South_agency Investment Thesis I recommend buying Suzano (NYSE:SUZ) shares. The company is the world’s largest producer of eucalyptus short fiber pulp and has great competitive advantages for operating in Brazil, whose climate, soil and trees offer faster planting and a consequently more competitive cost. The company has grown strongly in recent years with M&As. Furthermore,…
Eoneren We previously covered QUALCOMM (NASDAQ:QCOM) in January 2024, discussing why it remained well poised to grow through the decade, thanks to the bottoming of the handset and automotive markets. This was significantly aided by the renewed 5G modem contract with AAPL, its entry into the fiber broadband carrier market, and the upcoming super cycle…
Joe Raedle/Getty Images News When investing in stocks, not every investment is working out. But expecting every investment to work out is an impossible standard and to make money as an investor, it is certainly enough when one out of two investments is becoming a success. Especially for long-term investors, it is enough to have…
Michael M. Santiago/Getty Images News Investment Thesis I believe that while NVIDIA (NASDAQ:NVDA), a leading force in the AI and data center chip market, produced powerful numbers in this recent quarter, investors should still take caution. Despite its impressive revenue surge, with overall revenues topping $22.1 billion in Q4 FY 2024, reflecting a strong 265%…
tamara_kulikova Thesis The VanEck Morningstar Wide Moat ETF (BATS:MOAT) exemplifies a strong ETF with a robust strategy, designed to cater to discerning investors seeking to capitalize on companies with sustainable competitive advantages. These so-called “moat” companies are not just leaders in their respective fields but have established durable business models that offer the potential for…
DKosig Elastic’s (NYSE:ESTC) stock is up significantly from its early 2023 lows, largely on the back of growing expectations in regard to the impact of generative AI on its search business. I previously suggested that improving sentiment towards Elastic’s stock may not be warranted based on the company’s fundamentals. The stock is up nearly 40%…
EvgeniyShkolenko/iStock via Getty Images Investment thesis Our current investment thesis is: Leidos is positioned to achieve healthy long-term growth, owing to its focus on government contracts in sectors of resilience and ones that are benefiting from tailwinds. Underpinning this is deep expertise and a competitive pricing/margin structure. The company does not look overly competitive relative…
PhonlamaiPhoto/iStock via Getty Images Business Overview Aehr Test Systems (NASDAQ:AEHR) is a semiconductor manufacturing equipment provider that specializes in wafer-level burn-in semiconductor testing. Its primary products are the FOX-P series testers. With each FOX-P series tester, a WaferPak Contactor is required. The contactor is similar to a probe card but also carries wafers. Similar to…
Sviatlana Zyhmantovich Affirm’s Stock Rollercoaster Affirm’s (NASDAQ:AFRM) stock went on quite the rollercoaster ride lately. It hit an all-time peak back in November 2021, only to tumble to a gut-wrenching 83% soon after. But zoom out and you’ll notice the stock has now rebounded 131% over the past year. So things aren’t totally bleak for…
Eloi_Omella Investing in highly cyclical and commoditized areas of the equity market presents us with certain unique challenges that should be addressed accordingly. A perfect example is the area of agricultural inputs or more specifically, fertilizers and agricultural chemicals where Nutrien Ltd. (NYSE:NTR) has become the most dominant player following the merger between Agrium and…
Allan Akins Rising long-term interest rates make long-term treasuries more and more a viable alternative to equities, certainly much more than was the case the previous years. And one cannot exclude a drop in equity prices due to the rising interest rates. Convertible bonds are often seen as a way to keep equity exposure but…
xxwp/iStock via Getty Images The following segment was excerpted from this fund letter. Tecnoglass Inc (NYSE:TGLS) Tecnoglass is a vertically integrated manufacturer, supplier, and installer of architectural glass, framing systems, windows, and doors. The company’s automated manufacturing base in Colombia allows it to manufacture products at a much lower cost than domestic companies. Shipping expenses…
Dragos Condrea/iStock via Getty Images Investment Thesis I covered Zscaler, Inc. (NASDAQ:ZS) earlier in July, in which I covered ZS’s competitive position in the market. In this article, I will cover some recent developments, including the company’s recent results and Microsoft Corporation’s (MSFT) entry into the market. I firmly believe that Zscaler’s platform offers superior…
Shutthiphong Chandaeng Investment Thesis PubMatic (NASDAQ:PUBM) is a company that went public in 2020, capitalizing on the strong appetite for risk in the market at the time. However, since its IPO, the share price has declined by 50%, primarily due to the overvaluation at which it was initially listed, compounded by its poor performance in…
franckreporter Investment briefing Shares of TFI International Inc (NYSE:TFII) have climbed a steady wall since the company listed on the NYSE back in 2020. Investors have rallied the stock 37% over the last 12 months at the time of writing, driven by a number of economic value factors. For reference, TFII is a logistics and…
Nalidsa Sukprasert Since the last time I wrote about the British luxury fashion company Burberry (OTCPK:BURBY) in May, its share price has seen a small correction of 2.6%. This is hardly any movement over five months, and it’s in line with what I had expected then. I was “on the fence about it short-term future…
gorodenkoff CymaBay Therapeutics (NASDAQ:CBAY) had made great progress in advancing the use of its drug seladelpar, because it was able to achieve a successful outcome for its phase 3 study known as RESPONSE, which treated patients with primary biliary cholangitis [PBC]. Not only was it able to meet on the primary endpoint, but the secondary…
Imagesrouges/iStock via Getty Images The Cash App Growth Cadence May Justify SQ’s Premium Valuation We have previously covered a few fintechs, with the incumbent being PayPal (PYPL) and startups being SoFi (SOFI), Upstart (UPST), and Affirm (AFRM). In this article, we will be covering Block (NYSE:SQ), focusing mostly on its Cash App performance, since the…