Catherine Delahaye/DigitalVision via Getty Images FIGS (NYSE:FIGS) is a healthcare apparel retailer famous for its high-quality, trendy scrubs. I started covering the company in March 2024 with a Hold rating. The rating was based on the company’s low operating margins, dilutive stock-based compensation, decelerating growth trends, and increasing competition. The company’s adjusted EV was too…
kynny Introduction Analog Devices (NASDAQ:ADI) is going to report second quarter earnings on the 22nd of May before the market opens. I wanted to revisit the company to see how it performed through 2023 and what to expect in Q2. All but one segment of the business has been in a decline in the last…
pixhook/E+ via Getty Images Investment thesis Blackstone’s (NYSE:BX) stock has almost doubled in price in 2023, but 2024 has been bumpy so far, with a notable YTD pullback. My analysis suggests that the pullback is likely to be temporary because fundamentals keep improving, and the company continues demonstrating strong growth in assets under management and…
Alex Potemkin/iStock via Getty Images I am keeping low-beta (0.51) NextEra Energy (NYSE:NEE) at “buy” as with my previous report. NextEra has two primary parts: its Florida utility business (FPL) which serves 5.9 million customer accounts (about 12 million people) and its national renewables energy project business, NextEra Energy Resources (NEER). This rating applies only…
Pgiam/iStock via Getty Images My Thesis Lucid’s (NASDAQ:LCID) market cap nearly reached $100 billion in 2021 amidst the pandemic-driven stock market rally. The company had ambitious plans to challenge Tesla’s (TSLA) dominance in the EV industry. However, its market share in the U.S. EV market in 2023 comprised a modest 0.55%, lower than in 2022….
Sundry Photography Introduction & Investment Thesis CrowdStrike (NASDAQ:CRWD) is a cybersecurity company that has outperformed the S&P 500 and Nasdaq 100 YTD. The company reported its Q4 FY24 earnings in March, where revenue and earnings grew 36% and 85.9% YoY, beating expectations. The company continues to drive new customer deals at a rapid pace while…
RapidEye Motorcar Parts of America, Inc. (NASDAQ:MPAA) primarily manufactures and remanufactures aftermarket automotive parts, and sells diagnostic equipment for alternators and starters with applications in ICE and electric vehicles. In the aftermarket car parts segment, Motorcar Parts of America’s (“MPA”) largest product types are rotating electrical parts, which include alternators and starters, brake related products,…
ElsvanderGun Investment Thesis One of the goals of active investing for any value investor is to find great companies that will outperform the market over time. Taking a note out of Peter Lynch’s approach: to pay attention to popular trends in your everyday life, The Cheesecake Factory (NASDAQ:CAKE) is a popular restaurant chain that is…
hapabapa Introduction & Investment Thesis ServiceNow (NYSE:NOW) provides an end-to-end workflow automation platform for enterprises. The stock has performed more or less at par with the S&P 500 and Nasdaq 100 YTD. The company reported its Q4 FY23 earnings in January, where it beat on both revenue and earnings expectations, growing 26% YoY and 33.8%…
Bartolome Ozonas Investment Thesis B&G Foods, Inc. (NYSE:BGS) has been on a downward trajectory, losing about 64.30% over the last three years and underperforming the S&P 500 by a margin of 85.67%. Seeking Alpha I largely attribute the company’s dismal performance to its poor financial health characterized by net losses and a high debt burden….
