champja In my last Sarepta Therapeutics (NASDAQ:SRPT) article, I discussed Sarepta’s Q3 performance and their clinical progress in Duchenne muscular dystrophy (DMD) and other rare diseases. At that time, Sarepta had recently revealed their Q3 product revenue was up 49% year-over-year, aided by ELEVIDYS, which pulled in $69.1M in its first quarter on the market….
mikkelwilliam Summary Preferred shares are difficult to analyze and value given their quasi-debt and equity characteristics. When risk-free rates are low, the instruments provide higher yields than bonds with lower volatility than the common shares of the same company. When rates rise the prices fall more than bonds given their equity traits, i.e. companies do…
Chayantorn Pinterest (NYSE:PINS) is emerging from a difficult multi-year period, with solid user growth and revenue growth accelerating. Pinterest’s margins are also increasing, and the company will begin to generate meaningful cash flows over the next few years. Pricing remains a headwind, though, which is masking some of the improvements. The company’s share price is…
gabetcarlson Investment Overview Elevance Health (NYSE:ELV) will announce its Q1 2024 earnings next Thursday, April 18th ahead of the market open. When I last covered the company for Seeking Alpha it was July 2020, and Elevance – then known as Anthem – stock was trading at $271 per share. I gave it a “Buy” rating….
simpson33/iStock via Getty Images Investment Thesis Electronic Arts (NASDAQ:EA) is an iconic video game developer and publisher that produces some of the largest franchises in the industry, including Madden, SPORTS FC, and Battlefield. The firm is expert at monetising their titles and remains at the forefront of creative innovation within the field. EA has developed…
Eoneren By James Knightley, Chief International Economist US inflation remains too hot for comfort US core consumer price inflation came in at 0.4% month-on-month, above the 0.3% consensus – only one forecaster predicted such an outcome, so just like last Friday’s jobs report, this is another significant upside surprise that should quash expectations of a…
da-kuk Investment Thesis In my view, the BlackRock iShares Bitcoin Trust (NASDAQ:IBIT) is well-positioned for the upcoming Bitcoin halving, presenting a strong buy case. IBIT is an ETF (exchange-traded fund) which is designed to track the current price of Bitcoin. With the Bitcoin halving approaching, likely to be around April 20th, the daily Bitcoin supply…
Diy13/iStock via Getty Images The Green Dream is alive and well as the push to achieve Carbon Zero continues to dominate the air waves as a front-runner for environmental issues. Part of the solution for a cleaner environment is the switch to Electric Vehicles, the installation of solar panels etc. Along with a myriad of…
PM Images Written by Nick Ackerman, co-produced by Stanford Chemist. The last time we were giving Cohen & Steers Infrastructure Fund (NYSE:UTF), it slipped to an attractive discount level relative to its net asset value per share. That made it look more appealing for investors looking to pick up a position in this fund. However,…
imaginima ConocoPhillips’s (NYSE:COP) shares have soared year-to-date, largely because the U.S. economy is expanding rapidly and OPEC+ members last month agreed to a new round of voluntary supply limitations that boosted petroleum prices to the $80+ per barrel price range. With improved operating conditions, production-focused energy companies like ConocoPhillips also have higher investment appeal for…
metamorworks Thesis Over the past decade, Digi International Inc.’s (NASDAQ:DGII) earnings have had some ups and downs. But, beginning in 2020, it has more consistently increased its earnings: Data by YCharts Will its earnings stay on that path? It seems likely, but at a slower rate this year and next year. Beyond that, the share…
petesphotography/iStock Unreleased via Getty Images About six months ago, Raytheon Technologies (NYSE:RTX) was in Wall Street’s proverbial doghouse because of an engine issue requiring major fixes, major financial hits, and a major inconvenience to its customers. At the time, I pointed out that finding out about the issue this way, instead of in a tragic…
