cre8tive_studios/iStock via Getty Images Northern Technologies International Corporation (NASDAQ:NTIC) is a global manufacturer of volatile anti-corrosion products (VCI) that protect manufacturing pieces and metallic infrastructure. The company has a global presence exceeding 25% market share in VCI for manufacturing and industrial uses and is making inroads in the O&G infrastructure market. I wrote about NTIC…
VioletaStoimenova Independent Bank (NASDAQ:INDB) is a Michigan-based bank where it operates with 62 branches. In my previous article, I assessed Q3 2023 as positive overall, and indeed the stock has risen 30% since then, albeit with some difficulties in the first few weeks. Today, however, I will analyze Q4 2023; EPS beat estimates but revenues…
bluebay2014 By Brian Levitt, Global Market Strategist The S&P 500 Index hit a new record.1 We did it! And also… what do we do now? Here’s what stock market highs mean – and don’t mean – for long-term investors. A world of change since the last market high Admittedly, the prior peak in January 2022…
fhm/Moment via Getty Images NuScale Power (NYSE:SMR), specializing in Small Modular Reactor technology, represents a notable divergence in nuclear power plant design and operation. The company’s NuScale Power Module (NPM), each generating 77 Megawatts-electric (MWe), utilizes established nuclear technology with a focus on integration and simplification of components. This includes the elimination of certain conventional…
CreativeNature_nl The only oil name Berkshire seems to love I haven’t delved into oil and gas names seriously for quite some time. I had been tricked in the past investing at the top of the cycle when Warren Buffett and Bill Gates both were buying Exxon (XOM) hand over fist. Oil was supposed to be…
On-chain data shows that money from GBTC has been flowing into the newly launched spot Bitcoin ETFs amid very low fee structures. In an exclusive interview with Bloomberg Television from Davos on Wednesday, January 17, Grayscale Investments Chief Executive Officer Michael Sonnenshein defended the 1.5% management fee charged for the Grayscale Bitcoin Trust (GBTC). This…
pichet_w Emerging markets equities saw positive performance in 4Q 2023, driven by valuation re-rating and currency strength. Monthly emerging markets equity insights from David Semple, Portfolio Manager and Ola El-Shawarby, Deputy Portfolio Manager, featuring their unique views on emerging markets. In the fourth quarter of 2023, emerging markets equities largely extended trends seen throughout the…
Besides being in the top 40 tokens in terms of market cap, TIA is also listed on CoinGecko’s trending tokens list. 2024 has started off on a positive note for the crypto market. Besides the Bitcoin ETF and the air of excitement that it has created, several altcoins are seeing positive price movement. Along with…
Khanchit Khirisutchalual Investment Thesis I wanted to take a look at Verisk’s (NASDAQ:VRSK) financials to see if the company’s high PE ratio is justified. The company is not overleveraged, but the current ratio and deteriorating margins make me cautious. Furthermore, the company´s revenue growth is not of a company that would have a 40x PE…
Poetra RH/iStock via Getty Images High yield REITs are one of my favorite things. It wasn’t so long ago I was singing the praises of ARMOUR Residential, for both its double-digit yield and its management of high leverage. Today I’m going to be again looking at a similar mortgage REIT, Orchid Island Capital (NYSE:ORC), which…
jbk_photography Intro While there are many ways to find success in the stock market, I believe there is a singular path to build great wealth in the long term. This path is to follow these three fundamental rules. Invest in High-Quality Businesses. Purchase them for a fair or better price. Retain these positions as long…
Steve Dunning/iStock via Getty Images Thesis The SPDR Portfolio Long Term Corporate Bond ETF (NYSEARCA:SPLB) is a fixed income exchange traded fund. The vehicle focuses on investment grade corporate bonds, and represents an alternative to the much better known iShares iBoxx Investment Grade Corporate Bond ETF (LQD). LQD has an AUM of $32 billion versus…
Mario Tama Overview MO stands for “Must Own”: a popular comment here. This is for good reason, too! With a dividend yield of 9.4% and 54 years of consecutive dividend raises, it’s no wonder MO is a popular choice amongst dividend investors. I recently wrote an article on Philip Morris (PM) where a lot of…
PM Images The BlackRock Limited Duration Income Trust (BLW) is a closed-end fund that specializes in providing investors with a very high level of current income from the assets in their portfolios. The fund’s 9.23% current yield is a testament to its success in this area, and indeed this yield is somewhat higher than some…
Userba011d64_201/iStock via Getty Images Investment Thesis The inclusion of high dividend yield companies in your investment portfolio demands a discerning selection process. Those companies, which pay sustainable dividends, are crucial for your overall investment portfolio, given their lower risk level and their ability to provide a stable and predictable dividend income stream. Companies that pay…
The recent surge in Bitcoin’s on-chain fees has reignited a familiar discussion within our community, bringing to the surface diverse perspectives on the implications and root causes of this trend. A faction within the community views these heightened fees as a strategic solution to Bitcoin’s security budget concerns. In contrast, others see them as a…
