gopixa The following data is derived from trading activity on the Tradeweb Markets institutional European- and U.S.-listed ETF platforms. European-Listed ETFs Total traded volume Trading activity on the Tradeweb European ETF marketplace reached EUR 55.6 billion in March, while the proportion of transactions processed via Tradeweb’s Automated Intelligent Execution (AiEX) tool amounted to 86.1%, the…
Colin Anderson Productions pty ltd Following a bullish six months, Q2 has got off to a less impressive start and change is in the air as “higher for longer” expectations for rates are finally having an effect. The S&P 500 (SPY) has broken the trend support in place for over two months and has already…
ozgurdonmaz My Thesis My only article on Apple Inc. (NASDAQ:AAPL) stock was published on January 19, 2024, with a “Sell” rating, as I expected relative weakness in AAPL at the time due to iPhone demand potential issues and the extremely high valuation. Since then, the stock has fallen by more than 11%, while the S&P…
ozgurdonmaz My Thesis My only article on Apple Inc. (NASDAQ:AAPL) stock was published on January 19, 2024, with a “Sell” rating, as I expected relative weakness in AAPL at the time due to iPhone demand potential issues and the extremely high valuation. Since then, the stock has fallen by more than 11%, while the S&P…
nzphotonz Let’s try to take a look at Trump Media & Technology Group Corp (NASDAQ:DJT) stock out of the context of my (or your) opinion on the 45th. U.S. President. It’ll be difficult, but isolating DJT from its founder is key to understanding the growth prospects of the stock, which has generated a lot of…
Richard Drury This week, we have three six new dividend increases, including dividend king Colgate-Palmolive! They extend their 61-year streak with a 4.2% increase. The average increase is 10.6%, with a median of 4.2%. As an investor who follows a dividend-growth strategy, I am always excited to receive dividend payouts, especially when they increase. I…
Douglas Rissing Thesis On April 10 the March 2024 CPI data was released, numbers which came in higher than expected, triggering a red day in equities and a massive rally in bond yields. Sticky inflation has been a problem for the Fed, who might be forced down the line to make 3% the new long…
Richard Drury Investment Thesis For a long time, Tesla (NASDAQ:TSLA) has dominated the electric vehicle market. Under the leadership of Elon Musk, the company has invested a lot of money into technologies like self-driving cars, which has paid off in vehicle sales. In the Western Hemisphere, Tesla is still the biggest electric vehicle seller. However,…
RHJ/iStock via Getty Images VanEck Rare Earth/Strategic Metals ETF (REMX) has many top tier rare earth, lithium and other strategic metals companies in its portfolio. These types of companies tend to offer higher risk and higher reward, so I like the fact that investors are getting some diversification. When you buy this ETF you are…
JHVEPhoto Summary Moncler (OTCPK:MONRF) is a luxury brand retailer that serves a global customer base. The products they offer include multiple categories, such as outerwear, shoes, accessories, etc., for both women and men. Currently, MONC has two key brands: Stone Island and Moncler. The financial contribution between the two differs mainly in the split between…
Seven & i Holdings Co., Ltd. (OTCPK:SVNDY) Q4 2023 Earnings Conference Call April 10, 2024 2:00 AM ET Company Participants Ryuichi Isaka – President and Representative DirectorYoshimichi Maruyama – Chief Financial OfficerFumihiko Nagamatsu – President, SEVEN-ELEVEN JapanJoe DePinto – Chief Executive Officer, 7-Eleven, Inc Conference Call Participants Ryuichi Isaka Good evening, ladies and gentlemen my…
Sadi Maria/iStock Editorial via Getty Images We’re officially three months into the existence of spot Bitcoin (BTC-USD) ETFs in the United States market. With approximately a week remaining until Bitcoin’s next block reward halving, I think it’s worth taking a bird’s eye view of how Bitcoin is actually being adopted so far in 2024. In…
This article was written by Follow Charles Rotblut, CFA is the editor of the AAII Journal, the flagship publication of The American Association of Individual Investors (AAII). Charles provides both insight about individual investor sentiment and market analysis. He is also the author of “Better Good than Lucky: How Savvy Investors Create Fortune with the…
