carterdayne/iStock Unreleased via Getty Images Founded in 2001, Shake Shack (NYSE:SHAK) operates and licenses restaurants in the United States as well as other countries. Since the company’s IPO in early 2015, Shake Shack’s stock has appreciated well at a CAGR of around 10.3%. The stock has rallied by over 100% in the past year as…
Khaosai Wongnatthakan One of the biggest advantages of older ETFs is also a major disadvantage. On the one hand, it’s easy to look at various time frames to see when it outperformed the market; this gives you opportunities to look for similar signals in the future. Ironically, that’s also a drawback because too much historical…
Maikel de Vaan Introduction Per my July 2023 article, ASML (NASDAQ:ASML) is a powerhouse. The business remains outstanding but the stock can be another matter. My thesis is that the company is still wonderful, but the stock does not look cheap based on the latest financials from the 1Q24 results and the 2023 annual report….
Natal-is Shoe manufacturer and brand Crocs, Inc. (NASDAQ:CROX) has seen an impressive 37% share price rise year-to-date [YTD], far outstripping the small 3% increase in the S&P 500 Consumer Discretionary index. This is also a welcome change after the stock dropped by 14% in 2023. Price Chart (Source: Seeking Alpha) However, I believe that this…
Galeanu Mihai Introduction & Investment Thesis Workday (NASDAQ:WDAY) is a provider of enterprise cloud applications for finance and human resources. The stock has underperformed the S&P 500 and Nasdaq 100 YTD. The company released its Q4 FY24 earnings report last month, where revenue and earnings exceeded expectations. It is projected to grow its revenue by…
vladj55 Quanta Services, Inc (NYSE:PWR) has been growing steadily in the past decade, especially in the past three years since the signing of the Infrastructure Investment and Jobs Act in 2021. However, due to the significant increase in remaining performance obligation and uncertainty around its ability to deliver projects on time and on budget, despite…
Carol Yepes/Moment via Getty Images Verve’s Genetic Play: Rewriting the Script on Cholesterol Verve Therapeutics (NASDAQ:VERV) has set out to change the way we treat cardiovascular disease. Verve’s pipeline With a myriad of safe, affordable, trusted, and effective drugs like statins, SGLT-2 inhibitors, PCSK9 inhibitors, beta-blockers, and antithrombotics, VERVE-102, a gene therapy, is entering a…
anyaberkut Overview The foreign exchange market is becalmed today, with most of the major pairs trading in narrow ranges. The economic calendar is light and the North American session features benchmark revisions in US CPI and Canada’s January employment figures. The US quarterly refunding supply has been absorbed without much fanfare. The dollar-bloc currencies and…
miromiro/iStock Editorial via Getty Images 2023 was a perfect storm of negative events for Aritzia Inc. (TSX:ATZ:CA) (OTCPK:ATZAF): downward guidance, choppy store traffic, inventory buildup, discounting, product cost inflation, and temporary warehousing costs have led to terrible quarters in FY’24: Aritzia EPS (Company Filings) While all of these issues have contributed to the negative outlook,…
FotografiaBasica Altria Group, Inc. (NYSE:MO) attracts a lot of interest for its high dividend yield. Many investors – including users here on Seeking Alpha – who don’t already hold it seem at least interested in holding the stock for the yield. But skeptics have been increasingly asking one question in particular: Why hold a stock…
Kameleon007 Performance Assessment Last year, I was bullish on the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) relative to the Schwab U.S. Dividend Equity ETF (SCHD). This view played out for the most part, however in December 2023, the alpha created by JEPI relative to SCHD was nullified to close to 0 as there was a…
Soulmemoria/iStock via Getty Images Thesis Summary Tesla (NASDAQ:TSLA) has seen its stock go nowhere in the last six months. Though there have been ups and downs, the stock is now similarly priced as it was back in August. Over the last month, Tesla has actually lost over 7%, as the market begins to price in…
jetcityimage Wayfair Inc. (NYSE:W) is another online retailer still struggling to right-size the business for the normal sales pattern post-Covid. The online furniture platform saw a massive flood of sales in 2020 with consumers stuck at home needing furniture for home offices and students learning from home. My investment thesis is Bullish on the concept…
LumiNola/E+ via Getty Images Fiverr (NYSE:FVRR) was once the darling of the gig economy, epitomizing the potential of online freelance marketplaces. Its stock price rose over 10x during the pandemic as remote work and income diversification drove freelancer demand. However, Fiverr has since lost over 90% of its peak value as growth has slowed and…