Sundry Photography Synopsys (NASDAQ:SNPS) has a robust growth track record, with a CAGR of 13% for revenue and 23% for adjusted EPS over the past five years. The stock price has experienced significant gains in the past due to its high-quality and growth record. However, I believe that the current stock price is overvalued, and…
Bjoern Wylezich/iStock via Getty Images Thesis To kick off 2024 I decided to take a look at the energy markets from a different perspective. The market doesn’t always get things right, so I took a look at the worst performers over the course of 2023. I screened both American and Canadian energy companies with a…
shih-wei The growth factor sprung back to life in 2023. Morningstar’s Jeff Ptak reports that the right side of the style box easily outpaced the value style last year following 2022’s rout of both large and small growth stocks, particularly those that did not have strong cash flow and robust balance sheets. While many funds…
The Binance crypto exchange had a monthly trading volume dominance of about 40 percent, representing $432 billion, despite the regulatory hurdles. Amid the ongoing spot Bitcoin exchange-traded funds (ETFs) frenzy in the United States, cryptocurrency exchanges around the world have been among the biggest beneficiaries of heightened demand for digital assets. According to detailed market…
KenWiedemann Investment Thesis Slate Grocery (SGR.UN:CAD and USD ADR SRRTF) is a REIT specializing in retail space anchored by grocery stores. Slate owns 117 properties across 24 states, averaging $12.37/sqft in rent across 15.3 million sqft. Grocery-anchored retail is uniquely positioned to weather economic hardships. The necessity of grocery shopping ensures steady consumer traffic and…
Dilok Klaisataporn The Simplify Enhanced Income ETF (NYSEARCA:HIGH) is a somewhat unique income ETF, investing in t-bills and equity options spreads. The strategy aims to generate significant income with low credit and rate risk / exposure. It seems to have succeeded, with the fund sporting a 9.4% distribution yield with low volatility and drawdowns. I…
4kodiak The Intel Investment Thesis Data by YCharts Year to date, Intel Corporation (NASDAQ:INTC) has rewarded shareholders handsomely, but over the past 5 years, the story has been different as Intel has yet to return to its 2020 highs. But a huge TAM, positive comments from the management about future opportunities, and big promises have…
ArtistGNDphotography A handful of crypto stocks have gone parabolic in price action this month. While Bitcoin, Ether, and other more speculative coins have shot higher in Q4 2023, many digital-asset equities have seen even more pronounced upside moves since October. This is a time when risk management is needed, in my view, and I will…
New year 2024. Calculator and US dollars Life Background/iStock via Getty Images A new year means a new market. And in 2024, I’m eager to keep buying stocks. This year, I invested more money in term deposits than stocks, due to the rise in interest rates we’d observed in 2022. With the Fed forecasting 75…
JackF/iStock via Getty Images Investment Thesis Over the past 8 years, Sleep Number Corporation (NASDAQ:SNBR) revenue grew at 11.1 % CAGR. But this was driven more by price growth than volume growth. In this context, I would not consider SNBR a high-growth company. From a fundamental perspective, the company is an average performer. There were…
In 2023, the Bitcoin hashrate has surged by a staggering 130% which shows growing competition and reduced profitability for miners. The computing power of the Bitcoin network, also known as the mining hashrate, hit a record high on Christmas Day, adding to the challenges faced by miners in the wake of declining profitability. Blockchain.com reported…
AegeanBlue Introduction Diana Shipping (NYSE:DSX) is a shipping company that owns and operates bulkers. It has 42 vessels with a 10.5-year average age. The fleet utilization has been 99-100% over the last two years. Only 2% of the fleet has scrubbers. The primary focus is iron ore and coal transport, meaning DSX revenues depend heavily…
Nikada The Nuveen Preferred & Income Opportunities Fund (NYSE:JPC) is a CEF which seeks to provide investors with a high current level of income by investing in preferred securities and other high yield securities. I view the preferred securities market sector as one that investors should have exposure to given current high levels of yield,…
designer491 Passive ETFs are everywhere. Buy the index and hit the snooze has been the mantra for the last decade and every attempt at predicting a change in the trend has been incorrect. But there are actively managed ETFs around and some have managed to corner a small amount of assets. We look at one…
marchmeena29 Thesis The Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB) is a fixed income exchange traded fund. The vehicle is based on the RAFI Bonds US High Yield 1-10 Index and will invest at least 80% of its total assets in the securities that comprise the respective index. As per its literature: The Index…
DNY59 I’m always on the lookout for new and interesting fund strategies, and a reader recently pointed out the Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (NYSEARCA:QDPL) as an ETF worth reviewing. The QDPL is an innovative fund that does not use traditional BuyWrite strategies or leverage to boost the fund’s distribution yield….
