Klaus Vedfelt Investment action I recommended a hold rating for The Duckhorn Portfolio (NYSE:NAPA) when I wrote about it the last time, as I remained concerned about the near-term uncertainties regarding the business performance outlook and the lack of a proper CEO. Based on my current outlook and analysis of NAPA, I recommend a hold…
Mario Tama CAVA Group (NYSE:CAVA), owner of a fast-growing contemporary Mediterranean food chain, checks every box when it comes to its potential to become America’s next big food chain. Showcasing a unique and healthy menu, and prudently managed with emphasis on exceptional operational efficiency and an employee satisfaction, CAVA’s management took a page from the…
Like so many industries today, the medical sector is seeing increasing global engagement. Patients aren’t just limited to the health and dental care that’s available on their doorstep. Medical facilities can effectively connect to consumers from across the planet. This has created a thriving medical tourism market. It should come as no surprise that greater…
Mr_Twister/iStock via Getty Images In the spring of 2022, I believed it was time to snap a position in the case of Snap-on Incorporated (NYSE:SNA). Shares were trading rather stagnant at the time, while the company has seen continued growth, reducing expectations along the way, all while the state of the balance sheet has improved…
Wang He Market sentiment and why I differ The Seeking Alpha analysts’ sentiments on Alibaba (NYSE:BABA) (OTCPK:BABAF) seems to be rather bullish. Wall St too is overwhelming bullish on the stock: Seeking Alpha and Wall St Ratings Summary on Alibaba (Seeking Alpha) However, I am not convinced of the bull case quite yet because: Sales…
onurdongel Energy Transfer LP (NYSE:ET) common units have long been an anomaly in that the stock has long trailed where management stated it would be back when I wrote my first article with Rida Morwa. A lot of investors and analysts think it is undervalued. But that may not be the case. It really depends…
Wirestock SAS Institute Inc. With inflation at or near the highest levels in roughly four decades, any rational investor should be asking “How well do U.S. Treasury yields forecast inflation?” Why? If Treasury yields are poor indicators of future inflation, then no one should buy bonds. On the other hand, if Treasury yields are reasonably…
RonFullHD Oil prices took a hit for several reasons in the final couple of months of 2023. First, the US EIA reserves have increased. Second, the US shale oil producers have gotten quite active. Moreover, everyone is worried about the Fed and that it might hike the interest rates. All is true. But the most…
imaginima Summary Seeking Alpha Quant rates FDN as a buy; FDN has performed very well during this stock market rally. I agree with the Seeking Alpha Quant and rate FDN as a buy. FDN First Trust Dow Jones Internet Index Fund ETF First Trust Dow Jones Internet Index Fund is an exchange traded fund launched…
Bitcoin is up over 150% in 2023, and that momentum has captured hearts and minds on Wall Street, resulting in a landmark rush for its firms to launch the first-ever Bitcoin exchange-traded fund (ETF). All eyes are now on the upcoming decision by the U.S. Securities and Exchange Commission (SEC) regarding the approval of a…
Srivaru Holding Limited Introduction Ahead of the special meeting to vote on the upcoming merger with SRIVARU Holding Limited (NASDAQ:SVMH), we were invited to meet with the CEO of SPAC Mobiv Acquisition Corp, Peter Bilitsch, and the CEO of SRIVARU, Mohan Ramasamy via videoconference. Due to our busy schedule, we were unfortunately unable to attend…
wildpixel/iStock via Getty Images CSP Inc. (NASDAQ:CSPI) is a provider of IT, cloud, security, and computer system products and services. Supply chain issues during the height of the COVID-19 pandemic created a backlog buildup. No contracts were lost. CSPI reported year over year 2023 increased revenues of 19% and increased income of 161%, as the…
Ryan Herron/E+ via Getty Images The Opportunity REITs are hot at the moment. From its $70.61 low on October 30, the Vanguard Real Estate ETF (VNQ) is up 26% in just under two months, standing at $88.79 as of this writing. Based on the technicals, I believe VNQ will reach $129.00, probably within the next…
Kris Hoobaer/iStock via Getty Images Dear readers/followers, In this article, I’m going to be updating on Hamburger Hafen (OTC:HHULF). In conjunction with the last published quarterly report and other news, the company gave a massive bounce, which also means that my stake in the company is currently at a solid “green” in terms of returns….
