wellesenterprises Thesis In my previous article about Nvidia Corporation (NASDAQ:NVDA), I rated the stock as a buy, explaining that the potential downside was very low. Therefore, this was a perfect opportunity to enter and wait for the company to surprise in their Q4 2024 earnings. Needless to say, the company indeed surprised us, and the…
Morsa Images/DigitalVision via Getty Images The strong rally on the stock markets since 2023 has also led to a solid stabilization of share prices for many former high-flyers. Normalized expectations met with an increasing risk appetite among investors. This was not the case with Teladoc (NYSE:TDOC): the share was unable to benefit from this in…
zhengzaishuru Article Thesis Canadian Natural Resources (NYSE:CNQ) is a leading Canadian oil sands company that has an excellent track record and strong management. Thanks to superior cash generation, Canadian Natural Resources has recently achieved its net debt target, which will allow the company to return even more cash to its owners. While the share price…
Nataly Hanin/iStock via Getty Images SoundThinking (NASDAQ:SSTI), formerly known as ShotSpotter, offers a suite of SaaS offerings to make law enforcement more effective and efficient. Trading at 2x sales with a $200 million market capitalization, SoundThinking is cheap for a SaaS company with a history of 15% annual growth and huge operating leverage. The company…
JHVEPhoto Since I presented my ‘Strong Buy’ thesis for Veeva Systems (NYSE:VEEV) in June 2023, their stock price has surged by 21%. I discussed their data analytics and AI capabilities in the healthcare industry. They guide 15.5% revenue growth and 27% adjusted operating income growth for FY25. Veeva clinical platform connects clinical operations and data…
Richard Darko/iStock via Getty Images Introduction Many may be wondering how well BDCs will fare in 2024, with rates still expected to decline. I am a big believer in the sector and think they are more than just high interest rate environment investments. With the banking crisis roughly a year ago causing tighter lending standards,…
Michael M. Santiago/Getty Images News Earlier this week, consumer goods giant Unilever (NYSE:UL) announced that it is planning to exit the ice cream business and cut away 7,500 jobs as a result of launching its productivity program. Also, this program would lead to a total of around €800M of cost savings over the next three…
scotto72/E+ via Getty Images Late last week I sold most of my Nucor Corporation (NYSE:NUE) stock, because I think the stock market is too high and because of issues specific to Nucor. NUE has soared 450% (568% total return) since my January 2016 buy recommendation article compared to 175% for the S&P 500, and it…
AntonioSolano/iStock via Getty Images REITs are often perceived to be boring income investments that are only suitable for retirees. But the reality is very different The REIT (VNQ) market is vast and versatile with about 1,000 companies worldwide and there is truly something for everyone. There are REITs that are great for conservative income-oriented investors….
imagewerks Thesis In my previous article (released before Q3 2023 reported in November 1) about Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH), I explained how Norwegian was still undervalued despite a 20% dilution, in which case the stock’s future price for 2028 would be $47.43 and if there was no dilution, the future price would be…
Nikolay Amoseev I upgraded e.l.f. Beauty (NYSE:ELF) to “Buy” back in December, saying that estimates were too low for the company. I originally placed a “Buy” rating on the stock in February 2023, before taking it “Hold” after a strong run-up in the stock price. With the stock up over 50% since my last upgrade,…
sshepard Investment Thesis First Guaranty Bancshares, Inc. (NASDAQ:FGBI) is a U.S. regional bank based in Louisiana. The bank has been in operation since 1934 and has weathered multiple economic recessions and tricky macroeconomic environments. While at first glance the bank’s profitability has suffered significantly in recent years, I do not believe any tangible damage has…
jetcityimage/iStock Editorial via Getty Images By Valuentum Analysts Cracker Barrel Old Country Store (NASDAQ:CBRL) is a high-dividend paying restaurant that has a concept that is unmatched in the dine-in space, in our view. Not only do customers enjoy a home-away-from-home atmosphere, but guests can shop in their store while they wait–a combination that few, if…
