Sundry Photography Market volatility is back in full force as investors question the possible pace of Fed rate decreases. At this time, richly valued tech stocks are being pummeled more than the rest of the market, and companies with slowing fundamentals are top candidates to be culled from our portfolios. Consider especially Palo Alto Networks…
RapidEye/E+ via Getty Images It’s been more than a year since I last wrote about Arko Corp. (NASDAQ:ARKO). Back in March 2023, I noted that despite a 20%+ decline in the stock, Arko was still trading at a premium to peers. Since my article, Arko’s shares have continued to underperform, declining by another 26%. Figure…
hocus-focus/iStock Unreleased via Getty Images Despite a cautiously optimistic market that is energized by the AI boom, investors should maintain tremendous caution around richly valued growth stocks. I’ve moved more of my portfolio toward cash and value-oriented plays since the start of the year and locked in gains on many of my growth positions. Sprout…
JariJ/iStock via Getty Images In 2023, the global economy defied widespread expectations of a recession and falling interest rates. Instead, the United States, Japan, and, to a lesser extent, Europe delivered significantly better growth than was expected at the turn of the year, even as the U.S. Federal Reserve (Fed) and the European Central Bank…
Maksym Belchenko/iStock via Getty Images Bioceres (NASDAQ:BIOX) is an Argentinian company that develops, manufactures and sells inputs to the agricultural industry, including adjuvants, nutrient packages, and seed genetics. The company is especially famous for the HB4 trait of drought-resistant soy and wheat varieties. I have described the company in detail in previous articles (April 2021,…
Max Zolotukhin As we head toward the end of yet another year of unexpected twists-and-turns, it is important for investors to stay the course and keep focused on the long-term. With that in mind, and from my perspective as a 15-year contributor on Seeking Alpha, there are three primary mistakes the majority of ordinary investors…
asbe No sooner did we have one solid week for the stock and bond markets as the seasonally favorable part of the calendar began, when the gloom-and-doomers came out of the woodwork and started yelling “The sky is falling” when it comes to S&P 500 earnings. Don’t buy into the disaster-is-nigh crowd just yet. Here…
Imagesrouges We previously covered Amazon.com, Inc. (NASDAQ:AMZN) in August 2023, discussing its turnaround story from the FY2022 debacle, when the e-commerce company reported negative profit margins. The combination of its drastic cost optimization efforts, returning advertising spend, and AWS’s outperformance in the FQ2’23 quarter had led to our Buy rating, further aided by the booming…
PM Images Introduction A new wave of covered call ETFs have swept unsuspecting income investors away with eye-popping distribution rates. The YieldMax TSLA Option Income Strategy ETF (NYSEARCA:TSLY) is one such ETF currently promising a 60% distribution rate. You read that right. Sixty percent. TSLY Distributions (YieldMax ETFs) TSLY (I’ve been pronouncing it “tes-lee”, please…
Sezeryadigar I recently wrote a cautious follow-up article on the Global X U.S. Preferred ETF (PFFD), arguing that caution is warranted for funds heavily invested in preferred shares of financial companies, as the root cause of the March regional bank crisis have not been resolved. With long-term interest rates dramatically higher now than in March,…
John Kevin After the Fed’s last meeting, the “higher-for-longer” mantra pushed interest rates higher and equity markets lower. At the moment of writing, the ten-year nominal treasury yield has hit 4.75%, the highest point since August 2007. U.S. Generic Government 10-Year Yield (Bloomberg Terminal) However, even more important than nominal yields are real yields. A…
Vertigo3d Now, the argument for Artificial Intelligence (“AI”) is moving into government circles. Simon Kuper writes in the Financial Times: “Democracies tend either to act too late, or quickly but stupidly.” “That’s suboptimal, especially as life speeds up.” “AI advances almost weekly…” “So how can we make democracies faster and smarter?” The question? “How can…
Matteo Colombo Within Southeast Asia, Singapore continues to be one of the more resilient equity markets, posting flat returns YTD relative to the negative returns for most other single-country ETFs in the region. But as I highlighted in my prior coverage of the iShares MSCI Singapore ETF (NYSEARCA:EWS), the same tailwinds that underpinned this bank-heavy…
sykono Essential Properties Realty Trust, Inc. (NYSE:EPRT), unlike many other real estate investment trusts, or REITs, has held up quite well this year, suggesting it possesses significant idiosyncratic strengths. Global and U.S. REITs alike have suffered since the turn of the year as disinflation coupled with economic tail risk has acted unfavorably against the sub-asset…
Ildo Frazao This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary. DGS strategy and portfolio WisdomTree Emerging Markets SmallCap Dividend Fund (NYSEARCA:DGS) started investing operations on 10/30/2007 and tracks the WisdomTree Emerging Markets SmallCap Dividend Index. It has 960 holdings, a…