CatLane Introduction I have been a fan of the streaming model for a long time now, and look back wistfully at the days when Silver Wheaton was a streamer dedicated to the silver market. Since then, I have been looking for another company that just may be capable of pulling off a similar meteoric rise…
DKosig As of December 31st, 2023, the S&P 500 was forecasting a return of 1.34%/year over the next ten years, with no adjustment for inflation. As of the close on May 10th, 2024, that figure was 0.32%/year. Why so glum? US entities are overinvested in stocks and private equity. Since 1945, the fraction of total…
Michael Vi A sad reality of the present is that, geopolitically speaking, we are living in challenging times. Therefore, nations have no choice but to strengthen their respective armed forces. That, in turn, creates opportunities for defense contractors. One of the smaller, but no less interesting, names in the sector is Kratos Defense & Security…
hapabapa/iStock Editorial via Getty Images I Think Rivian Will Survive Some analysts have raised concerns that Rivian (NASDAQ:RIVN) might not survive 2025/2026 due to a high level of cash burn, no profit, and not enough cash on hand to sustain it. These concerns are valid, and there are rising pressures from lower vehicle prices from…
alvarez Gladstone Commercial (NASDAQ:GOOD) has been faced with the difficult task of transitioning from a 60% office portfolio into better property types, and they have had to do it at a time when interest rates are rising. It was a daunting task and much of the market thought they would fail either through debt piling…
Scott Olson More Than Just A Fun Get Together I have often referred to the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) annual meetings as a fun time for shareholders to get together and shop but not necessarily receive new information about the company in the marathon Q&A session. The 2024 meeting was different in that regard. With…
J Studios Thesis I have covered Annovis Bio (NYSE:ANVS) before with a Hold rating in October 2023. At the time, Annovis had not yet released any topline readout from their Phase 3 trial in Parkinson’s and their Phase 2/3 trial in Alzheimer’s. The Phase 2/3 results in Alzheimer’s have just been released. The press release,…
Alexyz3d Introduction It’s time to do one of my favorite things: Discuss L3Harris Technologies, Inc. (NYSE:LHX). It’s one of the four defense giants in my portfolio, which together hold roughly a fifth of my net worth. On top of that, I have given this high-conviction investment a Strong Buy rating as I believe it offers…
Walter Bibikow/DigitalVision via Getty Images When I last covered Braemar Hotels & Resorts (NYSE:BHR), the core message was poignant; avoid the commons forever. The commons have dipped by 23% as BHR fights to address a wall of debt maturities and higher interest expenses that have heavily discombobulated its ability to earn cash on its portfolio…
Tribalism has existed for as long as tribes themselves. For as long as humans have been organizing into social groups, we’ve been hating on the group in the next valley. Even though we have much more in common with them than we would care to admit. It is not surprising therefore that bitcoiners and ethereans…
filo Article Purpose Historical results are among the first things many investors consider when analyzing ETFs. Except for contrarians, investors search for funds with solid one-year, three-year, and five-year returns, as this is evidence the strategy can work, notwithstanding macroeconomic changes or changes in the portfolio’s composition. But you might be wondering how well this…
Thomas Barwick Investment overview I give a buy rating for Zscaler (NASDAQ:ZS), as I think the business is going to see growth accelerate in the near term, sustaining growth above >30%. ZS has proven that its products are a better alternative to peers’ offerings as it continues to win market share. The additional growth drivers,…
Natal-is Shoe manufacturer and brand Crocs, Inc. (NASDAQ:CROX) has seen an impressive 37% share price rise year-to-date [YTD], far outstripping the small 3% increase in the S&P 500 Consumer Discretionary index. This is also a welcome change after the stock dropped by 14% in 2023. Price Chart (Source: Seeking Alpha) However, I believe that this…
Diy13/iStock via Getty Images The Green Dream is alive and well as the push to achieve Carbon Zero continues to dominate the air waves as a front-runner for environmental issues. Part of the solution for a cleaner environment is the switch to Electric Vehicles, the installation of solar panels etc. Along with a myriad of…
ChrisHepburn/iStock Unreleased via Getty Images Back in June, I rated the Manchester United plc (NYSE:MANU)a buy on account of the possibility of a takeover offer. Since then, the stock trades around 20 percent lower. That does not take into account that, in the meantime, a tender offer was indeed made – just not for all…
8vFanI Introduction When you think of superstars in certain sectors whether it be tech, real estate investment trusts, or business development companies, there are certain names that instantly come to the minds of investors. And while those investments are great, finding those with the makings of a future superstar are always better because they normally…
Eoneren About Intelligence, Soldiers and Monks Humans tend to focus on improving the future for themselves in their lives, and for part of their next lives, the new generation, their children. The concept of the future is abstract and uncertain, comprehended only by those species who possess higher intellect. Future planning requires the ability of…
