead. Ned Davis Research notes that when the index…
Asset management firm Hashdex has unveiled a new advertisement amid the US Securities and Exchange Commission’s (SEC) evaluation of applications for the listing of spot Bitcoin (BTC) tickers on US exchanges for exchange-traded funds (ETFs). The advertisement, shared on December 28 on X (formerly Twitter), features an interview setting from the 1980s, where the subject…
Xiaolu Chu Introduction: Tesla Is Still Trailing Its Big Tech Peers, Can It Catch Up In 2024? Amid a sharp decline in interest rates, Tesla, Inc. (NASDAQ:TSLA) stock has handsomely outperformed its big tech peers since 30th October 2023 as you can observe on the chart below. In my view, the interest rate-sensitive nature of…
The Tokyo-based Monex Group intends to further strengthen its digital asset offerings to institutional investors through the 3iQ acquisition. Monex Group Inc, a holding financial company based in Japan with operations around the world, will acquire Canada-based crypto asset manager 3iQ Digital Holdings Inc for an undisclosed amount. According to the announcement, 3iQ will collaborate…
stockstudioX/E+ via Getty Images EPR Properties (NYSE:EPR) supplies a well-supported 7% dividend yield to income investors that look for something different in their portfolios. EPR Properties is an entertainment-focused REIT and owns a large portfolio of experiential properties such as theaters, tourist and attraction destinations etc. The REIT was hurt by the COVID-19 pandemic that…
In a new blog post, Vitalik Buterin noted the loss of the original web3 values, the ways that the community can get back on track, and the progress that Ethereum has made so far. Vitalik Buterin has always been a big personality. As one of the founders of Ethereum, he has been a major figure…
PM Images Last year, I predicted that the Special Opportunities Fund (NYSE:SPE) would have to cut its distribution in 2023. Based on the November 2022 NAV of $13.18, I estimated SPE’s monthly distribution would be cut to ~$0.088. Sure enough, the SPE fund cut its distribution in early 2023 from $0.11 / month to $0.0867…
OKX has announced that it is deleting 11 trading pairs. These changes will go into effect from early January 2024. For years, privacy tokens have been controversial in the crypto industry. Privacy tokens are cryptos that cannot be traced and offer complete anonymity for those who use them. Some see them as useful and necessary…
Dilok Klaisataporn Listen above or on the go on Apple Podcasts and Spotify Happy last trading day of 2023! (1:10) Google to settle $5B ‘Incognito Mode’ lawsuit (3:00) Cathie Wood switches Bitcoin ETFs (3:50). This is an abridged transcript of the podcast: In the U.S. on Thursday, all three major indexes ended mostly muted, near…
For the planned investments in selected meme projects on the Avalanche network, the non-profit has outlined specific requirements for eligibility in the program. Avalanche Foundation, the non-profit group overseeing the development of the Avalanche blockchain, has announced its intention to allocate a portion of the Culture Catalyst Funds to support meme coins. According to a…
spawns Introduction Headquartered in England, Argo Blockchain plc (NASDAQ:ARBK) (“Argo“) is a middling player in the global cryptocurrency mining industry. With the recent rise in Bitcoin (BTC-USD) (“Bitcoin“), however, the stock price is up roughly 200% year to date. While I have little interest in the stock, I find Argo’s 8.75% Senior Notes due 2026…
If the court approves the proposed plans from debtors, the FTX creditors could lose a huge sum of money considering the rally in crypto market this year. In a recent filing made on December 27 in the United States Bankruptcy Court for the District of Delaware, FTX debtors have unveiled estimates of the US Dollar…
MicroStockHub Thesis The New America High Income Fund (HYB) is a fixed income closed-end fund that we own and have covered before on the Seeking Alpha platform. The fund has a very long performance history, being in the market since 1988. The fund is conservatively run when it comes to leverage and quality of the…
Binance reported more than $1.2 billion in assets under custody for more than 170 million users in its 2023 performance report. Leading cryptocurrency exchange by daily traded volume and registered users, Binance Holdings Ltd., has continued to build the necessary infrastructure and products to enable the next phase of web3 mass adoption. Despite the former…
champc The BlackRock Energy and Resources Trust (NYSE:BGR) is a CEF which provides investors exposure to an energy sector buy-write strategy. Since its inception in December 2004, BGR has delivered a substantially lower total return than comparable passive ETFs while at the same time exhibiting roughly the same level of volatility. I believe this dynamic…
The Terraform boss was arrested and imprisoned in Montenegro over falsified documents after being on the run to escape his fate as the alleged mastermind behind the collapse of the blockchain. On Thursday, December 28, a US judge ruled against Terraform Labs and its CEO Do Kwon for violating federal securities laws in the lawsuit…
Dilok Klaisataporn The Simplify Enhanced Income ETF (NYSEARCA:HIGH) is a somewhat unique income ETF, investing in t-bills and equity options spreads. The strategy aims to generate significant income with low credit and rate risk / exposure. It seems to have succeeded, with the fund sporting a 9.4% distribution yield with low volatility and drawdowns. I…
Funtay/iStock via Getty Images Just over six months ago, I wrote on Metalla Royalty & Streaming (NYSE:MTA), noting that there was zero reason to chase the stock at US$5.70 per share. This is because the stock was fully valued at over 1.0x P/NAV, timelines were looking like they’d be pushed on key projects, and we…
