JamesBrey Both Energy Transfer (NYSE:ET) and Plains All American Pipeline (NASDAQ:PAA)(NASDAQ:PAGP) are high-yield investment-grade midstream MLPs (AMLP) that have taken a very similar path in recent years. Both had BBB- credit ratings and had invested aggressively in growth when COVID-19 broke out and the energy industry nearly collapsed due to plunging energy prices. As a…
canakat If you an income-focused investor, you have likely come across energy midstream companies (including master limited partnerships (“MLPs”)). These specialized companies generally transport oil and gas through pipelines, and they can offer some of the biggest and steadiest income payments in the market. However, before you invest in any of these companies, you need…
Daniel Balakov Investment Strategy Outlook 2023 was a very strong year in global stock markets, with optimism being driven by falling inflation, tight labor markets, and a resilient consumer. Equities screamed higher in the fourth quarter (and particularly so in the U.S.), as the Federal Reserve’s December pivot toward 2024 interest rate cuts reignited investors’…
zorazhuang Investment Rundown One of the hardest hit sectors when the interest rates began to increase last year was the tech sector. Looking at the stock chart for Tower Semiconductor Ltd (NASDAQ:TSEM), I think we are looking at a very appealing opportunity right now for investing. The valuation has come down to what I think…
Solskin AngioDynamics Inc.’s (ANGO) latest quarterly results disappointed with sales coming in weaker than expected while management revised lower full-year estimates. Shares fell nearly -20% on the report and have lost more than half its value over the past year. Across an extensive product portfolio of minimally invasive medical devices for cancer and vascular disease…
cemagraphics The S&P 500 (SPY) exceeded the 2023 peak this week and the reversal pattern pointed out in last weekend’s article failed. Technical analysis identifies what the major market-moving participants are doing. If they are on holiday, like they were at the December peak, the signals are less reliable. This article will look at what…
Peach_iStock There has been an increased chatter around private credit players and how they are poised to benefit from the current tailwinds that are associated with higher interest rate environment and more risk-averse (regulated) traditional banking sector. Since the Fed decided to become more restrictive, the overall BDC space has gone nowhere but up, outperforming…
Andrii Yalanskyi No one likes a dividend cut: They reduce the income stream that many retirees rely on for funding their retirement lifestyle. They often trigger a negative market response, leading to steep stock price declines. This typically adds insult to injury by adding steep capital losses on top of the steep decline in income,…
Zolak/iStock via Getty Images Shares of W.W. Grainger (NYSE:GWW) have risen to fresh all-time highs here, driven by continued great operational performance. The company continues to benefit from its leading position as (primarily) North American MRO distributor, continuing to reap (margin) advantages from its scale. Decent capital allocation decisions resulting in solid topline sales growth…
DieterMeyrl Freeport-McMoRan Inc. (NYSE:FCX) investors have experienced debilitating pessimism to surging optimism within three months as the leading Copper miner prepares for its fourth-quarter or FQ4 earnings release on January 24. I updated FCX holders in an October update, urging investors to capitalize on the then-freefalling shares, even as FCX fell toward its May 2023…
Andrzej Rostek Introduction Although I mainly focus on dividend (growth) investing, I regularly cover other investment opportunities, including companies in areas of significant economic importance. After all, macroeconomic developments are a big part of my research. One of my favorite sectors to cover is energy, which includes coal. In the first coal-focused article this year,…
Jira Pliankharom By Sean Bogda, CFA, Grace Su, & Jean Yu, CFA, PhD Value Lags Broader International Rally Market Overview International markets generated positive returns in the fourth quarter, as disinflationary data, renewed hopes of an economic soft landing and declining bond yields in the U.S. and Europe overcame concerns over renewed hostilities in the…
PM Images Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with over 700 companies on the list, the sheer amount of data can…
Roman Tiraspolsky Is the EV trade in trouble? Earlier this month, Hertz (NASDAQ:HTZ) announced that it plans to sell off a third of its electric vehicle fleet, opting to buy gasoline-powered cars with some of the cash proceeds. The firm sees lower demand for EVs while repair costs for that group of vehicles have soared….
