Chun han Use of coal in power generation fades. Cheap US natural gas has been hard to beat for 15 years. Coal consumption in the US plunged another 17.4% in 2023 from the prior year, to 426 million short tons, the lowest since 1963 (red line in the chart), according to data from the Energy…
Jacob Wackerhausen/iStock via Getty Images CervoMed (NASDAQ:CRVO) has been enrolling for its phase 2b RewinD-LB study, which is using neflamapimod for the treatment of patients with dementia with Lewy bodies [DLB]. The reason to note this biotech is that it had stated that it is on track to complete enrollment of this trial in the…
Dilok Klaisataporn 4-Factor Dividend Growth Portfolio The 4-factor dividend growth portfolio was launched on November 1st, 2022. You can read about the strategy, stock selection process, and portfolio construction in this 4-Factor Dividend Growth Portfolio article. In a nutshell, the strategy leverages the stock selection process of Schwab U.S. Dividend Equity ETF (SCHD), or rather…
Alexander Farnsworth Amid all-time highs in the stock market, now is not a great time to be banking on speculative, struggling stocks. Beyond Meat (NASDAQ:BYND) falls squarely into this category. The plant-based meat company has now stagnated under years of falling demand, after a brief moment in the sun driven by dietary fads. Year to…
Artur Summary Readers may find my previous coverage via this link. My previous rating was a buy, as I believed Duolingo’s (NASDAQ:DUOL) growth momentum would continue for the foreseeable future with an inflection towards positive GAAP EBIT in FY24. I am reiterating my buy rating as DUOL continues to sustain its 40+% growth rate just…
gremlin Investment action I recommended a buy rating for Luminar Technologies (NASDAQ:LAZR) when I wrote about it the last time, as execution was on point and the business was working well towards its FY30 targets, notably with the cash position potentially improving. Based on my current outlook and analysis, I recommend a buy rating. I…
JHVEPhoto/iStock Editorial via Getty Images Comerica (NYSE:CMA) shares have rebounded solidly from a year ago as the regional banking industry has worked past the worst of its funding crisis. Still, shares are down 25% over the past five years as its deposit base was hard hit in 2023. Since upgrading shares to a buy in…
Douglas Rissing Despite a bumpy inflation road recently, Fed Chair Powell reiterated that the FOMC is likely to begin cutting rates sooner rather than later. What was particularly interesting about the March rate decision was that the committee raised both its inflation and growth forecasts, but generally kept its policy rate outlook unchanged. Longer-term, however,…
Marje Investment Thesis UMH Properties, Inc. (NYSE:UMH) is a REIT that focuses on manufactured housing in the United States in the residential space. With 135 manufactured home communities, the REIT has a total of 25,800 homesites located in the eastern and central regions of the United States, namely the eastern or central regions of New…
Goodness Growth Holdings, Inc. (OTCQX:GDNSF) Q4 2023 Results Earnings Conference Call April 1, 2024 4:30 PM ET Company Participants Sam Gibbons – Vice President, Investor RelationsJosh Rosen – Interim Chief Executive Officer and Interim Chief Financial OfficerAmber Shimpa – President of Goodness Growth and Chief Executive Officer of Vireo Health of Minnesota Conference Call Participants…
Stryve Foods, Inc. (NASDAQ:SNAX) Q4 2023 Earnings Conference Call April 1, 2024 4:30 PM ET Company Participants Luke Weil – Chairman-Andina Acquisition Corp. IIIChristopher Boever – Chief Executive OfficerAlex Hawkins – Chief Financial Officer Conference Call Participants Alex Fuhrman – Craig-HallumMike Grondahl – Northland Securities Operator Good afternoon, ladies and gentlemen, and welcome to Stryve…
Imagesrouges/iStock via Getty Images Bonds and fixed-income securities have become much more popular investments these past few years, as Federal Reserve hikes have led to much higher yields. Bonds and bond funds vary, with different characteristics including maturities and credit risk. In this article, I’ll be comparing short-term and long-term bonds, looking at how their…
Protagenic Therapeutics, Inc. (NASDAQ:PTIX) Q4 2023 Earnings Conference Call April 1, 2024 4:30 PM ET Company Participants Alex Arrow – CFOGaro Armen – Executive ChairmanAndrew Slee – COOBob Stein – CMO Conference Call Participants William Wood – B. Riley Securities Operator Greetings. Welcome to the Protagenic Therapeutics’ Fourth Quarter and Fiscal Year 2023 Earnings Call….
