Oselote It has now been over a year since I last covered the Sprott Physical Silver Trust (NYSEARCA:PSLV) for Seeking Alpha. In my last piece, I said it was “time to buy the dip” and the timing of that call was quite good. At the time the article was published, PSLV shares were just over…
Oselote A Hold Rating for shares of Aya Gold & Silver Inc. Canadian mining and exploration company Aya Gold & Silver Inc. (OTCQX:AYASF) (TSX:AYA:CA) has a very positive outlook. Driven by robust silver pricing coupled with strong operations, the cash flow generation enables growth projects to focus on resource exploration and processing capacity development. The…
stockcam Amid deep market volatility this year, few companies have elected to go public, and fewer still have turned out to be success stories. Still – investors that are willing to be patient and time their purchases correctly can have the opportunity to earn outsized gains. Reddit (NYSE:RDDT) is an incredibly interesting new IPO. The…
2d illustrations and photos/iStock via Getty Images It’s quite understandable for some investors to feel fatigued from a seemingly never-ending buzz about AI. Dotcom era-like obsession of media with everything related to “artificial intelligence” has already led to hyped expectations in the tech sector. This April, however, we clearly see a hangover, with many AI-related…
PM Images Enbridge Inc. (NYSE:ENB) hasn’t had the best start to 2024 as its shares have declined by -6.62%. Shares of ENB have been in a perpetual decline as they have shed -9.36% of their value over the past five years, and -29.08% over the last decade. ENB reached $46.81 on May 30, 2022, and…
DNY59 Introduction I’ve previously published articles here on Seeking Alpha, covering the Virtus InfraCap US Preferred Stock ETF (NYSEARCA:PFFA). Since the last article was published in January 2024, PFFA was up smartly riding the expectation that the Federal Reserve would begin an aggressive interest rate reduction campaign as early as March. Over the last couple…
This article is written in partnership with Unchained, the official US Collaborative Custody Partner of Bitcoin Magazine and integral sponsor of related content published through Bitcoin Magazine. For more information on services offered, custody products, and the relationship between Unchained and Bitcoin Magazine, please visit our website. Â Bitcoin tumbled below $60,000 over the weekend, fueled…
hyejin kang Investment thesis My initial bullish thesis about Realty Income (NYSE:O) did not age well as the stock delivered a -7.6% total return since December 2023, notably lagging behind the broader market. Despite a decent latest earnings report, the share price dipped due to ongoing uncertainty surrounding the Fed’s monetary policy, which is weighing…
Colin Anderson Productions pty ltd Bonds are dropping on “higher for longer” rate expectations, and I view the dip as a buying opportunity. I am particularly attracted to longer-term bond funds, and the Nuveen Quality Muni Income Fund (NYSE:NAD) caught my eye, not because it has dipped to an attractive buy point; quite the contrary,…
z1b REITs (VNQ) have now been in a bear market for about 2 years. Their share prices crashed in 2022, and they have remained depressed ever since then. Data by YCharts But in late 2023, it seemed that REITs were finally starting to recover. Inflation began to cool down, interest rate expectations shifted lower, and…
Sundry Photography In my view, investors should fully embrace the volatility that is shaking the markets right now. Though the majority of investors are hooked into interest rate-driven headlines and continued speculation over the pace of rate cuts this year, volatility is also a great time for investors to scoop up big movers in single…
Luis Alvarez/DigitalVision via Getty Images Investment Thesis Maxeon Solar Technologies (NASDAQ:MAXN) delivers preliminary results that imply that its revenue growth rates are slowing down at a rapid clip. Not only are its revenues expected to shrink by 37% y/y, but more crucially, its net debt position has significantly increased. What’s more, the business’ underlying cash…
Andreas Rentz/Getty Images News Dear subscribers, I’ve been covering luxury companies, specifically Louis Vuitton (OTCPK:LVMUY) for some time. However, my upside in LVMH is realized for the time being and I do not view the French giant as a company in any attractive sort of valuation position. It’s very different from another luxury company –…
