Mario Tama/Getty Images News Reddit’s (RDDT) IPO approaches and the initial valuation put it at around $6 billion. For five years I moderated a subreddit that grew from about 3,000 subscribers at my start to over 100K when I departed in December. This put it in the top 5% of subreddits by size. Reddit did…
BeritK/iStock via Getty Images Introduction I have been looking forward to sharing my updated thoughts on Hims & Hers Health (NYSE:HIMS). I took a week to digest the earnings call in order to make sure I put together a thoughtful piece. I have published eleven articles on Hims going back to November 2021. To put…
NejauPhoto Among the very large universe of ETFs available in the market, only a few qualify as “complete-package”, well-diversified growth funds, in my view. The Risk Parity ETF (RPAR), which I talked about recently, is perhaps my favorite one, despite its pitiful performance in 2022. But the Amplify BlackSwan Growth & Treasury Core ETF (NYSEARCA:SWAN)…
su tim/E+ via Getty Images Huntsman Corporation (NYSE:HUN) is a multinational chemical company that has three segments, Polyurethanes, Performance Products, and Advanced Materials. In 2023, Huntsman’s Polyurethanes business accounted for 63% of segment revenues, performance products accounted for 19%, and advanced materials accounted for 18%. In terms of segment adjusted EBITDA for 2023, polyurethanes accounted…
LeoPatrizi Emerging themes present themselves as we venture closer to the second quarter. The momentum trade has begun to sag while value and high-dividend stocks have returned to favor. So far in 2024, the Energy sector leads while Materials, another resource-heavy niche, is the best-performing group of the S&P 500 in the last month. Sneaking…
junak Some of you devoted tech investors and traders might have been surprised by how some great stocks have fallen seemingly through the floor. I believe that part of this is part of a sideways correction process where the high-flyers are giving up gains, but those funds are being distributed elsewhere. Corrections can happen in…
Mrinal Pal India’s second-largest diversified banking group, ICICI Bank (NYSE:IBN), has come a long way since its governance lapses under ex-CEO Chanda Kochhar. Current CEO Sandeep Bakshi has not only been scandal-free (so far) but has also checked all the right fundamental boxes. The bank’s most recent quarter was a case in point – in…
Ole_CNX Back in January, I placed a “Hold” rating on Cameco (NYSE:CCJ), noting that while the company is a solid play on the improving uranium and nuclear market, the stock is pretty pricey by historical standards. With the stock down about -12% since then, though, now is the time take the stock to “Buy.” With…
spawns Written by Nick Ackerman. For some background on this monthly publication, here is my view on dividend growth stocks: Dividend growth stocks aren’t always the most exciting investments out there. They often aren’t grabbing the headlines, and they aren’t the stocks running up hundreds of percentages in a year. In fact, they are often…
Angelo D’Amico/iStock via Getty Images Pfizer (NYSE:PFE) has had a rough few quarters. Following a massive boom in revenue and profits that was the direct result of the company’s prominent Covid products – including the vaccine (Comirnaty) and Paxlovid – shares have plunged as the pandemic has broadly receded as a global threat: TradingView However,…
Jeff Swensen/Getty Images News Introduction It’s time to talk about the United States Steel Corporation (NYSE:X), one of the cyclical steel stocks I have had on my radar for many years. My most recent article on the stock was written on November 2, when I went with the title “U.S: Steel Is A Buy In…
aapsky Summary Following my coverage of Amadeus IT Group (OTCPK:AMADF), for which I recommended a buy rating due to the strong growth tailwind from air travel and pricing power seen in the distribution segment (due to the product’s stickiness), this post is to provide an update on my thoughts on the business and stock. I…
Pla2na Written by Nick Ackerman, co-produced by Stanford Chemist. We last covered abrdn Global Income Fund (NYSE:FCO) in July of last year; in that piece, we highlighted the potential opportunity for a swap into the Brandywine GLOBAL – Global Income Opportunities Fund (BWG). The overall premise was easy. The extended premium of FCO made BWG’s…
This article was written by Follow Justin Law has a Ph.D in Chemistry from Rice University and has earned the CFA Institute Investment Foundations certificate. He applies his knowledge to deep value and dividend paying stocks. Justin is a contributor to the investing group The Dividend Kings where he curates the Dividend Champions list, a…
D4Fish Snowflake (NYSE:SNOW) has been sold off after its earnings report, but I do think that the numbers look more de-risked today and sets the company and its new CEO up well for 2024. I am of the view that the new CEO Sridhar Ramaswamy is the right person to bring Snowflake to the next…
akiyoko/iStock via Getty Images Just over 2 years ago, Stone Fox Capital warned investors that Apple (NASDAQ:AAPL) was dead money for up to 4 years. The stock of the tech giant was set to struggle with the strong new product development needed to warrant the current price at the time, much less higher prices over…
