MOAT ETF: Invest In Sustainable Competitive Advantages

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…

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Leidos Holdings Stock: Navigating Challenges In A Competitive Landscape Well (NYSE:LDOS)

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…

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Aehr: A Microcap With A Strong Competitive Advantage (AEHR)

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…

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Nutrien: Focus On Competitive Positioning And Capital Allocation (NYSE:NTR)

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…

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CWB ETF: Convertibles Offer No Competitive Yield

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…

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Tecnoglass Stock: Tailwinds And Competitive Advantages Warrants A Premium (NYSE:TGLS)

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…

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Zscaler: Competitive Position Remains Strong (NASDAQ:ZS)

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…

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