Art Wager The news is out now: after months in litigation, the NAR (National Association of Realtors) agreed in mid-March to pay a $418 million settlement in response to accusations of the powerful trade group colluding to inflate brokerage commissions. Real estate stocks, which had been on an upward trajectory this year as investors looked…
hapabapa Investment Thesis Adobe (NASDAQ:ADBE) falls on the back of its fiscal Q2 2024 guidance. Investors’ natural reaction is to say buy the dip, as management is being conservative with its guidance. And yet, for my part, I don’t believe management is being conservative. And what’s more critical here is that Adobe’s growth rates are…
Michael Vi The case to buy Zscaler shares now Has the long awaited consolidation trade finally arrived? Tuesday, March 5th, was not a pleasant day on which to hold high growth IT stocks. Apple Inc.’s report (AAPL) of a 24% decline in its iPhone sales in China in the first 6 weeks of this year…
Iana Miroshnichenko Overview The US dollar (DXY, USDOLLAR) is offered today. It is trading softer against all the G10 currencies, with the yen the notable exception, and it is flat. The Antipodean are leading the way, taking out last week’s highs, as has the euro. That said, the intraday momentum indicators are stretched as NY…
Torsten Asmus A dip in the roaring market is coming. When the market is at all-time highs and rising daily, it’s easy to get caught up in the frenzy. But patience can lead to higher returns later. There will be a pullback; the only question is when. Why is the stock market booming? Many stocks…
Yuichiro Chino/Moment via Getty Images Investment Thesis Arista Networks (NYSE:ANET) is a leading enterprise cloud network technology company that has been on a tear, returning roughly six times the S&P 500’s 110% since the pandemic lockdowns. But the relevancy of those returns really stood out since ChatGPT was launched and AI/Applied Machine Learning was finally…
Anton Petrus/Moment via Getty Images The stability of Prospect Capital’s (NASDAQ:PSEC) net asset value was at stake going into its fiscal 2024 second-quarter earnings. This figure had been dipping in the quarters preceding and fell by 33 cents to $8.92 per share during the second quarter or to $3.68 billion on a nominal basis. PSEC’s…
peshkov The Adams Natural Resources Fund (NYSE:PEO) invests across energy and materials sector stocks as an actively managed closed-end fund. The attraction here is a strong record, with PEO outperforming sector benchmarks including several indexed ETFs over the past five years. We also like the compelling 6% yield through a quarterly distribution. Emerging from a…
Drs Producoes/E+ via Getty Images The grain and soft sectors of the commodities asset class moved in opposite directions in 2023. Softs led on the upside with a 24.04% gain, while grains fell 13.04% for the year ending in December 2023. Agricultural commodities feed and, increasingly, power the world. Corn, soybeans, and sugar are critical…
Sundry Photography Last week, the SP 500 index closed at a new all-time high. Also last week, I saw an article on SeekingAlpha.com about buying the dip. Well, U.S. Bancorp (NYSE:USB) represents a buy the dip idea. This article will outline why I think USB is an interesting idea based on price action, momentum, and…
Marco Bello My Thesis As I write these lines, Palantir Technologies (NYSE:PLTR) stock is trading almost 57% below its all-time high and about 22% below its local peak following the recovery rally of the last few months: YCharts, Oakoff’s compilation Is this dip worth buying? I regularly see Palantir pop up among the most popular…
z1b It pays to invest in things that form the backbone of the economy, and what is a better example of that than the U.S. Postal Service, which since its inception has delivered for the American public come rain or shine. While the USPS is an independent agency of the federal government that you cannot…
Md Babul Hosen Brief summary of prior coverage X4 Pharmaceuticals (NASDAQ:XFOR) is developing mavorixafor for WHIM (a rare inherited form of chronic neutropenia), as well as for a broader chronic neutropenia patient population. Mavorixafor’s mechanism of action is ideal for WHIM and results from clinical trials are very convincing for an eventual approval in WHIM….
