onurdongel Here at Value Hunters, we “hunt” for high-yield contributors to our income investment portfolio and believe we have found a gem in InfraCap MLP ETF (NYSEARCA:AMZA). Dare we write the words “high & reliable income stream” in today’s economy? Our thesis for a 2024 investment in AMZA lies with this ETF’s investment approach centered…
J Studios/DigitalVision via Getty Images Right before we entered February, the Fed delivered quite hawkish message relative to what was baked into the cake by the market. While it was not a surprise that there will not be any interest rate cuts now, the commentary on future decisions was not as accommodative as the market…
JJ Gouin/iStock via Getty Images This is a follow up to an earlier article written in 2018 that received a lot of attention called The Risk Of The Roth IRA Revolution II, which you can find by clicking this link. The previous article dealt with a couple having a starting Social Security of $40,000 and…
FrankRamspott/E+ via Getty Images Investment Thesis Global Insured Catastrophe losses exceeded $100bn for the 4th year running according to a recent report by Aon. Climate change and demographic change make this likely to be a long term trend. Insurance and reinsurance companies are one way to invest in this trend – but these have to…
tawatchaiprakobkit/iStock via Getty Images The iShares MSCI Malaysia ETF (NYSEARCA:EWM) is exposed heavily to financials, dependent on the Malaysian monetary policy stance, and also on the performance of the domestic currency, the Malaysian Ringgit. We think that there is upside on the Ringgit, independent of policy stance, as political destabilizers in Malaysia are being parried….
MWVotruba Direxion Daily S&P 500 Bull 3x Shares ETF (NYSEARCA:SPXL) is one of the most popular instruments to trade in bullish market conditions. It is a competitor and an equivalent to ProShares UltraPro S&P 500 [ETF 3x Shares] (UPRO). The daily 3X leverage factor is a source of drift, which may be positive or negative….
Just_Super By Christopher Gannatti, CFA Investing is funny. If an investor posed the question, what was the best-performing exchange-traded Fund at WisdomTree during 2023, the answer would be the WisdomTree Cybersecurity Fund (WCBR), which returned 66.40% in NAV total return terms.1 Current performance is historical and does not guarantee future results. Current performance may be…
Daenin Arnee Investment Thesis Global Payments (NYSE:GPN) is a company that helps businesses process payments securely and efficiently. They offer a range of technology-driven solutions, including software for point-of-sale systems, issuer services, and business-to-business solutions, allowing companies to manage transactions and financial processes. I don’t believe this warrants my investment. The stock looks cheap at…
PennyMac Mortgage Investment Trust (NYSE:PMT) Q4 2023 Earnings Conference Call February 1, 2024 6:00 PM ET Company Participants David Spector – Chairman and Chief Executive Officer Dan Perotti – Chief Financial Officer Conference Call Participants Bose George – KBW Matthew Howlett – B. Riley Kevin Barker – Piper Sandler Eric Hagen – BTIG Jason Weber…
HUNG CHIN LIU/iStock via Getty Images Thesis In this article, I will evaluate ASML Holding N.V. (NASDAQ:ASML) to ascertain its estimated fair price and gauge its investment potential. Upon employing two models, I have determined that the stock offers an upside ranging from 13.4% to 29.6%, with potential annual returns spanning from 16.8% to 21.5%….
