Colin Anderson Productions pty ltd/DigitalVision via Getty Images ConocoPhillips (NYSE:COP) is the largest independent oil and gas producer in North America. Unlike its major integrated peers, the company has no downstream processing capacity which exposes it to the whims of energy markets to a great degree. During periods of commodity price strength COP is expected…
serts Introduction and thesis Rockwell Automation (NYSE:ROK) is a leading global provider of industrial automation and digital transformation solutions. Headquartered in Milwaukee, Wisconsin, the company serves a diverse range of industries, including automotive, food and beverage, pharmaceuticals, and oil and gas, among others. With a history dating back to 1903, Rockwell Automation has established itself…
Ирина Мещерякова/iStock Editorial via Getty Images Recently, a bunch of negative catalysts have been pummeling the shares of Apple Inc. (NASDAQ:AAPL), with Apple shares declining by 11% YTD while the S&P 500 Index (SP500) has rallied by 10% (Figure 1). Figure 1 – Apple has declined by 11% while the S&P 500 has rallied by…
The crypto revolution was finally taken to new heights when the SEC approved 11 Bitcoin spot ETFs in January 2024. Global investors flooded in like never seen before, adding almost $5 billion of inflows on the first day of trading. As a result, the crossover between traditional finance and digital assets is now firmly established,…
Adventure_Photo A Dividend King Trading at a discount to its per share dividend growth rate Seeking high-yield alternatives before the Fed moves to lower interest rates, many investors are looking to the beaten-down Utilities sector. While this is a sector that operates heavily on debt and share dilution, their cash flow streams are maybe second…
manassanant pamai When looking at my personal portfolio it consists of different asset classes – real estate, stocks, and gold (to clarify, real estate is only the house I am living in as I don’t assume real estate being a good investment). And although I have covered gold from time to time, I mostly focus…
In a significant move showcasing dedication to the broader Bitcoin ecosystem, VanEck, a notable investment management firm, has pledged to allocate 5% of profits generated from their Spot Exchange-Traded Fund (ETF), if approved by the SEC, towards supporting Bitcoin Core developers for a period exceeding a decade. VanEck has already started this initiative by making…
GMVozd/E+ via Getty Images Co-authored by Treading Softly I try to approach life with a long-term mindset. I don’t like to think of the immediate gratification of tomorrow. I’d like to make plans to have enjoyment and success in the future. This doesn’t mean that I don’t accept or enjoy the present, but I also…
FactoryTh/iStock via Getty Images Atkore (NYSE:ATKR) reported earnings today and the stock was initially sold off. Atkore has been a tremendous winner over the last few years, largely due to pricing tailwinds. In this article, I’ll explain why CEO Bill Waltz thinks, “This is going to be the best decade ever.” Atkore FY 23 results…
Drew Angerer Thesis In this analysis of Palantir Technologies, Inc. (NYSE:PLTR), I will elucidate the compelling reasons why Palantir remains a “strong buy” even after experiencing a substantial rally of over 169%. According to my calculations, should analysts’ estimates materialize, the stock has the potential to ascend to $49.6, reflecting a significant upside. In light…
da-kuk By Cosmo Elms Generative AI is poised to revolutionize the smartphone market with stunningly advanced features and personalized user experiences. As the massive smartphone market has begun to plateau, big changes appear afoot in the consumer device world. Apple’s (AAPL) former chief design officer, Jony Ive, is reportedly in advanced discussions with ChatGPT creator…
Justin Sullivan When it comes to dividend stocks, there are a lot of great options out there from low yield, moderate yield, or even high-yield stocks. Low yield dividend stocks like Apple (AAPL) and Microsoft (MSFT) offer some nice growth potential and a little dividend to go along with that growth potential. Then you have…
naphtalina/iStock via Getty Images About two years ago, I advised investors to avoid Essential Utilities (NYSE:WTRG) due to its rich valuation back then. I reiterated my thesis last year, as the stock had remain overvalued. Since my first article, the stock has declined 30% and thus it has dramatically underperformed the broad market, given that…
Hmmm…need a permit, hunh? I know a guy…but, it’s gonna cost ya. Ugur Karakoc/E+ via Getty Images Introduction There is a good bit of churn in the marginal LNG space. When I say marginal, I mean plants that are not likely to be up and running until the latter part of this decade, or early…
Douglas Rissing The S&P 500 fell roughly 2.25% last week – its first weekly decline since mid-May ’23 – per the technical software. The YTD 60% / 40% balanced portfolio return ended last week at 11.22%, versus the 13.27% YTD return the prior week and the 10.98% as of June 30 ’23. CPI and PPI…
Hayes says ETH will skyrocket sometime in the next few years as the AI revolution strengthens and DAOs begin to form. Co-founder and former CEO of the BitMEX crypto exchange Arthur Hayes believes that Ethereum (ETH) will be the main winner and beneficiary of the AI revolution over the next decade. In a long-form blog post titled…