smshoot Prologue Since 1928, there have been 9 back-to-back 20%+ years for the S&P 500 Index (SP500)(SPX): 1935/6, 1950/1, 1954/5, 1975/6, 1982/3, 1995/6, 1996/7, 1997/8, 1998/9. Not a single back-to-back 20%+ year for SPX in the 21st century. Based on the market 2024 EPS consensus, SPX will need to trade at a forward P/E of…
One of the major factors behind the Injective price increase is the surge in trading volumes for INJ perpetual futures contracts which recently surpassed $25.5 billion in 24 hours. The price of crypto asset Injective (INJ) has seen an impressive explosion in 2023, surging almost 3000% in the process. The rapid price rise has also…
Bet_Noire I have wavered between a negative to neutral view of the U.S. stock market’s immediate direction during 2023, happy to hold a hedged portfolio and lots of cash earning 5%. Mind you I have refrained from being net short the market. I do own large gold/silver bullion holdings, a few bonds, and some exposure…
Natee127 Investment Thesis OppFi (NYSE:OPFI) is a financial technology company that helps people with limited access to traditional banking by providing them with affordable and transparent lending options. They offer loans online, focusing on individuals who may not have a strong credit history or face challenges in obtaining loans from traditional banks. OppFi has the…
jetcityimage/iStock Editorial via Getty Images Introduction A couple of months ago, I wrote a series of articles covering some of the largest health insurance companies in the United States: Humana (HUM), UnitedHealth (UNH), Cigna Group (CI) and Elevance Health (ELV). As I became familiar with insurance operations while studying these companies, I want to diversify…
PixelsEffect Investment thesis Our current investment thesis is: EXLS is a compelling investment proposition for those seeking exposure to the technology revolution without the volatility associated with pure-play stocks. EXLS has developed an impressive reputation in the industry, allowing it to develop a market-leading position despite being substantially smaller. This is reflected in its relative…
MicroStockHub As expected, the US Fed did not hike yesterday and held its policy rate at a 22-year-high while signalling rate cuts to start in 2024. Asset markets are jubilant across the board. Relief rallies are typical at the end of central bank hiking cycles. Optimism makes sense for government bonds, which become more valuable…
With yesterday’s historic high, the Dow Jones extends its Q4 rally to more than 10%. On the other hand, the technology sector also makes a fresh all-time high. In a historic surge, the Dow Jones Industrial Average set a new record by closing above 37,000 points for the first time. The Federal Reserve’s indication of…
fizkes Stock Snapshot Today’s trending story in the financial media has been today’s Fed meeting, and so what better time to revisit a bank stock I covered this summer. Some quick facts about Detroit-based Ally Financial (NYSE:ALLY) are that it is a top 25 financial holding company, has +11MM customers, and +$196B total assets. Its…
Nikada By Wenli Bill Hao As the leading dividend index provider, S&P DJI is constantly looking for new approaches and methodologies to bring novel ideas to the market. Our recently launched S&P 500® High Dividend Growth Index is a prime example of this innovative thinking, as it incorporates a forward-looking assessment into its methodology. This…
Eric Johnston Today we are revisiting a speculative name that we still think is worthy of your consideration for a high-risk, high-reward company. For those who know our service, we feature a secondary trading room dedicated to highlighting a high-risk, high-reward, speculative ideas once or twice a month. But we know that our public followers…
The number of daily transactions on the Litecoin network reached an all-time high of 1.09 million on November 14, surpassing even Bitcoin’s transaction count of around 523,284 at the same time. In a remarkable turn of events, the Litecoin (LTC) network has experienced an impressive surge in active addresses, achieving a new all-time high merely…
JulPo Main Thesis & Background The purpose of this article is to evaluate the VanEck Vectors High Yield Municipal Index ETF (BATS:HYD) as an investment option at its current market price. The fund’s objective is to “track the overall performance of the U.S.-dollar-denominated, high-yield, long-term, tax-exempt bond market”. This has been a reasonable performer in…
RoschetzkyIstockPhoto/iStock via Getty Images Entergy Corporation (NYSE:ETR) is a Fortune 500 utility holding company, headquartered in New Orleans. It has six divisions including Entergy Arkansas, Louisiana, Mississippi, New Orleans, Texas, and Energy Resources, Inc., or SERI, the subsidiary that owns the Grand Gulf nuclear station. Entergy New Orleans and Entergy Louisiana are regulated gas and…
Ralf Hahn There’s nothing wrong with the trends in S&P 500 earnings data, at least what’s tracked weekly at Refinitiv, since the numbers continue to firm. Unfortunately, the S&P 500 couldn’t close above its July 23, ’23 high of 4,607.07, closing this week at 4,604.37. S&P 500 data: The forward 4-quarter estimate fell $0.15 this…
Santiment revealed that despite a price drop, Bitcoin can reach $50,000. Ethereum and Solana have managed to hit the highest levels in more than one year and a half. ETH price now is $2,353 while SOL is trading at around $71. At the same time, Bitcoin (BTC) has decreased to $43,000 again. However, experts believe…
choochart choochaikupt Thesis Summary NIO Inc. (NYSE:NIO) has just reported its Q3 results, showing strong growth and an improving margin. The stock is up on the day, as investors seem to believe this could be a turning point for the stock. Indeed, I believe the worst could be behind the Chinese economy for now. NIO’s…
Riska Introduction I utilize two funds for my “dry powder” cash. That is, money I’m setting aside for a future investment opportunity. I’m willing to take a little risk with this money, but I need the investments it’s in to have low volatility so that when opportunities arise, I can deploy it. To this end,…