Kobus Louw Today, many investors are looking for very high-yielding stocks and bonds. Ultra-high-yield investments are prevalent today due to the growing number of retired individual investors. Over the past decade, there has been a solid trend toward high stock ownership among older Americans as the traditional conservative retirement investing strategies are undone. On the…
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don’t leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an ‘enter at your…
da-kuk In November, I wrote a marketplace article in which I believed that shares of The Timken Company (NYSE:TKR) had reached interesting territory. This came after shares have been lagging, resulting in more modest valuations for the producer of bearings, power transmission products and related products. After the business has seen a tougher third quarter,…
Hologic, Inc. (NASDAQ:HOLX) Q1 2024 Earnings Conference Call February 1, 2024 4:30 PM ET Company Participants Ryan Simon – Vice President, Investor Relations Steve MacMillan – Chairman, President and Chief Executive Officer Karleen Oberton – Chief Financial Officer Essex Mitchell – Chief Operating Officer Conference Call Participants Tejas Savant – Morgan Stanley Patrick Donnelly –…
DLH Holdings Corp. (NASDAQ:DLHC) Q1 2024 Earnings Conference Call February 1, 2024 10:00 AM ET Company Participants Chris Witty – IR Zach Parker – President and CEO Kathryn JohnBull – CFO Conference Call Participants Joe Gomes – NOBLE Capital Brian Kinstlinger – Alliance Global Partners Operator Good day, and welcome to the DLH Holdings Fiscal…
Spire Inc. (NYSE:SR) Q1 2024 Earnings Conference Call February 1, 2024 10:00 AM ET Company Participants Megan McPhail – Managing Director, Investor Relations Steven Lindsey – President and Chief Executive Officer Steven Rasche – Executive Vice President and Chief Financial Officer Adam Woodard – Vice President, Treasurer and Chief Financial Officer, Gas Utilities Conference Call…
Evans Bancorp, Inc. (NYSE:EVBN) Q4 2023 Earnings Conference Call February 2, 2024 4:45 PM ET Company Participants Deborah Pawlowski – Investor Relations David Nasca – President and CEO John Connerton – Chief Financial Officer Conference Call Participants Nick Cucharale – Hovde Group Alexander Twerdahl – Piper Sandler Chris O’Connell – KBW Operator Greetings and welcome…
Banco de Sabadell, S.A. (OTCPK:BNDSF) Q4 2023 Earnings Conference Call February 1, 2024 3:00 AM ET Company Participants Gerardo Artiach Morenes – IR Cesar Gonzalez-Bueno – CEO Leopoldo Alvear – CFO Conference Call Participants Maksym Mishyn – JB Capital Britta Schimdt – Autonomous Research Sophie Peterson – JPMorgan Andrea Filtri – Mediobanca Carlos Peixoto –…
Meta Platforms, Inc. (NASDAQ:META) Q4 2023 Earnings Conference Call February 1, 2024 4:30 PM ET Company Participants Ken Dorell – Director, IR Mark Zuckerberg – Founder, Chairman & CEO Susan Li – CFO Conference Call Participants Brian Nowak – Morgan Stanley Eric Sheridan – Goldman Sachs Group Mark Shmulik – Sanford C. Bernstein & Co….
Koh Sze Kiat/E+ via Getty Images Summary Following my coverage of Kone (OTCPK:KNYJF), for which I recommended a hold rating as the business performance in China was uncertain given the challenges back then and that the valuation wasn’t cheap, this post is to provide an update on my thoughts on the business and stock. I…
Gen Digital Inc. (NASDAQ:GEN) Q3 2024 Earnings Conference Call February 1, 2024 5:00 PM ET Company Participants Jason Starr – Head of Investor Relations Vincent Pilette – Chief Executive Officer Natalie Derse – Chief Financial Officer Conference Call Participants Saket Kalia – Barclays Hamza Fodderwala – Morgan Stanley Peter Levine – Evercore Matt Hedberg –…
WEC Energy Group, Inc. (NYSE:WEC) Q4 2023 Earnings Conference Call February 1, 2024 2:00 PM ET Corporate Participants Gale Klappa – Executive Chairman Scott Lauber – President and Chief Executive Officer Xia Liu – Chief Financial Officer Conference Call Participants Shar Pourreza – Guggenheim Neil Kalton – Wells Fargo Jeremy Tonet – JPMorgan Durgesh Chopra…
Araya Doheny/Getty Images Entertainment Article Thesis Meta Platforms (NASDAQ:META) reported strong quarterly results and announced that it would begin paying dividends on top of that. The market reacted very positively to this news. While shares are not as inexpensive as they used to be, Meta Platforms remains a strong high-quality growth pick. What Happened? We…
SimoneN Friedman Industries (NYSE:FRD) is a steel processor with plants in the US Midwest and Atlantic regions. I wrote about Friedman in March and August 2022. In both articles, I considered that the stock did not represent a long-term opportunity because of the changes going on at the company level (tripling of its manufacturing capacity,…
Deluxe Corporation (NYSE:DLX) Q4 2023 Earnings Conference Call February 1, 2024 8:30 AM ET Company Participants Brian Anderson – Vice President, Strategy and Investor Relations Barry McCarthy – President and Chief Executive Officer Chip Zint – Chief Financial Officer Conference Call Participants Lance Vitanza – TD Cowen Charlie Strauzer – CJS Marc Riddick – Sidoti…
Ball Corporation (NYSE:BALL) Q4 2023 Earnings Conference Call February 1, 2024 11:00 AM ET Company Participants Daniel Fisher – Chairman and Chief Executive Officer Howard Yu – Executive Vice President and Chief Financial Officer Conference Call Participants Ghansham Panjabi – Baird Arun Viswanathan – RBC George Staphos – Bank of America Mike Leithead – Barclays…
Digital asset investment firm, Valkyrie, has become the first spot Bitcoin Exchange-Traded Fund (ETF) to diversify the custody of its coins, according to a recent Securities and Exchange Commission (SEC) filing. In a move to enhance security and reliability, Valkyrie is now working with leading custodian provider BitGo, already in addition to Coinbase, to safeguard their funds….
