From an obscure footnote known to only the more tech-savvy in a much more insular internet, Bitcoin has transformed into an important player in today’s financial landscape. However, while we’re all keenly aware of BTC’s impact on financial markets (a more or less permanent fixture of the news cycle), we often forget to take a…
simonkr When I last wrote about MSC Industrial (NYSE:MSM) in the fall of 2023, my view on the company was balanced between commendable ongoing execution and my worse-than-consensus expectations for short-cycle manufacturing, and particularly among smaller manufacturers. Both of those drivers have continued to play out, leading to a lackluster share price performance since my…
Daniel Grizelj Investment Thesis Vanguard International High Dividend Yield ETF (NASDAQ:VYMI) deserves a buy rating among international dividend funds based on multiple attractive qualities. First, VYMI offers investors vast international diversification with over 1,000 holdings and a relatively low expense ratio. Second, VYMI provides a solid dividend yield while having greater dividend sustainability than other…
Nikada Introduction I wanted to revisit Apple Inc. (NASDAQ:AAPL) after its lackluster performance YTD, and to see how it has performed over the last year. The company is as strong as ever when it comes to profitability, while a lot of uncertainty looms around its ability to retain and grow revenues, however, this negative sentiment…
domin_domin Using options to generate extra income and yield on a portfolio isn’t a new concept, but it’s one that was normally left to specialized options traders. Exchange-traded funds, or ETFs, solved the access problem, with a slew of funds now available in the marketplace that use the technique so you don’t have to. One…
rlesyk Introduction All financial data are reported in Canadian dollars unless otherwise stated. Canadian National Railway (NYSE:CNI) has been my top pick among Class 1 railroads and, as such, it makes up around 7% of my portfolio. Major macroeconomic trends make me consider the whole industry as one poised to keep on growing. The need…
dima_zel We often see momentum stocks outperforming even the most optimistic forecasts. Nvidia (NVDA) and Super Micro Computer (SMCI) are two recent examples. However, it is less common to see comparable trends in ETFs unless they leveraged or concentrated in small-cap, high-risk companies. This is why the Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO) caught my…
spawns Hello, world. Bitcoin ETFs finally launched last week after anticipation and even an apparent hack of the SEC’s X account. Nevertheless, cryptocurrency enthusiasts and intrigued investors alike now have 11 spot Bitcoin ETFs from which to choose. After the first few two days of trading, the iShares Bitcoin Trust ETF (NASDAQ:IBIT) stands out as…
TinaFields Prio S.A. (OTCPK:PTRRY), formerly PetroRio, stands out as a prominent Brazilian oil and gas company, primarily focusing on asset recovery, production, and investment. The company strategically emphasizes efficient reservoir management and the development of mature fields, engaging in gas and oil production, exploration, marketing, and transportation. Notably, Prio holds the distinction of being the…
As it prepares to finalize the acquisition of Hess, Chevron will announce its 37th year of dividend growth in January. Brandon Bell This is the latest in my series of articles where I provide predictions of annual dividend increases for long-term dividend growth companies. At the end of November, I provided predictions for 18 dividend…
2024 could be a slower year for the business landscape in the US economy, however, many economists are positive that the US recession could be thwarted with a soft landing. Bulls made a strong comeback this year in 2023, and as the year ends, the Fed has given major signals of interest rate cuts in…
CZ is not the only popular crypto figure that made it to Bloomberg’s world’s 500 richest people in 2023. Brian Armstrong had a net worth of $7.25 billion. Changpeng Zhao (CZ), the founder and former CEO of Binance, has once again made it to Bloomberg’s Billionaires Index for 2023 despite facing regulatory challenges in the…
selamiozalp All financial numbers in this article are in Canadian dollars unless noted otherwise. (A Lengthy) Introduction If there’s one thing we have discussed a lot this year, it’s energy. Energy is a cornerstone of my long-term investment thesis, as I believe that we are in a new era where subdued long-term supply growth meets…
In addition to the expected surge in crypto-related probes, the survey uncovered a noteworthy trend in the adoption of blockchain analytics tools. According to a survey conducted by TRM Labs, 93% of law enforcement agencies worldwide are currently engaged in crypto training programs, with an overwhelming 99% expressing the urgent need to enhance their education…
William_Potter Investment Thesis Risk management plays a crucial role in determining long-term investment success, with strategic portfolio allocation being a key component in the risk management process. In today’s article, I will show you how you could allocate the amount of $100,000 among 2 ETFs and 20 dividend income companies that I consider to be…
Olivier Le Moal By Rachel Young Tolerance for disappointment has worn thin. Despite a strong start in 2023, the CCC ratings bucket has recently lost its momentum. The category has underperformed higher-quality rating cohorts since mid-September within both the high yield and leveraged loan indices by 315 and 138 basis points, respectively.1 This relative weakness…
William_Potter Investment Thesis In today’s article, I will guide you through the construction of a dividend portfolio by allocating the amount of $100,000 among November’s top 20 dividend income companies. I will conduct a comprehensive risk analysis to show you the portfolio’s extensive diversification over companies, sectors, and industries, in addition to its geographical diversification,…
With one of the best known brands in the world, Nike will increase its dividend growth streak to 23 years with its next boost in the second half of November. Thank you for your assistant This is the latest in my series of articles where I provide predictions of annual dividend increases for long-term dividend…
imaginima The last time I wrote about Limbach Holdings (NASDAQ:LMB) was June 28, 2023, and since then my bullish call has held up well as far as I can see: Seeking Alpha, my previous call on LMB In the meantime, the company has reported its Q2 results and will also submit its Q3 report in…
William_Potter Investment Thesis Wouldn’t it be nice to have an investment portfolio that helps you steadily increase your wealth and additionally contributes to covering your day-to-day expenses? Imagine an investment portfolio that helps you to pay your internet bill, covers your gas expenses or even helps you pay for your next vacation! In today’s article,…
lerbank Introduction Investor dislike for fixed income CEFs, especially Municipal Bond ones, is reflected in their historically wide gap between the price and Net Asset Value, or NAV. Thanks to the FOMC pushing short-term rates from 0% to 5% since early 2022, the Bloomberg Municipal Bond Index saw a negative 8.5% return last year, the…
Sakorn Sukkasemsakorn U.S. companies broadly notched better-than-expected results in the second quarter, even as overall earnings growth for the S&P 500 saw a decline. Equity investor Carrie King sees more interesting developments beyond the numbers and posits one area that may be getting tired as another readies for a reawakening. By the numbers Earnings for…
Despite having to continually invest in new technologies, Verizon should announce its 18th year of dividend growth in late August. Cindy Ord This is the latest in my series of articles where I provide predictions of annual dividend increases for a variety of long-term dividend growth companies. At the end of June, I provided predictions…
William_Potter/iStock via Getty Images Investment Thesis The allocation of your investment portfolio determines to a significant degree the Total Return that you will achieve over the long term and has a strong impact on the risk level your investment portfolio is exposed to. Due to the enormous importance of portfolio allocation, in today’s article, I…