Michael Vi I discussed my bullish view on MongoDB (NASDAQ:MDB) stock in my initiation article, highlighting their strengths in the document-based database market. They released their Q4 FY24 result on March 7th, delivering 27% revenue growth and 86.1% adjusted operating profit growth. I am still confident that MongoDB will deliver above 20% revenue growth over…
Andrii Yalanskyi The U.S. Federal Reserve is signaling it still sees three rate cuts this year, despite recent hotter-than-expected inflation data. Scott Colbourne, Managing Director and Head of Active Fixed Income at TD Asset Management, looks at the outlook for rates and the implications for the bond market. Transcript Greg Bonnell – It’s been a…
Bitcoin, the first and most popular cryptocurrency, has been making headlines with its recent surge to a new all-time high of over $72,000. This remarkable price increase has sparked renewed interest in Bitcoin as an investment opportunity, leaving many wondering what this means for their financial future. Investors may see this surge as a validation…
bjdlzx Baytex Energy Corp. (NYSE:BTE) management reported a significant increase in cash flow compared to what it would have been had the company not acquired Ranger Oil (ROCC). The fourth quarter cash flow represented more than half of the cash flow for the fiscal year. This is now a light oil upstream company. The market…
Justin Sullivan/Getty Images News Overview Adobe’s (NASDAQ:ADBE) price dropped by 18% while the S&P 500 went up by 7.4% (Figure 1) after OpenAI released Sora, a new AI capable of producing high-quality videos directly from text descriptions, and Adobe issued revenue guidance for the second quarter of 2024 that fell short of expectations. Figure 1:…
ansardi If you got a smartphone at any time In recent years, it likely came with a fast charger. The odds are, overwhelmingly, the components were either gallium nitride (GaN) or silicon carbide (SiC). A vast majority of GaN power integrated circuits, and a growing portion of SiC devices, contain components and technology from Navitas…
Sundry Photography Introduction & Investment Thesis Cloudflare (NYSE:NET) is a provider of cloud-based services that secure internet properties. The company produced stellar results in its latest Q4 FY23 earnings report, beating both the top and bottom-line expectations. The company has a terrific track record of driving a 46% compounded annual growth rate (CAGR) in revenue…
Bennett Raglin Citi Trends (NASDAQ:CTRN) is an American retailer specializing in apparel and accessories in physical stores in low-income neighborhoods. The company received a windfall when pandemic stimulus money hit its core demographic strongly, and it became a meme stock for a while. After the pandemic, the reverse occurred. The company’s low-income demographic is suffering…
Ekaterina Nazarova/iStock via Getty Images In the first of this three-part series about metals of the future, we explored how demand for copper, lithium, and nickel has been shaped by the transition to a low-carbon future. In this post, we move on to supply dynamics, where the response to the very pronounced demand shifts observed…
Bloomberg/Bloomberg via Getty Images Elevator Pitch Sumitomo Mitsui Financial Group, Inc. (NYSE:SMFG) [8316:JP] shares are assigned a Buy rating. I previously touched on SMFG’s shareholder capital return, financial goals, and valuations in my December 10, 2023 article. This current update highlights the latest positive developments for Sumitomo Mitsui Financial. My view is that Sumitomo Mitsui…
Jeff Kravitz/FilmMagic, Inc via Getty Images Investment Thesis AMC Networks (NASDAQ:AMCX) has been facing secular headwinds as cable cord-cutting continues to pressure top-line growth. However, despite the continuing trend away from cable, AMC Networks continues to show strong free cash flow as they streamline operations and focus on niche quality content for select demographics. I…
mixmotive We last presented a picture of the future for the dividends of the S&P 500 (SPX) in mid-December 2023. At the time, we commented on how much brighter the outlook for quarterly dividends had become since we presented our regular mid-quarter snapshot of the future for dividends from just a month earlier. Now that…
Sasiistock/iStock via Getty Images The following segment was excerpted from this fund letter. Avid Bioservices (NASDAQ:CDMO) Avid, our large molecule Contract Drug Manufacturing Organization, was by far our biggest loser in 2023. After several years of investment, the Company completed a capacity expansion program just as early phase biotech spending was curtailed, largely due to…
xavierarnau Adtalem Global Education (NYSE:ATGE) offers workforce solutions. Recently, Safkhet Capital published a report against ATGE, due to which its share price fell more than 19% in just one week. However, the management has denied all the allegations and states that the report is false and is aimed towards making money through short selling. I…
NurPhoto/NurPhoto via Getty Images Introduction The industrial sector, particularly automation and process control, garners significant attention in today’s market. Investors and industry analysts closely monitor this sector for its resilience and innovation in an era of technological advancement and changing market dynamics. Automation, a critical component of modern industry, enhances efficiency and productivity across various…
NYCstock Quick Overview With banks making headlines this week again, I wanted to touch upon a subsector of the financials segment that is often under-covered but often presents an interesting investing opportunity as I’ve written about in the last year, and that is insurance. Though it may not be the mainstream media’s hip and cool…