Stefan Sutka/iStock Editorial via Getty Images Although bullish from a long-term perspective, my fears that British firm Games Workshop (OTCPK:GMWKF) could fall victim to macro-related woes has thankfully not materialized in the circa 14 months since I first covered the company. Indeed, up over 85% in USD terms including dividends, the stock has significantly outperformed…
Yevhen Smyk/iStock via Getty Images Darling Ingredients Inc. (NYSE:DAR) is considered to be the largest public company that turns edible by-products and food waste into sustainable products, such as food ingredients, animal feed, biofuels, and green energy. This aligns well with the globe’s growing environmental focus. It has been recognised as a top-rated ESG industry…
Kimberly White Amidst a surge in speculative stocks, Robinhood (NASDAQ:HOOD) has seen its stock run up as well. The company appears to be benefitting from a win-win situation: higher interest rates have led to a surge in interest income and profitability, while the prospects for interest rate cuts might lead to increased trading revenues and…
RBirchall/iStock via Getty Images Global growth is slowing, but India has felt no such drag – quarterly GDP growth is still up in the high-single-digits %, while unemployment is down and inflation is well under control. In addition to a resilient domestic consumption story, a key reason for the outperformance has been a big capex…
Bruce Bennett High-yielding Telcos like Verizon Communications Inc. (NYSE:VZ) and AT&T Inc. (T) make compelling value propositions right now for passive income investors that want to lock in a low cost basis. Verizon Communications has seen some new stock price weakness in December, as did AT&T, and both Telcos offer passive income investors robust underlying…
Pennon Group plc (OTCPK:PEGRF) Q2 2024 Earnings Conference Call November 29, 2023 3:00 AM ET Company Participants Susan Davy – CEO Paul Boote – CFO Conference Call Participants Martin Young – Investec Sarah Lester – Morgan Stanley Dominic Nash – Barclays James Brand – Deutsche Bank Hannah Avory – BNP Paribas John Campbell – Bank…
Hispanolistic Thesis The Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC) is an actively managed exchange-traded fund. The vehicle invests in commodity-linked futures that provide economic exposure to a diverse group of the world’s most heavily traded commodities, including oil, gasoline and gold. As per its literature, the fund: seeks to provide long-term…
4kodiak The Intel Investment Thesis Data by YCharts Year to date, Intel Corporation (NASDAQ:INTC) has rewarded shareholders handsomely, but over the past 5 years, the story has been different as Intel has yet to return to its 2020 highs. But a huge TAM, positive comments from the management about future opportunities, and big promises have…
NicoElNino By Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity | Murali Yerram, Portfolio Manager, Franklin Templeton Emerging Markets Equity India is entering a period of self-sustaining expansion as prior reforms create a virtuous cycle of growth. This could drive nominal gross domestic product (GDP) growth as high as…
Kwarkot REIT Performance The REIT sector soared in November after 3 straight months in the red. The average REIT total return in November outpaced than that of the Dow Jones Industrial Average (+9.2%) and S&P 500 (9.1%), but fell short of the double digit return of the NASDAQ (+10.8%). The market cap weighted Vanguard Real…
Pgiam/iStock via Getty Images Investment briefing The scope for rotating capital to beaten down consumer-based companies has broadened into 2024 on the combination of 1) increased market breadth and 2) stretched valuations in mega-cap names that dominate the major indices. Tupperware Brands (NYSE:TUP) falls under the banner of ‘beaten down consumer-based company’. Tupperware is likely…
loops7/E+ via Getty Images This is my first article on Urogen (NASDAQ:URGN) a clinical stage biotech with one approved therapy. It has strong ratings support — all three ratings profiles followed on Seeking Alpha show up Christmassy green on its ratings summary page as I write on 12/25/2023: seekingalpha.com Q3, 2023 was strong for Urogen…
mohd izzuan/iStock via Getty Images Introduction As a dividend investor, I’m constantly on the hunt for strong, stable businesses that pay a well-covered, growing dividend. It helps me sleep better at night knowing that my while my holdings/companies may face headwinds, they will continue doing their job, paying me a dividend. UnitedHealth Group (NYSE:UNH) is…
Spencer Platt/Getty Images News Investment Thesis Tapestry, Inc (NYSE:TPR) is a luxury apparel company beginning the second part of its business strategy called “Futurespeed”. With a previously successful strategy prior through its “Acceleration Program”, the company saw higher average spend per customer, better retention rates, and won new customers. As the company looks towards it…
Carl Court Amid sharply renewed enthusiasm for growth and tech stocks, Snap (NYSE:SNAP), the disappearing-chat social media company, has been the beneficiary of a sharp year-to-date rally. Investors have latched onto the company’s user growth in developing markets, in spite of advertising industry headwinds that have dented revenue to just single-digit growth. Year to date,…
Spencer Platt I have been avoiding Fox (NASDAQ:FOX) stock for several years now. While I recognize the inherently divisive nature of any debate on a stock whose only real profit center is a political news organization, I prefer to look beyond politics to raw business when making my investment decisions. I have no intention of…