Kevin Dietsch/Getty Images News Berkshire Hathaway Inc. (NYSE:BRK.A, NYSE:BRK.B) investors have had much to celebrate recently as BRK.B surged toward an all-time high, or ATH, even as the S&P 500 (SPX, SPY) struggles at its August 2023 peak. Bolstered by its robust second-quarter or FQ2 earnings release in early August, the widely diversified conglomerate saw…
Olivier Le Moal By Bill Zox, CFA | John McClain, CFA | Jack Parker, CFA One of us had a professor who would say, “When it comes to math, I’m slow, but I’m inaccurate.” That shortcoming can be a problem for understanding convexity in many parts of the fixed income markets, but not in corporate…
Alasdair Jones/iStock Editorial via Getty Images Dear readers/followers, Since my last article, SSE (OTCPK:SSEZY) hasn’t exactly been a fantastic performer. Then again, most of my utilities haven’t exactly been the “golden children” so far this year. They’ve underperformed quite a bit so far, and SSE is no exception to this rule. Does it bother me?…
Lemon_tm/iStock via Getty Images Overview Capital Group, founded in 1932 with US$2.2 trillion in assets under management, launched its first ETFs in 2022 that included the (NYSEARCA:CGGO) the Capital Group Global Growth Equity ETF. This is an actively managed ETF that utilizes the Capital Group’s extensive research and information reach. In my view, Capital is…
kovop58 fuboTV (NYSE:FUBO) was one of the high-flying stocks that have crashed back down to earth given the situation in the market. Recently though fuboTV stock has rallied yet is still trading at a fraction of its price just two years ago. Is now a good time to enter? fuboTV Liquidity Not as Good as…
vm/E+ via Getty Images Evolv Technologies Holdings, Inc. (NASDAQ:EVLV) is making waves with its artificial intelligence-based weapons detection system. The platform intended for high-traffic public venues uses a combination of cameras with proprietary data analytics to visually identify threats during the security screening process. Evolv counts on hundreds of high-profile customers including sports stadiums, entertainment…
blackred Early this morning, the NFIB published their latest read on small business sentiment. The headline index fell to 91.3, 0.2 points lower than expectations. Sentiment continues to sit near some of the lowest levels of the past decade, albeit off of the worst post-pandemic period when it had reached a low of 89.0 this…
phototechno/iStock via Getty Images Trend following (or managed futures) performs in the long run as well as equities, but with less risk. It also offers crisis alpha: it performs very well when equities tumble. On top of that come the diversification benefits; managed futures have a low correlation with other asset classes. The most famous…
Financial giant Franklin Templeton has applied to the SEC for approval to launch a Bitcoin exchange-traded fund (ETF) named the Franklin Bitcoin ETF, with Coinbase as the custodian and trading on the Cboe BZX Exchange. Asset manager Franklin Templeton, a financial giant managing over $1.4 trillion on behalf of its clients, has submitted an application…
JamesBrey Investment Thesis Arch Resources (NYSE:ARCH) doesn’t get enough credit for its strong dividend yield. Why? Because it’s not a “guaranteed” yield. As if anything in the market were ever guaranteed. ARCH SA Premium Its Q2 2023 dividend came in at $3.97, annualizing at 13% (again, not a guaranteed dividend). Further, note that this stock…
Darren415 Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting individual fund news and events – as well as the top-down – providing an overview of the broader market. We also try to provide some historical context as well as…
Sashkinw/iStock via Getty Images Investors in The Trade Desk, Inc. (NASDAQ:TTD) celebrated a remarkable market-beating performance in 2023 as TTD surged to its early August highs. However, sellers denied further upside at the $92 level before a post-earnings selloff followed as TTD bottomed out in mid-August at the $70 level. As such, TTD briefly entered…
Matthew Horwood/Getty Images News We present our note on Shell (NYSE:SHEL) (OTCPK:RYDAF), one of the world’s largest integrated oil & gas companies, with a Buy rating. We are drawn by Shell’s strong project pipeline, leadership in LNG, disciplined investment framework, relative valuation, and capital returns. We will provide a brief overview of Shell’s business, discuss…
PhonlamaiPhoto A Quick Take On Arm Holdings Arm Holdings (ARM) has filed proposed terms for a $4.7 billion IPO of its American Depositary Shares representing underlying ordinary shares, according to an amended SEC registration statement. The firm creates and licenses CPU technologies for a wide range of devices and applications globally. ARM has produced declining…
Diy13 You work hard for decades, plan for retirement, save as much as you can, and reduce your spending so that when the time comes you can enjoy the golden years. There are many ways to save for retirement including investing in individual stocks, bonds, mutual funds, ETFs, CEFs, REITs, and BDCs, many of which…
Brandon Bell Investment Thesis AT&T (NYSE:T) has ran into terrible news sentiment once again. Despite the company showing quite good Q2 performance, investors still appear to be afraid of the possible lead cable investigation outcomes and DISH (DISH) competition. We believe that the market is overestimating what is written in the news. Currently, AT&T offers…
