FG Trade E-Commerce software platform provider BigCommerce (NASDAQ:BIGC) presented strong second-quarter earnings last week that showed strong gross margins, double digit revenue growth and, most importantly, narrowing losses. The firm widely beat EPS expectations for the second-quarter and BigCommerce still has a long growth runway in the e-Commerce market. With profitability just around the corner…
Charley Gallay/Getty Images Entertainment Trinity Capital’s (NASDAQ:TRIN) fiscal 2023 second-quarter earnings saw the business development company record dual beats on total and net investment income. However, whilst the results reaffirmed the long-term investment pitch of the venture-focused BDC, shareholder cheer turned sour with Trinity announcing a $75 million share offering at a price of $14.45…
ivanastar Investment Thesis Phillips 66 (NYSE:PSX) released solid Q2 results last week, beating the market estimates in several financial metrics. Despite the stock’s recent rally in the last couple of months, I believe PSX still demonstrates good value for a long-term play, whilst also satisfying income investors thanks to their favorable dividend yield relative to…
yucelyilmaz Investment Thesis Picking one sector to outperform is challenging. However, large-cap Industrial stocks, represented by the Industrial Select Sector SPDR ETF (NYSEARCA:XLI), look promising on paper, offering a relatively attractive 22.42x forward earnings valuation and 11.20% estimated earnings per share growth. In addition, XLI constituents delivered a solid earnings surprise this quarter, led by…
Roman Tiraspolsky/iStock Editorial via Getty Images Research Brief In today’s equity research analysis I am returning to a stock I covered several months ago, but still one of my favorites in the financial sector, Bank of New York Mellon (NYSE:BK). This time, however, I am applying my new rating methodology and seeing if I get…
JHVEPhoto Introduction In 2023 so far, the stock of the multinational food company- Kraft Heinz (NASDAQ:KHC), has proven to be a disappointment of sorts, delivering negative returns of -13%, even as its peers from the staple space have managed to deliver marginal positive returns. YCharts After an underwhelming first seven months of the year, we…
Steven Bennett/iStock via Getty Images Note: I have covered SEACOR Marine Holdings Inc. (NYSE:SMHI) previously, so investors should view this as an update to my earlier articles on the company. SEACOR Marine Holdings or “SEACOR” is a leading provider of marine and support transportation services to the offshore energy industry. As of June 30, 2023,…
Andres Victorero I’ve covered several of the Pacer Trendpilot ETFs, including the Pacer Trendpilot US Bond ETF (NYSEARCA:NYSEARCA:PTBD), these past few years. I’ve generally been bearish, as the trend-following strategies used by these funds seemed ineffective, in both theory and practice. PTBD itself had seen some success and excess returns in the past, but the…
Just_Super Introduction The stock of CPI Card Group (NASDAQ:PMTS), a micro-cap, payment tech specialist has had a rough ride this year, particularly since May; all in all, on a YTD basis, the stock has lost around a third of its market-cap, even as its peers from the micro-cap space have eked out single-digit returns. In…
Michael M. Santiago Introduction As a dividend growth investor, I seek new investment opportunities in income-producing assets. I often add to my existing positions when I find them attractive. I also use market volatility to my advantage by starting new positions to diversify my holdings and increase my dividend income for less capital. The energy…
Alexandros Michailidis Dear readers/followers, Deutsche Telekom (OTCQX:DTEGY) (OTCQX:DTEGF) has been one of my few very successful telco investments in the past 2 years, by which it has ripened and materialized into the RoR that I expected from it, enabling me to “SELL” or rotate at a high of €22/share (though it went somewhat higher), only…
Just_Super Arista Networks (NYSE:ANET) reported a very strong second quarter and announced guidance for the 3rd quarter, both of which were ahead of FactSet consensus. This reinforces a key tenet of my investment thesis: that the market will continue to underestimate the growth potential of this company and earnings upgrades will continue and drive value…
Officially out of beta, Bitcoin Magazine is excited to make public its new over-the-counter service, Rare B.TC, which enables users to buy and sell rare sats – bitcoins that have a history or provenance that makes them more valuable to collectors – as well as rare inscriptions. Today, finding rare bitcoins can be difficult. There’s a patchwork…
anyaberkut Thesis Review I have had a ‘buy’ rating on Ares Capital (NASDAQ:ARCC) since early July. Since publication of my last article on the stock, this pick has slightly underperformed the S&P500 (SPY) (SPX) (VOO) by +2.03%. Now, after reviewing the Q2 FY23 results and commentary, I am downgrading my stance to a ‘Neutral/Hold’ for…
jewhyte Microsoft (NASDAQ:MSFT) reported results for its fourth fiscal quarter on Wednesday and the firm beat predictions by a good margin, thanks to a strong performance of the Cloud segment as well as easing pain in the Personal Computing business. The latter especially has been under pressure from a serious decline in consumer demand for…
metamorworks/iStock via Getty Images Co-authored with “Hidden Opportunities” Lifelines of the Digital Economy Artificial Intelligence (‘AI’) is the talk of the town in 2023. The advent of ChatGPT has created uneasiness in almost every industry. Big Tech companies rushed to form partnerships or compete in the market with their AI product offering. These AI chatbots…
Justin Sullivan Oracle Corporation (NYSE:ORCL) is successfully harnessing the momentum of the rapidly growing cloud computing market. Its exceptional services and the high demand in this sector are fueling its prospects for a promising market forecast. Aided by the transformative impact of Artificial Intelligence (AI), Oracle is carving out a prominent position in this rapidly…
Love portrait and love the world Hotel REITs took a ferocious beating during the pandemic, but they are making a steady comeback. As of this writing, Hotel REITs are up 4.62% in 2023, good for a middle-of-the-pack 9th-place standing among REIT sectors, and just slightly off the 4.90% pace set by the average REIT. Meanwhile,…
Michael Vi/iStock Editorial via Getty Images Overview Adobe (NASDAQ:ADBE) shares have had an interesting trajectory throughout this year. While trading below the NASDAQ Composite’s price return throughout most of the first half, its shares saw significant appreciation in the run up to its latest earnings report. These gains have persisted, and another round of buying…
Sean Anthony Eddy Investment action I recommended a buy rating for Conmed (NYSE:CNMD) when I wrote about it the last time, as I was positive on the revised guidance, which reflected recovering share dynamics following the disruption early in 2023 and improvements in procedure volumes and staffing. Based on my current outlook and analysis of…
guvendemir Introduction It’s time to discuss what has become one of my all-time favorite dividend growth stocks: L3Harris Technologies (NYSE:LHX). In April, I wrote my most recent article, calling the company a ridiculously undervalued dividend stock. Since then, I have aggressively added to it and bought it for almost all dividend portfolios that I manage/advise…