bernie_photo/iStock via Getty Images GAMCO Global Gold, Natural Resources & Income Trust (NYSE:GGN) invests in energy and natural resources with a short call option strategy for generating dividend cash. Over the past few years. our articles such as GGN: Prevailing Tailwinds Await The CEF, highlighted the importance of a fund such as this for taking…
AleksandarGeorgiev/E+ via Getty Images In the past few months, crude oil pricing (CL1:COM) resumed its upward path following what long-term fundamentals suggest. In addition, a few quiet changes occurred. Though small, each will have long-term impacts. Other authored articles by us such as Crude Oil’s Ever-Changing Dynamics And Sounds, highlight CapEx and other political pressures…
JHVEPhoto Overview The last time I covered Prudential Financial (NYSE:PRU) was in August of 2023 and since then the total return has surpassed the S&P 500 (SPY). The price has moved upwards of 26% and the high dividend yield has pushed the total return near 30% since then. I thought it would be a good…
Michael Vi Palantir Technologies Inc.’s (NYSE:PLTR) business has begun to demonstrate genuine strength in recent quarters, which the company is largely attributing to its Artificial Intelligence Platform. Growth currently varies significantly across customer segments though, hiding some of this strength. While Palantir’s valuation exposes investors to a lot of downside risk, and probably caps upside…
Rafmaster VFMF strategy Vanguard U.S. Multifactor ETF (BATS:VFMF) is an actively managed fund launched on 02/13/2018. It has 494 holdings, a 30-day SEC yield of 1.33%, and a total expense ratio of 0.18%. Distributions are paid quarterly. As explained in the prospectus by Vanguard, The advisor uses a quantitative model to evaluate all of the…
Andrii Yalanskyi Introduction On December 27, I wrote an article titled “Ultrawide Moat, Great Valuation, Dividend Growth: Archer-Daniels-Midland Has It All.“ Although a three-month period is not a great measurement to check if a long-term thesis is working out, it needs to be said that Archer-Daniels-Midland Company (NYSE:ADM) shares have fallen 12% since then. During…
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…
Wiphop Sathawirawong/iStock via Getty Images Investment Summary Sea Limited (NYSE:SE) is an e-commerce company based in Singapore that operates in Southeast Asia. It has three segments: digital entertainment (Garena; $511 million in revenues or 14% of total revenues), e-commerce (Shopee; $2.6 billion in revenues or 73% of total), and digital financial services (SeaMoney; $472 million…
Douglas Rissing In keeping with my running commentary on bonds, thought to write an article focusing on treasuries. Since I last wrote about treasuries last year, returns have been mediocre as yields have risen. Moving forward, likely Federal Reserve cuts should put pressure on yields, which might lead to some short-term capital gains for treasuries,…
Barry Lewis/In Pictures via Getty Images This issue of Where Fundamentals Meets Technicals takes a look at the unloved energy sector. We combine my fundamental analysis with the technical analysis of Zac Mannes and Garrett Patten in these types of reports to find intersections between the two disciplines. And occasionally we make one public, like…
SOPA Images/LightRocket via Getty Images Investment Thesis UiPath Inc. (NYSE:PATH) designs software robots to automate repetitive tasks for businesses, improving efficiency and reducing errors. I argue that this stock is still reasonably priced, even though it operates in what’s arguably the hottest sector of the market. As you’ll soon see from my reasoning, I strive…
Gary Coronado/Los Angeles Times via Getty Images Summary Following my coverage of L’Oreal (OTCPK:LRLCF) last October, for which I recommended a buy rating as the business continued to grow robustly across its product range and operating regions, this post is to provide an update on my thoughts on the business and stock. I believe my…
SOPA Images/LightRocket via Getty Images Introduction and Investment Thesis In December 2023, I initiated my coverage on monday.com (NASDAQ:MNDY), where I had rated the stock a Buy. I had previously outlined that my bull thesis is predicated on the fact that Monday continues to see strong revenue growth in a large and growing TAM, driven…
Andriy Onufriyenko/Moment via Getty Images When investing in bitcoin (BTC-USD) as an asset, or companies that build on top of the Bitcoin network as part of an asset mix, we need some set of metrics with which to evaluate the progress of the investment thesis, and by extension, the health of the Bitcoin network. It’s…