monsitj Bristol-Myers Squibb, Inc. (NYSE:BMY) is in the health care sector and in the pharmaceutical industry. While not a factor in my analysis of the company, BMY is expected to have 2024 annual revenue of $45.85B and annual earnings per share of $6.83. BMY is also yielding a safe 4.43%. In this article I will…
Canoo Inc. (NASDAQ:GOEV) Q4 2023 Earnings Conference Call April 1, 2024 5:00 PM ET Company Participants Tony Aquila – Investor, Chairman & CEOGreg Ethridge – CFORamesh Murthy – Chief Accounting Officer Conference Call Participants Craig Irwin – ROTH MKMStephen Gengaro – StifelDaniel Ives – Wedbush SecuritiesDonovan Schafer – Northland Capital MarketsSameer Joshi – H.C. WainwrightJaime…
AST SpaceMobile, Inc. (NASDAQ:ASTS) Q4 2023 Earnings Conference Call April 1, 2024 5:00 PM ET Company Participants Scott Wisniewski – Chief Strategy OfficerAbel Avellan – Chairman and CEOSean Wallace – CFO Conference Call Participants Chris Quilty – Quilty AnalyticsMike Crawford – B. Riley SecuritiesBenjamin Soff – Deutsche Bank.Christopher Schoell – UBS Operator Good day, and…
TOMI Environmental Solutions, Inc. (NASDAQ:TOMZ) Q4 2023 Earnings Conference Call April 1, 2024 4:30 PM ET Company Participants John Nesbett – Investor RelationsHalden Shane – Chief Executive Officer and ChairmanE.J. Shane – Chief Operating OfficerNick Jennings – Chief Financial Officer Conference Call Participants John Nelson – Private Investor Operator Good afternoon. Thank you for joining…
baona On 10th Aug 2023, Tapestry, Inc. (TPR) and Capri Holdings Limited (NYSE:CPRI) announced that they had reached a definitive agreement under which Tapestry would acquire Capri, providing Capri shareholders with $57 per share, a 65% premium to the prior closing at the time, and valuing the company at $8.5bn on an enterprise value basis….
Cooper Neill/Getty Images Sport Amazon.com, Inc. (NASDAQ:AMZN) seemingly does not get as much attention as other mega-cap tech names recently, due to avoiding the extremes on both fundamental performance and valuation. AMZN is not the cheapest mega-cap name, especially based on near-term financial metrics, and is seeing more moderate top-line growth courtesy of its large…
SHF Holdings Inc. (NASDAQ:SHFS) Q4 2023 Earnings Conference Call April 1, 2024 4:30 PM ET Company Participants Erika Kay – KCSA Strategic CommunicationsSundie Seefried – Founder & CEOJames Dennedy – Chief Financial Officer Conference Call Participants Operator Good afternoon and welcome to the Safe Harbor Financial Q4 2023 Earnings Call. Please note that this call…
Olivier Le Moal USXF strategy iShares® ESG Advanced MSCI USA ETF (NASDAQ:USXF) started investing operations on 6/16/2020 and tracks the MSCI USA Choice ESG Screened Index. It implements an environmental, social, and corporate governance (“ESG”) investing approach. USXF has 367 holdings, a 12-month distribution yield of 1.1% and a total expense ratio of 0.10%. Distributions…
Michael M. Santiago Despite a big warning for 2024, Mobileye Global Inc. (NASDAQ:MBLY) has already started an irrational rally back up to previous highs. The ADAS company has run into a questionable demand scenario due to the clouds of a major inventory issue. My investment thesis remains Bearish on the stock following the big rally…
Tran Van Quyet/iStock via Getty Images A month ago, we wrote an article titled, “U.S. Oil Production Report Out With Far More Questions Than Answers.” The gist of the article was that if we added adjustment to U.S. oil production, total crude supplies in December came out to 13.719 million b/d. We wrote at the…
AutumnSkyPhotography After a considerable downdraft in QUALCOMM Incorporated‘s (NASDAQ:QCOM) stock price since the beginning of 2022 due to a declining mobile phone market, investors started waking up to its potential opportunity in generative Artificial Intelligence (“AI”) near the end of 2023. Although the company may no longer be a go-go growth stock, when investors began…
Crown ElectroKinetics Corp. (NASDAQ:CRKN) Q4 2023 Earnings Conference Call April 1, 2024 11:00 AM ET Company Participants Jason Assad – Director of Corporate CommunicationsDoug Croxall – Chief Executive Officer and ChairmanJoel Krutz – Chief Financial Officer and Chief Operating Officer Conference Call Participants Operator Good morning, everyone, and welcome to the Crown ElectroKinetics Corporation Fourth…