supergenijalac The Volvo Group: Leader In Its Industry The Volvo Group (OTCPK:VLVLY, OTCPK:VOLAF), together with Paccar (PCAR) represents the top tier among truck manufacturers. Its strong financials coupled with a valid management team that has been able to lead the company through any economic environment make it the go-to stock for investors who want exposure…
miniseries I last wrote on John Wiley & Sons (NYSE:WLY) in July 2023, and I saw many issues at that time; hence, I saw no buying opportunity in it, which turned out to be true. It has moved around 0.7% in these six months, and even now, I expect that it might not provide returns…
SunCoke Energy, Inc. (NYSE:SXC) Q4 2023 Earnings Conference Call February 1, 2024 11:00 AM ET Company Participants Shantanu Agrawal – VP, Finance and Treasurer Katherine Gates – President Mark Marinko – SVP and CFO Conference Call Participants Lucas Pipes – B. Riley Securities Nathan Martin – The Benchmark Company Operator Hello, and welcome to today’s…
xavierarnau Listen below or on the go on Apple Podcasts and Spotify Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces new stock buyback. (3:35) A winning January bodes well for the S&P in 2024. (5:25) The following is an abridged podcast: Our top story so far Pressure on regional banks continues today on…
Dorian LPG Ltd. (NYSE:LPG) Q3 2024 Results Conference Call February 1, 2024 10:00 AM ET Company Participants John Hadjipateras – Chairman, President & CEO Ted Young – CFO John Lycouris – CEO-USA Tim Hansen – CCO Conference Call Participants Omar Nokta – Jefferies Øystein Vaagen – Fearnley Securities Operator Good morning, and welcome to the…
Last year, I planned a hike through El Boquerón, a national park atop the San Salvador Volcano that features a scenic crater, as well as a tiny crater within that crater called Boqueroncito (”Little Boquerón”), which I find adorable. In true millennial fashion, I consulted a handful of travel blogs to make sure I was…
simpson33 On 31st Jan 2024, Byron Allen announced its intention to make an offer for Paramount Global (NASDAQ:PARA) (NASDAQ:PARAA), worth ca. $30bn including debt. Byron, get in line. The media tycoon is joined in the group of interested parties by David Ellison’s Skydance Media, Apollo Global Management, Warner Bros. Discovery (WBD) and Apple (AAPL) –…
Honeywell International Inc. (NASDAQ:HON) Q4 2023 Earnings Conference Call February 1, 2024 8:30 AM ET Company Participants Sean Meakim – Vice President of Investor Relations Vimal Kapur – Chief Executive Officer Greg Lewis – Senior Vice President and Chief Financial Officer Conference Call Participants Steve Tusa – JPMorgan Julian Mitchell – Barclays Scott Davis –…
Altria Group, Inc. (NYSE:MO) Q4 2023 Results Conference Call February 1, 2024 9:00 AM ET Company Participants Mac Livingston – Vice President, Investor Relations Billy Gifford – Chief Executive Officer Sal Mancuso – Executive Vice President and Chief Financial Officer Conference Call Participants Matt Smith – Stifel Pamela Kaufman – Morgan Stanley Bonnie Herzog –…
SBWorldphotography Investment Thesis It has been eight months since we last shared our view on SFL Corporation (NYSE:SFL) with our regular readers. The total return in these eight months was 50% SFL – 50% return in 8 months (SA) We have been invested in SFL since October 2018 and have added to the position over…
Sundry Photography Note: I have previously covered Bloom Energy Corporation (NYSE:BE), so investors should view this as an update to my earlier articles on the company. It’s been a rough start to the year for leading U.S. exchange-listed fuel cell players, with stationary power generation system provider Bloom Energy Corporation, or “Bloom Energy”, being among…
Consider a doomsday scenario. You spend the past couple years diligently dollar cost averaging and withdrawing to your wallet. You have a ton of small UTXO1‘s and bitcoin transaction fees rise so much that your bitcoin turns into dust2. You’re now unable to spend your bitcoin. For some bitcoin users, this is not a doomsday…