Hailshadow Solid Biosciences Inc. (NASDAQ:SLDB) is a pre-revenue company focused on gene therapy innovation for neuromuscular and cardiac conditions. Its flagship one-dose drug therapy, SGT-003 for Duchenne muscular dystrophy [DMD], is expected to be tested in its first patient in Q2 2024, with initial data in mid-2024 and functional data in Q4 2024. If the…
imaginima/E+ via Getty Images Savaria Corporation (OTCPK:SISXF), is a relatively unknown company in the fast growing, if not sexy, business of mobility solutions for the physically challenged. Their product mix includes both in home and vehicular mobility aids. With an aging and increasingly obese population, demand for these products is growing. The business has grown…
naphtalina Palantir Technologies Inc. (NYSE:PLTR) is positioned well for long-term success, and it is also vital for U.S. defense tasks, which both add security in the immediate future for recurring revenue stability but also lead to some potential vulnerabilities in the case of larger wars and defense demands. I consider the investment to be a…
Crypto wallet company Keystone recently released bitcoin-only firmware for its most advanced device, the Keystone 3 Pro. It is here! 📢 The #Bitcoin only firmware release for Keystone 3 Pro is now Available. New Features including:-Blue, Sparrow, Nunchuk support-Taproot support through Sparrow-XPUB QR code Display-Bitcoin Testnet support-Passphrase support-Shamir Backup support#BITCOIN… pic.twitter.com/KHk5Ia0SdB — Keystone Hardware Wallet丨Bitcoin-Only…
StanRohrer/E+ via Getty Images Gladstone Commercial (NASDAQ:GOOD) is a diversified equity REIT that owned a portfolio of 135 properties spread across 17.1 million square feet and 27 states, mainly in the Southeastern U.S. as of the end of the fourth quarter of 2023. GOOD focuses on secondary growth markets with higher cap rates, with industrial…
This article originally appeared in the Sound Advisory blog. Sound Advisory provides financial advisory services and specializes in educating and guiding clients to thrive financially in a bitcoin-powered world. Click here to learn more. One of the simplest and most effective ways to improve your financial situation: Don’t get killed on taxes. Taxes are a…
Solskin The biotechnology sector has been a hotbed of innovation and progress, with companies making groundbreaking strides in areas like gene therapy, cancer treatments, and regenerative medicine. This progress, coupled with promising financial returns, has made the sector an attractive investment option. Unfortunately, the momentum just hasn’t been there. Most biotech stocks peaked in 2021…
DenGuy/E+ via Getty Images Thesis Shares of Aris Water Solutions, Inc. (NYSE:ARIS) nearly doubled in the past three months. They grew from $7.74 on January 19 to $15.15 on April 9. However, we need to take those numbers in context, because the shares had been at more than $20 in the summer of 2022, and…
imaginima/E+ via Getty Images Shares of WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) have completed their round-trip as initial optimism on the purchase of McGrath RentCorp (MGRC) has faded. The deal makes quite some sense, as incurred leverage seems manageable. Over time, this grows the presence of the company in turnkey space solutions, granting the business…
Richard Drury Overview Adding different streams of income sources to my portfolio made it a lot easier for me to ride out any type of market volatility throughout my years of investing. Not only did it make it easier to mentally overcome a dropping portfolio value, but it also helped me feel like I had…
CRISPR Therapeutics AG (NASDAQ:CRSP) Annual Needham Virtual Healthcare Conference Call April 10, 2024 11:45 AM ET Company Participants Samarth Kulkarni – Chief Executive Officer and Chairman Conference Call Participants Gil Blum – Needham & Company Gil Blum Good morning, everyone, and thank you for joining us on the Third Day of the Needham Healthcare Conference….
