PM Images Intention is an interesting concept when it comes to investing. There are some who criticize different investments without considering the intention behind that investment. When an individual allocates capital toward an investment, they do so with a specific goal in mind, and it’s not always to generate capital appreciation. Unless you’re betting against…
wildpixel The idea that you can create an active fund that rotates around factors which come in and out of favor sounds a bit too good to be true. Why? Because whipsaw risk is always a problem for active strategies. Still, it’s worth looking into the idea through the BlackRock U.S. Equity Factor Rotation ETF…
DragonImages/iStock via Getty Images Sleep Number (NASDAQ:SNBR) is an U.S. company specializing in innovative bedding solutions, particularly renowned for its adjustable mattresses. Users can customize the firmness or softness of their mattress according to their individual preferences, utilizing a remote control or a smartphone app to adjust the air pressure within the mattress chambers. Their…
Dennis Garrels Tucked away on the pink sheets with pretty thin trading volume, life can often move quite slowly for the shares of Farmers & Merchants Bancorp (OTCQX:FMCB). Indeed, just as this California-based lender avoided the sell-off that hit other regional banks in the early part of 2023, it also missed out on the end-of-year…
Wicki58/iStock via Getty Images Introduction UMH Properties (UMH) focuses on owning and operating manufactured home communities. As of the end of last year, UMH owned and operated 135 manufactured home communities with a total of almost 26,000 developed homesites in several US states. UMH Investor Relations In a previous article, which was published in January…
bgsmith My dear long-term readers certainly remember that I pay special attention to multi-factor equity exchange-traded funds. Today, I would like to assess yet another such vehicle, the Global X Adaptive U.S. Factor ETF (NYSEARCA:AUSF). I initiate coverage with a Hold rating, as I am frankly unimpressed by its total returns. I believe its inability…
Scharfsinn86 In September, I concluded that a darling has fallen out of favor in the case of Darling Ingredients (NYSE:DAR) as the business has seen very strong operating momentum in recent years, supported by some transformative acquisitions. Despite these achievements, valuations had seen a real setback as this combination made that appeal was on the…
Dimensions/E+ via Getty Images Zumiez (NASDAQ:ZUMZ) is an apparel retailer focused on skater-style clothing and skate-hard goods. The company’s operations are mostly US-based, but it has sibling store concepts and brands in Europe (Germany, Austria) and Australia. I believe the company has quality aspects: a long-tenured, competent management team, customer focus, brand value, an engaging…
PM Images Small-caps have been relative underperformers against the S&P 500 for some time, but at showing some signs of life here. Should momentum continue, a small-cap fund focused on growth could be interesting to allocate to. The iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) aims to mirror the performance of the S&P SmallCap 600®…
Bilanol/iStock via Getty Images Introduction I have owned the preferred shares of Sunstone Hotel Investors (NYSE:SHO) for several years now as I think the (cumulative) preferred dividends offer an excellent stream of quarterly dividends that I don’t have to worry about thanks to the robust balance sheet of the REIT. Data by YCharts The recently…
peterschreiber.media/iStock via Getty Images Topline Summary Prelude Therapeutics Incorporated (NASDAQ:PRLD) is a clinical-stage biopharma developing targeted therapies across a range of different cancers. They have 3 drugs currently in clinical testing, although all of these remain at phase 1 at this time. I have no major concerns about their current cash position, although it might…
ebrublue10 Prelude Therapeutics (NASDAQ:PRLD) is an early stage developer of cancer therapeutics. In 2022, their lead candidate, and the one program with efficacy data, used to be PRT811. PRT811 is a PRMT5 inhibitor which ran a phase 1 trial in solid tumors, including glioma and splicing mutated uveal melanoma, where it saw some positive data….
Justin Ford When it comes to producing iconic ads, few are as recognizable as those produced by Aflac (NYSE:AFL). The somewhat annoying duck yelling “Aflac” has made frequent appearances across American media since 2000. The company is one of the leading insurance providers in the US and Japanese markets. In the US, Aflac primarily offers…
BlackJack3D Coya Therapeutics (NASDAQ:COYA) targets inflammation by modulating the function of regulatory T cells (Tregs) in neurological diseases. The “original” lead asset used to be COYA 101, an autologous regulatory T-cell product candidate with a completed Phase 2a trial in Amyotrophic Lateral Sclerosis under its belt. The trial was completed way back in 2022. However,…
BlackJack3D Hedging bonds is always an interesting thing to do, and something that few understand how to accomplish on their own. That’s why ETFs like the Simplify Aggregate Bond ETF (NYSEARCA:AGGH) are interesting for those who want bond exposure but are nervous around risks beyond the potential to get an ongoing stream of income. AGGH…
zimmytws Introduction RiverNorth has five municipal bond CEFs, operating under three distinct strategies. This article will review the newest one, the RiverNorth Managed Duration Municipal Income Fund II (NYSE:RMMZ). What is different here from most Municipal bond CEFs is each RiverNorth CEF combines two investment strategies. After reviewing this CEF, I compare its results against…
JHVEPhoto ServiceNow (NYSE:NOW) presents itself as an interesting investment pitch from growth and a broader commercial momentum perspective: After having expanded topline at a ~100% CAGR from 2013 through 2022, ServiceNow may still have attractive growth whitespace ahead, as the company is poised to play an important role in driving digital transformation. On that note,…
andreswd The Company Founded in 2006 and headquartered in São Paulo, Brazil, PagSeguro Digital Ltd. (NYSE:PAGS) is a $3.9-billion market cap Brazilian fintech company providing a digital ecosystem for financial solutions. Their offerings include the PagSeguro Ecosystem, PagBank digital account, and PlugPag for merchants. They offer cash-in solutions, payment tools, online gaming, and cross-border services….
