JHVEPhoto/iStock Editorial via Getty Images Intro We last wrote about Pitney Bowes Inc. (NYSE:PBI) in February of 2023 when we rated the freight & logistics company a ‘Hold’. In hindsight (as confirmed by PBI’s technicals below), the ‘Hold’ rating was the right call as shares are basically ‘flat’ since our commentary over fourteen months ago….
Sadi Maria/iStock Editorial via Getty Images We’re officially three months into the existence of spot Bitcoin (BTC-USD) ETFs in the United States market. With approximately a week remaining until Bitcoin’s next block reward halving, I think it’s worth taking a bird’s eye view of how Bitcoin is actually being adopted so far in 2024. In…
Quardia/iStock via Getty Images Investment Thesis Defiance Quantum ETF (NYSEARCA:QTUM) is a buy due to its equally weighted approach and focus on holdings in the high-potential field of quantum computing. This approach has resulted in the fund’s favorable valuation while also achieving returns roughly on par with larger tech and innovation ETFs. While a lesser…
bgwalker/iStock Unreleased via Getty Images So far over the past year, the majority of the big rallies in the tech sector have been in the enterprise segment. Duolingo (NASDAQ:DUOL), meanwhile, has been a massive outlier amid consumer technology products that has managed to stoke impressive investor enthusiasm driven by its aggressive product portfolio expansion and…
code6d Introduction Nike (NYSE:NKE) is about to report its Q3 fiscal 2024 earnings. So much different news about the company is being published almost daily, making it a battleground for bulls and bears engaged in a fight that could puzzle more than one investor. In fact, many are reporting that Nike is facing competitive pressures….
GlobalStock After a brutal start to the year, Devon Energy (NYSE:DVN) has finally bounced following solid earnings. The domestic energy company has become a cash flow machine returning lots of capital to shareholders, making the stock appealing to buy on weakness considering the volatile energy sector. My investment thesis is ultra Bullish on the energy…
SweetBunFactory You’d think that with all this AI hype, semi stocks broadly would be doing well. This of course until you dig deeper and realize how much of this narrative is being driven by just one stock (Nvidia, my fav!). Semiconductor stocks outside of Nvidia (NVDA) really haven’t done all that much since 2021, but…
Honda displays Afeela prototypes developed in partnership with Sony at CES exhibition in Las Vegas. Ethan Miller/Getty Images News Honda Motor Co. (NYSE:HMC), like its Japanese rival Toyota Motor Corp. (TM), wisely avoided the rush to commit to a hasty, gargantuan investment in battery-electric vehicle technology, cognizant that battery-electric vehicles (BEVs) are a trend being…
pepifoto The Vanguard U.S. Quality Factor ETF (BATS:VFQY), is an actively managed fund which evaluates companies based on factors considered to be indicative of high-quality earnings. The fund uses the Russell 3000 as its benchmark, and the managers look across the market cap spectrum to build the portfolio. We have faith in the quality factor…
wsfurlan/E+ via Getty Images Agricultural commodities feed, clothe, and increasingly power the world. The weather conditions and crop diseases in the leading growing areas are the primary factors for the path of least resistance of prices. However, any events that impact logistics can cause price volatility. Agricultural commodities include grains and oilseeds, animal proteins, and…
FatCamera Self-reflection is one of the most important traits when it comes to investing. It can be difficult to determine whether an investment that is not working out the way you thought it was is underperforming because you just need to be more patient, or if it’s because you were wrong, or due to fundamental…
The India Today Group/The India Today Group via Getty Images India’s interim budget has come and gone minus the usual freebies that typically come pre-election. Instead, it was as fiscally responsible as it gets, while also maintaining a status quo policy stance heading into the April/May election season. Fiscal prudence is a clear positive for…
AlexKalina/iStock via Getty Images Why am I excited for this week? It’s a new quarter and September is behind us. This year the seasonal pattern has been spot on. It isn’t always this way, but if seasonal patterns continue this quarter should be a sharp rally. In my experience, the key variable, the 10-year interest…
shih-wei By Alex Shingler, CFA & Justin Christofel, CFA As multi-asset income investors, we seek to help a wide range of clients meet their income needs. The benefits of an income-centric approach are especially relevant for investors as they enter retirement – and that’s especially true today. We bring that to life with two case…
The US Trustee had initially flagged concerns about disparities within the previous motion. A new development has surfaced in the ongoing bankruptcy proceedings of the defunct cryptocurrency exchange FTX. The troubled company has revised its proposed settlement plan after the US Trustees rejected its initial proposal. According to a court document filed on August 20,…
REKINC1980/E+ via Getty Images The Shopify Investment Thesis Appears Bright, Thanks To The Two Pronged Approach We previously covered Shopify (NYSE:SHOP) in May 2023, discussing the management’s decision to shed its logistics segment. We believed that this was a prudent strategy indeed, since it allowed the company to better focus on its higher-margin SaaS offerings,…
georgeclerk/E+ via Getty Images Introduction A small beat on the top line didn’t suffice when the bottom line was missed by quite a lot in the latest earnings report from Hippo Holdings Inc. (NYSE:HIPO). The company is taking a different approach to the home insurance industry by combining a variety of popular techniques right now,…
This is an opinion editorial by Daniel Hinton, the head of finance and operations for sFOX, a bitcoin prime broker and custodian, and Steve Jeffress, creator of Bitcoin UTXO set visualizer UTXO.live. We now know how to infer the daily price of bitcoin within 1% by looking only at the unspent transaction output (UTXO) set….
Mohammed Haneefa Nizamudeen Shares of precision cancer medicine developer Black Diamond Therapeutics (NASDAQ:BDTX) have lost over three-quarters of their value since IPO was priced at $19 in 2020. However, they are up 94% so far in 2023 after the company posted a positive data update in June for lead drug candidate BDTX-1535 in advanced non-small…