PM Images The Vanguard High Dividend Yield Index Fund ETF (NYSEARCA:VYM) and the Schwab U.S. Dividend Equity ETF (SCHD) are two of the most popular dividend ETFs, having amassed $67.87 billion and $55.36 billion in assets under management (AUM). At a point, I wasn’t thrilled with being invested in VYM, but I didn’t exit the…
Argan, Inc. (NYSE:AGX) Q4 2024 Earnings Conference Call April 11, 2024 5:00 PM ET Company Participants Jennifer Belodeau – IMS Investor RelationsDavid Watson – President & Chief Executive OfficerHank Deily – Senior Vice President, Chief Financial Officer, Treasurer & Corporate Secretary Conference Call Participants Rob Brown – Lake Street CapitalChris Moore – CJS Securities Operator…
Applied Digital Corporation (NASDAQ:APLD) Q3 2024 Results Conference Call April 11, 2024 5:00 PM ET Company Participants Alex Kovtun – IR, Gateway Group, IncWes Cummins – Chief Executive OfficerDavid Rench – Chief Financial Officer Conference Call Participants Lucas Pipes – B. RileyGeorge Sutton – Craig-HallumRob Brown – Lake StreetMike Grondahl – Northland SecuritiesDarren Aftahi –…
CEMATRIX Corporation (OTCQB:CTXXF) Q4 2023 Earnings Conference Call April 11, 2024 1:00 PM ET Company Participants Jeff Walker – Investor RelationsJeff Kendrick – Chief Executive OfficerMJ Cantin – Chief Financial OfficerRandy Boomhour – Chief Operating Officer Conference Call Participants Jeff Walker All right, we’ll get started. Well, welcome everybody and thank you for joining us…
Rob Daly/OJO Images via Getty Images Overview My recommendation for DocuSign (NASDAQ:DOCU) is a neutral rating, as I still do not have any confidence that growth could accelerate in FY25, despite the positive headline revenue and billings growth. My assessment shows that revenue growth still tracks poorly vs. history, and like-for-like billings growth remains weak…
da-kuk MicroStrategy (NASDAQ:MSTR) is currently undergoing a major shift in their core business objectives as the firm migrates from software licensing to subscription-based services. The firm has recently launched a new BI/AI customizable chatbot tool that is said to assist with customers’ business intelligence needs. As MicroStrategy is transforming their foundation, challenges may be afoot…
Richelieu Hardware Ltd. (OTCPK:RHUHF) Q1 2024 Results Conference Call April 11, 2024 3:30 PM ET Company Participants Richard Lord – CEOAntoine Auclair – CFO Conference Call Participants Hamir Patel – CIBC Capital MarketsZachary Evershed – National Bank Operator Good afternoon ladies and gentlemen and welcome to Richelieu Hardware First Quarter Results Conference Call. At this…
gorodenkoff/iStock via Getty Images The last time I spoke about Alpine Immune Sciences, Inc. (NASDAQ:ALPN) was when it was gearing up to report additional data from its phase 1/2 RUBY-3 study using povetacicept for the treatment of patients with various kidney diseases, since this was a basket study. I wrote about this biotech in a…
Dilok Klaisataporn AGNC Investment Corp. (NASDAQ:AGNC) and other mortgage REITs with considerable investments in rate-sensitive mortgage-backed securities were expected to be the beneficiaries of the Federal Reserve’s rate pivot in FY 2024. With inflation for the month of March coming in hotter than expected on Wednesday, the market is adjusting its expectations for cuts to…
SlavkoSereda/iStock via Getty Images In the world of closed-end funds, (“CEFs”) there are three types of fund structures. Perpetual: As it sounds, the fund has a perpetual mandate and continues to operate ‘forever’ Term: This fund has a specified date in the future when it will self-liquidate at NAV. Target Term: This type of fund…
Martin Barraud/OJO Images via Getty Images Vertex Pharmaceuticals (NASDAQ:VRTX) announced yesterday it will acquire Alpine Immune Sciences (NASDAQ:ALPN) for $65 per share, which translates to $4.9 billion market value or $4.6 billion net of cash. Vertex is gaining povetacicept, a phase 3-ready clinical candidate for the treatment of IgA nephropathy with pipeline in a drug…
Alexandros Michailidis Investment thesis My previous bullish thesis about Pfizer Inc. (NYSE:PFE) from October 2023 did not age well, as the stock delivered a -10% total return over the last half-year, substantially lagging behind the broader market. Despite it, today I want to reiterate my bullish thesis because recent developments suggest that the business continues…