In an culmination of efforts at the intersection of Bitcoin and Artificial Intelligence (AI), the “Nexus – Bitcoin & AI Industry Report” has been unveiled by Spirit of Satoshi, the world’s first Bitcoin centric AI, highlighting significant advancements and debunking misconceptions within these realms. The report’s core emphasis revolves around the convergence of 280 participants…
mikkelwilliam/E+ via Getty Images The last few weeks have been great for “most” of my REIT holding, thanks in large part to the first leg of the so-called REIT Rally, as I explained a few weeks ago, Recent share price weakness in this sector has driven valuations on many of my favorite REITs down to…
Win McNamee Meta Platforms (NASDAQ:META) has bounced strongly from the lows as the company simultaneously dealt with the TikTok competitive threat while overcoming the tough macro environment. Based on the still-discounted stock valuations, Wall Street appears fearful that the “year of efficiency” was a one-time deal. Wall Street sometimes gets a bad rap for being…
asikkk/iStock via Getty Images Thesis SFL Corp (NYSE:SFL) is a diversified shipping company that owns 73 vessels that serve various industries. From cargo containers, to cars, and deep-water drilling, SFL does it all. With a backbone structured around long-term contracts, SFL has been able to pay a dividend for nearly 20 years. That is all…
airdone I know I’ve brought it up a lot lately, but I positively love mortgage REITs (mREITs). They’re easy to understand, fun to analyze, and offer well above market average returns. I also caught a persuasive recent article about how the economic environment is expected to improve for REITs in general. Naturally, I figured it…
manassanant pamai The four decade era of declining or abnormally low interest rates is over. Both short-term and long-term interest rates are now meaningfully higher, and stock, bond, and real estate prices will no longer be significant beneficiaries of accommodative interest rates as they were in the past. Consequently, asset allocation strategies like the 60%…
shulz Introduction Tetra Tech (NASDAQ:TTEK) is an international consultancy company founded in 1966 and listed in 1990. The company provides solutions to complex sustainability, environmental, and infrastructure challenges, and it works with clients across industries including government, industrial, mining, energy, and more. I believe Tetra Tech is a great company to own for the longer…
Parradee Kietsirikul Investing is a never-ending learning experience. I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything, the markets and the economy will surprise you. For me, learning is largely about introspection of past actions. You have to learn to audit your…
Justin Sullivan Since I placed a buy rating on PG&E (NYSE:PCG) stock in February 2022, the stock has risen 59.6%. My thesis, expressed in May 2022, was that wildfire safety improvements that followed the 2019 bankruptcy filing were not being fully appreciated by the market. Since then, the Northern California electric and gas utility has…
MicroStockHub I’ve been a fan of Michael Lewis ever since I read his first book, “Liars Poker,” which gave an insider’s view of bond trading at Salomon Brothers when they dominated the mortgage-backed securities (MBS) market. It was of particular interest to me because, at that time, I was the MBS Portfolio Manager at Fidelity…
guvendemir At the end of 2022, I wrote an article about why investors should avoid the airlines (JETS) and own AerCap (NYSE:AER) instead for exposure to the airline industry. The relative returns in 2023 validated my view: Data by YCharts The longer-term view also validates this view: Data by YCharts As you can see above,…
skynesher Please note all $ figures in $CAD, not $USD, unless otherwise stated. Investment Thesis After a tumultuous few years during the pandemic, Cineplex (TSX:CGX:CA) has been on a role with another quarter of great results. With a focus towards paying down debt, Cineplex looks like it can improve its financial position. In my view,…
4kodiak/iStock via Getty Images Frequency Electronics (NASDAQ:FEIM) manufactures frequency control products for telecommunication stations. FEIM recently posted its results, and I will be analyzing its results. Its technical chart shows some strength, and the increased profitability is a positive sign. However, it would be interesting to see if it could maintain its profitability in the…
dednuel images Thesis Remitly Global Inc (NASDAQ:RELY) is a digital-first fintech company that provides international money transfer services to over 170 countries. The company’s transparent fee structure, speedy transfers, and digital-first approach have enabled it to take market share from long-established industry players. Since 2019, Remitly has grown its revenues more than four-fold and has…
PM Images My Background Each investor faces a different set of circumstances. Now 36, I have been investing since I was 22 years old. My first investment in individual stocks was made in the heart of the financial crisis back in May 2009. I purchased 40 shares (80, split-adjusted) of Toronto-Dominion Bank (TD:CA). However, for…
JLGutierrez By Alexander William Salter Many influential figures claim that supply-side improvements explain easing price pressures. This view is especially common among those affiliated with the Biden administration. A few weeks ago, Treasury Secretary Janet Yellen said in an interview that “supply-chain issues that resulted from the pandemic…seem to be healing, and as that happened,…
richard johnson Note: I have covered EuroDry Ltd. (NASDAQ:EDRY) previously, so investors should view this as an update to my earlier articles on the company. Similar to peers, shares of small, Greece-based dry bulk shipper EuroDry Ltd. (“EuroDry”) have been in demand following a recovery in dry bulk charter rates over the past two months….
