A restaurant waitress serves guests. alvarez/E+ via Getty Images Hard truths. Some people avoid them. Some people find liberation in them. I tend to fit in the latter group. One of the tougher truths of life that applies to personal finances is as follows: As long as there is life, bills tend to follow not…
Justin Sullivan/Getty Images News Introduction and Background The market, as a whole, continues to appear to be overvalued, and it has been hard to find good opportunities to put my capital to work at valuations that I am comfortable with. I am not necessarily a deep value investor, but I also don’t like to feel…
DNY59 Investment Thesis For the second straight time, the Pacer US Cash Cows 100 ETF (BATS:COWZ) substituted nearly two dozen holdings in its 100-stock portfolio during its scheduled quarterly rebalancing process. One of the most significant changes was a 5% reduction in Energy exposure, down from 28% previously, which I listed as a key reason…
Chip Somodevilla Blackstone Has Almost $200B In Dry Powder I updated Blackstone Inc. (NYSE:BX) investors that the easy money in BX was likely over, even as BX surged and attempted to break through the $130 resistance level. However, the market has spoken, as BX has underperformed the S&P 500 (SPX) (SPY) since my previous update…
JulPo FLEETCOR (NYSE:FLT) is an overlooked quality company and, given the current share prices, is looking attractive. We explored various valuation methods including a quantitative DCF model and relative valuation and found FLT to be significantly undervalued. It has underperformed the S&P500 over the past five years while clocking in revenue and EPS growth of…
zimmytws Reaves Utility Income Trust (NYSE:UTG) is a high-quality closed-end fund, or CEF, mainly investing in utilities and infrastructure companies. As a result, it’s deemed designed to be suitable for income investors looking to benefit from the fund’s use of leverage to improve its distribution yield. However, the Fed’s significant rate hikes in 2022-23 have…
NurPhoto/NurPhoto via Getty Images Investment Thesis Almost 11 months have passed since I first covered Kroger (NYSE:KR) and assigned the stock a “Buy” rating. Despite the stock substantially lagging behind the S&P 500 over the same period, it is difficult for me to say that my bullish thesis did not age well. KR delivered a…
Pakin Jarerndee/iStock via Getty Images Investment Thesis The following article reiterates my October 2023 buy rating on the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), a rare product consistently holding high-quality U.S. stocks with high dividend yields and dividend growth rates. Only a handful of ETFs come close to sharing these qualities, and it’s worth buying…
imaginima Summary Seeking Alpha Quant rates FDN as a buy; FDN has performed very well during this stock market rally. I agree with the Seeking Alpha Quant and rate FDN as a buy. FDN First Trust Dow Jones Internet Index Fund ETF First Trust Dow Jones Internet Index Fund is an exchange traded fund launched…
IB_photo Investment Thesis I assign a “BUY” on Restaurant Brands International (NYSE:QSR) with an implied share price of $83.88. RBI is an asset-light business with growing royalties underpinned by high-quality brands such as Burger King, Tim Horton, Popeyes, and Firehouse Subs. I believe the involvement of the new chairman can benefit the company, given his…
FatCamera/E+ via Getty Images Investment thesis CareTrust (NYSE:CTRE) has a solid track record of success with 18% rental revenue CAGR over the last decade and the operating margin doubling as the business scaled up. The company is benefiting from the secular demographic trend of the rapidly aging U.S. population and the ability to capture secular…
Olivier Le Moal Investment Thesis The iShares Core High Dividend ETF (NYSEARCA:HDV) offers an attractive 4.15% dividend yield and a low 0.08% expense ratio, two features crucial for income investors. While it’s been more than one year since I downgraded HDV based on my perception that energy risks were too high at the time, the…
spawns This year, the market has gone from euphoria to depression, from the triumph of the value-agnostic growth style amid the inflation-is-over narrative to a higher-for-longer story and a painful sell-off in bonds that is rippling through equities as well. No doubt, the environment has been exceedingly challenging to navigate. Hopefully, there are investment vehicles…
Michael Buckner/Getty Images Entertainment Investment Thesis Patrick Industries (NASDAQ:PATK) was one of the major beneficiaries of the COVID-19 pandemic, as the demand for recreational vehicles surged. The stock price more than doubled between 2019 and 2021, but in 2022, PATK’s investors faced a lot of pain. Over the last twelve months, the stock price demonstrated…
jetcityimage Investment Thesis Thermo Fisher (NYSE:TMO) has consistently outperformed the market and has now established a revenue base that is largely recurring and predictable. In this article, I would like to discuss the business model, provide an overview of its capital allocation policy, and finally, I will perform a valuation. This valuation has led me…
Sundry Photography/iStock Editorial via Getty Images JFrog (NASDAQ:FROG) provides clients with a supply chain software solution. The company has achieved a high amount of organic growth, but as the company continues to generate significantly negative earnings, the stock still seems risky. Although the stock seems very expensive at a quick glance, I believe the valuation…
Wipada Wipawin/iStock via Getty Images I’m like a kid in the candy store in this market. To explain why, let me back up and explain where I’m coming from. My goal as a dividend growth investor is to generate the safest, largest, and fastest growing passive income stream possible. I’m neither a “value investor” nor…
Sean Anthony Eddy Dear subscribers, In this article, I’m going to take a look again at Ventas, Inc. (NYSE:VTR), one of the highest-rated and highest-quality healthcare real estate investment trusts, or REITs, we currently cover and consider a “BUY.” Ventas is a company I’ve covered in mixed articles, but I haven’t covered it in any…