Khanchit Khirisutchalual/iStock via Getty Images [Investors may have heard about carbon markets, carbon allowances, or cap and trade, but few are aware of the intricacies of the evolving carbon marketplace and the unique investment opportunities that this area represents. We may hear about the global environmental and sustainability conferences of Davos, UN’s COP28, and many…
Justin Paget/DigitalVision via Getty Images American Electric Power Company, Inc.(NASDAQ:AEP), an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It is one of the largest electric utility companies in the country, with more than five million customers in…
danielvfung Written by Nick Ackerman. By most standard metrics, JPMorgan Chase & Co. (NYSE:JPM) certainly isn’t the cheapest bank to invest in, but investing in the best often means you aren’t getting the cheapest. When investing in JPM, you are gaining exposure to one of the most important financial institutions in the world. Their last…
cagkansayin/iStock via Getty Images Interest rates rose after the March CPI report indicated unexpected inflation persistence, shaking financial markets and increasing two-year Treasury yields. U.S. domestic markets extended their gains during the recent period between Index selection dates (March 14, 2024 – April 11, 2024, the “Period”). Equity markets were largely influenced by the Federal…
RichVintage Introduction Joining the U.S. Navy two months out of high school, I knew I wanted something more out of life. After joining the military, I quickly realized that there were a lot of military service members who didn’t invest, at least stock in the market. And definitely not for dividends. I would hear some…
Afry Harvy U.S. stock markets ended the year strong after the Fed held interest rates steady, prompting revised expectations and signaling lower interest rates in 2024. Domestic stock markets changed little during the recent period between Index selection dates (December 14, 2023, to January 10, 2024, the “Period”). U.S. domestic markets ended 2023 on a…
bjdlzx While propane and butane are relatively familiar natural gas liquids (NGLs) given their use in consumer cooking applications, much of the global demand for NGLs actually stems from plastics manufacturing. As demand for plastics around the world has grown, so has the demand for NGLs as feedstocks. Given strong international demand, exports of NGLs…
Natali_Mis/iStock via Getty Images By Mike Larson, Editor-in-Chief, MoneyShow Cody Willard, hedge fund manager, former Fox Business anchor, and publisher of TradingWithCody.com, explains that his goal is to invest in the “most revolutionary companies in the world” – before they become trillion-dollar behemoths that everyone owns. Transcript Larson – Welcome to our latest MoneyShow MoneyMasters…
We Are By Nelson Yu With inflation and interest rates in transition, it’s time to take a fresh look at the forces driving business models, profitability and equity returns. Equity investors are struggling to adapt to evolving market and macroeconomic conditions after years of low inflation and zero interest rate policies. Overcoming higher hurdles to…
Metalpha Technology Holding Limited (NASDAQ: MATH) provides qualified investors and institutions with boutique crypto wealth management services, as a rising star in Asia akin to MicroStrategy (MSTR). CEO Adrian Wang founded the company on a mission to build a sustainable crypto ecosystem with effective hedging solutions in an industry known for its boom and bust…
pixelfit Investment Thesis Generating extra income that you can use to cover your monthly expenses or to reinvest (to benefit from the compounding effect) is one of the principal advantages of following a dividend income investment approach. The latest acquisition for The Dividend Income Accelerator Portfolio is the Cohen & Steers Quality Income Realty Fund…
Richard Drury Legendary investors Warren Buffett and Peter Lynch have both used versions of the quote: Selling your winners and holding your losers is like cutting the flowers and watering the weeds. This quote is so true and – as a value investor – can be quite difficult for me to apply consistently. If a…
gopixa Financial theory suggests that there is a limit to how high passive investing can get as a percentage of total investing before it breaks the market, but no one knows exactly where that threshold is. Meanwhile, passive share (the percentage of assets invested passively) continues to set all-time highs, inching ever closer to that…
Andrii Dodonov By Marc Uy Issues like water scarcity are felt most intensely at the local level. That makes it incumbent on municipal bond issuers to lead the response. Municipal bond issuers are responsible for building and supporting the physical infrastructure and the public goods and services that enable citizens to participate more in an…
MicroStockHub/iStock via Getty Images India is an emerging economic powerhouse, and equity valuations are near record highs. We believe GARP investing may be key to accessing its growth while navigating soaring valuations. With India on track to become the world’s third-largest economy with a projected GDP of $5T by 20271, this emerging economic powerhouse has…
pepifoto The Vanguard U.S. Quality Factor ETF (BATS:VFQY), is an actively managed fund which evaluates companies based on factors considered to be indicative of high-quality earnings. The fund uses the Russell 3000 as its benchmark, and the managers look across the market cap spectrum to build the portfolio. We have faith in the quality factor…
Murat Taner/The Image Bank Unreleased via Getty Images As I expect the extension of the bull run in 2024, it might be a good strategy to capitalize on the uptrend through growth-focused ETFs like Vanguard Growth Index Fund ETF Shares (NYSEARCA:VUG). VUG not only offer the potential to fully capitalize on the potential bull run,…
