Arctic-Images The NXG Cushing Midstream Energy Fund (NYSE:SRV) is a closed-end fund that income-seeking investors can employ as a method of accomplishing their goals of earning a high level of income from the assets that are present in their portfolios. The fund does this by investing in a portfolio of midstream partnerships, which is certainly…
PM Images The PIMCO High Income Fund (NYSE:PHK) is a closed-end fund that income-focused investors can employ as a means of achieving their goals. This seems only logical given that the name of the fund strongly implies that its intent is to provide its shareholders with a very high level of current income. The fund…
Daddy1971/iStock via Getty Images We believe that most investors are wrong in judging Fair Isaac Corporation (NYSE:FICO) stock as expensive based on current multiples. The pricing power and unique positioning in the market as a natural monopoly make the company still cheap relative to its prospects. We expect topline growth to continue supported by strong…
JimSchemel On our last coverage of Main Street Capital (NYSE:MAIN) we felt the valuation was middling for the shares. We expected the premium performance to continue, but just couldn’t get behind it at the valuation at the time. On the other hand we found solid appeal in the bonds and gave them a buy rating….
We Are The shine has come off once-high-flying tech stocks in recent months. The Information Technology sector is barely outperforming Treasury bills thus far in 2024 while other sectors such as Energy and Utilities have performed well in the last month. It comes as the macro backdrop turns murkier, with recalcitrant inflation fears and concerns…
Alexandr Lebedko Introduction and thesis WD-40 Company (NASDAQ:WDFC) is a global consumer products company known for its iconic WD-40 Multi-Use Product, as well as a range of household maintenance and cleaning products. The company was founded in 1953 and is headquartered in San Diego, California. WD-40 is a fantastic business that is managed impeccably. Its…
Alistair Berg/DigitalVision via Getty Images Investment Overview Redwood, California-based Revolution Medicines (NASDAQ:RVMD) IPO’d in February 2020, raising ~$238m via the issuance of ~14m shares priced at $17 per share. Across the past 4 years, although none of the specialist drug developer’s active programs have progressed beyond the Phase 1 clinical study stage, Revolution’s share price…
Marje Investment Thesis UMH Properties, Inc. (NYSE:UMH) is a REIT that focuses on manufactured housing in the United States in the residential space. With 135 manufactured home communities, the REIT has a total of 25,800 homesites located in the eastern and central regions of the United States, namely the eastern or central regions of New…
Renata/iStock Editorial via Getty Images Dear readers/followers, It’s time to update on a company that I have not written about for almost 1.5 years. In this case, I’m talking about Oshkosh (NYSE:OSK), where my last article was published back in September of 2022. You can find that article here, and the article came with a…
da-kuk December, last year I wrote an article on Horizon Technology Finance (NASDAQ:HRZN) laying out an argumentation of why, in my opinion, HRZN was not the right business development company, or BDC, pick. The key arguments were the following: Pure-play focus on VC-type companies, where a notable chunk of the portfolio is associated with very…
McKevin Main Street Capital (NYSE:MAIN) seems one of the most coveted BDCs on the Street as the company has delivered consistent net asset value per-share growth over the life of the company. While Main Street consistently handed dividend raises to its shareholders, the BDC seems overpriced with a 58% premium to net asset value… which…
Tippapatt Thesis Credit Suisse Asset Management Income Fund (NYSE:CIK) is a name we have covered before extensively, with the last piece on the CEF dealing with the UBS / Credit Suisse merger and implications for their funds. In this article we are going to revisit the name on the back of a vicious rally in…
olm26250 Introduction Over the past few weeks, I have often told people I’m getting a 2021 feeling, as the market is rapidly rising, boosted by a few select tech/growth stocks. Meanwhile, crypto assets are flying again, boosted by Federal Reserve rate expectations that may not be fully justified in light of sticky inflation. The other…