sarawuth702 The market has been roaring over the past few weeks with interest rate fears quelling. And while most tech and growth stocks have surged dramatically (and some, like Microsoft Corporation (MSFT), have hit new all-time highs), one major holdout from the party are electric vehicle (“EV”) stocks, and in particular, Tesla, Inc. (NASDAQ:TSLA). Since…
mikkelwilliam We previously covered Carnival Corporation & plc (NYSE:CCL) in June 2023, discussing the massive optimism embedded in the stock valuations and prices. This was attributed to the record expansion in its consumer deposits and bookings through 2024, with the management also guiding a return to positive adj EPS by FQ3’23. However, we had continued…
Bet_Noire/iStock via Getty Images As iShares U.S. Financial Services ETF (NYSEARCA:IYG) is currently trading around a 52-week low due to the Fed’s hawkish stance, I believe it’s time to follow Warren Buffett’s mantra of buying low and holding a stake for the long term. The buy recommendation is not only based on the drop in…
PM Images/DigitalVision via Getty Images We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in July 2023, discussing the sluggish stock movement after the previous FQ2’23 double beat and raised FY2023 outlook. We had rated the stock as a Buy then, with the stock’s depressed levels offering opportunistic growth/ income investors with the chance to dollar…
Pablo Cuadra/Getty Images Entertainment In today’s analysis, we discuss V.F. Corporation (VFC), a U.S. consumer firm that has shed a significant amount of its market value in the past year due to various company-specific and systematic headwinds. Data by YCharts Many market participants might think it’s a good time to buy V.F. Corporation, as the…
Allison Dinner/Getty Images News Arbor Realty’s (NYSE:ABR) dip over the last few weeks since the Fed sparked volatility by reaffirming a higher for longer stance at its September rate pause has been surprising. My investment position in the mortgage REIT wasn’t already at its full position so I took the opportunity to purchase 1,000 shares,…
tiero/iStock via Getty Images Sleep well at night, stocks are few and far in between and are to be accumulated when they become attractive in price. Such may be the case with Terreno Realty (NYSE:TRNO), which I last covered with a ‘Buy’ rating here back in February, highlighting its high cash rent spreads in coveted…
ArtistGNDphotography While the Nasdaq Composite is up impressively in 2023, so many non-mega-cap tech stocks are flat to even sharply lower on the year. One of the toughest places to be overweight is the solar industry, which includes some semiconductor firms. I am upgrading the Invesco Solar ETF (NYSEARCA:TAN) from a sell to a hold…
The ‘honest’ mistake did eventually cost Alameda some millions of dollars. An individual simply identified as Baradwaj has dropped a bombshell of an accusation on his former employer Alameda Research. According to him, Alameda, which was owned by Sam Bankman-Fried, played a prominent role in the downward spiral of Bitcoin (BTC) that saw its prices…
mirza kadic/iStock via Getty Images Cannabis stocks surged in the last month with Green Thumb Industries Inc. (OTCQX:GTBIF) nearly doubling from the recent lows. Positive signs on the regulatory front and a share buyback have investors far more positive on the multi-state operator (“MSO”). My investment thesis is still ultra Bullish on the stock, even…
andresr/E+ via Getty Images Brixmor Property Group (NYSE:BRX) is a mid-sized retail REIT with a current market cap of $6.62 billion. The New York headquartered company specializes in open air neighborhood and community shopping centers. These centers have some advantages, including reduced HVAC costs; only the stores need heating and air cooling, and reduced common…
PM Images Written by Nick Ackerman. Shares of STAG Industrial (NYSE:STAG) have recently started to pullback just as it was looking richly valued. That being said, it isn’t necessarily a screaming deal today, either. I’ve been watching STAG a bit more closely, as I’ve had the dividend reinvestment turned on my position for well over…