Yuichiro Chino/Moment via Getty Images U.S. domestic markets saw gains, the S&P 500 rising, and the Nasdaq gaining, driven by upbeat semiconductor earnings, boosting investor confidence amid lower rate cut expectations. U.S. domestic markets gained during the recent period between Index selection dates (January 10, 2024 to February 8, 2024, the “Period”). The S&P 500…
champpixs In the context of valuing companies, and sharing those valuations, I do get suggestions from readers on companies that I should value next. While I don’t have the time or the bandwidth to value all of the suggested companies, a reader from Iceland, a couple of weeks ago, made a suggestion on a company…
Tanankorn Pilong/iStock via Getty Images By Erin Bigley, CFA, Chief Responsibility Officer; Kent Hargis, PhD, Chief Investment Officer – Strategic Core Equities, Portfolio Manager – Global Low Carbon Strategy; and David Wheeler, CFA, Portfolio Manager – Sustainable Climate Solutions, Senior Research Analyst – Sustainable Thematic Equities Transcript Erin Bigley: There are several different ways you…
Sundry Photography Written by Nick Ackerman. Texas Instruments Incorporated (NASDAQ:TXN) doesn’t make the exciting and flashy chips that power artificial intelligence, or AI. They are not catching any of those headlines that we’ve been consistently seeing from the other side of the chip world, namely Nvidia (NVDA). Instead, they make the boring chips that are…
manassanant pamai When looking at my personal portfolio it consists of different asset classes – real estate, stocks, and gold (to clarify, real estate is only the house I am living in as I don’t assume real estate being a good investment). And although I have covered gold from time to time, I mostly focus…
Wirestock/iStock via Getty Images The article looks at Australia’s three key investment markets to find lucrative opportunities. The three key investment markets in Australia are stocks, bonds, and real estate. The course of each is shown graphically in the charts below. Stocks Trading Economics dot com Stocks have been trading in the same range since…
Yuichiro Chino/Moment via Getty Images Elevator Pitch I rate CI&T Inc (NYSE:CINT) as a Hold. There are both pros and cons pertaining to CINT’s attractiveness as an investment candidate, and this explains my decision to have a Hold rating awarded to the stock. CI&T’s current valuations are appealing, and the new AI platform could help…
Vithun Khamsong/Moment via Getty Images As I approach my 65th birthday in a couple of days my thoughts turn to my own health (which is still good, fortunately!) and the state of global healthcare since the end of the global Covid-19 pandemic. Although the pandemic caused a lot of damage and forced everyone to think…
tadamichi Transcript Oscar Pulido: Welcome to The Bid, where we break down what’s happening in the markets and explore the forces changing the economy and finance. I’m your host, Oscar Pulido. Benjamin Franklin once said, an investment in knowledge always pays the best interest. So, as we begin a new year, what knowledge will help…
cinoby/E+ via Getty Images Risk is an important aspect of any type of investing, and in a volatile market, it’s even more important to try and manage your downside risks. Many investors prefer well-known and widely publicized safe havens such as government bonds or physical gold and precious metals. Against the current quasi-risk-off economic backdrop…
Yarygin The cannabis sector is slowly emerging from its long period of prohibition, and investment opportunities are turning heads. Retail investors believe in the industry’s future and want to participate before regulations change. The institutions covering the sector are keeping a close eye on it even if most have yet to dip their toes in….
mixetto/E+ via Getty Images Main Thesis / Background The purpose of this article is to offer three lessons learned from early on in my investing career. For those who are seasoned investors, this may be a refresher and/or not have a need for it. For those starting out, this could offer a way to avoid…
anyaberkut Thesis ‘Valuations, valuation, valuations’ those words should be front and center in any investor’s mind as we enter 2024. With a forward P/E ratio that is now above its 5- and 10-year averages, the S&P 500 is no longer cheap: S&P 500 P/E Ratio (Fact Set) A retail investor should not follow the herd,…
skynesher/E+ via Getty Images No man is a failure who has friends. Every year around Christmastime, my family watches the classic film, It’s A Wonderful Life. Most of us cry at the ending every year. I cannot recall a time in my life that I have ever cried tears of joy, rather than sadness, except…
vovan13 I’ve talked about investing in water as a theme before here on Seeking Alpha, and think it’s worth exploring another way to get access through the First Trust Water ETF (NYSEARCA:FIW). FIW is a passively managed exchange-traded fund, or ETF, that aims to provide investors with a broad exposure to the water industry. Launched…
pick-uppath/E+ via Getty Images The S&P SmallCap 600 Index [Small Cap index] tracks the performance of 600 of the U.S. companies that have a market capitalization [cap] between $850 million and $5.2 billion. Typically, a market value between $250 million and $2 billion falls under the small cap umbrella, while a mid cap’s market value…
syahrir maulana One of my main investment themes heading into 2024 is the potential outperformance of small-cap equities as they play ‘catch-up’ to the mega-cap ‘Magnificent 7’ stocks. As long as the economy holds up, I believe there is valuation upside to small-cap equities as the S&P 600 SmallCap Index only trades at a forward…