Astrid Stawiarz Pernod Ricard (OTCPK:PRNDY, OTCPK:PDRDF) is the second-largest spirits and wines company in the world. They sell well-known brands such as Absolut Vodka and Kahlua. Wines and champagnes make up a small proportion (~5% of sales), the company is mostly focused on spirits such as vodka, whiskey, and gin. These drinks are becoming increasingly…
imaginima Dear readers, Prologis (NYSE:PLD) is a global industrial REIT which needs little introduction. If you live in a major city in the Western world, chances are that you’ve driven past Prologis’ warehouses countless times. The company owns 1.2 Billion sft of space on four continents and in 20 countries and completely dominates the sector…
G0d4ather Broadcom (NASDAQ:AVGO) is expensive right now, yet as one of the leading semiconductor companies in the world, I think it has a place in technology portfolios. My analysis shows investors are paying a significant premium if buying now, but operations and financials will contribute to continued long-term growth for the firm. As an investor…
Daniel Grizelj We previously covered Shopify (NYSE:SHOP) in November 2023, discussing its excellent FQ3’23 results, with the robust consumer spending contributing to its expanded GMVs and GPVs. With multiple e-commerce and online payment platforms still highly resilient despite the uncertain macroeconomic outlook, it was unsurprising that the SHOP stock had also rallied over optimistically and…
AntaresNS/iStock via Getty Images Introduction In the summer of 2022, I argued Glacier Bancorp, Inc. (NYSE:GBCI) was a well-run Montana focused bank, but I wasn’t willing to pay 3 times the tangible book value, or TBV, for the bank. Fast-forward to now, just over eighteen months later, and the bank’s share price has indeed come…
Anne Czichos Dear readers/followers, As I made abundantly clear in my last article on Munich RE (OTCPK:MURGY) I’ve made a very hefty profit with my investment in Munich RE that I have covered over the course of over a year now. Some readers have commented, or also sent private messages, that I might have sold…
SOPA Images/LightRocket via Getty Images NCR Atleos: Investment Thesis My previous article in relation to NCR Atleos Corporation (NYSE:NATL) was back on 17 October 2023, “NCR: Spinoff Of ATM Business Completed – Expect ‘Spin’ To Continue – Downgrade To Sell”. At that time, NCR Atleos had just transformed from being a wholly owned subsidiary of…
shih-wei Meet the new year, same as the old year… or so it would seem by the price dynamics of the S&P 500 in the early weeks of 2024. On the way to achieving another one of those round-number milestones so beloved by the financial media talking heads, it was the usual mega-cap stalwarts leading…
tupungato/iStock Editorial via Getty Images Big Stock Move, Little Change In Fundamentals In the six months since I last covered ITOCHU Corporation (OTCPK:ITOCY, OTCPK:ITOCF), the stock has been the highest performing of the five major Japanese trading companies. This included a 10% jump in three days on January 10-12 on no significant news. Seeking Alpha…
Morsa Images Investment Thesis TransMedics Group, Inc. (NASDAQ:TMDX) is an underappreciated medical technology stock that’s signature invention, the Organ Care System, helps better transport donor organs by keeping them in warm fluid that mimics the human body. The company has seen phenomenal growth, reporting 159% YoY and 27% QoQ revenue growth in its most recent…
pingingz Investment Thesis Okta Inc. (NASDAQ:OKTA) is set for 20% cash flow growth over the coming 5 years driven by trends such as the increasing shift towards cloud services and the prevalence of remote work, which continues to push increased demand for their identity management solutions. Its subscription model points to a developing switching moat…
SimoneN Friedman Industries (NYSE:FRD) is a steel processor with plants in the US Midwest and Atlantic regions. I wrote about Friedman in March and August 2022. In both articles, I considered that the stock did not represent a long-term opportunity because of the changes going on at the company level (tripling of its manufacturing capacity,…