kyletperry Enterprise Products Partners (NYSE:EPD) has laid out a significant growth trajectory in the Permian Basin as they bring online their new gathering and processing systems in the Midland and Delaware Basins. Though the near-term outlook for the hydrocarbons industry looks flat for 2024, production growth in the basin creates a bright spot for firms…
rancho_runner Introduction 53%. That’s how much industrial exposure I have in my dividend (growth) portfolio, which holds almost my entire net worth. The S&P 500 has just 9% industrial exposure. Although industrial exposure is very cyclical, I have limited the cyclical risks of my portfolio, as more than half of my industrial exposure consists of…
Marcus Lindstrom/iStock via Getty Images U.S. residential real estate as an asset class has had a mixed performance over the last two years. On the one hand, home prices on aggregate have held up really well despite some analysts warning that aggressive monetary tightening by the Federal Reserve (Fed) would crash home prices. Home price…
PPAMPicture/E+ via Getty Images CION Investment (NYSE:CION) has been a relatively under-the-radar middle-market business development company since going public in 2021. The externally managed BDC primarily invests in first lien senior secured loans with total investments at fair value of $1.73 billion across 109 portfolio companies as of the end of its fiscal 2023 third…
MCCAIG A couple of weeks ago, Moody’s cut its rating outlook to negative from stable on JPMorgan (JPM), Bank of America (BAC), and Wells Fargo (WFC). According to the agency, this downgrade was due to “the potentially weaker capacity of the U.S. government to support the U.S.’s systemically important banks”. In addition, the agency noted…
The Good Brigade/DigitalVision via Getty Images Investment overview I am bullish on Xponential Fitness (NYSE:XPOF) as the TAM is extremely huge, which supports a long growth runway ahead for XPOF. Importantly, XPOF growth has been very strong even in the current macro climate and has a visible path ahead for the margin to continue expanding….
When TinyTap introduced the concept of Publisher NFTs, it aimed to use it to support content creators in the line of education and publishing. Animoca Brands announced that Season 2 of its Publisher NFTs surpassed all expectations, having already sold out. It shared this in a recent announcement, revealing that the sale of all 720…
The Blast Mainnet is scheduled to go live on February 24, 2024, enabling withdrawals and allowing users to redeem their Blast Points for actual rewards starting from May 24 next year. Recently launched Ethereum (ETH) Layer-2 blockchain Blast has earned itself some popularity in the last few days, although a significant portion of this fame…
Justin Sullivan While the OpenAI drama showed Microsoft (NASDAQ:MSFT) as a crucial partner for Sam Altman, the situation proved customers need access to other AI sources. The stock soared to all-time highs on signs of a coup of hiring the King of AI, but a week of drama left Sam back at an OpenAI with…
Bastian Weltjen/iStock via Getty Images Introduction This article explores five unique long-term portfolio models with valuable concepts pulled from published financial literature that have continued to outperform the S&P 500 since 2018. At the risk of revealing many years of research and enhancements, I will share some key insights about these financial models for your…
Michael M. Santiago It has been about a month since Exxon Mobil (NYSE:XOM) and Pioneer Natural Resources (NYSE:PXD) announced their $59.5b merger. This highly accretive merger is expected to close sometime in 1h24 and will significantly bolster Exxon’s upstream daily production volumes by 16% and total upstream revenue by 30% as well as provide margin-expanding…
Arsenii Palivoda Investment Thesis Gravity Co. (NASDAQ:GRVY), an online and mobile gaming developing company, has surged in sales thanks to the Ragnarok series. With a stable leadership team and strategic market entry, it’s poised for growth in the expanding mobile gaming market. Gravity’s attractive valuation, low P/E ratio, and strong financial position make it an…
Alexander Koerner Thesis Cisco Systems, Inc. (NASDAQ:CSCO) has demonstrated poor revenue and net income growth over the past six years, resulting in a lackluster stock performance. However, after carefully considering analysts’ expectations and my own estimates, I have concluded that Cisco is significantly undervalued. I believe its fair value could range anywhere from $78.2 to…
Spencer Platt In this article, I will discuss the huge growth opportunity that Pinterest (NYSE:PINS) has going forward and why I’m not buying. The Opportunity Pinterest annual revenue growth (stratosphere.io) Since 2017, Pinterest has grown revenues at a compounded rate of 37%. The contributors can be broken down to Monthly Active Users (MAU) growth contributing…
