South_agency Investment Thesis I recommend buying Suzano (NYSE:SUZ) shares. The company is the world’s largest producer of eucalyptus short fiber pulp and has great competitive advantages for operating in Brazil, whose climate, soil and trees offer faster planting and a consequently more competitive cost. The company has grown strongly in recent years with M&As. Furthermore,…
tamara_kulikova Thesis The VanEck Morningstar Wide Moat ETF (BATS:MOAT) exemplifies a strong ETF with a robust strategy, designed to cater to discerning investors seeking to capitalize on companies with sustainable competitive advantages. These so-called “moat” companies are not just leaders in their respective fields but have established durable business models that offer the potential for…
Sean De Burca/The Image Bank via Getty Images I was a small-town real estate developer before I began writing articles here on Seeking Alpha. I’ve written about this many times before, but it bears mentioning once again. My real estate career dates back over three decades. Three decades filled with so many opportunities to learn…
xxwp/iStock via Getty Images The following segment was excerpted from this fund letter. Tecnoglass Inc (NYSE:TGLS) Tecnoglass is a vertically integrated manufacturer, supplier, and installer of architectural glass, framing systems, windows, and doors. The company’s automated manufacturing base in Colombia allows it to manufacture products at a much lower cost than domestic companies. Shipping expenses…
Brandon Bell/Getty Images News Investment Thesis Mid-America Apartment Communities (NYSE:MAA) is the largest and arguably strongest Sunbelt apartment REIT with about 102,000 units in the portfolio. This portfolio is well diversified across various types of multifamily communities, including highly amenitized and luxurious apartments appealing to higher income individuals as well as more modest and affordable…
franckreporter Investment briefing Shares of TFI International Inc (NYSE:TFII) have climbed a steady wall since the company listed on the NYSE back in 2020. Investors have rallied the stock 37% over the last 12 months at the time of writing, driven by a number of economic value factors. For reference, TFII is a logistics and…
piranka Iris Energy Update: Iris Energy (NASDAQ:IREN) reported FY 2023 results for the period ending June 30 last night. There was a lot of new information to digest that was available at the time of my last writing, “Iris Energy: Nvidia Chip Purchase Signifies Entry into AI/High Performance Computing Space”. All of earning information plus…
imaginima Occidental Petroleum (NYSE:OXY) took full advantage of financial leverage through the acquisition of Anadarko. At first, this looked like an unmitigated disaster in fiscal year 2020 as oil prices went negative. Then it looked absolutely brilliant as oil prices careened past $100 a barrel. Now it is time to look at the long-term knowing…