Khanchit Khirisutchalual The last several years have been difficult for an emerging cloud company like Elastic (NYSE:ESTC). Like most rapidly growing, unprofitable companies, high inflation, war, supply chain disruptions, and other problems that ravaged a post-pandemic economy hurt the company’s fundamentals. Things only got worse when cloud customers of all sizes decided to optimize cloud…
Justin Sullivan From one of the ugly ducklings in the software and cloud space, Oracle (NYSE:ORCL) has gradually become one of the best success stories in the space. Not only when it comes to actual business performance, but in terms of shareholder returns as well. Since October of 2020, when I went against the popular…
imaginima Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting individual fund news and events – as well as the top-down – providing an overview of the broader market. We also try to provide some historical context as well as…
BeyondImages Since the last time I wrote about the multi-commodity miner Anglo American (OTCQX:AAUKF) (OTCQX:NGLOY) in early July, its price has declined by 7.8%. Year-to-date [YTD] it has declined even more, by 31%. Considering that the commodity cycle is weak end right now, the softening in price is hardly surprising. At the same time, Anglo…
Damir Khabirov Meta Platforms (NASDAQ: NASDAQ:META) has seen its share price skyrocket from its lows, as investors become less concerned about its AR/VR spending. Apple (NASDAQ: AAPL) entering the industry has likely been a strong source of support. The company does maintain a strong core business, but its ad business continues to see threats. Our…
Robert Way Introduction Although the preferred shares issued by banks and financial institutions are traditionally non-cumulative in nature (which means that in case the bank skips a preferred dividend payment, it does not have to make up for it in the future), the perception of a missed preferred dividend payment is so negative that I…
Lubo Ivanko/iStock Editorial via Getty Images British bank NatWest (NYSE:NWG) has had a tough week, selling off on the back of Q3 results from peers Barclays (BCS) and Lloyds (LYG) before dropping sharply following its own release on Friday. Source: Google The bank’s Q3 results were a clear disappointment, with big misses on most key…
Jamie McCarthy/Getty Images Entertainment Above: Succession was emblematic of the quality level of HBO that sustains subscription growth into the out years. “If you are going through hell, keep going…” Winston Churchill The media/entertainment sector has been anything but pretty, as the streaming wars continue to send torrents of losses destroying what pretenses are left…
Deepak Sethi ETF Profile The Columbia India Consumer ETF (NYSEARCA:INCO), with a trading history of ~12 years, and $122m in AUM offers investors exposure to around 30 Indian consumer companies. These are essentially staple and discretionary stocks, with exposure to sub-terrains such as automobiles, food and beverages, media, retail, travel and entertainment, etc. Garnering access…
pidjoe Brookfield Renewable Partners L.P. (NYSE:BEP) has seen its share price drop more than 33% since its peak. The company’s dividend has increased to more than 6% as rising interest rates and competition in renewables has made the company’s once lower dividend rate much less attractive. As we’ll see throughout this article, the weakness doesn’t…
Phiromya Intawongpan Recently, my attention was drawn to an ad promoting iShares Total Stock Market ETF (NYSEARCA:ITOT) (prospectus). The ad highlighted the diverse nature of the index into the total stock market, along with the fund’s reasonable 0.03% expense ratio. I’m not an avid investor of exchange traded funds, but if I’m going to participate…
Pgiam/iStock via Getty Images Investment briefing No relief for Compass Minerals International, Inc. (NYSE:CMP)’s shareholders leading into the back end of the year, with the company’s equity stock attracting offers at 2-year lows as I write (Figure 1). As a reminder, CMP produces essential minerals, namely salt, sulfate of potash and specialty fertilizers. Its core…
jroballo Months after Liontown Resources Limited (OTCPK:LINRF) rejected a takeover bid from Albemarle (ALB), the bid has been raised. The Australian lithium miner hasn’t issued a press release, but Albemarle suggests the Board of Directors would accept a binding bid for A$3.00 in all cash. My investment thesis remains Bullish on Liontown Resources, though not…
georgeclerk/E+ via Getty Images Introduction A small beat on the top line didn’t suffice when the bottom line was missed by quite a lot in the latest earnings report from Hippo Holdings Inc. (NYSE:HIPO). The company is taking a different approach to the home insurance industry by combining a variety of popular techniques right now,…
DrewBuzz Too Much Of A Good Thing Western Midstream Partners (NYSE:WES) followed up last month’s pleasant surprise of a 12.5% distribution increase with the negative surprise of a $100 million, or 5% downward guidance to EBITDA in their 2Q earnings release. Paradoxically, the change was attributed to new wells coming on line and performing better…