da-kuk In one of my previous articles, I discussed the top Bitcoin ETFs for investors seeking exposure to Bitcoin, excluding the Grayscale Bitcoin Trust (NYSEARCA:GBTC) due to its high management fees. Today, I’ll go into detail about GBTC and explain why I believe it’s an inefficient option for Bitcoin exposure. Thesis: GBTC’s high expense ratio…
Originally published on Unchained.com. Unchained is the official US Collaborative Custody partner of Bitcoin Magazine and an integral sponsor of related content published through Bitcoin Magazine. For more information on services offered, custody products, and the relationship between Unchained and Bitcoin Magazine, please visit our website. If you’ve been using bitcoin for a while, you’ve…
onurdongel Despite delivering massive growth as an industry, the solar sector has not been particularly kind to investors. For example, Invesco’s (IVZ) Solar ETF (TAN) has massively underperformed the S&P 500 index (SPY) and the very popular Invesco technology trust ETF (QQQ). Still, investors that have solely focused on companies specializing in solar inverters have…
hatman12 Direxion Daily S&P 500 Bear 3X Shares ETF (NYSEARCA:SPXS) is one of the most popular instruments to short the broad market for trading or hedging purposes. However, its daily -3X leverage factor is a source of drift. It must be closely monitored to detect changes in the drift regime. This article explains what “drift”…
For anyone with substantial bitcoin holdings, a custody structure that includes a single point of failure should be seen as unacceptable. If a wallet has a single component that—when lost or stolen—can lead to a permanent loss of funds, then it’s simply too dangerous to consider. Nobody wants to keep significant wealth teetering on the…
If you understand why bitcoin is an asset to hold for the long term, you may also wonder how to take advantage of retirement tax structures to minimize your tax expenditures. There are many different ways to approach holding bitcoin in an IRA, and as with everything in bitcoin, each has its trade-offs. Let’s look…
If you want to remove custodial risk from your bitcoin holdings, you must take self-custody. Bitcoin custody is determined by whoever has the keys to control the bitcoin—if you aren’t holding the keys to your bitcoin, then someone else is. As the saying goes, not your keys, not your coins. Once someone decides that they…
AlanStix64 Summary Readers may find my previous coverage via this link. My previous rating was a hold, as I thought Copart’s (NASDAQ:CPRT) valuation was still not attractive enough. My expectation was that CPRT should trade at around 25x forward PE before it becomes an attractive stock. I am reiterating my hold rating for CPRT as…
Walgreens is Realty Income’s largest client at 3.9% of Annualized Contractual Rent. patty_c/iStock Unreleased via Getty Images Realty Income The stock market (as measured by the S&P 500) has been strong this year (up over 15%), but if you strip out the “Magnificent 7” mega-cap stocks, the rest of the market has largely struggled. And…
MF3d/E+ via Getty Images Lumine Group (TSXV:LMN:CA) (OTCPK:LMGIF) is a vertical market software serial acquirer in the communications and media industries that became a publicly traded company after its biggest acquisition (WideOrbit), spinning out from Constellation Software (OTCPK:CNSWF) (CSU:CA). In this article, I am going to cover Lumine Group with the main goal of determining…
FatCamera Investment action I recommended a buy rating for Molina Healthcare, Inc. (NYSE:MOH) when I wrote about it the last time, driven by my belief that the market was undervaluing its evident potential for growth. After a thorough review of MOH’s third quarter results, my conviction has only strengthened. The company has showcased robust growth,…
designer491/iStock via Getty Images Despite the recent rally, WesBanco (NASDAQ:WSBC) remains an undervalued bank based on its equity. Suffice it to say that the Price/Book Value is only 0.67x, while the industry median is 1.04x. Significant exposure to CRE loans certainly weighs on this divergence, but based on the latest quarterly report, I do not…