gorodenkoff It’s been 5 months since I published my first article about it Danaher (NYSE:DHR). Many things have happened since then, such as the presentation of annual results or the spin-off of Veralto. This article will aim to summarize all of this and update the thesis, as well as outline the new segments that make…
The below is an excerpt from a recent edition of Bitcoin Magazine Pro, Bitcoin Magazine’s premium markets newsletter. To be among the first to receive these insights and other on-chain bitcoin market analysis straight to your inbox, subscribe now. On Sunday, February 4, El Salvador’s presidential election will determine whether Nayib Bukele and his revolutionary…
In Texas, the legacy of mineral rights ownership is a narrative etched into the very bedrock of state history. Passed down through generations like a cherished heirloom, the ownership of mineral rights is more than a legal claim; it is a cultural emblem, a symbol of resilience, and a precious legacy. The wealth and prosperity…
PhonlamaiPhoto/iStock via Getty Images Moats and Monopolies Here at Moats and Monopolies, we do things a little bit differently. We write exclusively about companies that we own in our publicly shared portfolio, which beat the S&P 500 by nearly 10% in 2023. We take our time and write well researched and clearly explained articles that…
Boarding1Now United Airlines Holdings, Inc. (NASDAQ:UAL) reported its fourth quarter and full year earnings on the 22nd of January, beating revenue estimates by $80 million and core earnings per share of $2.00 beat expectations by $0.29. Since my last report covering United Airlines, the stock has climbed 14.5 percent in line with the market performance….
Andriy Onufriyenko/Moment via Getty Images Investing in the digital future is no longer a concept of science fiction. The advent of the Metaverse, a network of virtual universes that are all interconnected, has opened up a new avenue for investment opportunities. I had poked fun at the Metaverse concept when it was all the rage…
Oscar Wong/Moment via Getty Images Investment Thesis The performance that e.l.f. Beauty (NYSE:ELF) has shown in the last three years is simply impressive. Although it has traded, on average, at 40x EV/EBITDA, it has considerably outperformed the index. This is because, in the last five years, the company has grown its Free Cash Flow per…
The Washington Post/The Washington Post via Getty Images Authority without wisdom is like a heavy axe without an edge, fitter to bruise than polish.”― Anne Bradstreet. It has been just over a year since we last took a look at a small cap name called Wrap Technologies, Inc. (NASDAQ:WRAP). When we last highlighted this company,…
What started as a single transaction from Satoshi to Hal Finney, has evolved into a complex system of industrial scale miners, evolving meta-protocols like the Lightning Network and Fedimint, and a full embrace of institutional investors with the record breaking inflows into various newly approved spot ETFs. Bitcoin has come a dramatically long way, and…
Vithun Khamsong/Moment via Getty Images As I approach my 65th birthday in a couple of days my thoughts turn to my own health (which is still good, fortunately!) and the state of global healthcare since the end of the global Covid-19 pandemic. Although the pandemic caused a lot of damage and forced everyone to think…
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…
Violka08 Listen below or on the go via Apple Podcasts and Spotify Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a recent Investing Experts podcast. Transcript Daniel Snyder: Chris DeMuth Jr., he runs Sifting the World. If you haven’t checked it…
jetcityimage W.W. Grainger (NYSE:GWW) has done phenomenally well since my first article in October 2022, delivering 67% total returns versus 31% for the S&P 500. Let’s review what happened since then, what drove the growth, and whether the stock has remained attractively valued after the runup. The investment thesis recap Grainger is an industrial distributor…
Panupong Piewkleng Thesis EMCOR (NYSE:EME), a business in the mechanical and electrical construction industry, shows a strong financial profile characterized by consistent and great revenue growth and strong operational performance. The company’s core focus on expanding sectors like semiconductors, data centers, and sustainable construction, with its lower-than-average P/S and P/E ratios, make me believe it…
cinoby/E+ via Getty Images Risk is an important aspect of any type of investing, and in a volatile market, it’s even more important to try and manage your downside risks. Many investors prefer well-known and widely publicized safe havens such as government bonds or physical gold and precious metals. Against the current quasi-risk-off economic backdrop…
ExperienceInteriors Introduction We last covered Allied Properties REIT (TSX:AP.UN:CA) (OTC:APYRF) back in August 2020. It was during the midst of the pandemic and at that time we pointed out that Allied Properties had a strong balance sheet and its dividend was sustainable. It has been about 3.5 years since we last covered this stock, it…
Bim Investment Thesis Aris Water Solutions, Inc. (NYSE:ARIS) is a water handling and recycling solutions provider headquartered in Houston, Texas. In this thesis, I will analyze its third-quarter results along with its future growth prospects. I will also be analyzing its valuation at the current price level and the upside potential in its stock price….