vale_t Rubis (OTCPK:RBSFY) is a French company operating internationally in the energy distribution, energy storage and handling and renewables businesses. For investors Rubis is an emerging market play tapping into the development of road infrastructure, demographic growth and increase in the standard of living. Rubis has a long track record of profitable growth, it operates…
Thapana Onphalai Market Recap After two solid months of strong returns from equity markets we entered another wave of volatility in August. The SPDR S&P Trust ETF (SPY) fell by 1.63% last month but remains up 18.65% year-to-date. Vanguard’s High Dividend Yield ETF (VYM) posted a larger loss of 2.39%, pushing its year-to-date return down…
PM Images While screening for high yielding investments, I came across the SPDR Blackstone High Income ETF (BATS:HYBL). The HYBL ETF is managed by Blackstone, the well-known private equity and alternative asset manager. It seeks to generate high income from a portfolio of leveraged loans and high yield bonds. Although the HYBL ETF pays an…
kritdarat Atsadayuttmetee/iStock via Getty Images Overview ORLY stands as a prominent player in the automotive aftermarket industry in the United States. Renowned for its wide range of automotive parts, tools, supplies, equipment, and accessories, the company caters to two distinct customer segments: do-it-yourself [DIY] and Do-It-For-Myself [DIFM]. My recommendation for O’Reilly Automotive (NASDAQ:ORLY) is a…
Kagenmi The U.S. economy has surprised many with its resiliency, despite aggressive rate hikes by the Fed. Alex Gorewicz, Portfolio Manager, Active Fixed Income at TD Asset Management, looks at whether recent data may suggest signs of economic softness are emerging. Transcript Greg Bonnell: The economy is showing some signs of slowing as central banks…
onurdongel While gloom besets China’s property sector and analysts warn of deflationary pressures, one area that so far seems immune from the economic malaise is domestic tourism. The sector’s surprising resilience has brought cheer to the travel industry, which was shattered for much of the last three years by Covid lockdowns and a severe curtailing…
pidjoe NextEra Energy Partners (NYSE:NEP), once a high-flying dividend stock, has seen its stock price languish amidst higher interest rates. With the stock yielding nearly 7%, dividend investors may be wondering if it is time to “back the truck up” so to speak. Investors may be having trouble adjusting to the reality of the higher…
Drew Angerer Investment Thesis In my opinion, Dropbox, Inc. (NASDAQ:DBX) presents a strong buy opportunity for a variety of reasons. The company’s freemium business model and focus on AI technology position it well to convert a large portion of its 700 million registered users into paying subscribers. The sustained trend of remote work, fueled by…
Scott Olson Shake Shack (NYSE:SHAK) is a popular, growing hamburger joint. That said, it is my premise that the share price is far out of line with the fundamentals of the business and future prospects and, despite recent losses in the share price, the stock is trading at such elevated multiples it will be hard…
Zhanna Hapanovich By Sandrine Soubeyran and Robin Marshall, Global Investment Research, FTSE Russell Euro high yield (HY) credits have outperformed Euro investment grade (IG) corporate bonds, and those of other regions, both in July and since the beginning of the year. The FTSE Euro High Yield Bond index was up 1.3% and 6.5% respectively in…
abadonian DT Midstream, Inc. (NYSE:DTM) is a natural gas-focused midstream company that primarily operates in the Marcellus and Utica Basins of Appalachia, although it also has a small operation near the Haynesville Shale: DT Midstream These are two areas that are not commonly discussed in the mainstream financial media, but they are two of the…
Andrii Yalanskyi Dear subscribers, Two of my by far largest REIT positions today are found in two monthly-paying companies. Both are what I would consider “cheap” for what they offer investors. Both of them are investment-grade rated or above (high IG). Both have yields over 4%, which makes them appealing even in the light of…
7maru/iStock via Getty Images Main Thesis & Background The purpose of this article is to evaluate the PIMCO Municipal Income Fund III (NYSE:PMX) as an investment option at its current market price. This is a fund I keep on my radar screen because I see value in PIMCO’s CEF offerings across the board on many…
Daniel Grizelj/DigitalVision via Getty Images The conundrum dividend investors often face is whether to invest in high yield stocks or low-yielding stocks with fast dividend growth. This goes for both accumulators (workers) and withdrawers (retirees). All else being equal, the core question is this: Would you rather accumulate more shares over time or have fewer…
guvendemir Before the pandemic hit the world, including the aerospace industry, the industry was going through a round of consolidation. That abruptly came to an end with one of the terminated mergers being the combination of Hexcel (HXL) and Woodward (NASDAQ:WWD). Since then, Hexcel stock has gained 131% vs. 110%. Those might seem like impressive…