claffra As we head into what promises to be a wildly volatile year on the political scene, it’s time to examine one of the key factors influencing the direction of both the U.S. economy and the financial market, namely energy prices. Oil and gasoline prices can be viewed as barometers of consumer strength or weakness,…
Petmal In the last few quarters since the bullish coverage on Dexterra (OTCPK:HZNOF), the stock fell slightly while the S&P 500 (SPY) gained 5.80%. At that time, the company posted third-quarter results and declared a dividend. The 8.75 cents a share dividend yields around 6%. What do the dividend and latest earnings do to Dexterra’s…
This article was written by Follow Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He is the…
Exhibit IV News Highlighted News Latticework 2023 – MOI Global, “Christopher Tsai in Conversation with Peter C. Keefe”, The Yale Club, December 12, 2023 MarketWatch, “What Charlie Munger and Grandma Ruth Taught This Money Manager Whose Portfolio is up 50% This Year”, December 5, 2023 Good Investing Talks, “Interview with Christopher Tsai”, Part 2, October…
8vFanI Are you interested in BDC’s, Business Development Companies, but don’t know which one to invest in? There’s an ETF which does some of the heavy lifting for you: The VanEck BDC Income ETF (NYSEARCA:BIZD). BIZD seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS…
Mohammed Haneefa Nizamudeen Pursue what catches your heart, not what catches your eyes.”― Roy T. Bennett Today, we put Verve Therapeutics (NASDAQ:VERV) in the spotlight. Verve aims to revolutionize treatment through in vivo gene therapy using base editing technology, with its lead candidate VERVE-101 showing promising results in reducing LDL-C levels. An analysis follows below….
bigtunaonline/iStock via Getty Images As much as I wish I could say that I had a perfect track record when it came to pointing out attractive investment opportunities, that would be a lie. Nobody, not even the great Warren Buffett, has a perfect track record. One firm that I came out bullish on back in…
A woman is showered in $100 U.S. banknotes. Deagreez To argue that the S&P 500 (SP500) has sharply rallied since its dip last October would be an understatement. Since that time, the index has gained approximately 15%. There has been perhaps no bigger beneficiary of this rally and the overall rally in 2023 than asset…
PhonlamaiPhoto I last wrote on Richardson Electronics (NASDAQ:RELL) in October 2023, and I told you to avoid it due to weak results, market conditions, and price chart. Its share price has corrected around 7% since then. It recently announced its Q2 FY24 results. Its margins are declining, which is affecting its profitability. Even after the…
LeoPatrizi Elevator Pitch KT Corporation (NYSE:KT) [030200:KS] shares continue to warrant a Hold investment rating in my opinion. Earlier, I previewed KT Corporation’s financial results for the third quarter of last year and analyzed the company’s shareholder return plans in my November 2, 2023 update. I outline my thoughts regarding how KT Corporation’s key business…
guvendemir Earnings season is here for the stock market, and the fourth quarter is not expected to be as strong as the third quarter, based on analysts’ consensus estimates. This may surprise some, given that the equity market has rallied aggressively since the third-quarter reporting season ended in October. Fourth-quarter earnings for the S&P 500…
Tanarat Kongchuenjit NULG strategy Nuveen ESG Large-Cap Growth ETF (BATS:NULG) started investing operations on 12/13/2016 and tracks the TIAA ESG USA Large-Cap Growth Index. It implements an environmental, social, and corporate governance (“ESG”) investing approach in a growth stock universe. It has 82 holdings, a 12-month distribution yield of 0.43% and a total expense ratio…
DKosig Introduction Despite wars in Europe and the Middle East, escalating tensions in Taiwan, recent attacks in the Red Sea, and eleven successive US Fed rate rises since March 2022, equity markets have reached new highs. It is as if nothing happened. The recent reversal of longer-term interest rates (the US 10-year Treasury (US10Y) yield…
Kevin Winter/Getty Images Entertainment By Andrew Prochnow Options trading has become very popular among investors in recent years, as evidenced by the recent bonanza in zero-day options (aka “0 DTE” options). The surge in options trading can be attributed in part to a recent spike in the CBOE Volatility Index (VIX). In early 2020, the…
Monty Rakusen Overview Alpha Metallurgical Resources (NYSE:AMR) is the largest metallurgical (“MET”) coal producer in the United States. The company is expected to produce about 16M tons of MET coal in 2024 and roughly another 1M tons of thermal coal as a byproduct. The last thermal coal mine was closed last year, so AMR is…
Pgiam/iStock via Getty Images Relmada Therapeutics (NASDAQ:RLMD) is a nanocap company developing therapies for CNS diseases. Lead asset is Esmethadone or REL-1017, which functions as a blocker for N-methyl-D-aspartate (NMDA) receptor channels, specifically targeting hyperactive GluN2D channels. NMDA receptors play a crucial role in physiological neural plasticity, and causing various central nervous system (CNS’) disorders,…