svetikd Sportradar (NASDAQ:SRAD) is a global leader in sports data and intelligence, providing a range of solutions to the sports industry, media companies, and sports betting operators. Headquartered in Switzerland, the company operates in over 115 countries with 1,790 customers as of December 2022 and holds partnerships with dozens of leagues, federations, and rights holders,…
deepblue4you FNDX strategy Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) started investing operations on 08/15/2013 and tracks the Russell RAFI™ US Large Company Index. It has 730 holdings, a trailing 12-month yield of 1.82% and a total expense ratio of 0.25%. Distributions are paid quarterly. As described in the prospectus by Charles Schwab Asset…
simonkr The Industrials sector has helped lead the market over the past year. Now, you might scoff at such a comment, but aside from the glamour growth areas of Information Technology, Communication Services, and Consumer Discretionary, Industrials is the leader. Many stocks in the group can benefit from key investment packages put through by Congress…
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Texas Instruments Incorporated (NASDAQ:TXN) has been on a strong upward trajectory over the last five years, gaining about 79.21%. Seeking Alpha However, the company’s upward trajectory has slowed over time, as evidenced by a 4.34% gain in the last three years and a 3.71% gain in the last…
mixmotive Annual Update Union Pacific is a long-term member of my investing universe. I last wrote about the company and provided an intrinsic valuation about a year ago (Union Pacific Stock: Intrinsic Value Update). This article updates the key sector statistics, provides a valuation update and an investing recommendation. Rail Sector Overview The US rail…
hanohiki/iStock Editorial via Getty Images Thesis Since my second article on Copa Holdings, S.A. (NYSE:CPA), the stock experienced a significant decline, which, as you may have observed, presented a substantial buying opportunity. Since that time, the stock has fully recovered, even yielding a 6.57% gain since my initial analysis. I found the reduction in stock…
MaximFesenko/iStock via Getty Images By Levi at StockWaves; Produced with Avi Gilburt We’re going to briefly discuss what sentiment truly is and how it moves markets. Also, Lyn Alden provides us with some compelling data regarding the fundamental picture for Cigna (NYSE:CI). There is some bonus coverage of UnitedHealth (UNH) as well. Here we go!…
Jirsak/iStock via Getty Images Investment Thesis I wanted to take a look at Ituran’s (NASDAQ:ITRN) financial health to see if the company is a good investment in the long run. The company possesses really solid financial metrics that I deem to be necessary for a good investment in the long run, coupled with growing subscriber…
Tim Boyle Investment Thesis Over the past year, Kimberly-Clark Corporation’s (NYSE:KMB) volume levels were negatively impacted by price increases that led to consumer trade-down to lower price points from competitors and private labels in an inflationary environment. However, volume decline has already bottomed and volume levels have been improving sequentially thanks to narrowing price gaps…
Orbon Alija Azul (NYSE:AZUL) is one of the two Brazilian pure-play domestic airlines, with Gol (GOL) and LATAM (OTCPK:LTMAY). I have covered Azul a few times already (January 2023, August 2022, December 2021). Generally, my take has been negative, given the difficulties of running an airline profitably and the company’s high leverage. In this article,…
RafaPress Nu Holdings (NYSE:NU) is a Latin American bank based in Brazil. The company grew rapidly by offering products such as no-cost debit cards which were new innovations for that market at that time. Nu has gained a large user base in Brazil, and the bank has become GAAP profitable, which is an accomplishment when…
All_About_Najmi Investment Thesis Clover Health Investments, Corp.(NASDAQ:CLOV) has been on a transformative journey characterized by profitability objectives. I am thrilled by the company’s improving fundamentals, leading me to a long-term bullish stance. Its financial performance has been improving on a quarterly basis, which I believe reflects on its commitment to profitability objective. Given the company’s…
FG Trade Latin/E+ via Getty Images During the past couple of years, most of the companies in the food market did quite well. Many of them were able to push inflationary pressures onto their customers. But it was only a matter of time before that trend ceased or even reversed. Earlier this year, the CEO…