edb3_16 AvalonBay Communities (NYSE:AVB) is shifting toward more suburban and sunbelt areas. Overall, AVB’s performance for the quarter looks positive. AvalonBay Communities Projected growth in FFO per share was 1.4%. That may be revised up slightly based on more recent commentary. Revenue growth is coming in slightly higher than projected due to better occupancy and…
123light/E+ via Getty Images MSP Recovery (NASDAQ:LIFW) has had a turbulent history since its 2022 SPAC merger which initially valued the healthcare claims recovery specialist at $37 billion. A string of disappointing results failed to justify that lofty valuation, and some ongoing legal disputes have driven shares to a nearly catastrophic 90% decline over the…
juliannafunk Ray Dalio’s method for identifying bubbles In his book entitled Principles for Navigating Big Debt Crises, Bridgewater Associates founder Ray Dalio described a few signs that correlated well with past stock market bubbles. These signs are summarized in the table below and directly quoted below: 1. High Prices Relative to Traditional Measures: This means…
BTCPay Server, an open-source bitcoin payment processor, is set to premiere a feature documentary titled “My Trust In You Is Broken” at the Bitcoin Film Fest in Warsaw, Poland, on April 19. The documentary, directed by Parker Worthington, delves into the beginnings of Bitcoin as a payment system and highlights Nicolas Dorier’s inspiring story in…
Delta Air Lines, Inc. (NYSE:DAL) Q1 2024 Earnings Conference Call April 10, 2024 10:00 AM ET Company Participants Julie Stewart – Vice President, Investor RelationsEd Bastian – Chief Executive OfficerGlen Hauenstein – PresidentDan Janki – Chief Financial OfficerPeter Carter – Executive Vice President, External AffairsTim Mapes – Senior Vice President Chief Communications Officer Conference Call…
Bitcoin has shown itself among the best-performing assets in the last decade. In 2023, it outperformed the S&P 500, high-yield corporate bonds, and gold, soaring as much as 156 percent in a year. Today, Bitcoin demand is reaching record highs as the approval of new spot Bitcoin ETFs has created a wave of institutional interest….
Donny DBM/iStock via Getty Images By Reed Cassady, CFA, Sam Peters, CFA, & Jean Yu, CFA The Internal Engine of Returns Market Overview We have previously written about how a lifetime of being a pilot can influence how one approaches portfolio management. The basic principle of flying is to generate lift, while the basic principle…
Yagi Studio Quality is a word thrown around a lot when it comes to picking stocks, but unless you can quantify what quality means, it doesn’t really mean much. Quality does matter, but it needs to be rules-based in my view to truly have confidence in a portfolio that claims to use that as the…
Hiroshi Watanabe More than half a year ago, I wrote an article on the Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO), outlining a rather bullish thesis on how the combination of relatively relaxed covered call strategy (i.e., distant option strikes from the prevailing market price) and exposure to large-cap names provides an opportunity for investors…
Altamira Therapeutics Ltd. (NASDAQ:CYTO) Q4 2023 Earnings Conference Call April 10, 2024 8:30 AM ET Company Participants Thomas Meyer – Founder, Chairman & Chief Executive OfficerCovadonga Pañeda – Chief Operating Officer Operator Good morning, and welcome to the Altamira Therapeutics Business Update and Full Year 2023 Earnings Conference Call. On today’s call are Thomas Meyer,…
grandriver In our view, Texas Pacific Land Corporation (NYSE:TPL) presents a unique and compelling investment opportunity. The company’s diverse revenue streams, which include oil and gas royalties, water sales and royalties, and surface-related income, provide exposure to increased development within the Permian region while mitigating the risks associated with direct oil and gas production. TPL’s…
This article is featured in Bitcoin Magazine’s “The Inscription Issue”. Click here to get your Annual Bitcoin Magazine Subscription. Click here to download a PDF of this article. Mirror, mirror on the wall, who’s the cringiest of them all? Is it the JPEG People? Or is it the Laser-Eyed Maxis? Or is it both? The…
Roots Corporation (OTCPK:RROTF) Q4 2023 Results Conference Call April 10, 2024 8:00 AM ET Company Participants Meghan Roach – President, CEOLeon Wu – CFO Conference Call Participants Brian Morrison – TD Securities Operator Good morning. My name is Kennedy, and I’ll be your conference operator today. At this time, I would like to welcome everyone…
