Ideal Banking

This article is featured in Bitcoin Magazine’s “The Withdrawal Issue”. Click here to subscribe now. A PDF pamphlet of this article is available for download. “The special commodity or medium that we call money has a long and interesting history. And since we are so dependent on our use of it and so much controlled…

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New York Court Orders Asset Freeze for Former Celsius CEO Alex Mashinsky Due to Ongoing Criminal Case Proceedings

Mashinsky had already put his Austin, Texas property that was acquired in 2021 with Celsius proceeds, on sale for about $2.49 million. The former Celsius Chief Executive Officer (CEO) Alex Mashinsky faces more financial hurdles after United States Judge Jed S. Rakoff ordered his assets to be frozen as the criminal case with the Department…

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IUS: A Good Core Equity Replacement (NASDAQ:IUS)

ardasavasciogullari Smart Beta ETFs are a type of investment fund that uses alternative index construction rules instead of the traditional market capitalization-weighted indices. Smart Beta strategies seek to passively follow indices while also taking advantage of certain active investment strategies to improve returns, manage risks, or increase diversification. Smart Beta ETFs are becoming increasingly popular…

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Lumen: Point Of No Return (Rating Downgrade) (NYSE:LUMN)

peshkov Lumen Technologies, Inc. (NYSE:LUMN)’s shares dropped below $1.00 after the telecom released a statement which said that the telecom has negotiated additional financial flexibility with creditors that hold approximately $7B of the company’s debt. A day after that, Lumen submitted its third quarter earnings sheet, which fell widely short of expectations. While Lumen also…

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2 Future Dividend Stocks I Am Buying

Nikada When it comes to investing, the large majority of my investments are in dividend paying stocks, ETFs, or Index Funds. I like the idea of passive income and I have a goal of amassing $100,000 in annual dividend income. However, that does not mean I only invest in dividend paying investments. Nope, not at…

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QDF Vs Peers: Which Is The Best Quality Dividend Fund?

stefanschurr/iStock via Getty Images This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary. QDF strategy FlexShares Quality Dividend Index Fund ETF (NYSEARCA:QDF) started investing operations on 12/14/2012 and tracks the Northern Trust Quality Dividend Index. It has 134 holdings, a distribution…

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Atlanticus Holdings: Niche Lender Offering 9.25% Baby Bond (NASDAQ:ATLC)

We Are/DigitalVision via Getty Images Atlanticus Holdings (NASDAQ:ATLC) is a niche consumer lending company that specializes in providing financial solutions to underserved communities. The company owns several consumer credit brands that partner with various health and retail corporations to provide credit solutions to their customers. Recently, the company issued a new baby bond with a…

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Ennis: Generous And Safe Dividend Yield (NYSE:EBF)

Daenin Arnee/iStock via Getty Images Ennis, Inc. (NYSE:EBF) manufactures forms and other products for businesses. I believe the company’s risk profile is very low, providing investors with a safe choice in the current economy. Although the company’s growth history isn’t very promising, I believe the current valuation leaves a good safety margin for investors with…

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Bitcoin ETF: A Decade Of Struggle For Legitimacy

The crypto revolution was finally taken to new heights when the SEC approved 11 Bitcoin spot ETFs in January 2024. Global investors flooded in like never seen before, adding almost $5 billion of inflows on the first day of trading. As a result, the crossover between traditional finance and digital assets is now firmly established,…

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OTC Markets: Unique Business At Discount (OTCMKTS:OTCM)

iQoncept/iStock via Getty Images Investment Thesis OTC Markets Group (OTCQX:OTCM) has a strong competitive position in a particular niche, providing critical infrastructure to the U.S. and global financial markets. Its unique business has led to above-average returns since its IPO in 2009, driven by a highly profitable business model with impressive returns on capital, an…

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Co-Diagnostics, Inc. (CODX) Q3 2023 Earnings Call Transcript

Co-Diagnostics, Inc. (NASDAQ:CODX) Q3 2023 Earnings Conference Call November 9, 2023 4:30 PM ET Company Participants Andrew Benson – Head of Investor Relations Dwight Egan – Chief Executive Officer Brian Brown – Chief Financial Officer Conference Call Participants Operator Hello. Welcome to the Co-Diagnostics Third Quarter 2023 Earnings Conference Call. All participants will be in…

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CEL-SCI: Fabulous Story Stock Works To Pass Muster With FDA (NYSE:CVM)

Kharchenko_irina7/iStock via Getty Images I am a long-term follower and chronicler of CEL-SCI (NYSE:CVM). My initial CEL-SCI article was 08/2019’s CEL-SCI: A Risky Bet. My most recent was 07/2023’s “Cel-Sci: Would-Be Cancer Giant Taking Baby Steps”. In this article I evaluate its investment prospects based up on its latest investor communications. These include: 10/25/2023 –…

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Wall Street Breakfast: The Week Ahead

During the middle of the week, OPEC+ will meet, although there are no major changes to the oil output policy anticipated. Tighter supply and rising demand continue to drive a rally in oil prices. The earnings calendar is light, with only Tilray Brands (NASDAQ:TLRY) and Constellation Brands (STZ) standing out as potential sector-rattling updates. However,…