Nerthuz Resource companies, bolstered by structural advantages and years of efficiency-focused operations, may be uniquely positioned to fill supply gaps facing the global energy landscape. Oil companies extend their gains The third quarter of 2023 largely extended trends seen in the second quarter. The Oil & Gas sector continued its dominance within the resource equity…
JHVEPhoto UGI Corporation (NYSE:UGI) unveiled a complex financial narrative in Q3 2023, marked by significant variances in its earnings. This report showcased a decline in both GAAP diluted EPS and adjusted diluted EPS when set against the backdrop of the previous year’s figures. Despite the stability in its year-to-date EBIT, the contrasting earnings per share…
Buster Went Long Despite Our Warning And Is Revaluating Being An Income Investor dageldog/E+ via Getty Images On our last coverage of PIMCO Dynamic Income Fund (NYSE:PDI), we gave you 4 reasons that this fund was a really bad setup. In fact, we called it an Abysmal Setup. Perhaps that was a little hyperbole, but…
ANNVIPS The US construction and property development industry has shown remarkable strength this year despite significant declines amongst most REITs. The record-breaking increase in long-term interest rates has dramatically slowed residential and commercial property sales. However, only the commercial property market has experienced significant price declines. Residential homes have retained their value despite record-low affordability…
Sean Gallup/Getty Images News Since our last update, ‘Higher Guidance To Price In,‘ Infineon Technologies AG’s (OTCQX: IFNNY) (OTCQX: IFNNF) stock price has declined by more than 10%. Since 2022, the company has been one of our top selections, and we believe it is now back to an exciting entry point. Post Q3 results, here…
BanksPhotos Nutrien’s stock (NYSE:NTR) has suffered over the last year. The stock’s pricing becomes quite transparent as the company is the largest producer of Potash and movement in prices could have an immediate effect on the stock. This makes the price discovery quite efficient, and I believe retail investors should not play this game as…
Michele Ursi/iStock via Getty Images At the beginning of summer, I raised the Teucrium Wheat ETF (NYSEARCA:WEAT) to a buy based on the potential negative impact of a developing El Niño, as well as rising geopolitical tensions between Ukraine and Russia. So far, my upgrade appears to be miss-timed, as the WEAT ETF had a…
SHansche The size cluster that MPC Container Ships (OTCPK:MPZZF) is concentrated in is one that benefits from superior S/D dynamics compared to other size segments. Utilisation is up even if charter rates are slightly down sequentially. Things look shockingly stable in this otherwise cyclical industry. The summer season is a little on the weak side,…
Uwe Krejci Li Auto Inc. (NASDAQ:LI) has showcased strong financial and operational performance in a recent quarter. The company reported a significant increase in vehicle deliveries and expanded its retail and servicing presence across multiple cities. The financial outcomes, encompassing revenues to net income, reflect this positive trajectory. Emphasizing its commitment to innovation, Li Auto…
Shutthiphong Chandaeng Under the insightful leadership of CEO Tal Jacobson, Perion Network (NASDAQ:PERI) has made remarkable advancements in the digital advertising domain, consistently outperforming industry expectations. A recent quarter stands as evidence of Perion’s agility in identifying and capitalizing on profitable market opportunities. Perion’s success hinges on a blend of strategic diversification, timely technological investments,…
Tippapatt As markets prepare to roll into autumn, Ben Gossack, Portfolio Manager at TD Asset Management, discusses the importance of following an investment process even amid the fear of missing out. Greg Bonnell: Well, as we get towards the end of summer, it can be a good time for investors to reflect on what’s been…
jetcityimage Summary Readers may find my previous coverage via this link. My previous rating was a buy, as I believed Paycor (NASDAQ:PYCR) stock continues to be undervalued as the business fundamentals continue to perform better than I had expected. I am reiterating my buy rating as PYCR fundamentals remain strong, with management sounding very confident…
AaronAmat/iStock via Getty Images Introduction Hims & Hers Health (NYSE:HIMS) is a digitally-native, fully-verticalized telehealth platform that provides consumers access to high-quality medical care. The company’s mission is to help the world feel great through the power of better health, by connecting patients to a highly-qualified provider network as well as enabling access to treatments…