Foryou13 Blackstone Inc. (NYSE:BX) is a profitable and internationally-diversified asset management company with multiple fee streams. The asset manager just reported earnings for its fourth quarter that exceeded expectations in terms of distributable earnings. Blackstone has a solid history of growth under its belt and the company comfortably covered its dividend with distributable earnings throughout…
Settapongd Dee-ud/iStock via Getty Images Dear readers, Iron Mountain Incorporated (NYSE:IRM) is a data storage REIT focused on innovative solutions in data center infrastructure, asset lifecycle management, and information management services. The REIT primarily owns two distinct types of properties – paper storage facilities and data centers. While the former is likely to experience a…
Gajus We previously covered AbbVie Inc. (NYSE:ABBV) in October 2023, discussing its mixed prospects as Humira’s revenue erosion may further worsen with the US FDA approval of two directly interchangeable biosimilars. Combined with the stock’s sideways movement over the past few quarters, we believe that the stock offers a mixed growth/ dividend investment story until…
shih-wei Thesis The United States Commodity Index Fund, LP ETF (NYSEARCA:USCI) is a commodities exchange-traded fund. The vehicle aims to replicate the SummerHaven Dynamic Commodity Index, which is a market index investing in commodities futures: The SummerHaven Dynamic Commodity Index Total Return is an index designed to reflect the performance of a portfolio of 14…
Editor’s note: Seeking Alpha is proud to welcome Jerad W Starr as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Wolterk/iStock Editorial via Getty Images After thoroughly reviewing…
AlanStix64 Summary Readers may find my previous coverage via this link. My previous rating was a hold, as I thought Copart’s (NASDAQ:CPRT) valuation was still not attractive enough. My expectation was that CPRT should trade at around 25x forward PE before it becomes an attractive stock. I am reiterating my hold rating for CPRT as…
Hiraman Tigo Energy, Inc. (NASDAQ:TYGO) recently reported impressive expectations for the year 2023 including double-digit net sales growth and EBITDA margin growth. Also including headcount growth related to its R&D activities, I believe that Tigo could present new offerings and geographic expansion in the United States and Europe. With all these new ideas in mind,…
chuckcollier As recently as early November, I concluded that I was slowly opening the door for Masonite International Corporation (NYSE:DOOR). The company was facing a tougher 2023 amidst the impact of higher interest rates on the housing market, with the company resorting to price hikes and M&A efforts to grow sales and earnings (at the…
da-kuk Investment Thesis I wanted to take a look at NetScout Systems (NASDAQ:NTCT) because the company has lost 23% over the last decade, which means it destroyed value for its shareholders. I wanted to take a look at its financials to see if I could find any positive that could warrant an investment. The company…
brusinski Investment Thesis A. O. Smith (NYSE:AOS) is the market leader in water heaters, boilers, and water treatment products in America. The company recently had its Investor Day, where it outlined a plan of growth for the coming years. We like it, but there are still many questions about it, especially the growth through acquisition…
Juan-Enrique Pretty Picture Martin Marietta Materials, Inc. (NYSE:MLM) operates in a cornerstone industry of the economy. Martin Marietta supplies crushed stone, sand, gravel, ready-mixed cement, concrete, and asphalt for construction markets. The company appears well-managed by the same CEO for 17 years. It is a legacy American company founded in 1939. A leader in its…
cemagraphics Introduction I’ve been following US non-lethal weapon maker Byrna Technologies (NASDAQ:BYRN) closely and I’ve written 4 articles about it on SA to date. The latest of them was in July when I said that the company had a strong balance sheet and that I expected net revenues to improve over the coming months due…
SweetBunFactory Investment Thesis Company Overview Advanced Semiconductor Material Lithography (ASML Holdings N.V.) (NASDAQ:ASML), founded in 1984 with headquarters in Veldoven, Netherlands, is a Dutch corporation specializing in developing and manufacturing photolithography machines that are used in producing computer chips. The company has one reportable segment in lithography solutions. Strength & Weakness/Risks Born out of the…