The Bitcoin halving event is pivotal in the cryptocurrency world, impacting miners’ strategies and the entire network’s dynamics. As the rewards for mining new blocks are slashed in half, miners must adapt their approaches to maintain profitability and network stability. In this article, we delve into the various strategies employed by Bitcoin miners during the…
Apple Inc.‘s (NASDAQ:AAPL) investors have gotten used to attractive returns over the course of the last two decades as the company stayed at the forefront of technological innovations, delivering massive 25.6% EPS growth annually since 2003. Since then, the stock is up more than 65x, confirming American engineering ingenuity, fueling one of the major success…
TD Bank subsidiary TD Direct Investing recently uploaded a video on its YouTube channel explaining in detail the upcoming Bitcoin halving event, expected around April 19 or 20. The commercial serves to educate viewers on the significance of this event within the context of Bitcoin’s supply and demand dynamics. JUST IN: TD Bank subsidiary releases commercial explaining…
Richardson Electronics, Ltd. (NASDAQ:RELL) Q3 2024 Earnings Call Transcript April 11, 2024 10:00 AM ET Company Participants Ed Richardson – CEORobert Ben – CFOGreg Peloquin – GM, Power & Microwave Technologies Group, Green Energy SolutionsWendy Diddell – COO & GM for Richardson HealthcareJens Ruppert – GM, Canvys Conference Call Participants Anja Soderstrom – SidotiRoss Taylor…
Lakeland Industries, Inc. (NASDAQ:LAKE) Q4 2023 Earnings Call Transcript April 11, 2024 12:00 PM ET Company Participants Jim Jenkins – Acting President, Chief Executive Officer and Executive ChairmanRoger Shannon – Chief Financial Officer Conference Call Participants Brandon Rogers – ROTH CapitalGeorge Melas – MKH Management Operator Good day, and welcome to the Lakeland Industries Fiscal…
eyecrave productions/E+ via Getty Images Prior to her second visit to China in nine months last week, Janet Yellen, United States Secretary of the Treasury, sent a message demanding the country not to flood the world with cheap exports of clean energy, as this would “distort global markets and harm workers abroad“. According to a…
CarMax, Inc. (NYSE:KMX) Q4 2023 Earnings Conference Call April 11, 2024 9:00 AM ET Company Participants David Lowenstein – Vice President, Investor RelationsBill Nash – President and Chief Executive OfficerEnrique Mayor-Mora – Executive Vice President and Chief Financial OfficerJon Daniels – Senior Vice President, CarMax Auto Finance Operations Conference Call Participants Seth Basham – Wedbush…
The Bitcoin Halving: Gold is on Borrowed Time For the first time since its inception, Bitcoin’s annual inflation rate is poised to become less than that of gold, the quintessential store of value. At Bitcoin block height 840,000, the annual supply of Bitcoin will be cut in half, resulting in a decrease in its annual…
Northern Technologies International Corporation (NASDAQ:NTIC) Q2 2024 Results Conference Call April 11, 2024 9:00 AM ET Company Participants Patrick Lynch – President and Chief Executive OfficerMatt Wolsfeld – Chief Financial Officer Conference Call Participants Gus Richard – NorthlandTim Clarkson – Van Clemens & Co.John Bair – Ascend Wealth AdvisorsWalter Ramsley – Walrus Operator As part…
Wirestock/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45) The following is an abridged…
Natal-is Shoe manufacturer and brand Crocs, Inc. (NASDAQ:CROX) has seen an impressive 37% share price rise year-to-date [YTD], far outstripping the small 3% increase in the S&P 500 Consumer Discretionary index. This is also a welcome change after the stock dropped by 14% in 2023. Price Chart (Source: Seeking Alpha) However, I believe that this…
Afry Harvy U.S. stock markets ended the year strong after the Fed held interest rates steady, prompting revised expectations and signaling lower interest rates in 2024. Domestic stock markets changed little during the recent period between Index selection dates (December 14, 2023, to January 10, 2024, the “Period”). U.S. domestic markets ended 2023 on a…
