Dragon Claws This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary. EPS strategy WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS) was formerly known as WisdomTree U.S. Earnings 500 Fund ETF (as of writing, the latter name is still used on Seeking Alpha). EPS…
tum3123 Stocks peaked about a month ago. Since late March, the S&P 500 has been down about 3%. Nothing to write home about in terms of a market correction, but it’s generally red across the board. One area that has been a quiet outperformer lately, though, is emerging markets. In a plot twist, EM has…
Funtay NielsenIQ data show that UK cigarette industry retail sales fell just 1.8% from year-ago levels. That continues an improving trend over the last two years, though sales for Philip Morris International (PM) boasted an annual increase of 6.1% while British American Tobacco (NYSE:BTI) sales dropped 4.7% YoY. Of course, tobacco companies continue to diversify…
olrat/iStock via Getty Images MYR Group Inc. (NASDAQ:MYRG) is a holding company of leading specialty contractors that service the electric utility infrastructure, commercial and industrial construction markets in the U.S. and Canada. The company has two business segments, a Transmission & Distribution segment (“T&D”) and a Commercial & Industrial segment (“C&I”). In 2023, MYR Group’s…
Boy Wirat/iStock via Getty Images Vertex, Inc. (NASDAQ:VERX) recently delivered EPS better than expected, and with investment banks upgrading their expectations, there seems to exist a lot of optimism in the market. In my view, new partnerships with existing vendors of ERPs and CRMs as well as professional services firms could be the fuel for…
metamorworks Investors often get caught up focusing on the S&P 500, but there is a world of stocks away from the domestic large-cap space. An overlooked ETF is the Vanguard Extended Market ETF (VXF). This is an all-inclusive SMID-cap fund – it houses all US stocks not technically classified as large caps. It includes many…
bjdlzx Since I presented my ‘Buy’ thesis for Linde (NASDAQ:LIN) in my introductory article, the stock price has surged by more than 25%. The company released their Q4 FY23 result on February 6th, delivering 4% underlying revenue growth and 13.6% of adjusted profit growth. I reiterate ‘Buy’ rating for Linde with a fair value of…
SOPA Images/LightRocket via Getty Images Investment action Based on my current outlook and analysis of Thomson Reuters (NYSE:TRI) (TSX:TRI:CA), I recommend a buy rating. I expect TRI to grow EPS to low teens in FY25/26 post-the FY24 investment year and, coupled with a low single-digit dividend yield, bridges to a total return of 24% over…
Justin Sullivan I’ve written a ton about SoFi (NASDAQ:SOFI). I don’t know if I have ever been more confident that they will beat quarterly and annual expectations than I am right now. One week from today on January 29 they will report Q4 earnings and give full year 2024 guidance. Let’s look at Q4 and…
Michael Vi Investment Thesis BILL Holdings (NYSE:BILL) simplifies financial operations for SMBs through specialized automation software, including payables and receivables management. The stock isn’t overly expensive at 40x forward EPS. The problem here is twofold. Firstly, the business is slowing down at a rapid rate, and it’s difficult to know with certainty at what rate…
JHVEPhoto It has been a rough start for some of 2023’s winners. Specifically, semiconductor stocks have struggled to kick-start the year. I noticed that the first two sessions of January were the worst back-to-back trading days since December 2022 for the VanEck Semiconductor ETF (SMH). After a stellar last 12 months, a pullback might make…
littleny/iStock Editorial via Getty Images There is no other company in the stock market that I am aware of that has prospects for >15 % growth, is an at scale global leader with thousands of employees, and trades below 8x PE. Daktronics (NASDAQ:DAKT) is a large company with > $800m in revenue and > $60m…
hdagli/E+ via Getty Images Intro We wrote about Limoneira Company (NASDAQ:LMNR) back in late May of this year when we were optimistic that the company’s Q2 numbers could add to the stock’s momentum at the time. Shares had bounced off their December’2020 lows with aplomb and had gained approximately 30% in value over the following…
Pla2na Core Laboratories Inc. (NYSE:CLB) did not deliver better net sales than expected in the last quarter, however the outlook with regards to international recovery of exploration efforts was beneficial. Additionally, management noted demand for reservoir description services thanks to automation and digitalization, and we could expect the same to happen in the future. I…
WichienTep/iStock via Getty Images 2023 has been a particularly challenging year for the solar industry. The solar ETF (TAN) has lost 40% of its value this year, with virtually all those losses occurring over the past three months. One notable example is Canadian Solar (NASDAQ:CSIQ), which has lost nearly half its value since August. However,…
Wirestock/iStock Editorial via Getty Images The Utilities sector has been one of the worst-performing areas of the market over the past year. Recall it was September 2022 when the XLU Utilities Sector SPDR plunged as interest rates surged. While the fund found a low the following October, its rebound rally petered out in January, and…
Just_Super Investment Thesis Palo Alto Networks (NASDAQ:PANW) reported results on Friday, after the close. The oddest time for a large mega-cap company to report. This kept many investors on the sidelines for fear that something odd would surface. Investors needn’t be concerned as the underlying thesis continues to unfold. Recall, I’ve consistently made the declaration…