kynny Introduction Analog Devices (NASDAQ:ADI) is going to report second quarter earnings on the 22nd of May before the market opens. I wanted to revisit the company to see how it performed through 2023 and what to expect in Q2. All but one segment of the business has been in a decline in the last…
PM Images Enbridge Inc. (NYSE:ENB) hasn’t had the best start to 2024 as its shares have declined by -6.62%. Shares of ENB have been in a perpetual decline as they have shed -9.36% of their value over the past five years, and -29.08% over the last decade. ENB reached $46.81 on May 30, 2022, and…
Trevor Williams By Scott Glasser | Michael Kagan | Stephen Rigo, CFA Paths to Outperformance Broaden Beyond Tech Market Overview The soft landing rally that took hold in November 2023 continued in 2024’s first quarter. The S&P 500 Index advanced in each month of the quarter, bringing the benchmark’s winning streak to five consecutive months…
ElsvanderGun The Cheesecake Factory (NASDAQ:CAKE) operates restaurants under brands such as The Cheesecake Factory, North Italia, and Fox Restaurant Concepts, operating several restaurant concepts such as Grand Lux Café, Blanco, and Culinary Dropout. The company has 331 restaurants across North America under the brands and several internationally licensed locations. Despite good growth in total restaurants,…
bjdlzx I assume most of my readers are familiar with Western Midstream Partners LP (NYSE:WES). For others briefly, WES is a midstream operator with natural gas gathering, operating, and transporting as its major business. Two other businesses are oil and NGL transporting; and gathering and disposal of produced water. Please refer to other sources for…
Rick Kern/Getty Images Entertainment We’re nearly through the first quarter of 2024, and likely very few investors would have anticipated the sharp rise in the stock market since the start of the year. My appetite for risk-taking has taken off again, lifting everything from AI stocks to cryptocurrencies. But against this backdrop, investors should focus…
gerenme Background and Investment Thesis Dominion Energy (NYSE:D) may be just the tonic for income investors seeking the stability of a regulated electric utility with a high-yield cash dividend payout. Currently, shares yield about 6 percent and hold a reasonable go-forward potential for capital appreciation. On March 1, management completed an Investor Day presentation that…
Maryna Terletska/Moment via Getty Images Investment Thesis Vanguard Dividend Appreciation ETF (NYSEARCA:NYSEARCA:VIG) warrants a buy rating due to its low-cost ability to achieve solid performance through capital appreciation and dividend growth. With its inclusion of holdings demonstrating strong growth potential, VIG is postured to outperform many dividend growth competitors including Schwab’s popular U.S. dividend equity…
AmnajKhetsamtip/iStock via Getty Images Thesis Neos S&P 500(R) High Income ETF (BATS:SPYI) has demonstrated strong early performance with its covered call strategy on the S&P 500, but I question the sustainability of its high 10-12% distribution yield and capital appreciation plausibility. I’m holding until the fund managers reevaluate the fund’s yield target and capital appreciation…
da-kuk/E+ via Getty Images DLocal Limited (NASDAQ:DLO) operates a payment processing platform that helps businesses in online payments globally. The company has achieved a remarkable amount of growth, as in Q2 the company’s revenues grew by 59 percent. I believe that DLocal’s revenues still have significant room for growth. Although the stock seems expensive on…
Torsten Asmus Introduction We previously covered Vanguard Total International Bond ETF (NASDAQ:BNDX) back in April 2020 (click here for the article). At that time, it was during the peak of market fear, and we mentioned that the fund should appreciate its fund price as the market fear recedes. It has played out as we expected…
Boonyachoat/iStock via Getty Images By Scott Glasser, Michael Kagan, & Stephen Rigo Seeking Nature-Positive Revenue Opportunities Market Overview Despite a strong start in July, the S&P 500 Index (SP500, SPX) finished the third quarter down 3.3% as momentum fizzled in August and September. The most likely explanation for the drop was the relentless increase in…
AlizadaStudios Western Midstream (NYSE:WES) has seen its share price stagnate with a dividend yield of more than 8%. The company has a market cap of more than $10 billion, and its share price has recovered substantially from its COVID-19 lows. Over the past 2 years though, its share price has stagnated, despite it working to…
imaginima I continue to emphasize my core strategy for investing in this volatile, high interest-rate environment: lean in on “growth at a reasonable price” stocks that are executing well in this macroeconomy while also trading at appealing valuations. Fundamental strength provides for an upside case should the market rally from here, and a cheap valuation…
Kobus Louw/E+ via Getty Images Introduction The share price for StoneX Group Inc. (NASDAQ:SNEX) has not been that impressive in the last 12 months as the company has barely grown around 1%. The company released its last report on August 2, 2023, which showcased a fantastic growth rate for the bottom line at 37% YoY….
AdrianHancu Societe Generale (OTCPK:SCGLY) (OTCPK:SCGLF) reported results for Q2 2023 on August, and topped analyst expectations with regards to both topline and earnings. in the period from April to end of June, SG accumulated EUR 1.2 billion of net profits, which suggests a P/E of approximately ~x4 on an annualized basis, a discount of more…
niphon/iStock via Getty Images By Brian Nelson, CFA Stock prices and returns of a company are a function of its cash-based sources of intrinsic value: net cash on the balance sheet and future expected enterprise free cash flows (and changes in them). A stock price is reduced by the amount of a dividend payment once…