Gambling.com: Recent Selloff Unwarranted, Strong Upside With Solid Financial Performance

svetikd Executive Summary I believe that Gambling.com’s (NASDAQ:GAMB) recent selloff is an overreaction, overlooking the company’s strong fundamentals and promising growth trajectory. GAMB, a growing player in digital marketing within the sports betting industry, has demonstrated strong financial performance, including very strong revenue growth in the last year. The online gambling industry, particularly in the…

Read More

What Gen Z Thinks About Bitcoin

One of us is from Kentucky and the other from China. We both attend Washington and Lee University in Virginia. Last summer, we assisted Professor Seth Cantey, also a co-author of this piece, with research on the roles of bitcoin and Tether in Lebanon. To help with that work, first we had to learn a…

Read More

10 Potential Surprises For Investors In 2024

Sean Anthony Eddy/E+ via Getty Images One of my earliest influences in the investment business was Byron Wien, the former Morgan Stanley and Blackstone strategist, who was active in the industry until his passing in October of this year. Mr. Wien was known across Wall Street for his annual list of top surprises. Admittedly, everything…

Read More

New Year, New Income Resolutions

Chonlatee Sangsawang Co-authored by Treading Softly. Every time we approach a new year, so many people start out making New Year’s resolutions. These are goals that they make and potentially even share with others to improve themselves in any number of ways. I can remember an old joke that my friends would share that for…

Read More

Agnico Eagle Mines: A Stronger Year On Deck (NYSE:AEM)

tracielouise It’s been a tough year for the Gold Miners Index (GDX) with the disappointing results of a few souring sentiment for the group and continued share-price underperformance vs. the gold price. Some of the detractors with pitiful results and/or per-share metrics (due to continued share dilution) have been Coeur Mining (CDE), First Majestic (AG),…

Read More

Dow Dogs Gain Some Respect In Q4 2023

Greggory DiSalvo With all the hype surrounding the Magnificent Seven stocks and their outperformance this year, it is not surprising the Dogs of the Dow strategy also underperformed the broader market in 2023. The 2023 Dogs of the Dow contained none of the so-called Mag 7 stocks (Meta Platforms (META), Amazon (AMZN), Apple (AAPL), Microsoft…

Read More

Constellation Software (CNSWF): Acquiring At A Good Pace

wildpixel/iStock via Getty Images Note: All currencies are denominated in USD unless otherwise stated. For those readers who are not that familiar with Constellation Software (OTCPK:CNSWF, TSX:CSU:CA), which I will abbreviate as CSI, I’d suggest reviewing my previous article where I deeply covered the company’s background, its business model, expected growth, and management. In this…

Read More

VBK: The Case For Small Cap Growth Heading Into 2024 (NYSEARCA:VBK)

syahrir maulana Investment Thesis Vanguard’s Small-Cap Growth Index Fund ETF Shares (NYSEARCA:VBK) warrants a buy rating due to the macroeconomic environment for small-cap growth heading into next year, the fund’s specific qualities compared to peers, and multiple promising holdings contained within the fund. While VBK is not the highest-performing small-cap ETF historically, the fund is…

Read More

Equity LifeStyle: Favorable Demographics, Premium Multiple Leave Shares Fairly Valued

Nature, food, landscape, travel Shares of Equity LifeStyle Properties (NYSE:ELS) have lagged the broader market this year, gaining just 8%, but they have outperformed many real estate stocks with most apartment REITs, for instance, posting losses. With its unique business model and asset mix, ELS has significantly outperformed the national rent slowdown in 2023. While…

Read More

Vonovia: The Bears Are Capitulating (OTCMKTS:VONOY)

Bjoern Wylezich In my prior article on Vonovia SE (OTCPK:VONOY) (OTCPK:VNNVF), I argued that the bears are completely wrong and presumed risks are completely overblown. Since then, the stock has performed strongly on an absolute and relative basis. Seeking Alpha Whilst the recovery in the stock has already picked up steam, it is still trading…

Read More

ARKF: Bullish Tech And Crypto Momentum Into 2024

da-kuk It was a stellar year for tech stocks. The Information Technology sector rose 55% in 2023. Along with the Communication Services and Consumer Discretionary sectors, there were just three S&P 500 areas that beat the overall index. Traditional bank stocks lagged, perhaps underscored by the March 2023 regional banking crisis. Interestingly, intermediate-term Treasury notes…

Read More

Blackstone Secured Lending: 11.2% Dividend Yield, I’m Buying Any Dips (NYSE:BXSL)

AerialPerspective Works The decision to make Blackstone Secured Lending (NYSE:BXSL) my second-largest business development company holding after Hercules Capital (HTGC) was driven by three core factors. The BDC’s net asset value per share has been rising, it continues to out-earn its quarterly base dividend, and underwriting quality remains extremely high with loans on non-accrual status…

Read More

Lockheed Martin: Opportunity Knocks (NYSE:LMT)

guvendemir Everyone is a value investor in one form or another. That’s because nobody buys a stock on the mere fact that it’s expensive, but rather because they believe in the future value appreciation potential of the investment. One of the differentiating factors is the length of time one is willing to hold. For example,…

Read More

Top 10 Stocks For 2024

asbe The general consensus was anticipation of a recession in 2023 and that equity markets would struggle as bonds rallied. Picking the best stocks to start the New Year can take time and effort, especially when analysts are divided about the outlook. At the start of 2023, our top selections experienced some turbulence. However, as…

Read More

Xtep Makes Big Leap With Takeover Of Wolverine Joint Venture

anton5146 Craftsmanship is all about perfecting a product over time through continual refinement. That’s certainly been the case for homegrown Chinese sports brands, which are rapidly catching or even surpassing their global peers both in terms of brand recognition and market share. Homegrown giants Anta (OTCPK:ANPDY, 2020.HK) and Li Ning (OTCPK:LNNGF, 2331.HK) are leading the…

Read More