Milestone Scientific Inc. (NYSE:MLSS) Q4 2023 Earnings Conference Call April 1, 2024 8:30 AM ET Company Participants David Waldman – Investor RelationsJan Haverhals – Chief Executive OfficerKeisha Harcum – Controller Conference Call Participants Jeremy Pearlman – Maxim Group Operator Good morning, everyone and welcome to the Milestone Scientific 2023 Year-End Financial Results and Business Update…
simon2579/E+ via Getty Images I’ve written about a return to dividend investing as being a major theme of mine for 2024. Admittedly that hasn’t happened yet, but as we enter the 2nd quarter, we could yet see the pendulum swing towards yield as opposed to the capital appreciation domination we’ve seen from large-cap tech-driven market…
Lemon_tm Quality Stocks The SPDR S&P 500 Trust ETF (SPY) posted a 3.27% return in March, finishing Quarter 1 with a double digit gain. Vanguard’s Dividend Appreciation Index Fund ETF Shares (VIG) locked in a lower gain of 2.37% last month. My watchlist underperformed both, posting a very weak return of 0.50%. Frankly it’s been…
FilippoBacci/E+ via Getty Images Analysts, investors and the punditry across television and the Interwebs love to talk about bubbles in the stock market and economy. They also love fake equivalencies that make them sound smart and their ideas sound presciently scary. Here’s the problem: the idea of bubbles in the economy and markets is mostly…
ryasick When it comes to investing in the stock market, investors are always on the lookout for innovative strategies that can provide them with growth and income. And Wall Street is always happy to provide them. To that end, the Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (NYSEARCA:QDPL) is certainly different and an…
Quardia/iStock via Getty Images Investment Thesis Defiance Quantum ETF (NYSEARCA:QTUM) is a buy due to its equally weighted approach and focus on holdings in the high-potential field of quantum computing. This approach has resulted in the fund’s favorable valuation while also achieving returns roughly on par with larger tech and innovation ETFs. While a lesser…
bjdlzx Energy stocks have recently entered a revival phase that lifted the Energy Select Sector SPDR® Fund ETF (XLE) toward its recent highs. The sector has benefited from the resurgence in crude oil futures (CL1:COM), shaking off the bearish sentiments that saw CL1 bottom in December 2023. Coupled with the persistence of the OPEC+ production…
Bryan Bedder/Getty Images Entertainment Investment Thesis I believe that American Express (NYSE:AXP) is a buy because in my opinion it has a proven track record of strong financial performance and a business model which establishes it as one of the industry leaders. The company has a sustained dividend history with strong payout ratios, which demonstrates…
DragonImages/iStock via Getty Images Sleep Number (NASDAQ:SNBR) is an U.S. company specializing in innovative bedding solutions, particularly renowned for its adjustable mattresses. Users can customize the firmness or softness of their mattress according to their individual preferences, utilizing a remote control or a smartphone app to adjust the air pressure within the mattress chambers. Their…
Cn0ra Generating significant monthly passive income from dividend stocks can transform your approach to investing for retirement. The monthly frequency of the passive income offers psychological stability during market volatility since it provides regular tangible rewards for holding dividend stocks through thick and thin, whereas holding only quarterly paying dividend stocks provides this positive feedback…
sculpies/iStock via Getty Images I have the most success in the stock market finding beaten down companies with significantly improved situations that haven’t been recognized yet by investors. I call them turnarounds. Beazer Homes USA, Inc. (NYSE:BZH) is a prime example. Unlike a lot of the turnarounds I invest in, the turnaround here is mostly…
jetcityimage Investment Thesis The 3M Company (NYSE:MMM) has had a rough last couple of years that have been stained by legal battles that have resulted in large legal settlements such as a $6 billion lawsuit related to the sale of defective earplugs and a $10.3 billion lawsuit related to damage caused to U.S. drinking water…