muhammet sager Energy Transfer (NYSE:ET) has been in the news lately after the company announced an agreement to acquire Crestwood Equity Partners (CEQP). A lot has been said about this transaction, though sentiment has been most universally positive among my peers. I suspect a lot of that optimism may be due to the fact that…
SbytovaMN/iStock via Getty Images Trupanion’s (NASDAQ:TRUP) stock has been beaten down over the past few months. In my humble opinion, this makes the current stock price attractive from a valuation perspective if you view the company as a “growth” story. The company isn’t profitable yet but is in the process of scaling its business. In…
Onfokus/E+ via Getty Images Intracity delivery specialist Dada Nexus Ltd. (NASDAQ:DADA) has wowed investors with its first-ever profit on an adjusted basis, posting strong second-quarter growth even as China’s economy faces growing economic headwinds. But the company, which is majority owned by e-commerce giant JD.com (JD, 9618.HK), cautioned in its call after the release of…
MarsYu There seem to be three large forces shaping the investment climate. First is the resilience of the US economy, with four consecutive quarters of above trend growth. It appears that the US economy may be expanding faster than the 2.4% annualized pace seen in Q2. Many of the largest naysayers have capitulated. Second, the…
jcgamache/iStock via Getty Images Overview Prudential Financial (NYSE:PRU) is a big player in the financial services sector with a value of around $33 billion. Prudential manages a wide variety of assets worth approximately $1.415 trillion as of the latest earnings news. They offer services such as asset management, insurance, and retirement advisors to customers. PRU’s…
Wirestock/iStock via Getty Images We present our note on Symrise (OTCPK:SYIEF) (OTCPK:SYIEY), a global diversified chemical manufacturer with a top three market position in the flavor and fragrances industry. The recent share price performance has been underwhelming as a result of disappointing quarterly prints, concerns around organic sales growth and margins, and a recently launched…
naphtalina/iStock via Getty Images Investment Briefing In the last profile of Insulet Corporation (NASDAQ:PODD) from July last year, the case was provided for the company to trade from $240 and sell at $284 over a 4–6 month period. PODD did reach these values in the stipulated time frame. I sold all our PODD equity stock…
onurdongel Written by Nick Ackerman. TC Energy Corp. (NYSE:TRP) has certainly been struggling lately with a significant drop in their share price. In fact, it hasn’t only been a recent struggle but more in the last year, as shares are down nearly 37% as of writing. This is a company that has made an appearance…
pcess609 Research Brief In today’s analysis, I cover a well-established firm in the financials sector again. Principal Financial (NASDAQ:PFG), which had their Q2 earnings release recently in late July, operates three key business segments: retirement, asset management, benefits & protection. Some key points to mention from their website: roots in 1879 as an insurance company,…
Justin Sullivan By Christopher Gannatti, CFA Nvidia (NVDA) has done an incredible job of becoming synonymous with the term “artificial intelligence.” That is the combined effect of great messaging, great marketing, great vision and amazing technology. Efforts made and decisions taken years ago are, through the magic of compounding and Moore’s Law, bearing fruit today….
Following the release of the earnings report, Disney stock declined by 0.73% to close at $87.49. After hours, Disney shares added 2.24%. Year-to-date, Disney stock is 0.70% up. The Walt Disney Company (NYSE: DIS) has reported its results for the fiscal third quarter of 2023. The Q3 results are quite controversial as the company has…
Wasan Tita By Scott DiMaggio, CFA | Gershon M. Distenfeld, CFA | Matthew Sheridan, CFA Do high-yield bonds still make sense for income investors at this stage of the credit cycle? We think so. With the global economy slowing under the weight of central bank rate hikes, many income-seeking investors are shying away from high-yield…
AlKane/iStock via Getty Images In my opinion, Hercules Capital (NYSE:HTGC) is a solid choice for any income investor looking to capture some reliable cash flow. The price entry is not the best right now, though, as it sits near an all-time high, so it currently remains at a Hold rating for me. Hercules Capital proves…
designer491 Generating passive income by investing in high dividend growth funds like the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) and the iShares Core Dividend Growth ETF (NYSEARCA:DGRO) can be a great way to fund a retirement for the following reasons: The passive income makes it quite easy to budget for living expenses since dividend payout…
Drew Angerer Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) opened the books for the conglomerate’s Q2 2023/ 1H 2023 period on Saturday, 5th August, comfortably beating consensus expectations with $10.04 billion of operating profit. Interestingly, Berkshire posted a strong second quarter despite Buffett’s warning earlier this year that he expects the majority of Berkshire’s businesses to…
Galeanu Mihai Quality Stocks Following a strong finish to the first half of the year, my watchlist kicks off the last 6 months with a strong showing. The watchlist for July posted a strong gain of 5.36%, outpacing both the Vanguard Dividend Appreciation Index Fund ETF Shares (VIG) and the SPDR S&P 500 ETF Trust…