Dilok Klaisataporn Investing in equities and bonds is a common strategy for many investors. However, there’s a third category of securities that combines characteristics of both equities and bonds – Preferred Stocks. And there are some good funds that focus on this part of the marketplace. The Global X Variable Rate Preferred ETF (NYSEARCA:PFFV) is…
champc Written by Nick Ackerman, co-produced by Stanford Chemist. The last time we touched on the Gabelli Convertible & Income Securities Fund (NYSE:GCV) was earlier this year in April. At that time, it was a recap to touch on how our prior idea of swapping GCV in favor of the Ellsworth Growth and Income Fund…
nopparit ORIC Pharma (NASDAQ:ORIC) is a developer of cancer medicines. I covered it in March, where I noted that despite being in the market for a while and having a good deal of cash, the company is yet to produce proof of concept data from its lead candidate. Since then, the stock has nearly doubled…
Khanchit Khirisutchalual/iStock via Getty Images I’m always interested in investments that don’t correlate to beta, and which can serve as unique diversifiers in a portfolio. To that end, the thriving carbon credits market fits the bill. And the good thing is that there are products like the KraneShares California Carbon Allowance ETF (NYSEARCA:KCCA) which can…
traffic_analyzer/iStock via Getty Images Caledonia Mining Corporation Plc Now Deserves a Buy Rating This analysis changes the recommendation rating for Caledonia Mining Corporation Plc (NYSE:CMCL) from the previous Sell rating to a “Buy” rating. The company is based in Saint Helier, Jersey, and owns (indirectly) a 64% interest in an underground gold mine in Zimbabwe….
Scharfsinn86/iStock via Getty Images Readers of my previous work may already know, that I believe that hydrogen will play an increasingly important role as a source and storage of energy. Whatever the use case, the first step must inevitably be the production of hydrogen. And to produce hydrogen, an electrolyzer is needed. That is where…
EmirMemedovski Life Time Group Holdings (NYSE:LTH) shares fell nearly 20% last week and have now declined 37% since my February article, so I’ve decided to revisit the name. What is particularly interesting here is that while the stock chart is ugly, the 2023 full year EBITDA guidance Life Time provided last week is up 21%…
DianeBentleyRaymond/E+ via Getty Images In a market where bank stocks are out of favor, maybe it makes sense to consider less typical banks, and Westamerica Bancorporation (NASDAQ:WABC) is nothing if not atypical of your normal bank. With loans making up less than 15% of earning assets, Westamerica is basically a deposit-gathering institution that effectively outsources…
tadamichi Written by Nick Ackerman, co-produced by Stanford Chemist. I recently highlighted that Guggenheim’s Active Allocation Fund (NYSE:GUG) could be a much safer alternative for holding than the Guggenheim Strategic Opportunities Fund (GOF). The distribution seems more reasonable, and it offers investors a similar portfolio from the same investment managers at a much better valuation….
metamorworks Written by Nick Ackerman, co-produced by Stanford Chemist. Equities have been under pressure, and so have closed-end fund (“CEF”) discounts. The last time we covered Voya Global Advantage and Premium Opportunity Fund (NYSE:IGA), it was trading at a deep discount, and that’s where it remains today, which still makes it a tempting offering in…
Nine years ago today, Wikileaks founder Julian Assange made his most substantial public remarks on the nature of Bitcoin, a then five-year-old project that had just broken into the financial mainstream by passing $1,000 the year prior. At that time, Assange was not new to Bitcoin. In fact, Wikileaks had discussed accepting Bitcoin since as…
lekcej/iStock via Getty Images Leading macroeconomic indicators point to a potential stall in economic growth in 2024, which is why I increasingly feel the need to add consumer staples exposure to my portfolio. The latter, in addition to being resilient in the event of a recession, are also well priced since the focus is now…
Sean Anthony Eddy Investment Thesis SDI Group (OTCPK:SDIIF) is a fallen angel within the small caps of the United Kingdom. The company had achieved spectacular returns in the last decade; however, the general fear in the market, high inflation in the UK, the exit of investments in small caps, an impairment, and the termination of…
Mario Tama It seems like it’s been years since we’ve had a true flush of IPOs hit the market, but in this chillier environment, Cava (NYSE:CAVA), a chain of fast-casual Mediterranean restaurants, has entered the fray. So far, the offering has been well received. After pricing its IPO at $22 per share in June, Cava…
andreswd/E+ via Getty Images Largely speaking, every other early stage biopharma I cover starts out with a candidate targeting some form of leukemia/lymphoma. Here’s one more to add to that list – Enliven Therapeutics, Inc. (NASDAQ:ELVN) – a phase 1 stage recently launched company with a ~$600mn valuation. Although I said “recently launched,” Enliven is…
byakkaya Generation Bio (NASDAQ:GBIO) says it is a global leader in non-viral DNA therapeutics. Their goal is to “deliver lifelong, titratable gain of function genetic medicines on a disruptive global scale.” The company has 3 core technologies, described in their 10-K as follows: Our non-viral genetic medicine platform is comprised of three essential component technologies:…
SCStock Introduction At our Conservative Income Portfolio service, we cover the universe of preferred stocks, term preferred stocks, baby bonds, and traditional bonds. Generally, we consider the safety of utmost performance as we look to find the highest yielders that also offer a strong level of safety. We also focus on securities that not only…
Drazen_/E+ via Getty Images Earlier this year, the banking industry was smacked down hard by concerns that the contagion that began with Silicon Valley Bank might spill over and create bank runs at other financial institutions. Although some other firms did collapse during that time, many have shown significant resilience in the face of this…