John M Lund Photography Inc/DigitalVision via Getty Images Reasons For Rational Optimism For Investors: Earnings And Strong Economic Growth I wanted to share some great news for long-term investors. The market is rocketing higher after what Bloomberg calls a “Goldilocks” jobs report. YCharts The jobs report points to a strong economy, but not too strong….
deepblue4you An ongoing debate in the world of real estate is whether to invest in public or private real estate. We have written on this topic before, but it is time for an updated thesis because of the sharp contrast in opportunity between the modes of investment. Specifically, one is about 20% cheaper than the…
Olivier Le Moal Author’s Note: This is our monthly series on Dividend Stocks, usually published in the first week of every month. We scan the universe of roughly 7,500 stocks listed and traded on U.S. exchanges and use our proprietary filtering criteria to select five relatively safe stocks that may be trading cheaper compared to…
James O’Neil/DigitalVision via Getty Images I last covered the Pacer US Cash Cows 100 ETF (BATS:COWZ), which focuses on U.S. stocks with above-average free cash flow / FCF yields, in early 2023. In that article, I argued that COWZ’s cheap valuation and good performance made the fund a buy. COWZ has underperformed the S&P 500…
Douglas Rissing/iStock via Getty Images A client asked me to look into some ETFs that he heard follow the investments made by members of Congress that are able to invest on inside information related to legislation. After researching the question, this is what I wrote to him: You asked about ETFs that track the investments…
ridvan_celik Investment Thesis Since the post-COVID normalization, DocuSign (NASDAQ:DOCU) has been a hot topic among investors. Often heavily scrutinized for their failed attempts to turn around the firm, including making top-leadership changes, making strategic go-to-market strategy, etc, growth has failed to recover. On the other hand, investors appreciate the firm’s high operating margin and substantial…
manassanant pamai Introduction Gold is one of the largest alternative assets investors across the world hold, and is commonly held because its returns do not match those of stocks and bonds, giving extra diversity and stability to traditional portfolios. Data by YCharts Choices, Choices There are dozens of choices of ETFs that investors could buy…
VV Shots In many ways, Citigroup (NYSE:C) has long been the ‘sick man’ of the systemically important banks and its share price underperformance has reflected this. But there’s a price for everything, and at the current discount to underlying book, Citi is quickly emerging as a value investor favorite – note Berkshire Hathaway (BRK.B) swapping…
tamara_kulikova Thesis The VanEck Morningstar Wide Moat ETF (BATS:MOAT) exemplifies a strong ETF with a robust strategy, designed to cater to discerning investors seeking to capitalize on companies with sustainable competitive advantages. These so-called “moat” companies are not just leaders in their respective fields but have established durable business models that offer the potential for…
MarsBars One of the most important questions that every investor has to answer at some point is: how much do you need to retire? According to a report from the BLS, the average annual income for 65–74-year-olds in the United States was $59,872 and for 75-year-olds and older it was $43,217. Meanwhile, Macro Money Concepts…
Marco Bello This article is part of a series that provides an ongoing analysis of the changes made to ARK Invest’ 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 1/17/2024. ARK Invest was founded by Cathie Wood in 2014. They manage several actively managed ETFs, index ETFs,…
In a move to catalyze the growth within the Bitcoin ecosystem, Ego Death Capital announces the launch of a new funding round, Fund II, aiming to raise $100 million. Founded in 2021, the venture capital firm, led by Jeff Booth, Andi Pitt, Nico Lechuga, with advisory support from Preston Pysh, Lyn Alden, and Pablo Fernandez,…
Home pages of some spot Bitcoin ETF issuers now boldly show visitors that these funds are available to all interested members of the public. Several spot Bitcoin (BTC) issuers have added their ETF to the main pages on their respective websites. Visitors can now see the option to buy into a spot Bitcoin ETF on…
dontree_m Why $1 Million? In this article, our goal is to provide strategies to create a self-sufficient portfolio for retirees and income-focused investors that can generate 5% plus income, preserve the capital, and provide at least market-matching total returns. Now, why $1 million? Well, it does not matter how much money you are investing; the…
The dynamic ARK Invest’s ETF rebalancing approach, coupled with strategic investments in major tech stocks and ongoing engagement with regulatory authorities, reflects the firm’s adaptability and forward-thinking strategy. ARK Invest, the renowned investment firm led by Cathie Wood, has continued its strategic realignment by selling an additional $20.6 million worth of Coinbase Global Inc (NASDAQ:…
Olivier Le Moal Author’s Note: This is our monthly series on dividend stocks, usually published in the first week of every month. We scan the universe of roughly 7,500 stocks listed and traded on U.S. exchanges and use our proprietary filtering criteria to select five relatively safe stocks that may be trading cheaper compared to…
Ark Invest purchased $92 million worth of ProShares Bitcoin Strategy ETF (BITO) and 4,320,928 units of the US Bitcoin futures-linked ETF. Cathie Wood’s asset management firm Ark Invest has actively engaged in portfolio rebalancing this year amid a surge in stock prices of crypto firms. In the latest development on Wednesday, December 27, Ark Invest…
Nikolay Ponomarenko I have followed Green Thumb Industries (OTCQX:GTBIF) since it went public in 2018, and it is one of the 26 cannabis stocks on my Focus List. I do not include it in either of the model portfolios I share with my investing group. It’s very popular with investors. I last wrote about the…
