Khanchit Khirisutchalual Introduction: CBRE Global Real Estate Income Fund (NYSE:IGR) is a closed-end fund, or CEF, that was incepted in Feb. 2004. The fund’s main objective is to provide high current income to its shareholders. Capital appreciation is the secondary objective. The fund’s mandate requires it to invest at least 80% of the total assets…
urbazon Continuing my series of updates on dividend ETFs, today I would like to offer a fresh look at the Invesco S&P Ultra Dividend Revenue ETF (NYSEARCA:RDIV), which I previously assessed in August 2023, concluding with a Hold rating. Why we should discuss RDIV once again? As this is a high-turnover, highly selective dividend strategy…
Douglas Rissing Investment thesis: The market is currently pricing in Federal Reserve interest rate cuts, with expectations recently boosted by its latest signals. The S&P 500 Index (SP500) is trading at a P/E rate of about 28, whereas historically it has been averaging about 16, which is arguably an indication of rate-cut expectations being baked…
Steve Heap/The Image Bank Unreleased via Getty Images Intro Costco Wholesale Corporation (NASDAQ:COST), a retail giant renowned for its warehouse club model, has consistently demonstrated its resilience and financial strength over the years. Over a five-year span, the stock returned more than 250%, easily clearing the S&P 500 in the same time period, which was…
champc Reviewing 2023 results for the major asset classes reflects a long list of winners, with one conspicuous downside outlier: commodities. Amid widespread gains in global markets last year, the red ink in raw materials stands out. Does that create the setup for a rebound in 2024? I considered the possibility a month ago, but…
Yongyuan Dai 2023 was one of the worst years on record for Hong Kong equities, as a steep H2 drawdown led to the third straight year of losses for iShares MSCI Hong Kong ETF (NYSEARCA:EWH). With 2024 also starting off poorly, the Hong Kong equity benchmark is now back to price levels last seen at…
MediaProduction Investment thesis Okay, admitted: This one’s a troubled child. At one point in 2015, the common stock of Assertio Holdings, Inc. (NASDAQ:ASRT) traded at ~$130. Less than a year later it had lost more than half of that value, and with the exception of a spike in late 2016, Assertio’s share price has known…
Westhoff/E+ via Getty Images Not In A Good Way The stock of heavy electrical equipment player- Babcock & Wilcox (NYSE:BW) has faced an egregious turn of events this year, giving up close to three-fourths of its market-value and significantly underperforming the benchmark. YCharts BW’s prospects are keenly linked to the appetite for capital projects by…
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Michael M. Santiago Shares of Pfizer (NYSE:PFE) are at risk of dropping to new selling pressure after the drug manufacturer cut its earnings and revenue forecast for FY 2023 last week due to plunging COVID-19 vaccine sales. The warning also highlighted Pfizer’s need to realign its cost structure with lower expected levels of profitability going…
Torsten Asmus I last wrote on the Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSEARCA:IVOL) in June and since then I have been aggressively adding to my position. While the IVOL uses various derivatives, it is essentially a bet on 2-year US bond yields falling relative to 10-year inflation expectations from their current elevated…