Marina Novitkaia/iStock via Getty Images The Consensus Expectations The BLS is set to report the labor market data for March on April 5th. These are the current consensus market expectations: March (Trading Economics) Essentially, the market expects a slowdown in non-farm job creation to 200K from 275K in February, and the unemployment rate to stay…
Ivory Soap is one of the brands for which Procter & Gamble is known. The company will extend its dividend growth streak to 69 years in April. NNehring This is the latest in my series of articles where I provide predictions of annual dividend increases for long-term dividend growth companies. In the middle of February,…
valentinrussanov/E+ via Getty Images Fiserv (NYSE:FI), not Pfizer or Fiverr, is one of the largest fintech in the world with $94 billion in market cap, $19 billion in annual revenues, and $3 billion in net income. The stock has a multidecade history of outperforming the S&P 500, and over the last 6 months, has accumulated…
AsiaVision/iStock via Getty Images Founded in 2009, Sprinklr (NYSE:CXM) is a US-based company providing cloud multi-channel customer experience (CX) platform. Since its IPO at a price of $20 in 2021, all-time return has been lackluster. Today, the stock trades at merely $12, down -4% over the past year, even after already bouncing back from the…
Stablecoin issuer Tether has significantly expanded its Bitcoin holdings, acquiring 8,888 BTC worth around $600 million. This latest purchase was revealed through on-chain data rather than an official announcement. Tether has not publicly disclosed its Bitcoin addresses. However, transactions tracked on the blockchain show 8,888 BTC were recently sent from the crypto exchange Bitfinex to an…
Sean Zanni Shares of Block, Inc. (NYSE:SQ) have had an interesting run over the last few years. SQ 5Y Price History (Seeking Alpha) Enjoying a huge wave of optimism in the bull market of 2021, those feelings quickly disappeared as the challenges of 2022 entered the fray. Reaching into the $40s last fall, the stock…
AerialPerspective Works Vornado Realty’s (NYSE:VNO) 1-year rally has been incredible with the REIT now trading for 11.4x its annualized fiscal 2023 fourth quarter FFO. The Manhattan-focused office REIT generated fourth-quarter FFO of $0.63 per share, down 9 cents from its year-ago comp but outperforming consensus estimates by roughly 2 cents. The REIT’s common shares staged…
Phiromya Intawongpan Thesis I recommend a ‘Hold’ rating for Similarweb (NYSE:SMWB) due to their slowing growth, slumping revenue retention, and appropriate valuation. Company Overview Similarweb is a software company that provides digital intelligence solutions for their customers. Their products allow customers to research online traffic trends, prospect for new leads, and research stocks, among many…
Editor’s note: Seeking Alpha is proud to welcome Bullish Insights as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Khanchit Khirisutchalual Investment Thesis In today’s dynamic market landscape,…
House surrounded by cash money. HAKINMHAN/iStock via Getty Images In the last 12 months, I’ve been buying a lot of income investments. Much more so than I did in 2022. The current market has seen no-or-low dividend tech stocks rally to nosebleed valuations, while many stocks in the “income” category have floundered. The NASDAQ-100 is…
cranach/iStock via Getty Images Fallen angels have significantly outperformed broader bonds and high-yield bond benchmarks for decades, as has the VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL). I last covered ANGL in mid-2023. In that article, I argued that the iShares Fallen Angels USD Bond ETF (NASDAQ:FALN) was a slightly superior investment, due to…
Rafmaster VFMF strategy Vanguard U.S. Multifactor ETF (BATS:VFMF) is an actively managed fund launched on 02/13/2018. It has 494 holdings, a 30-day SEC yield of 1.33%, and a total expense ratio of 0.18%. Distributions are paid quarterly. As explained in the prospectus by Vanguard, The advisor uses a quantitative model to evaluate all of the…
Ihor Lukianenko/iStock via Getty Images We started covering Accelleron Industries (OTCPK:ACLLY) even before its spin-off from ABB (OTCPK:ABBNY) and when it started trading, we remarked it was off to a good start, noting that we particularly liked the services segment because of its resilient recurring revenue. However, in our last article, we downgraded the company…