anyaberkut Too Tipsy for Us Our former family wholesale business was once a faithful user of Experian plc (OTCQX:EXPGY) ADR services to guide us in building business relationships with over 3K customers. At this time, we go against the trend among Seeking Alpha and Wall Street analysts assessing Experian stock as a Buy and Strong…
ipuwadol/iStock via Getty Images The Company UiPath Inc. (NYSE:PATH), founded in 2005 and headquartered in New York, is a leading $10-billion market cap provider of robotic process automation (RPA) solutions. The company’s end-to-end automation platform combines artificial intelligence, visualization tools, and low-code development environments to streamline and manage business processes. UiPath serves diverse sectors, including…
MF3d/E+ via Getty Images Lumine Group (TSXV:LMN:CA) (OTCPK:LMGIF) is a vertical market software serial acquirer in the communications and media industries that became a publicly traded company after its biggest acquisition (WideOrbit), spinning out from Constellation Software (OTCPK:CNSWF) (CSU:CA). In this article, I am going to cover Lumine Group with the main goal of determining…
champpixs Fund Overview iShares Russell Top 200 ETF (NYSEARCA:IWL) owns a portfolio of 200 largest U.S. stocks in terms of market capitalization. IWL has a high expense ratio of 0.15%, which is high among its peers. Other large-cap funds such as Vanguard Large-Cap Index Fund ETF Shares (VV) and Schwab U.S. Large-Cap ETF (SCHX) have…
querbeet/iStock via Getty Images Dear readers/followers, I last reviewed Heidelberg Materials AG (OTCPK:HDELY) a few months back in April of 2023. This article is an update you can find here. This, as such, is an update on the company. While Heidelberg Materials, formerly Heidelberg Cement, is a solid company, it’s also very cyclical, and in…
Scott Olson Shares of Domino’s Pizza (NYSE:DPZ) have fallen about 15% from their highs in recent weeks, with a decidedly mixed quarter not helping sentiment. While the recently announced Uber Eats partnership may boost growth next year, sales momentum has slowed. Since I recommended buying shares last October, the stock has risen about 6%. Given…
FilippoBacci/E+ via Getty Images Global Medical REIT Inc. (NYSE:GMRE) is a medical office building play that we have covered before. After two buy ratings, we moved to the sidelines in our last piece. Seeking Alpha There was really nothing strongly negative about the company. In fact, we appreciated how management had managed to focus on…
JHVEPhoto What’s the best-performing sector in 2023? You might say something tech-related. While that is true among large-cap US equities, small and mid-sized companies within the Industrials sector shine brightest among the 11 market groups. It’s not all rosy, though. Higher interest rates and overall corporate pessimism are key risks for business services companies. I…
Hammad Khan/iStock via Getty Images Introduction As explained in my previous article, Wolters Kluwer (OTCPK:WTKWY) (OTCPK:WOLTF) is one of the global leaders in professional information where it has obtained a very strong position in the health, tax and accounting and risk and compliance sector. Wolters Kluwer used to be just a publishing house but hasn’t…
andresr/E+ via Getty Images Chatham Lodging Trust (NYSE:CLDT) has carved a niche in the upscale, extended-stay hotel sector with a diverse portfolio of 39 hotels. The company’s financial performance and strategic choices underscore its resilience against industry headwinds and adaptability to market shifts. While CLDT has leveraged debt to fuel its growth and acquisitions, I…
AntonMatveev/iStock via Getty Images Investment Thesis Applied Industrial Technologies (NYSE:AIT) financials are outstanding and are exhibiting an uptrend, however, with the lack of revenue growth and little margin improvement going forward, the company is slightly expensive for a new investor’s portfolio and would like to see a pullback sometime in the future. Briefly on the…
SergBob Spire Inc. (NYSE:SR) is included in the gas utilities industry where it focuses on both purchasing and selling natural gas to residential, commercial, and other end-users. The has a very long history which dates back to 1857. The share price so far in the last 12 months has tumbled quite a bit and right…