Feverpitched Opening I am a relatively young investor, continually evolving on my journey to discover the best companies in the world. Last week, I published my long-term portfolio with explanations of each holding, providing my ratings for each security based on current prices. Today, I will introduce the companies I’ve sold in 2023 and explain…
champpixs Increasingly, factor investing is gaining in popularity, as investors look for superior ways to pick stocks that are different from passive measures like market capitalization that end up overweighting popular stocks like the ‘Magnificent 7’. Instead, factor investing screen securities based on specific drivers of returns like value, momentum, quality, and low volatility. The…
ronstik/iStock via Getty Images We have seen this question being asked repeatedly, recently. Frankly, it surprises me, because when I look broadly at the economy, I see a lot that’s wrong. As far as I can tell, this is more a political question than an economic question- but it has elements of both economics and…
ProjectB Investment Thesis: I take the view that Danone S.A. (OTCQX:DANOY) could see upside if the company meets its like-for-like sales target of 6-7% going forward and deliver further volume growth. Until such time, I continue to rate the company as a hold. In a previous article back in October, I made the argument that…
Araya Doheny Logitech International (NASDAQ:LOGI) is a Lausanne, Switzerland-based multinational manufacturer of computer peripherals and software. The company produces retain technology products including, mice, microphones, keyboards, webcams, etc. Logitech Q2’24 Presentation Through these activities, Logitech reported Q2’24- which is Logitech’s equivalent of the trailing quarter- net sales of $1.057bn- a 9% YoY decline, alongside a…
buzbuzzer/iStock via Getty Images Regency Centers (NASDAQ:REG) shares rose by 8% in 2023, significantly lagging the S&P 500 while also avoiding declines seen in some real estate stocks. Assuming interest rates do not sharply rise, 2024 should see stronger relative performance. With strong dividend coverage and favorable fundamentals, REG is an attractive investment for income-oriented…
carterdayne Intro We wrote about West Fraser Timber Co. Ltd. (NYSE:WFG) in July of this year when we stated that momentum would continue in the lumber company after its second-quarter earnings results. Although the company’s Q2 earnings miss prompted a temporary topping out in the stock price, West Fraser’s convincing Q3 earnings beat which was…
ABEMOS Texas Pacific Land Corporation (TPL) investors had a very tough 2023. It was rough to see the broader market power higher driven by tech. However, a land investor playing on the oil and gas theme can look past that. One did expect TPL to suddenly announce that they had found an AI-themed play on…
arlutz73 Hershey Co. (HSY) is an American multinational confectionery and snack food company. Founded in 1894, Hershey is now a $37 billion (by market cap) confectionary leader that employs almost 19,000 people. The company reports results across three segments: North America Confectionery, 82% of FY 2022 sales; North America Salty Snacks, 10%; and International, 8%….
MarsBars Quality is in the eye of the beholder, and while the market may be content with chasing high-priced names in the tech sector, I’d much rather own high-quality companies that have tangible assets which aren’t going to be disrupted anytime soon. Such I find the case to be with Regency Centers (NASDAQ:REG), which I…
MF3d Investment thesis If you want to see first hand what a tough place the market can be, look no further than the price performance of the common stock of Inogen, Inc. (NASDAQ:NASDAQ:INGN). Shares of this health care enterprise have come down like a New Years rocket post detonation in the past year (down ~70%):…
Nastassia Samal/iStock via Getty Images The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions. – Seth Klarman, billionaire investor and author 2023 was a terrific year for investors after a rough 2022. While many investors were running for the hills, there were tremendous…
yujie chen/iStock Editorial via Getty Images Elevator Pitch My investment rating for L’Occitane International S.A. (OTCPK:LCCTF) [973:HK] is a Buy. The company describes itself as a “leading manufacturer and retailer of premium products with a focus on wellness and natural beauty” on its website. My earlier September 1, 2020 article was focused on L’Occitane’s Q1…
Devrimb/iStock via Getty Images Introduction As a BDC investor I’m constantly on the hunt for others in the sector who I think have the potential to become great long-term investments. Whenever I look to invest in any company, my goal is to look at different metrics to see if they fit the buy-and-hold criteria I…
mokee81 KKR & Co. (NYSE:KKR) has just experienced an amazing stock price move to the upside in late 2023. However, the big picture backdrop of a slowing economy is a warning to take profits, sell shares short, or just plain avoid this name during 2024. Why? The KKR quote has been roughly cut in half…
zimmytws Introduction RiverNorth has five municipal bond CEFs, operating under three distinct strategies. This article will review the newest one, the RiverNorth Managed Duration Municipal Income Fund II (NYSE:RMMZ). What is different here from most Municipal bond CEFs is each RiverNorth CEF combines two investment strategies. After reviewing this CEF, I compare its results against…
Roman Mykhalchuk/iStock via Getty Images This will be my third article on Lumen (NYSE:LUMN) and while the thesis hasn’t changed I will use this article to dive into Lumen’s financials to counter the bear argument that Lumen is essentially in run-off mode and Growth capex is really just opex in disguise. To refresh my basic…
RgStudio Ares Capital (NASDAQ:ARCC) is one of the market’s leading business development companies or BDC. It last traded at a market cap of $11.4B. With a forward core earnings multiple of 8.5x, it’s also ahead of its peers’ median of 7.8x, suggesting a relative premium. I urged investors to avoid the recession fears in my…
Dilok Klaisataporn Markets surprised to the upside in 2023, despite a host of challenges, and fought off a widely expected recession to finish the year near record highs. Looking ahead to 2024, the market rebound, combined with the Federal Reserve’s rate pause, has set the stage for a long-anticipated pivot toward rate cuts. Stock and…