FotografiaBasica Altria Group, Inc. (NYSE:MO) is a major tobacco company with a market capitalization of less than $80 billion. The company has had struggles with e-cigarettes, spending many billions of dollars on Juul, but it’s continued to run a well-operated business with reliable cash flow. The company’s dividends and reliable business improvements make it a…
Thomas Barwick Investment Thesis Shares of Post Holdings (NYSE:POST) recently broke past $100, following its strong Q2 earnings report. In this report, they highlight a very positive fundamental performance as well as raising guidance for 2024, showing their strong market position as well as continued growth tailwinds. However, I believe the valuation is now fair,…
shulz The data in the article below is sourced from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace (“FundFlows”). During LSEG Lipper’s fund-flows week that ended April 24, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in three, adding a…
The Arizona State Senate is considering a proposal to encourage the Arizona State Retirement System (ASRS) and the Public Safety Personnel Retirement System (PSPRS) to explore the inclusion of Bitcoin ETFs in their investment portfolios. JUST IN: 🇺🇸 Arizona State Senate is considering adding #Bitcoin ETFs to its state retirement portfolios. pic.twitter.com/5t6v3Z5UuU — Bitcoin Magazine…
Chips, Cash and Dice VITALII BORKOVSKYI Canterbury Park Holding Corporation (NASDAQ:CPHC) has begun monetizing the valuable real estate surrounding their race track & casino with significant land sales and equity investments in related partnerships. The stock price is at $21.52 per share which reveals a current market cap of $105 million. Investors can purchase this…
SeventyFour While it’s been a quieter year than some might have hoped for M&A among gold developers given the rising gold price against a backdrop valuation extremes (valuations at the lowest levels in years for some names), the trend of M&A has continued with a new deal announced in mid Q4. This was the proposed…
Zolak Thesis I have been bullish about Omega Healthcare Investors, Inc. (NYSE:OHI) and published my first bull thesis on it back in early 2022 (see the chart below). My key argument was that the large price correction at that time was a result of market overaction to temporary issues created by the pandemic. And I…
alexis84/iStock via Getty Images Intro We wrote about America’s Car-Mart, Inc. (NASDAQ:CRMT) in March of this year post the company’s third-quarter earnings when we stated how the company’s ongoing transformation could positively affect the share price. Although the company reported a further bottom-line miss in Q4, shares have risen a whopping 47% since we penned…
While Coinbase is still planning to leverage the Bitcoin Lightning Network, the company’s rival Binance already completed the integration of the L2 network last month. American-based cryptocurrency exchange Coinbase plans to explore the possibility of integrating the Bitcoin Lightning Network into its platform. The move is part of a broader plan to expand digital asset…