The below is an excerpt from a recent edition of Bitcoin Magazine Pro, Bitcoin Magazine’s premium markets newsletter. To be among the first to receive these insights and other on-chain bitcoin market analysis straight to your inbox, subscribe now. As Hong Kong’s Bitcoin ETF is fast approaching, new applications have come in from an unexpected…
ThamKC Nearly a year ago, I concluded that Arcosa, Inc. (NYSE:ACA) had seen a strong start to 2023. The company has seen a strong first quarter, as the full-year outlook looked conservative, even after it was raised. With large wind tower orders coming up for the current years, long-term prospects continued to look good. As…
Trammell Venture Partners (TVP), based in Austin, Texas, has unveiled its second annual findings from its in-depth research into the burgeoning Bitcoin-native startup and venture capital ecosystem. Despite a notable downturn in crypto venture market investments throughout 2023, TVP’s research highlights a remarkable surge in the Bitcoin startup sector, particularly at the Pre-Seed stage, with…
MarkHatfield/E+ via Getty Images Investment Thesis DexCom (NASDAQ:DXCM) is not exactly every investor’s cup of tea. The company operates in the medical technology space, which is far away from the hype in mainstream AI, and yet, the company’s stock often confounds investors with its high valuation metrics, per my observation. Rightly so, because 93x trailing…
Benjamas Deekam/iStock via Getty Images By Jeffrey Schulze, CFA, Head of Economic and Market Strategy, ClearBridge Investments Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the updated ClearBridge Recession Risk Dashboard, which has seen some progress underneath the surface despite not having any indicator changes. And, he shares his views on…
Galeanu Mihai/iStock via Getty Images Overview Higher than expected US CPI for the third consecutive month drove US interest rates sharply higher and lifted the greenback broadly. The market appears to be catching its proverbial breath today, but the shallow consolidation suggests the moves are not over. The ECB meeting is likely to highlight the…
The latest 13F filings with the SEC reveal that major institutional investors have been acquiring shares in the new spot bitcoin ETFs that launched this quarter. JUST IN: Wall Street firms with a combined $15 BILLION in AUM bought exposure to #Bitcoin ETFs in Q1 This is just the beginning 💥 pic.twitter.com/MQ1TZp8tQp — Bitcoin Magazine (@BitcoinMagazine)…
Luis Alvarez/DigitalVision via Getty Images By Sam Korus, Director of Research, Autonomous Technology & Robotics Since late 2023, media headlines have seized on data showing that electric vehicle (EV) sales growth decelerated in 2022 and 2023, from +113% in 2021 to +59% and +28% on a year-over-year basis, respectively. Our research contextualizes this deceleration in…
tumsasedgars With the March CPI report showing inflation actually accelerating rather than decelerating as some had hoped, many high-yield stocks (SPYD)(SCHD) have sold off, extending their material underperformance relative to the S&P 500 (SPY) so far this year. Moving forward, it appears increasingly likely that the Fed will have to be somewhat guarded with the…
by sonmez Listen below or on the go on Apple Podcasts and Spotify New PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon Steel’s deal for US Steel (X). (02:34) TikTok (BDNCE) divestiture timeline might undergo extension in U.S. Senate: report. (03:23) This is an abridged transcript of the…
Hiraman Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so, how can investors benefit? Those are the questions we sought to answer earlier this year when five of our…
JHVEPhoto/iStock Editorial via Getty Images At the Lab, we are excited to comment on Aviva plc (OTCPK:AIVAF) (OTCPK:AVVIY) once again. Following our previous publication stating that Aviva was not a potential takeover candidate, we continued to emphasize the company’s undervaluation. At that time, the company was a unique opportunity for investors, especially considering a 2024…
Userba011d64_201 By Peter C. Earle The AIER Everyday Price Index saw its third largest increase in over a year in March 2024, shooting up 0.82 percent. That rise brings our proprietary inflation index to a new record high of 289.2, surpassing the previous high of 288.60 reached in September 2023. AIER Everyday Price Index vs….