Panupong Piewkleng Thesis EMCOR (NYSE:EME), a business in the mechanical and electrical construction industry, shows a strong financial profile characterized by consistent and great revenue growth and strong operational performance. The company’s core focus on expanding sectors like semiconductors, data centers, and sustainable construction, with its lower-than-average P/S and P/E ratios, make me believe it…
Eoneren A couple of days ago, I wrote an article titled “My Top 3 Picks for 2024.” In this piece, I highlighted the key holdings in my portfolio for the year, anticipating their growth amidst favorable factors like the presidential election, rising AI investments, and declining mortgage rates. The picks were following: Alphabet (GOOG) Blended…
metamorworks/iStock via Getty Images Entravision Communications Corporation (NYSE:EVC) offers advertising media solutions across an extensive platform of television, radio, and digital properties with a presence in 40 countries. The company is recognized in the United States with a focus on Spanish-speaking households as the largest “Univision” affiliate group, controlling 49 local TV stations. Despite solid…
MicroStockHub Earlier this month, Howard Marks, a well-known billionaire, co-founder and co-chairman of Oaktree Capital, which is one of the largest alternative asset management firms, issued a memo called “Easy Money”. While the memo itself is quite extensive and elaborates on explaining the various consequences of “easy money” (i.e., low interest rates), the essence, where…
ridvan_celik Summary Searching for tech funds that offer some hedge vs volatility I came across the BlackRock Science and Technology Trust CEF (NYSE:BST). This is an actively managed fund that uses covered call option writing to enhance performance while at the same time providing monthly fixed distribution. The main fear I had was that this…
tadamichi/iStock via Getty Images By James J. Puplava If you own a stock portfolio or are invested in the market, most likely you hold more than one company or have some degree of diversification. Or, as is very common today, you may own an Exchange-Traded Traded Fund (ETF) or several different ETFs that hold a…
kadmy/iStock via Getty Images I last wrote at Seeking Alpha about one of the most popular cannabis stocks in the world, Canopy Growth (NASDAQ:CGC) almost a year ago in late January, calling it not a good stock for cannabis investors. The stock has declined 82.6% since then, and this is a lot more than the…
AnnBaldwin/iStock via Getty Images We previously covered Verizon Communications Inc. (NYSE:VZ) in October 2023, discussing how its excellent financial performance had been negated by the sustained stock sell-off. With it already losing much of its value over the past few quarters, we had taken the prudent choice to re-rate the stock as a Hold, with…
peshkov Welcome back to the third edition of Bank Buzz, where we cover the community bank sector, with a specific focus on mutual conversions, our favorite niche within a niche. Historically, investments in banks trading below tangible book value with overcapitalized balance sheets, solid asset quality, and shareholder-friendly management teams have generated attractive returns. In…
NoSystem images/E+ via Getty Images The S&P 500 is up 10 of the last 11 weeks. The Vanguard Total Stock Market Index Fund ETF Shares (NYSEARCA:VTI) can say the same, though the ETF failed to settle at a fresh all-time weekly high close, whereas the SPX did. VTI’s significant weight in domestic mid-cap stocks, with…
Yongyuan Dai 2023 was one of the worst years on record for Hong Kong equities, as a steep H2 drawdown led to the third straight year of losses for iShares MSCI Hong Kong ETF (NYSEARCA:EWH). With 2024 also starting off poorly, the Hong Kong equity benchmark is now back to price levels last seen at…
Oat_Phawat The ProShares Ultra Gold ETF (NYSEARCA:UGL) ETF is a leveraged ETF from ProShares that attempts to track the price of gold using the Bloomberg Gold Subindex but uses daily resetting with a 2x leverage factor. We think gold continues to have a strong case, and has endured against higher rates, which will be coming…
-Antonio- I last covered the Invesco KBW High Dividend Yield Financial ETF (NASDAQ:KBWD) in late 2022. In that article, I argued that KBWD’s strong, growing dividends and cheap valuation made the fund a buy. Since then, KBWD has underperformed the S&P 500, due to losses incurred during the regional banking crisis. KBWD Previous Article Although…
Matteo Colombo Introduction I have to say, chances are I’m not the world’s biggest fan of Crown Castle (NYSE:CCI) stock. The telecommunication real estate giant with a market cap of roughly $50 billion is not growing very fast. Full-year 2023 adjusted funds from operations (“AFFO”) are expected to grow by 2%, followed by an 8%…
da-kuk Given the world’s turmoil, including the escalation, and broadening of the conflict in the Middle East and China’s continued aerial harassment of Taiwan ahead of the election, the capital and commodity markets have remained firm. February WTI fell about 1.7% last week and March Brent slipped around 0.65%. Shipping costs are rising as the…
Poca Wander Stock Prudential Financial (NYSE:PRU) offers an interesting dividend yield, but its shares aren’t undervalued right now, as the company’s relatively weak growth prospects justify its current valuation. Business Overview Prudential Financial is an insurance company providing a diversified set of products and services, including life insurance, annuities, retirement products, mutual funds and investment…