sanfel The 2023 pullback of REITs has been one of the defining themes of a year that has seen the Fed funds rate hiked to a 22-year high as the battle to get inflation back to its 2% target rate looks set to move into a third year. Agree Realty (NYSE:ADC) is down 21% over…
kruwt/iStock Editorial via Getty Images Investment thesis I looked at Ørsted A/S (OTCPK:DNNGY) (OTCPK:DOGEF) in March 2022 when I made a “sell” call based on the macro trifecta of commodity inflation, rising interest rates and economic protectionism: Seeking Alpha The stock is down 50% since and was already down 35% before Ørsted announced major impairments…
PotaeRin Summary Lamb Weston (NYSE:LW) manufactures and distributes a wide range of frozen potato products, including fries, oven-roasted potatoes, potato chips, and other frozen potato products. Readers may find my previous coverage via this link. My previous rating was a hold, as I believed the risk-reward ratio was a lot less attractive after the strong…
Amid the market realities, the marketing department at Nike noted that the low patronage of Foot Locker could be weighing on the sneaker giant’s shares. Clothing and footwear giant Nike Inc (NYSE: NKE) has recorded another dip in its stock value, courtesy of the poor performances of its wholesale partners, Foot Locker (NYSE: FL) and…
Recent data have left analysts optimistic about what the future holds for Bitcoin and the largest altcoin Ether (ETH). Miners may be paying no attention to the recent BTC price slump as on-chain data suggests that mining difficulty has hit new all-time highs. In the past week, BTC/USD has dipped by at least 11%, however,…
ljubaphoto The Health Care sector struggled mightily through mid-July this year. A risk-on trade favored mega-cap growth through May, then cyclicals and small caps took the lead as the summer got going. Over the last month, though, some defensive areas, including Health Care, have shown some alpha. I assert that relative strength can continue. I…
Despite the favorable revenue surprise, Home Depot saw a moderated fiscal year earnings projection implying that the corporation remains cautious about the road ahead. American retail giant Home Depot (NYSE: HD) has once again demonstrated its financial resilience by surpassing Wall Street’s expectations for its Q2 2023 earnings. Despite a slight dip of 2% year-over-year…
J. Michael Jones Earnings of First Bancorp (NASDAQ:FBNC) will most probably plunge this year due to margin shrinkage and higher operating expenses. On the other hand, loan book growth will support earnings. Overall, I’m expecting the company to report earnings of $3.08 per share for 2023, down 25% year-over-year. Compared to my last report on…
Ian Tuttle The biggest issue facing Roblox Corporation (NYSE:RBLX) entering Q2 2023 earnings was the elevated stock valuation. The mobile gaming platform is back to growth mode following the Covid volatility, but the market is now too worried about elevated investments in the future. My investment thesis is far more Bullish on the stock after…
Charley Gallay/Getty Images Entertainment Trinity Capital’s (NASDAQ:TRIN) fiscal 2023 second-quarter earnings saw the business development company record dual beats on total and net investment income. However, whilst the results reaffirmed the long-term investment pitch of the venture-focused BDC, shareholder cheer turned sour with Trinity announcing a $75 million share offering at a price of $14.45…
gilaxia/E+ via Getty Images Investment Thesis Live Nation Entertainment (NYSE:LYV) was up over 40% year-to-date (YTD) before dropping 15% from July 28 to August 3. I am taking this opportunity to suggest buying shares of the company now. In the mid-80s range, specifically at $86.50, I see a very attractive 11.6x risk-to-reward ratio based on…
jewhyte Microsoft (NASDAQ:MSFT) reported results for its fourth fiscal quarter on Wednesday and the firm beat predictions by a good margin, thanks to a strong performance of the Cloud segment as well as easing pain in the Personal Computing business. The latter especially has been under pressure from a serious decline in consumer demand for…