alfexe Introduction In October 2022, Simplify launched the Simplify Stable Income ETF (NYSEARCA:BUCK). This came out alongside the more popular (and higher risk) Simplify Enhanced Income ETF (HIGH). Both have performed very well since then. Data by YCharts Note that while HIGH has the higher total return, it has also eaten into its own principal,…
AzmanL Overview I previously rated a buy rating for Jamf Holding Corp. (NASDAQ:JAMF) as I expected growth performance to remain strong despite the poor macroclimate. Since my post, the share price has rallied strongly to $21 (just $1 below my target price), but has now fallen back to ~$17 levels again. My recommendation for JAMF…
Matt Winkelmeyer/Getty Images Entertainment Investment Thesis I believe heading into FY 2025 (and post Q4 2024), Zoom Video Communications (NASDAQ:ZM) has the setup to be a strong buy, led by their focus on AI enhancements, with upside possible in places like the intersection AR/VR technology in their workplace. Their stronger than expected Q4 earnings, driven…
Nikada PennantPark Floating Rate Capital (NYSE:PFLT) is a rather conventional BDC, which seeks to generate high-yielding streams of current income and, to a lesser extent, NAV appreciation. PFLT, as most BDCs, targets core middle market investment opportunities. The investments are made in companies, which are primarily backed by PE houses. In terms of the financing…
Cn0ra/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist. Utilities have been struggling for over the last year due to the higher interest rate environment. However, we’ve already seen what can happen when risk-free rates start to ease up, which has seen a significant rebound from the October lows when Treasury rates…
Dan Tapiero also shared insights into his bullish Bitcoin price prediction emphasizing on the cryptocurrency’s role as a monetary network and immutable, distributed ledger. Bitcoin has been flirting around $37,000 levels for a while and has left investors confused over what could be its next direction. Long-term investors continue to stay bullish over its future….
Moussa81 This article was co-produced with Kody Kester of Kody’s Dividends. ——————————————————————————— Achieving your financial goals doesn’t require a genius IQ, but you need the emotional stability to stand by said strategy in tough times. Johnson & Johnson (NYSE:JNJ) is a legendary healthcare company with a renewed focus on its pharmaceutical and medtech segments, making…
DNY59 Over the past few months, I have reviewed several funds from Simplify Asset Management. Some have been hits like the Simplify Volatility Premium ETF (SVOL), while others have been misses for my personal risk/reward profile. I believe the Simplify Hedged Equity ETF (NYSEARCA:HEQT) is a well-designed fund for conservative-minded investors. The HEQT ETF uses…
Portra/E+ via Getty Images Investment Thesis Duckhorn Portfolio (NYSE:NAPA) has underperformed over the past year and has further declined by about a tenth since the Q4 print as a result of the departure of its long time CEO and conservative guidance. We believe the company is likely to achieve the top end of its revenue…
HJBC Asset management stocks have faced no shortage of headwinds recently. The stalling of the long-running bull market in equities and bonds, which has helped prop up industry AUM and fees, and the rise in passive solutions and their negative effect on margins are chief among them. Smaller players not diversified in their products and/or…
Marat Musabirov There can be little doubt that one of the biggest problems facing the average American today is the incredibly high level of inflation that has been persisting in the economy over the past two years or so. We can clearly see how high the current rate of inflation is by looking at the…