Hashkey opened its retail crypto trading services in mid-August this year and has seen its trading volume scale to over $100 million in October. After Hong Kong unlocked its gates wide open for the cryptocurrency industry earlier this year, more investors have proliferated into the young market to tap into the Web 3.0 prowess. A…
In light of HSBC’s robust results, the banking giant’s board approved a third interim dividend of 10 cents per share. HSBC Holdings Plc (LSE: HSBA.L), Europe’s largest bank by assets, has reported remarkable financial results for the third quarter of 2023, with its profit after tax surging to $6.26 billion. Beyond Profits: HSBC’s Q3 2023…
Bjoern Wylezich/iStock Editorial via Getty Images I previously had a Hold rating on Hexcel Corporation (NYSE:HXL), which was primarily driven by the lack of upside in 2023. However, Hexcel is one of those stocks that should be assessed on the long-term potential. Moreover, with the introduction of the evoX Stock Screener available to subscribers, I…
The firm believes the approval of a spot Bitcoin ETF in the United States will trigger an influx of over $30 billion in subsequent months. The mainstream adoption of Bitcoin (BTC) by institutional investors has put the gold market on notice with a possible decoupling in the coming few years. According to a report by…
luigi giordano Investment Thesis IFF (NYSE:IFF) is one of the world’s largest specialty ingredients producers. Their products are utilized in consumer and industrial products across the globe and have become an essential element of many different supply networks. The firm’s difficult FY23 results have been characterized by weakness in their largest revenue stream of Functional…
The success highlighted by the feat reinforces the popularity of WaaS. Web3 infrastructure provider Particle Network has said that its rollout of Wallet-as-a-Service (WaaS) V2 is proving to be a huge success. According to a recent press release, the company saw more than 15 million wallet activations in under a year since it launched the…
Aside from the popular Apple and Samsung brands, Huawei is probably one of the few other companies that has designed its smartphone processor. Another threat may just have added to the number of issues that Apple Inc (NASDAQ: APPL) currently faces in China. Despite the pertinent geopolitical and economic threats to its existence in the…
Ihor Lukianenko The Flaherty & Crumrine Preferred and Income Securities Fund (NYSE:FFC) is a fairly popular closed-end fund that many investors are using to obtain a high level of income from their assets. The fund is reasonably good at providing such an income, as its 7.35% yield is higher than most other things in the…
Eoneren Grayscale Investments LLC got a green light from a federal court to launch the first Bitcoin exchange-traded fund in the US, a watershed moment in the cryptocurrency industry’s quest to tap billions of dollars from everyday investors. –Bloomberg News, on today’s GBTC ruling. After a lengthy court battle, the U.S. Court of Appeals ruled…
MARHARYTA MARKO Note: All currencies are denominated in EUR unless otherwise stated. Usually, when I see a company trading at low multiples or below its average valuation, it can take me more or less time, but I find the explanation. Sometimes it is because of low-quality business, it can also be because of circumstantial reasons,…
DarkGel/iStock via Getty Images Lyell (NASDAQ:LYEL) is a developer of T-cell therapies for patients with solid tumors. It is in early clinical stage, and has two wholly owned programs targeting a variety of solid tumors. These are personalized, functional and longer duration T cell therapies that are highly reactive to both hot and cold tumors….
bfk92/iStock via Getty Images While screening for companies that have declined a lot over the past year, I came across Vicarious Surgical (NYSE:RBOT). Vicarious is a surgical robotics company looking to develop and commercialize a next generation surgical robot that has human-like dexterity. Although RBOT’s marketing pitch sounds promising, I am concerned that the company…
designer491/iStock via Getty Images Thesis Summary Sea Limited (NYSE:SE) has seen its stock tumble 25% following earnings. Not only was growth lacklustre, but the lack of guidance was disappointing. Sea faces stiff competition in the eCommerce segment, and growth in its financial arm has fallen off a cliff. The company has greatly improved its cash…