U.S. spot bitcoin exchange-traded funds (ETFs) have surpassed $200 billion in cumulative trading volume since launching just three months ago. JUST IN: 🇺🇸 US #Bitcoin spot ETFs trading volume surpasses $200 billion within just 3 months. Asia is next 🚀 pic.twitter.com/VxQdQJEIjN — Bitcoin Magazine (@BitcoinMagazine) April 10, 2024 According to data from The Block, the total…
Jonathan Kitchen March Headline CPI came in at 0.4% versus the expectation of 0.3%. The Core rate verified at 0.4%, also a tenth hotter than expected. The year-on-year Headline rate is 3.5%, above the 3.4% forecast, while Core CPI from a year ago is now 3.8%, a tick warmer than the consensus. The 3.5% rate…
helen89 For the last several years, I’ve been constructive on CVS Health Corporation (NYSE:CVS). In my most recent article, published on November 28, 2023, I encouraged investors to “play the long” game. A Brief History Lesson No later than 2016, ex-CEO Larry Merlo recognized the corner drug store business wasn’t going to age well. So,…
Stewart Sutton Revenue at the international arm of one of China’s leading parcel delivery companies shrunk by nearly 30% last year on falling international freight prices and waning demand. Despite the gradual restoration of global supply chains post-pandemic, demand for international freight delivery services to and from China stayed sluggish last year as a slowing…
bjdlzx While propane and butane are relatively familiar natural gas liquids (NGLs) given their use in consumer cooking applications, much of the global demand for NGLs actually stems from plastics manufacturing. As demand for plastics around the world has grown, so has the demand for NGLs as feedstocks. Given strong international demand, exports of NGLs…
Klaus Vedfelt/DigitalVision via Getty Images The list of things that could derail risk-on sentiment is long and varied, but at the moment the crowd has shown little enthusiasm for abandoning winning trades. That’s the message via several pairs of ETF proxies for profiling the appetite for risk – a review that reaffirms that bullish enthusiasm…
Dilok Klaisataporn/iStock via Getty Images Garrett Motion Inc. (NASDAQ:GTX) recently offered optimistic figures with regard to light vehicles turbo penetration on internal combustion engines for 2030. With many analysts expecting an increase in EPS in 2025 and 2025 net sales growth, I believe that GTX could be under the radar of many investors out there….
We Are Investment action Based on my current outlook and analysis of Yext (NYSE:YEXT) stock, I recommend a hold rating. While I see aspects of growth inflection and upside, I think it is best to wait for YEXT to actually show growth inflection at the topline to take a more convicted view of the stock….
Hong Kong is poised to approve Asia’s first spot bitcoin exchange-traded funds (ETFs) this month, and the first approvals are likely to be announced next week, according to people familiar with the matter, as reported by Reuters and Chinese news media, qq. BREAKING: 🇭🇰 Hong Kong is set to approve spot #Bitcoin ETFs next week,…
Thierry Hebbelinck/iStock Editorial via Getty Images In my previous article about Lukoil (OTC:LUKOY), I discussed the possibility that Lukoil may buy back shares of non-Russian investors, providing an opportunity for investors to exit the stock. In this update, I’ll discuss recent developments and will try to address some of the questions investors asked me throughout…
LeManna In February 2024, the median new home price sold in the United States fell to $400,500. While this initial estimate will go through three sets of revisions before being finalized, it, so far, represents the lowest median price recorded for a new home since June 2021. The typical new home sold in the United…
Khanchit Khirisutchalual Quarter and Calendar-Year Review The Oakmark Equity and Income Fund (MUTF:OAKBX) (“the Fund”) returned 4.92% during the first quarter, compared to 5.15% for the Lipper Balanced Fund Index. This was driven by an 8.53% return on our equity portfolio, which lagged the S&P 500 Index of 10.56%1. This was partly due to an…
DKosig For those with freedom to invest in microcaps, AstroNova (NASDAQ:ALOT) is a sneaky good setup that has incrementally gotten more recognition as they’ve started to post improving results over the past few quarters. But despite the stock growing 12% year-to-date and 50% over the past year, there’s still room for it to be justifiably…
Nikada The Oakmark International Fund (MUTF:OAKIX) (“the Fund”) returned 0.11% for the quarter ended March 31, compared to the benchmark, the MSCI World ex USA Index (net), which returned 5.59% for the same period. In addition, the Fund has returned an average of 8.55% per year since its inception in September 1992, outperforming the MSCI…