Amidst the sell-off, Ark Invest has strategically acquired 158,334 shares ($12.1 million) in Jack Dorsey’s Block Inc for its Next Generation Internet ETF. Ark Invest, a renowned asset management firm led by Cathie Wood, has been making strategic adjustments to its portfolio, most notably in its dealings with Coinbase Global Inc (NASDAQ: COIN) and Grayscale…
With the mass adoption of digital assets in the United States, notable presidential candidates have shown support for the blockchain and crypto asset industries. The crypto market has faced immense regulatory scrutiny from the current US government led by President Joe Biden. The lack of a clear crypto regulatory framework has left significant room for…
imagestock In my previous piece, I looked at whether US investors should hedge their currency exposure when investing internationally. That piece elaborated on the complexity and risk borne by US investors who want to invest in international stocks and do so on an unhedged basis. In this piece I want to ask a more fundamental…
Dilok Klaisataporn We believe that the market is currently undergoing a major disruption due to the fact that the economy is rapidly shifting from a period of elevated inflation to a surprising deflationary trend. As a result, we expect that the stocks that got pummeled the most over the past few years will likely be…
While Cathie Wood has been aggressively selling off her investments in crypto firms, she’s making fresh bets in the AI space acquiring shares of top tech companies like Microsoft and Meta. Cathie Wood’s Ark Invest has been doing massive capital rotation by offloading its crypto investments and eyeing a push into AI. Ark Invest executed…
At the time of writing, Coinbase stock is trading at $141.98 whoch indicates a drop of over 3%. Coinbase stock is in the red zone during the pre-market session today while Bitcoin price has decreased from $44,000 to around $41,600. At the time of writing, BTC is trading at nearly $42,000. It is reported that…
Galeanu Mihai Markets are continuing their recovery and shooting for another rally. In fact, the S&P 500 (SP500) gained 9% just in the last month and is up more than 20% in 2023. So, are the clouds of uncertainty and the possibility of a recession over? Well, the answer to the occurrence of a recession…
The recent batch of dumping Coinbase (COIN) shares has been the largest from Ark Invest in 2023. COIN stock price is around a new yearly high of $140. Cathie Wood’s asset management firm Ark Invest has been liquidating its Coinbase Global Inc (NASDAQ: COIN) stock holdings in big numbers recently. On December 5, ARK executed…
Olivier Le Moal Author’s Note: This is our monthly series on Dividend Stocks, usually published in the first week of every month. We scan the universe of roughly 7,500 stocks listed and traded on U.S. exchanges and use our proprietary filtering criteria to select five relatively safe stocks that may be trading cheaper compared to…
Khanchit Khirisutchalual How to invest a lump sum. What if you buy at an all-time high right before a market crash? It can be an overwhelming anxiety-inducing puzzle. You can mitigate the risks and buy decisively. So, you received an inheritance, sold a cottage or a boat, or ended up with a chunk of cash…
Ark Invest seems to be rearranging its investment portfolio and has continued to sell huge amounts of Coinbase, while acquiring Robinhood shares. Cathie Wood’s investment firm, Ark Invest, made notable moves in its portfolio on Monday, marking a strategic shift in its crypto and fintech holdings. Ark Invest sold a substantial amount of its Coinbase…
Following his recent guilty plea and forthcoming sentencing, former Binance CEO Changpeng Zhao has outlined potential next steps, including crypto investments in biotech research. Changpeng Zhao announced his resignation as CEO of Binance after leading the cryptocurrency exchange since its inception. This news comes on the heels of a settlement with US regulators over Binance’s…
Marat Musabirov The BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ) is a closed-end fund that income-seeking investors can employ to accomplish their goals. The fund’s 8.94% current distribution yield is certainly a testament to this, as that yield is substantially higher than the 1.44% current distribution yield of the S&P 500 Index (SPY). Thus, it is…
The entire world of finance (both traditional and crypto) is eagerly waiting for the US SEC to approve spot Bitcoin ETF. Preparations are in top gear as Cathie Wood’s Ark Invest is moments away from launching a new “suite” of exchange-traded funds (ETFs). In line with this ambition, the asset management company has partnered with…
bodnarchuk Introduction Agnico Eagle Mines Limited (NYSE:AEM) is among the top long-term gold miners that I have been covering on Seeking Alpha quarterly since 2014. On October 25, 2023, the company released its results for the third quarter of 2023. Note: This article updates my July 28, 2023, article. With a 49 Au Moz P&P…
Galeanu Mihai/iStock via Getty Images Markets are at a critical juncture. We had an incredible run during July and August this year. However, markets have been declining since then. Even though the Fed kept the interest rates steady in their September meeting, Fed Chairman Jerome Powell indicated that the Fed was open to increasing rates…
Circle Creative Studio/iStock via Getty Images Introduction In today’s article, we’ll explore the Latin American banking company, Bancolombia (NYSE:CIB) which is a financial institution serving a wide range of LA regions, including Colombia, Panama, El Salvador, Puerto Rico, the Cayman Islands, Peru, and Guatemala. The bank provides various financial products and services, from banking to…
Olivier Le Moal Summary This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks….
