AK2 My regular readers know I have been very bullish on silver for about 18 months. Finally, the breakout and run higher may have begun in earnest during March-April. My last article on silver’s bullish setup in January here explained the striking phenomenon of historically high lease rates. Such suggested immediate tightness in the physical…
Chip Somodevilla/Getty Images News The benchmark index of Wall Street, the S&P 500 (SP500), surged by about 1% to a new all time high following fresh signals from the Federal Reserve and Chair Jay Powell about the rates path in 2024. While the updated FOMC projections highlight a slight shift in the rates dotplot at…
Chip Somodevilla Investors in the leading business development company FS KKR Capital (NYSE:FSK) have experienced a resurgence over the past two months since my previous update. I reminded investors that the undervaluation gap shouldn’t be expected to “last for long,” as the market realizes it could have been too pessimistic. Despite that, FSK continues to…
Slaven Vlasic Tesla, Inc. (NASDAQ:TSLA) investors head into one of its most important earnings conferences post-market on January 24, given the recent underperformance of TSLA. I upgraded TSLA stock in late October, following the weakness leading into Tesla’s third quarter earnings release. The upgrade was timely, as TSLA bottomed out in early November 2023, staging…
Marco Bello My Thesis As I write these lines, Palantir Technologies (NYSE:PLTR) stock is trading almost 57% below its all-time high and about 22% below its local peak following the recovery rally of the last few months: YCharts, Oakoff’s compilation Is this dip worth buying? I regularly see Palantir pop up among the most popular…
DNY59 We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in October 2023, discussing how the October 2023 bottom was highly attractive for investors looking to dollar cost average, significantly aided by Taiwan Semiconductor’s (TSM) commentary on the near bottoming of the semiconductor market. Combined with its 20Y moat, we had maintained our optimism on its…
Oat_Phawat Hercules Silver (OTCQB:BADEF) shares lost over 40% of their value on January 2, 2024 on the back of the most exploration results. While these results did not match the high grades we saw in earlier results, there are some positives to glean from the most recent batch. While much work remains to be done…
BlackJack3D The third-largest BDC in the market, FS KKR Capital (NYSE:FSK), is trading at an unreasonably large discount to net asset value, despite management doing a solid job in growing its NII. The BDC is focused on senior secured loans, has good portfolio diversification and grows its income consistently. Despite those accomplishments, FS KKR Capital’s…
carlosalvarez/E+ via Getty Images Despite persistently strong growth, SoFi Technologies (NASDAQ:SOFI) still trades closer to the lows after going public via a SPAC at $10. The digital bank continues to report impressive growth disconnected from the stock movement where every quarterly beat is sold off. My investment thesis remains ultra Bullish on the secular growth…
MarsBars Industries fall in and out of favor with the market, and that makes it a market for stocks rather than the stock market. For value investors, buying solid dividend payers when they are trading below their historical average valuations can lead to outsized income and gains over the long run. This brings me to…
sturti/E+ via Getty Images It took a while, but SolarEdge (NASDAQ:SEDG) has finally seen its stock get impacted by the broader valuation reset among growth stocks. It is curious that SEDG is seeing the stock price weakness just as many tech stocks look to be finishing up their own stunning recoveries, but it does make…