Kimberly White Innoviz and Design Deals I wrote about Innoviz (NASDAQ:INVZ) in August after the company had a lot to announce on the path to growth with specific indications around BMW Group (OTCPK:BMWYY) and the relationship toward second-generation sensor InnovizTwo as a future B sample to be tested by it. Innoviz is a lidar company…
Dragon Claws Real estate can be a great way to accumulate wealth, but the high upfront costs can be prohibitive for most investors. Besides, most real estate in the private market is priced at around fair value, making it difficult to realize great value unless one is willing to do the legwork in significantly renovating…
FatCamera/E+ via Getty Images Amid the volatile terrain that is biopharmaceuticals, Day One Biopharmaceuticals (NASDAQ:DAWN) is a leader when it comes to pediatric oncology. Day One, through its lead candidate, tovorafenib, has positioned itself as a player committed to addressing the unmet needs of pediatric cancer patients, and it has been progressing through clinical trials…
Alexander Farnsworth/iStock via Getty Images In November 2023, I wrote about Caribou Biosciences (NASDAQ:CRBU), rating it a buy based on the data with its off the shelf CAR-T therapeutic CB-010, from which I expected more positive data in 2024, its pipeline and plentiful cash. CRBU is up just 9% since then, despite positive updates and…
pcess609 This monthly article series reports sector metrics in the S&P 500 Index (SP500). It is also a top-down review of all funds tracking large cap indexes. Shortcut The next two paragraphs in italics describe the dashboard methodology. They are necessary for new readers to understand the metrics. If you are used to this series…
Justin Sullivan Another earnings, another “disaster,” as United Parcel Service (NYSE:UPS) stock has declined nearly 10% this week after its disappointing fourth-quarter earnings scorecard and forward guidance yesterday. UPS also suffered a blowout following its third-quarter earnings release, which I discussed in my previous update in November 2023. However, I also reminded UPS investors that…
molchanovdmitry Overview In my previous analysis of EPR Properties (NYSE:EPR), I discussed how I believed some dividend raises were to come. While I still believe that to be true, I would like to revisit EPR and discuss the updated financials. I still like EPR at these levels and the monthly dividend is a great bonus….
ABB, Ltd. (OTCPK:ABBNY) Q4 2023 Earnings Conference Call February 1, 2024 4:00 AM ET Company Participants Ann-Sofie Nordh – Head of IR Bjorn Klas Rosengren – CEO Timo Ihamuotila – CFO Conference Call Participants Andrew Wilson – JPMorgan Max Yates – Morgan Stanley Daniela Costa – Goldman Sachs Gael de-Bray – Deutsche Bank Sebastian Kuenne…
Advantest Corporation (OTCPK:ATEYY) Q3 2023 Earnings Conference Call January 31, 2024 2:00 AM ET Company Participants Yoshitake Kobayashi – IR Department, Corporate Strategy Group Yasuo Mihashi – Senior Executive Officer, CFO & CSO, EVP, Corporate Strategy Group Yoshiaki Yoshida – Representative Director, President & Group CEO Makoto Nakahara – Senior Executive Officer, CCRO, EVP, Sales…
serts Shares of British life & savings giant Legal & General (OTCPK:LGGNY)(LGNNF)(L&G hereafter) have done okay since my last update on the firm in May, with the ADSs delivering a circa 15% total return in that time and more than holding their own against broader European financials. Of course, equities in general have been on…
Lemon_tm Editor’s note: Originally published at tsi-blog.com on February 1, 2024 [This blog post is an excerpt from a recent commentary at Speculative Investor] The HUI peaked at over 600 way back in 2011 with the gold price about $100 lower than it is today. However, this provides no information whatsoever regarding the HUI’s current…