AerialPerspective Works By John Lin In an era of new economic challenges, we expect value investing to trump growth-oriented strategies for investors in Chinese equities. Investors are asking tough questions about China as hope for its post-COVID resurgence gives way to concern about its economy. Despite the uncertainties, we think China remains investible and a…
clubfoto The Bank of England [BoE] mirrored the Fed’s decisions to hold interest rates unchanged yesterday, but only just. The Monetary Policy Committee [MPC] voted 5-4 to maintain rates, with 4 members voting for a 0.25 percentage point increase from the current bank rate of 5.25%. Source: Bank of England Faster inflation decline than expected…
Bitmain’s investment represents not only a significant financial commitment but also a strategic move to fortify its partnership with Core Scientific. Bitmain, a leading manufacturer of crypto mining rigs, has announced a substantial investment of $53.9 million in Core Scientific, a major North American blockchain data center provider and digital asset miner since 2017. Core…
SeaHorseTwo Investing for passive income is a great way to build long-term wealth. In this article, we will look at the basic formula for achieving long-term financial success laid out by two of the world’s most successful, wealthy, and famous investors of all time: Berkshire Hathaway’s (BRK.A)(BRK.B) Warren Buffett and Charlie Munger. We will then…
Galeanu Mihai Overview My recommendation for Frontier Communications (NASDAQ:FYBR) is a hold rating, as the upside is not lucrative enough at this share price. That said, I do recognize that there is a potential upside catalyst over the next few quarters if management comes out saying that their investment phase is going to end earlier….
The Delaware Trust Company will act as the trustee of the spot Ether ETF from Ark Invest and 21Shares, while Coinbase will act as the crypto custodian. While the broader crypto market awaits the launch of the Ethereum futures ETF, financial players are gunning for a spot Ether ETF. On Wednesday, September 6, asset managers…
Eric Francis Investment thesis Warren Buffett is betting big on the U.S. homebuilders this year. The reason is on the surface: there is a massive shortage of homes in the U.S. due to the substantial underinvestment in the industry in the Great Recession aftermath. It is unsurprising that D.R. Horton (NYSE:DHI) was one of the…
Olivier Le Moal Author’s Note: This is our monthly series on Dividend Stocks, usually published in the first week of every month. We scan the universe of roughly 7,500 stocks listed and traded on U.S. exchanges and use our proprietary filtering criteria to select five relatively safe stocks that may be trading cheaper compared to…
SAKDAWUT14/iStock via Getty Images iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) covers more than 2 thousand stocks that represent a number of economies around the world. Some consider this fund as a good way to take advantage of world’s fastest growing economies, many of which are expected to grow faster than the US economy, but I…
Both companies are also planning to launch three types of Bitcoin Futures ETFs. Investment firms ARK Invest and 21Shares are proposing to offer two Ethereum futures exchange-traded funds (ETFs). This follows earlier reports that the United States securities regulator might already be gearing up to start approving applications. Although, in May, the regulator had initially…
Justin Sullivan/Getty Images News Investing in a high quality consumer staple business is a medium to long-term endeavour that requires patience and the ability to avoid any emotional biases. This is the case of Mondelez (NASDAQ:MDLZ), which is among the best-positioned Packaged Food companies and one of my favourite picks within the broader consumer staples…
Securitize intends to improve liquidity and transparency by transferring private investments onto public blockchains like Ethereum, Avalanche, Polygon, and Algorand. Securitize, a New York-based company focused on expanding investor and business access to tokenized alternative assets, announced Friday the acquisition of Onramp Invest, an asset management firm backed by Coinbase. According to an official press…
Editor’s note: Seeking Alpha is proud to welcome Brennan Basnicki as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Art Wager/iStock via Getty Images After a two-year run…
Friday morning, the Securities and Exchange Commission (SEC) solicited comments on 21 Shares and Cathie Wood’s ARK Invest’s spot Bitcoin exchange-traded fund (ETF) application, further delaying the process. This is the second delay in the listing process for this ETF, with the first delay happening earlier this year. The third deadline for the SEC’s decision…