Lucky7trader/iStock via Getty Images REITs can be a great place to boost one’s cash flow, especially when they are discounted by the market. Such appears to be the environment now, particularly in the once high-flying self-storage segment, as a number of names are trading below their historical valuations. This brings me to National Storage Affiliates…
BlackJack3D Semiconductors did well in 2024 with the iShares Semiconductor ETF (NASDAQ:SOXX) gaining 33% since I last covered it in July last year. At that time, I had a neutral position mostly because of demand softness, high inventories especially for memory, and Chinese authorities imposing export restrictions on a key ingredient used to make chips….
PeopleImages/iStock via Getty Images Introduction & Investment Thesis I initiated a buy rating on Teladoc (NYSE:TDOC) on January 24, 2024. However, since then, the stock has declined by 28%. The company reported its Q4 FY23 earnings, where it saw its revenue grow 8% YoY to $2.6B and Adjusted EBITDA grow 33% YoY to $328M. While…
Anthony Bradshaw Many investors seem to be ignoring gold and the gold mining sector while they instead pursue “hot money” investments such as Bitcoin and AI stocks like NVIDIA (NVDA). However, gold has recently been hitting new highs, and the price of gold could have much further to run in the coming years. Gold mining…
Andriy Onufriyenko/Moment via Getty Images Investment Overview Ionis Pharmaceuticals, Inc. (NASDAQ:IONS), the Carlsbad, California-based, commercial stage pharmaceutical company, announced its Q4 and full-year 2023 earnings on Wednesday after the market close. Ionis stock presently trades at around a value of $45.5 per share, and the market appears to have been largely unmoved by this latest…
Brookfield is headquartered in Canada ssuni Brookfield Corporation (NYSE:BN)(TSX:BN:CA) is considered one of the most “complex” financial companies in the world. It consists of a holding company, on top of several wholly-owned subsidiaries, and some partially owned subsidiaries, one of which operates the company’s funds. It’s a confusing structure that has led some to feel…
Dmytro Aksonov PIMCO Dynamic Income Fund (NYSE:PDI) is a name that we called for a buy 3 months ago in October 2023. Recall that this is a closed-end mutual fund, or CEF. PIMCO Dynamic Income fund, herein referred to as PDI in this column, seeks to provide investors in the fund with a high level…
veeranggull orachon Intro We wrote about American Coastal Insurance Corporation (NASDAQ:ACIC) in September of 2023 after the company’s second-quarter earnings. In that particular report, we witnessed a strong underwriting performance which led to gross premiums of approximately $158 million. This impressive top-line number (buoyed by ever-improving underwriting in the commercial lines) was sufficient to compensate…
champpixs Increasingly, factor investing is gaining in popularity, as investors look for superior ways to pick stocks that are different from passive measures like market capitalization that end up overweighting popular stocks like the ‘Magnificent 7’. Instead, factor investing screen securities based on specific drivers of returns like value, momentum, quality, and low volatility. The…
Greggory DiSalvo With all the hype surrounding the Magnificent Seven stocks and their outperformance this year, it is not surprising the Dogs of the Dow strategy also underperformed the broader market in 2023. The 2023 Dogs of the Dow contained none of the so-called Mag 7 stocks (Meta Platforms (META), Amazon (AMZN), Apple (AAPL), Microsoft…
PM Images I have been covering the Distillate U.S. Fundamental Stability & Value ETF (NYSEARCA:DSTL) since January 2022. Today, I would like to upgrade this investment vehicle that I rated a Hold twice in the past, including the September 2022 note, to a Buy. There are two reasons for that. First, DSTL has an exceedingly…
Google shares responded positively to news of Gemini, although the market is unclear about monetization and how it fairs against GPT 4 Turbo. Google LLC (NASDAQ: GOOGL) shares jumped 5% yesterday when the tech giant announced a new artificial intelligence (AI) model it calls Gemini. Shares added $6.91 to close at $136.93. As of this…
baranozdemir [Note: All RTX-stated projections are from Investor Day June 2023] Company Overview RTX Corporation (NYSE:RTX), formerly known as Raytheon Technologies is an Arlington, Virginia-headquartered Aerospace & Defense company formed in 2020 through the merger of United Technologies and Raytheon employing more than 180,000 people as of 2022. The company operates as an industrial conglomerate…
Just_Super Elevator Pitch I rate Ganfeng Lithium Group Co., Ltd. (OTCPK:GNENF) [1772:HK] stock as a Hold. Ganfeng Lithium is suffering from short-term pain relating to lithium price weakness, but the company can gain in the long term by executing well on its vertical integration strategy. Therefore, a Hold rating for the stock is fair. Readers…
Hong Kong’s top financial regulator SFC shows willingness to allow retail players to gain access to spot crypto ETFs while ensuring that risks are addressed properly. Hong Kong regulators are assessing whether they can allow retail investors to seek exposure to spot crypto ETFs that directly invest in crypto assets. Julia Leung, the Chief Executive…
MicroStockHub Executive Summary Cincinnati Financial (NASDAQ:CINF) recently released its quarterly results, showing an impressive turnaround in net income from a $818 million loss in the previous year to a profit of $534 million. Year-to-date post-tax profit also rose significantly by $1.8 billion to reach $759 million, mainly due to unrealized equity gains, in contrast to…
kynny Investment Thesis At the moment a lot of technology stocks are on fire, because of AI driven expectations. Sometimes companies are trying to use the word AI as much as possible in their reports to further boost the hype. There are also some technology companies that don’t want to surf on the hype and…