Joe Raedle To say that Bitcoin (BTC-USD) has had a strong 2024 thus far is to make one of the understatements of all time. The OG alt-currency has absolutely exploded higher, making new all-time highs ahead of the expected halving in about a month’s time. Owning Bitcoin has been good, but owning MicroStrategy (NASDAQ:MSTR) has…
halbergman Co-authored by Treading Softly. Finding a home is an important step for every person. The ability to find a place to live is essential to be able to establish a home base that you then operate from, whether you’re going to work, whether it’s a place to simply cook a meal or to lay…
Phynart Studio Investment Thesis Vanguard Industrials ETF (NYSEARCA:NYSEARCA:VIS) warrants a buy rating due to the fund’s low-cost ability to capture a highly diversified mix of holdings within the industrials sector. Industrial holdings are seeing major factors driving sector growth including robust new construction, record high defense spending, and infrastructure investment. Finally, while several of VIS’s…
Feverpitched I originally bought NextEra Energy Partners (NYSE:NEP) a bit too soon (last year on the dip before the big drop in late September). However, while several prominent authors on Seeking Alpha were calling it a Sell and/or urging investors to scramble for the exits, I doubled down in the low $20s and explained my…
Gearstd Living off passive income from dividends can be truly life-changing as once your passive income surpasses living expenses, you are liberated from the necessity of working to support yourself. ETFs can be particularly powerful instruments towards achieving this end given that they give investors immediate access to diversified portfolios that are managed by professional…
cemagraphics The S&P500 (SPY) made a lower high this week for only the second time since the rally started back in October 2023 and the first time since the week of 2nd January. This is another shift in behaviour to add to those outlined in last weekend’s article and there is growing evidence the bulls…
Spencer Platt/Getty Images News Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify. Nvidia’s GTC is now the AI Woodstock. (0:52) The Fed’s new dot-plot will be the big focus. (1:37) Reddit set to start trading. (2:24) The following is an abridged…
CalypsoArt I last wrote a bullish note on Realty Income (NYSE:O) in October here. The argument was its 6%+ yield, unmatched real estate diversification, conservative balance sheet, and lower-than-normal valuation were quite attractive for new investors. My earlier title still sums up the situation best, “Realty Income: Getting More Interesting With Same Price As 2015.”…
Prapat Aowsakorn/iStock via Getty Images Introduction WDP (OTCPK:WDPSF), formerly known as Warehouses De Pauw, is a Belgian REIT focusing on the development and leasing of logistical real estate assets. The REIT has always traded at a premium valuation and despite seeing the entire REIT sector being under pressure, WDP’s share price is still holding up…
Ole_CNX Thesis Having recently written a piece about the 4 Strongest Balance Sheets in the market, my analysis was Google (NASDAQ:GOOGL)(NASDAQ:GOOG) had the strongest of them all. I have been accumulating Google at these prices and believe the AI image generator flub has presented us with a buying opportunity of one of America’s best businesses….
Alexandros Michailidis Dear readers/followers, You may recall my work on Deutsche Telekom (OTCQX:DTEGY) which resulted in a sector-specific outperformance for this company (specific to the communications sector) over 30% RoR since my first article. In fact, if you go back to January of 2022, which is when I established my position in the company, the…
eternalcreative Alarum Technologies Inc (NASDAQ:ALAR) reported its latest quarterly results capping off a transformative year for the Israel-based software company. A decision to exit the cybersecurity business and other non-core segments in 2023 to focus on its “NetNut” web data collection platform has paid off evidenced by sharply higher sales and profitability. The introduction of…
Poravute/iStock via Getty Images The semiconductors industry has performed well over the past year, with the popular chip ETF (SOXX) rising by ~60% TTM. The top semiconductor companies, NVIDIA (NVDA), AMD (AMD), Qualcomm (QCOM), and Broadcom (AVGO) have all risen by over 50%. NVDA has led the pack, increasing by 260% over the past year,…
franckreporter Is the value style re-asserting itself? Each weekend, I delve into the previous week’s trading action to uncover clues on where the market might go next. Value equities have held their own amid the much-celebrated growth trade lately. AI euphoria has undoubtedly been a force to be reckoned with since early last year, but…
Richard Drury We previously covered Opera Limited (NASDAQ:NASDAQ:OPRA) in December 2023, discussing its improved monetization trend and growing ARPU, leading to its strong financial performance in FQ3’23 and raised guidance for FY2023. Combined with the depressed valuations and attractive dividend yields, we had reiterated our Buy rating for the stock then. In this article, we…
chengwaidefeng Vista Energy, S.A.B de C.V. (NYSE:VIST) looks promising in 2024 as the company has an attractive low valuation with strong double-digit revenue and earnings growth according to consensus estimates. The stable expected price of crude oil in 2024 and 2025 should help the company maintain its high profitability metrics. Company Background Vista Energy is…
