Torsten Asmus Since late October, large-cap U.S. stocks have seen a furious 25% rally based on the idea that the Fed will soon pivot and dramatically cut interest rates. The move in stocks has been driven almost entirely by a change in valuation and not a change in underlying earnings. I’ve looked high and low…
Eoneren Overview Black Hills Corporation (NYSE:BKH) is one of those quality dividend stocks that do not get enough attention. Perhaps the business sits in a ‘boring’ industry, so there isn’t an enormous amount of attention for it. However, BKH has always provided consistent growth, albeit slow at times, and has managed to reached dividend king…
grandriver In our view, Texas Pacific Land Corporation (NYSE:TPL) presents a unique and compelling investment opportunity. The company’s diverse revenue streams, which include oil and gas royalties, water sales and royalties, and surface-related income, provide exposure to increased development within the Permian region while mitigating the risks associated with direct oil and gas production. TPL’s…
Adventure_Photo A Dividend King Trading at a discount to its per share dividend growth rate Seeking high-yield alternatives before the Fed moves to lower interest rates, many investors are looking to the beaten-down Utilities sector. While this is a sector that operates heavily on debt and share dilution, their cash flow streams are maybe second…
CIPhotos Black Diamond Therapeutics, Inc. (NASDAQ:BDTX) is a precision oncology company targeting genetically defined cancers. It calls its approach the Masterkey approach, which aims to provide one solution for many types of cancer mutations and address the disease in a much broader range of patients than current precision therapies can access. Its oral therapies are…
alexali111/iStock via Getty Images The new dot plot The FOMC meeting held on December 13 was a significant event for the market. In particular, the new dot plot shows the potential investment opportunities in treasury bonds, as I will illustrate via the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in the remainder of this article….
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VioletaStoimenova/E+ via Getty Images Listen below or on the go on Apple Podcasts and Spotify More than 130 million people planned to shop for deals. (0:15) Bill Gates says AI could usher in a 3-day work week. (3:15) This quant portfolio now focuses on high yield. (3:43) This is an abridged transcript of the podcast….
ArtistGNDphotography/E+ via Getty Images By Peter C. Earle The annual ritual known as Black Friday takes on renewed significance in 2023. This year’s shopping extravaganza will serve as a litmus test for the strength of the American consumer and, consequently, the broader health of the US economy. As citizens continue to grapple with inflationary pressures…
A woman holds a shopping bag in one hand and a credit/debit card in the other. Wpadington/iStock via Getty Images As I’m writing this article, it’s hard to believe that it is already the day before Thanksgiving. You know what that means. Before you know it, it’ll be time to meet up with your family….
ipopba/iStock via Getty Images Markets continued to rally for most of last week, before taking a breather on Thursday and Friday. The major indices are now up over 6% for November after a rough patch from August-October.1 Leading stocks higher during the first half of last week was encouraging data on inflation. Both the Consumer…
Nina Shatirishvili Introduction: In my prior articles on Whitehaven Coal (OTCPK:WHITF) (here (Jun ’23) and here (Dec ’22)), I rated the Company as a Buy due to its strong fundamentals and its strong but now-ceased share buyback program, while also noting a couple visible risks and the stock’s less-than-ideal technicals. Today, however, I am upgrading…
Joe Raedle Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong portfolio of brands, a reputation for quality and durability, a diversified revenue profile, and a strong capital allocation strategy that involves supporting organic growth with M&A. The business has faced significant headwinds in recent quarters, contributing to a…
MarsBars Industries fall in and out of favor with the market, and that makes it a market for stocks rather than the stock market. For value investors, buying solid dividend payers when they are trading below their historical average valuations can lead to outsized income and gains over the long run. This brings me to…
Orientfootage Introduction In December, I wrote a bearish article on SA about telecommunications and electric vehicle (EV) infrastructure solutions provider Charge Enterprises (NASDAQ:CRGE), in which I said that there was little value in the business as revenue growth was coming from low margin voice and data termination services and the tangible book value was negative….
eric1513 In my previous article, I argued that the Black Knight (NYSE:BKI) and (ICE) merger presented a compelling buy opportunity as the leading provider of software and data solutions for the mortgage industry. I highlighted the company’s strong competitive position, robust financial performance, and attractive valuation. I also discussed the pending acquisition by Intercontinental Exchange…
Taiyou Nomachi/DigitalVision via Getty Images Stanley Black & Decker, Inc. (NYSE:SWK) engages in the tools and storage and industrial businesses in the United States and internationally. We have started coverage on the firm in August 2022 with a neutral view, and we have maintained this ever since. In this time frame SWK returned -1.9% compared…
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…
Torsten Asmus Black Stone Minerals, L.P. (NYSE:BSM) is expecting slightly higher production levels in 2H 2023, including higher oil cuts. This should allow it to achieve 1.1x distribution coverage during the second half of the year at current strip prices. Due to weaker hedges in 2024, there is a good chance that Black Stone’s distribution…