Pgiam/iStock via Getty Images Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY) is staying depressed because of the failure of a Phase 3 study for pitolisant in patients with Idiopathic Hypersomnia, challenges from short sellers, increasing doubts about its patent estate, doubt about the value of its Zynerba acquisition, and increasing competition from a few rivals, including Axsome…
franckreporter Stock markets rallied due to the Federal Reserve’s steady interest rates, with major U.S. indices rising amidst a new correlation between stocks and U.S. Treasury bonds. Domestic stock markets experienced a significant rally during the recent period between Index selection dates (November 9, 2023, to December 21, 2023, the “Period”), largely driven by the…
jetcityimage Dear readers/followers, It’s time to update on my investment in Hyundai (OTCPK:HYMTF), a successful and profitable automotive investment. My own investment is not in the ADR, but in the native Korean ticker 005380. This follows my pattern of pretty much always going for the native tickers of investments. Even if the company’s performance for…
buradaki “There is no better teacher than history in determining the future… There are answers worth billions of dollars in a $30 history book.” – Charlie Munger The investment backdrop today is one where market participants have put off worries about the budget deficit and the other fundamental issues that plague the US and Global…
Melpomenem By Bradley Krom The potential for stubborn inflation, a higher-for-longer policy from the Federal Reserve, and structural $1 trillion deficits have all contributed to an abnormal shape in the U.S. Treasury curve. In this piece, we look to other periods of curve inversion and conclude that inverted yield curves are generally not an impediment…
gopixa Introduction As one of the fastest growing economies in the world, China is too important to ignore, posing unique challenges for investors. In response to the Chinese government’s liberalisation of the Chinese capital markets, FTSE Russell added China A-shares to the FTSE Global Equity Index Series (GEIS) in June 2019, as part of a…
BanksPhotos $100,000 is a big sum of money. But it is not big enough to typically change your life. It certainly isn’t enough to retire these days. But I am going to make the case that putting $100,000 into real estate investment trusts, or REITs (VNQ), today could be a life-changing investment for long-term-oriented investors….
Eric Francis I think that a life properly lived is just learn, learn, learn all the time. –Charlie Munger, 2017 Berkshire Hathaway Annual Meeting To live is to learn, and investing is simply an act of applied learning. That is perhaps the primary principle I’ve gained from brushing up on the wit and wisdom of…
Max Zolotukhin As we head toward the end of yet another year of unexpected twists-and-turns, it is important for investors to stay the course and keep focused on the long-term. With that in mind, and from my perspective as a 15-year contributor on Seeking Alpha, there are three primary mistakes the majority of ordinary investors…
imaginima Strategic Education Inc. (NASDAQ:STRA)’s recent quarterly performance has sparked optimism among investors. The company surpassed market expectations, witnessing a stock uptick following solid Q3 2023 results. In my earlier assessment, I maintained a ‘hold’ stance, cautious due to flattening growth despite recovery signals in the education market. However, recent developments paint a promising picture….
This article was written by The Seeking Alpha Investing Groups is our platform for investing research and guidance. Services are led by individual authors and feature communities of investors with similar interests focused on a given investment style and approach. It enables investors to get guidance and ideas that suits their needs so they can…
Jirsak/iStock via Getty Images The transition from a Big 3 investment manager oligopoly to an advanced advisor-dominated participant-centric industry is happening now, as Advisors play a key role in the transformation. Despite their popularity, target date funds (TDFs) are one-size-fits-all-set-it-and-forget-it approaches that are limited in their suitability because investing is personal. Here’s what’s happening now…
DNY59 Have US Treasury interest rates and the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) gone too far, too fast? I could be asking that question about 2023’s TLT moves in both directions, but my focus here is on its recent gigantic rebound in price. For those new to bond investing, prices of bonds rise…
Jaromir Ondra According to this article from a well-known financial media source, it was the reason for Wednesday’s sharp drop in crude… “Oil slumps nearly 3% to 3-month lows as demand concerns mount.” (you will need a CNBC subscription to view) Why all the negativity? The article throws out several reasons including: China’s slowing October…
In a compelling tale of persistence and financial prudence, a Reddit user embarked on a unique investment experiment, demonstrating the potential rewards of consistently investing small amounts, or dollar cost averaging, into Bitcoin. The Redditor, going by the handle u/Gorillahair2000, initiated an experiment to determine whether allocating just $5 per day into Bitcoin was a worthwhile endeavor,…
Pavel Muravev Introduction One of the most debated topics concerning investing recently is whether Environmental, Social, and Governance, known as ESG, is a good investment strategy to follow. Even if results say yes, one could ask legitimately whether that is due to the ESG screening or just the massive inflows into ESG funds. This article…