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Tuya, Inc. (TUYA) Q4 2023 Earnings Call Transcript

Tuya, Inc. (NYSE:TUYA) Q4 2023 Earnings Conference Call February 27, 2024 7:30 PM ET Company Participants Reg Chai – IR Director Jerry Wang – Founder and CEO Jessie Liu – CFO Conference Call Participants Yang Liu – Morgan Stanley Timothy Zhao – Goldman Sachs Mingran Li – CICC Operator Good morning and good evening, ladies…

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Bulls And Bears Beat The Average For Ten

peterschreiber.media The S&P 500’s selloff over the last week heading into yesterday’s CPI print caused bullish sentiment to dip a little. Compared to last week when 49% of respondents to the weekly AAII survey reported as bullish, this week only 44.7% reported as such. That is the weakest reading on optimism in a month, but…

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Agenus Stock: Immuno-Oncology Advancements Amidst Fiscal Pressures (NASDAQ:AGEN)

AmyKerk/iStock via Getty Images Introduction Agenus (NASDAQ:AGEN), a clinical-stage firm, specializes in therapies utilizing the body’s immune response to tackle cancer and infections. Through its subsidiaries, MiNK Therapeutics and SaponiQx, Agenus diversifies into adoptive cell therapies and vaccine adjuvants, respectively. Their strategy in Immuno-oncology (I-O) hinges on swift, innovative combinations. Agenus boasts a comprehensive lineup,…

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Okta Preview: Revenue Revisions Awaited (NASDAQ:OKTA)

MF3d/E+ via Getty Images Investment Thesis Okta (NASDAQ:OKTA) is heading into its Fiscal Q2 2024 at the end of August. While I remain bullish on Okta’s prospects, I’m becoming increasingly wary that Okta is starting to become a “show-me” story. Here I describe some of the pluses and minuses of this investment. Heading Into Fiscal…

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SMOT: Popular Strategy Applied To Small-Caps (BATS:SMOT)

ValeryEgorov/iStock Editorial via Getty Images The VanEck Morningstar Wide Moat ETF (MOAT) is one of my favorite holdings as I like the strategy’s focus on high-quality companies with sustainable economic moats. Therefore, I am quite interested to review the VanEck Morningstar SMID Moat ETF (BATS:SMOT), as it applies the Morningstar Wide Moat methodology to small-…

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Brookfield Infrastructure Stock: Preferreds Offer 10% Yield To Probable Call (NYSE:BIP)

thitivong In our last coverage of Brookfield Infrastructure Partners L.P. (BIP), (BIPC), we highlighted some interesting opportunities in the secondary securities. In the US, there are two preferred shares listed. Brookfield Infrastructure Partners L.P. 5.125 CL A PFD13 (NYSE:BIP.PR.A) and Brookfield Infrastructure Partners L.P. 5.00% PFD A 14 (NYSE:BIP.PR.B). The two preferreds were on a…

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American Homes 4 Rent: Strong Tailwinds (NYSE:AMH)

Hispanolistic Preamble It goes without saying, that many people are in the fortunate position of having property that they can rent out to get an income in their twilight years. There is also the positive benefit of capital appreciation through rising property prices. For those who’d rather forgo the problems associated with any drama associated…

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Palo Alto Networks, Inc. (PANW) Goldman Sachs 2023 Communacopia & Technology Conference (Transcript)

Palo Alto Networks, Inc. (NASDAQ:PANW) Goldman Sachs 2023 Communacopia & Technology Conference September 7, 2023 6:45 PM ET Company Participants Nikesh Arora – CEO Conference Call Participants Gabriela Borges – Goldman Sachs Gabriela Borges Good afternoon. And thank you for joining us at the Palo Alto Networks keynote at the Goldman Sachs Communacopia & Technology…

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MBB: Better Ways To Buy MBS (NASDAQ:MBB)

stanciuc The Chase For Yield The era from 2008 to 2020 saw the lowest interest rates in history and many asset allocators were chasing for yield but also taking excessive risks in the process. Myself and many others often call it the era of “return-free risk”. Post 2020 though, we’ve returned to a risk-free return…

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1 REIT To Sell And 1 Strong Buy

seraficus We recently received our shares of Net Lease Office Properties (NLOP) from W. P. Carey Inc. (WPC) and we decided to sell them. We have no interest in owning single-tenant office buildings, and that’s precisely what this real estate investment trust, or REIT (VNQ), is about. NLOP plans to liquidate the assets, but given…

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AT&T Stock: Don’t Drink The Kool-Aid (NYSE:T)

Brandon Bell AT&T (NYSE:T) remains a “No Touch” in my book Some positive developments have come to light regarding AT&T’s prospects. The stock has risen slightly off the 30 year lows as of late. Current Chart Finviz The company has addressed two of the major issues bearish investors, myself included, have been wary of as…

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Clouds Clearing In The Land Of The Rising Sun

Suebsiri On the back of five recent trips to Japan, our global equity team has been increasing Japanese equity exposure across our international strategies over the past few quarters, narrowing the underweights we had for some time. There are three reasons, but before I delve into them, let me explain why we were underweight in…

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