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…
cranach/iStock via Getty Images Fallen angels have significantly outperformed broader bonds and high-yield bond benchmarks for decades, as has the VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL). I last covered ANGL in mid-2023. In that article, I argued that the iShares Fallen Angels USD Bond ETF (NASDAQ:FALN) was a slightly superior investment, due to…
Ron and Patty Thomas Introduction I have to admit that I think about artificial intelligence (“AI”) a lot. Right now, it’s one of the hottest trends on the market, as it is currently reshaping our modern economy. Personally, I’m both amazed by it and slightly worried about what it may do to a lot of…
Matteo Colombo Introduction I just put a new stock on my watchlist. A company I thought about for months before I finally decided to cover it. And guess what? It’s an industrial company! Given that I have roughly 50% industrial exposure, this may not come as a surprise… Leo Nelissen However, while I may be…
kasezo Overview NexGen Energy (NYSE:NXE) is a Canadian uranium development company that is listed in both the U.S. and Canada (TSX:NXE:CA). The company reports in Canadian Dollars. I have written about NexGen here on Seeking Alpha in the past, even if it is now almost 5 years since my last article on the stock. However,…
Nora Carol Photography/Moment via Getty Images 2024 is off to the races, with the S&P 500 (SPY) making a new all-time high. After a brief dip to open the year, the index has gained ~ 1.5% year to date (YTD). Amazon (NASDAQ:AMZN) stock followed a similar pattern and has gained a little over 2%. The…
Matteo Colombo/DigitalVision via Getty Images Centuries of investment wisdom, combined with my own personal experiences, have led me to realize that some of the greatest investment opportunities occur during periods of tremendous uncertainty. When it seems as though the world is falling apart, that is when stocks are discounted the most. It was the banking…
RHJ This article was coproduced with Leo Nelissen. First of all, we wish everyone a Happy New Year! What better way to start the first month of a new year than by diving into a relatively young real estate investment trust (“REIT”) that deserves way more attention than it is currently getting? With a market…
Natal-is Crocs, Inc. (NASDAQ:CROX) is a leading lifestyle footwear brand with a stock that has outperformed the market over the past five and ten years. Accordingly, CROX posted a 5Y and 10Y total return of 28.8% and 21.6%, respectively. However, it doesn’t mean that CROX is immune to shorter-term market volatility, depending on when investors…
AscentXmedia On our last coverage of Brookfield Renewable Partners L.P. (NYSE:BEP)(NYSE:BEPC), we suggested that BEP was the superior choice relative to NextEra Energy Partners, LP (NEP) and investors would do well to look to it versus NEP in trying to seek yield. If you want to chase the 12-15% distribution growth dream, we really cannot…
andresr/E+ via Getty Images With a market capitalization of $207.9 million as of this writing, Parke Bancorp (NASDAQ:PKBK) is about as small as it gets when it comes to companies, especially banks, that I analyze. Generally speaking, smaller firms tend to be less stable than larger ones. But this is not always the case. This…
Justin Sullivan SoFi Technologies, Inc. (NASDAQ:SOFI) buyers have attempted to bottom out for the past two weeks since its robust third-quarter or FQ3 earnings release. It’s a pivotal level for buyers to defend. If that level fails, buyers might need to brace for more pain, suggesting a return to SOFI’s May 2023 lows ($4.50 level)…
Sean Gallup/Getty Images News Investment thesis Our current investment thesis is: FRCOY is a highly attractive business, as despite a highly competitive industry and inherent risks associated with changing trends, the company has been able to consistently grow well and generate outsized returns. Its business model is underpinned by strong operational capabilities and well-regarded brands….
Laurence Dutton Investment Rundown There hasn’t been any lack of growth on the side of The Gorman-Rupp Company (NYSE:GRC) recently as the company beat out strongly on EPS estimates for their last quarter. The company showcased to investors that despite ongoing macro headwinds they are very much able to grow still. The question arises of…
SlobodanMiljevic Investment Summary Almost a month ago Worthington Industries Inc (NYSE:WOR) released its Q4 2023 results that showed another strong quarter from the company. Net earnings YoY were up significantly, reaching $129 million in the quarter, and a EPS of $2.61. Saying that WOR is just a steel play might be doing it a disservice…