rzoze19/iStock via Getty Images Airbus (OTCPK:EADSY) and Boeing (BA) have been competing in the epic duopoly of the airline industry for a while. Both companies had problems after the rough time of the pandemic, and Boeing’s troubles might be the perfect time for Airbus to edge up an advantage that could radically change the market….
bankerwin Welcome to another installment of our Preferreds Market Weekly Review, where we discuss preferred stock and baby bond market activity from both the bottom-up, highlighting individual news and events, as well as top-down, providing an overview of the broader market. We also try to add some historical context as well as relevant themes that…
ninitta/iStock via Getty Images It’s been 2 years since Peloton Interactive, Inc. (NASDAQ:PTON) started shifting its business model from one based around selling physical exercise devices to one built around subscriptions. That doesn’t seem like a bad plan on paper. However, the results have been lackluster so far. Since subscriber growth is mainly dependent on…
syahrir maulana The Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) benchmarks against the Russell 2000 Index to offer smallcap exposure to investors in an attractive and relatively inexpensive (0.26% expense ratio) package that attempts to do the following: maximize the after tax value of a shareholder’s investment. Generally, the Advisor buys and sells securities for the…
Editor’s note: Seeking Alpha is proud to welcome Mapache Investing as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » EPR needs people to flock to the amusement parks…
DNY59 By Ryan J. Puplava Executive Summary In this article, I’ll cover some of the key stories of 2023 and then focus on the likelihood of a soft landing for the economy with a look at monetary policy, economic growth, the earnings outlook, and geopolitical risks. Monetary Policy In two years, the Fed raised rates…
Daniel Grizelj The rise in the S&P 500 (SPY) in recent months may lead to FOMO (fear of missing out) for investors, with some feeling like they need to chase growth stocks to achieve outsized gains. However, an open secret in the market is that there are always pockets of value to be had in…
Spencer Platt Chinese social media stock Weibo (NASDAQ:WB) has underperformed even its PRC peers this week on the back of a Bank of America Securities downgrade, dipping below $9 per share, which represents not only the 52-week low, but a low for the entire trading history of the stock. With a strong record of profitability,…
jetcityimage/iStock Editorial via Getty Images I upgraded my thesis on The Coca-Cola Company (NYSE:KO) stock in mid-September 2023, assessing it was reasonable to be more constructive after it fell from its April 2023 highs. However, I also cautioned investors that I hadn’t evaluated a robust bottoming opportunity yet, suggesting investors “must be prepared to average…
Abstract Aerial Art/DigitalVision via Getty Images Enel Chile (NYSE:ENIC), is predominantly owned by the Italian company Enel SpA (OTCPK:ENLAY) with a 64.9% stake and listed on both the Santiago Stock Exchange and the New York Stock Exchange via its ADRs. The company’s holdings include a 94% stake in Enel Generación Chile and full ownership of…
Wirestock/iStock via Getty Images Introduction Workday (NASDAQ:WDAY) is going to report Q3 ’24 earnings on the 28th of November ’23 after market close. I wanted to cover what the company is expecting to do in the quarter, give my thoughts on what I would like to see from the company, and some comments on the…
Urilux/iStock via Getty Images Investment Overview TG Therapeutics (NASDAQ:TGTX) announced its Q3 earning today, and the company’s share price is buoyant, up nearly 30% in trading. With that said, the share price remains down >60% since I gave TG Therapeutics a “sell” recommendation in a note for Seeking Alpha in July. For a fuller history…
Werawad Ruangjaroon The VanEck Low Carbon Energy ETF (NYSEARCA:SMOG) invests across renewable energy companies as well as leaders in related environmentally friendly technology. This is a segment that has grown significantly in recent years, but underperforming following what was a short-lived pandemic boom. Indeed, the latest headlines aren’t helping. Solar stocks within the SMOG portfolio…
Diy13 Ray Dalio predicts doom and gloom for the US economy thanks to the mounting debt load. The country’s debt levels surpassed $33 trillion for the first time last month. My fellow Seeking Alpha contributor wrote a very well-thought-out article on portfolio protection if the debt crisis really comes. But the main focus of my…
Julio Tamayo LendingTree, Inc.’s (NASDAQ:TREE) stock chart and trend looks like something straight out of a horror movie about stock market. The stock is down 52.34% in the last 10 years 93.73% in the last 5 years 44.66% in the last year 36.90% YTD 45.74% in the last 6 months 23.12% in the last month…
Dolas/E+ via Getty Images U.S. Silica Holdings Inc (NYSE:SLCA) is operating in the energy sector where it mostly focuses on making and selling commercial silica in the U.S. The company has a very rich history that dates back to 1894. The last couple of years have seen a pretty steady climb upwards for the share…
yorkfoto Introduction On September 24, I co-published an article with Brad Thomas on increasing risks in the real estate space. We focused on multi-family housing, which is one of the sectors seeing billions of dollars of inflows from investors. Despite being one of the healthiest segments, it is now seeing some serious cracks, as we’re…
Natali Stroganova/iStock via Getty Images Main Thesis & Background The purpose of this article is to evaluate the broader market and to determine where some value may be hiding out. This is not specific to just equities, but rather a focus on all corners of global markets to determine where it makes sense to branch…
Chinnachart Martmoh PepsiCo (NASDAQ:PEP) (Pepsi) is a great growth company and global consumer staple name that remains on my wishlist to buy on any market weakness. The company currently trades at a hefty 31.5x TTM P/E given the company’s great growth track record. With the latest Q2 2023 growth rates still looking strong and even…
aerogondo Introduction The Vancouver, British Columbia-based GoldMining Inc. (NYSE: NYSE:GLDG) (GOLD: CA), a junior exploration company, announced its second-quarter results on July 13, 2023. Note: I have been covering GLDG regularly since December 2020. This article updates my preceding article, published on June 20, 2023. 1 – GoldMining Inc. assets As of July 2023, the…
Daniel Balakov “When I first started to put out sell-side research in the early 1980’s, I believed that going short was simply the mirror image of going long. I assumed that all the attributes used on the long side could be reversed on the short side. I no longer believe that.” Jim Chanos I’ve argued…
Demolition Of San Francisco”s Candlestick Park Enters Final Phase Justin Sullivan/Getty Images News The Setup Five Point Holdings (NYSE:FPH) is a small California land developer misunderstood by the market. From 2009-2021, Five Point was under a previous leadership team that ran a bloated cost structure. According to Redfin, 82.4% of homeowners have an interest rate…
jetcityimage September 8th proved to be a rather interesting day for shareholders of both Albertsons Companies (NYSE:ACI) and The Kroger Co (NYSE:KR). Both companies made known that they have elected to divest of over 400 stores, as well as other related assets, in an attempt to appease regulators and get their merger approved. In addition…
robeo Today, I’m revisiting the case of FreightCar America (NASDAQ:RAIL), a small-cap company specialized in the construction of rail cars, such as bulk commodity cars and coal cars, as well as in the conversion of existing cars for different purposes. In my last article about the company, which was published 9 months ago, I assigned…
Soft money is considered through two different concepts. Firstly and generally speaking, it’s a type of money, like paper currency or fiat money, that stands in contrast with hard money. Hard money has physicality, like gold, silver or any other metal-coined money, or it is hard coded to be scarce, like bitcoin. Soft currency is…
metamorworks/iStock via Getty Images Investment Thesis Opendoor Technologies Inc. (NASDAQ:OPEN) is a stock that I’m bullish on. Here, I explain some key investment lessons I’ve taken from investing in Opendoor and how you too can pick up helpful nuggets. And how investors should now think about Opendoor going forward. According to my estimates, Opendoor is…