da-kuk In one of my previous articles, I discussed the top Bitcoin ETFs for investors seeking exposure to Bitcoin, excluding the Grayscale Bitcoin Trust (NYSEARCA:GBTC) due to its high management fees. Today, I’ll go into detail about GBTC and explain why I believe it’s an inefficient option for Bitcoin exposure. Thesis: GBTC’s high expense ratio…
Mark Segal/DigitalVision via Getty Images Thesis Devon Energy (NYSE:DVN) is scheduled to release Q1 results on May 1st, 2024. Investors may be disappointed with the results against strong market expectations resulting from a healthy crude rally throughout the quarter. Now that crude prices have stabilized in the low $80/barrel range, investors may be expecting more….
MicroStockHub Per LSEG, only 29 companies have reported their Q1 ’24 earnings so far, and the big banks that reported on Friday morning April 12th, won’t be in the numbers so to speak until Monday, April 15th or Tuesday, April 16th. Another 41 companies are expected to report this week. The point being to all…
PonyWang Summary Readers may find my previous coverage via this link. My previous rating was a buy as I believed Entegris’ (NASDAQ:ENTG) growth had bottomed, and gross margins would see expansion moving forward; with both factors driving an upward revision of its multiple. As of April 8th, the ENTG share price has touched my target…
ryasick The inflation outlook looks increasingly uncertain, and despite the Fed signaling its intent to cut rates this year, the reality is no one really knows for sure what happens next. If you’re an investor looking for stable income and low portfolio duration to remove the risk that rates don’t fall or even rise further,…
winhorse/iStock Unreleased via Getty Images Elevator Pitch Wharf Real Estate Investment Company Limited (OTCPK:WRFRF) [1997:HK] or Wharf REIC is rated as a Buy. Wharf REIC calls itself “one of the largest real estate companies in Hong Kong” with “flagship properties” like “Harbour City” on its corporate website. Harbour City, Hong Kong’s biggest retail mall, accounted…
Yuichi Yamazaki Elevator Pitch Fanuc Corporation (OTCPK:FANUY) (OTCPK:FANUF) [6954:JP] is rated as a Hold. Previously, I wrote about Fanuc Corporation’s shareholder capital return moves and the company’s short term headwinds in my January 9, 2024 article. This latest update focuses on FANUY’s prospects for the near term and long run. On one hand, I have…
maybefalse Elevator Pitch I have a Buy rating for Youdao, Inc. (NYSE:DAO) shares. My previous November 17, 2023 article touched on DAO’s financial results for the third quarter of last year and the company’s continued share buybacks. The spotlight is on Youdao’s 2024 prospects in this update. I think that DAO will perform better this…
sefa ozel NaaS Technology (NASDAQ:NAAS) is a leading charging solution provider, supporting charging station owners throughout the entire lifecycle of a station, from initial construction to operation and upgrades. At the initial building stage, NaaS offers offline services, including site selection, charging equipment procurement, engineering, procurement, and construction (EPC), as well as financing solutions to…
Michael Vi The Palantir Investment Thesis Data by YCharts Palantir Technologies Inc (NYSE:PLTR) was right on time with the introduction of Palantir AIP last year. And the stock has benefited greatly from that and has done very well so far. And the introduction of bootcamps to help potential customers understand how to apply AI and…
andreswd/E+ via Getty Images Intro We wrote about Integer Holdings Corporation (NYSE:ITGR) in December of 2022 when we assessed if more upside was on the cards for the growing MedTech company. Integer was just off the back of announcing a Q3 earnings beat where the bottom-line reported number could have been better but for some…
BanksPhotos Alto Ingredients (NASDAQ:ALTO) if facing some difficult headwinds at the moment, although its fortunes could improve later this year. However, I expect a lot of downside pressure when the company reports its Q3 results. Company Profile ALTO produces and distributes specialty alcohols, ethanol, and essential ingredients, such as dried yeast, corn protein meal, corn…
beast01/iStock via Getty Images Thesis Summary Behind the scenes, literally, of many TV stations across America is one parent company that is often under-covered in analyst coverage, so to change gears from my usual financial or consumer products stocks today I’m “switching the channel” to cover Nexstar Media Group (NASDAQ:NXST). I rated the stock a…
gaspr13/E+ via Getty Images Marine Products (NYSE:MPX) manufactures recreational fiberglass powerboats under the Chaparral and Robalo brands. The company sells its boats to an extensive global network of authorized dealerships, including over 300 dealers as of the company’s June presentation. The company prides itself on innovative design and efficient operations. With strong earnings, the Marine…
zhengzaishuru Dorchester Minerals (NASDAQ:DMLP) declared a distribution for Q2 2023 that was approximately 32% lower than its Q1 2023 distribution. This was not all that surprising since it has a variable distribution tied to its cash receipts and Q1 2023 benefited from both the timing of cash receipts and a spike in sales volumes that…