Whether you’re young, mid-career, or playing the back nine, Roth IRAs can be an important tool for your financial goals. Four case studies below will illustrate how by combining Roth IRAs with bitcoin, you can save for retirement, optimize for your personal tax situation during retirement, and leave your bitcoin for the next generation. These…
Maxxa_Satori Impinj (NASDAQ:PI), a provider of RFID hardware and software solutions, struggled for much of 2023 with the stock suffering major losses, but PI has been able to recoup most of the losses with a powerful rally that has seen the stock more than double in value. However, the rally stalled in recent weeks with…
Shidlovski/iStock via Getty Images Cassava Sciences (NASDAQ:SAVA) recently presented a chart at the Alzheimer’s and Parkinson’s Diseases Conference in Lisbon that did not match the chart that it had presented at the Clinical Trial on Alzheimer’s Disease Conference (CTAD) held in Boston last year. This set off a small flurry of speculation as to the…
herraez Petrobras (NYSE:PBR) has declined almost 20% over the past month as investors remain concerned about what were once record breaking dividends for the company. Brazil’s president has summoned the company’s CEO over concerns about this crisis. That’s despite the crisis being triggered by a government that wanted the company to instead invest dividends. Petrobras…
Andrii Yalanskyi/iStock via Getty Images Thesis We recently wrote a piece on the iShares Core S&P MidCap ETF (IJH), a large ETF representing a cornerstone of investing in the mid-cap space. Today we are going to follow-up on that theme with another name, more specifically the Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK). RWK represents…
Win McNamee/Getty Images News The Federal Reserve began its program of quantitative tightening two years ago. Since March 16, 2022, the Federal Reserve has reduced its portfolio of securities held outright by $1,456.1 billion, or, by roughly $1.5 trillion. Note: all data from the Fed’s balance sheet come from the Fed’s H.4.1 statistical release, “Factors…
Kira88 Fundamentals Let’s take a deeper look in the fascinating world of gold and how it interacts with the economy, shall we? You know, gold isn’t just a shiny metal; it’s like your trusty sidekick in the financial world, especially when inflation starts creeping up. Picture this: while your regular cash might lose its value…
shih-wei Written by Nick Ackerman, co-produced by Stanford Chemist. Eaton Vance Tax-Managed Buy-Write Opportunities Fund (NYSE:ETV) delivered some solid returns in 2023 and is starting off with a strong 2024 as well. Of course, this is thanks to the fund’s heavy allocation to the mega-cap tech names. 2024 doesn’t look like it is so much…
AzmanJaka There is a misconception, I believe, when it comes to generating market beating returns. Many people seem to think you need to buy into risky companies and/or firms that are growing rapidly in order to capture strong upside. But from my experience, some of the most boring, low growth companies offer the greatest potential….
Kajdi Szabolcs/E+ via Getty Images We believe SEGRO Plc (OTCPK:SEGXF) deserves more attention than it is getting from investors. This company is in several ways the British version of Prologis (PLD), a very well managed industrial and logistics REIT with strong competitive advantages. Similar to Prologis, it has significant embedded growth that should propel earnings…
zorazhuang Plains All American Pipeline (NASDAQ:PAA) is an attractive distribution play for investors who want to gain a foothold in the master limited partnership space. The pipeline company generates more than half of its adjusted EBITDA from its fast-growing pipeline operations in the Permian basin and has very strong distribution coverage. Based off of the…
JHVEPhoto/iStock Editorial via Getty Images Whether from a dividend or distribution, when a 9% yielder surfaces from research, it requires more investigation. Further scrutiny into CrossAmerica Partners LP (NYSE:CAPL) resulted in the verdict this relatively unknown, small MLP is a candidate for income seeking investors. As a distributor of fuel to gas stations, demand for…
tifonimages/iStock via Getty Images 2023 was another tough year for the precious metals sector, with a few of the larger gold and producers missing their guidance midpoints and reporting higher than expected costs overall. However, royalty/streaming companies like Wheaton Precious Metals (NYSE:WPM) have continued to put up phenomenal results, with this being despite setbacks at…
JohnnyPowell Today, we are taking a look at GigaCloud Technology (NASDAQ:GCT). This stock is skyrocketing in the last few months, with investor optimism at all-time highs for this growth company. This is a stock we have looked at in the past, one that we noted had the potential to double in 2024. Well, we have…
Marcus Lindstrom On March 28th, 2023, I issued a detailed article elaborating on the various aspects of Vonovia SE (OTCPK:VONOY) (OTCPK:VNNVF) that, in my opinion, warranted a clear sell. Since then, the performance has been like this: YCharts Just recently Vonovia published its Q4 earnings report and annual aggregate figures for the whole 2023. In…
Marat Musabirov The Blackstone Long-Short Credit Income Fund (NYSE:BGX) is an unusual closed-end fund that income-focused investors can purchase in order to pursue their goals. The fund certainly manages to do pretty well at providing its investors with a high level of income, as its 10.26% yield compares fairly well with most other debt-focused closed-end…