Janina Steinmetz Summary Match Group, Inc. (NASDAQ:MTCH) is the largest player in the online dating market, owning a portfolio of 14 of the most popular and well-known brands, including the marquee product, Tinder. Following a strong rebound coming out of COVID-19, paying user growth has slowed dramatically, and turned negative at Tinder. This, along with…
chengyuzheng We previously covered Schwab U.S. Dividend Equity ETF (NYSEARCA:NYSEARCA:SCHD) in November 2023, discussing why it remains a great Buy despite the underwhelming performance on a YTD basis, with the latter only attributed to the market rotation towards high-growth tech and generative AI stocks, as most staple stocks suffer from minimal inflationary tailwinds. With the…
JHVEPhoto/iStock Editorial via Getty Images Thesis In my previous article about Netflix, Inc. (NASDAQ:NFLX) I rated the stock as a strong buy citing that its password-sharing crackdown efforts as well as the inclusion of an ads-enabled tier, will help the stock increase significantly its revenue and net income. I estimated a fair stock price of…
Galeanu Mihai Introduction & Investment Thesis Workday (NASDAQ:WDAY) is a provider of enterprise cloud applications for finance and human resources. The stock has underperformed the S&P 500 and Nasdaq 100 YTD. The company released its Q4 FY24 earnings report last month, where revenue and earnings exceeded expectations. It is projected to grow its revenue by…
Sundry Photography/iStock Editorial via Getty Images Thesis In my previous article about Oracle Corporation (NYSE:ORCL), I assigned a buy rating on Oracle citing that the decline in its stock after the release of Q4 2023 earnings opened an opportunity to enter. I assigned a fair price of $120.82 to $152.93, and a future price ranging…
A bold statement has emerged from a former U.S. Securities and Exchange Commission (SEC) Chair Jay Clayton, suggesting that the approval of a Spot Bitcoin Exchange-Traded Fund (ETF) is inevitable, stating that “there’s nothing left to decide,” in an interview with CNBC today. The former SEC Chair’s confident proclamation hints at an imminent breakthrough in…
Maskot/DigitalVision via Getty Images Introduction Concentrix (NASDAQ:CNXC) will be reporting its FY23 results (It has a November year-end) towards the end of the month, on the 24th of January. In light of this event, this brief article is aimed at exploring the recent share price performance of Concentrix, which has shown a clear divergence with…
Nikolai Mentuk We previously covered Zoom Video Communications, Inc. (NASDAQ:ZM) in September 2023, discussing the management’s prudent M&A activities to diversify its existing videoconferencing offerings. We had believed that ZM’s growth story might have already been over, with the global remote work trend behind us. This was especially due to its lack of economic moat…
PM Images Written by Nick Ackerman, co-produced by Stanford Chemist. We are entering what should be the final year for the Miller/howard High Income Equity Fund (HIE), with an anticipated liquidation in November 2024. The fund is a closed-end fund with a term structure, and when liquidation takes place, that means the discount that the…
PixelsEffect/E+ via Getty Images Investment Thesis We ascribe a Buy rating on Spectrum Brands (NYSE:SPB) primarily driven by its long term positioning within its pet care business with focused portfolio post product rationalization along with easing industry wide headwinds within its Home and Gardens business. The closing of the sale of its HHI business removes…
Predictions for the upcoming Bitcoin halving are still pouring it, with most of them bullish on Bitcoin’s chance of a parabolic rise. The upcoming Bitcoin halving expected next year is already creating quite a bit of buzz as the market anticipates a reduction in Bitcoin block rewards. With a little over six months left till…
rarrarorro/iStock via Getty Images Taseko Mines Limited (NYSE:TGB) saw its stock price soar over 20 percent after the EPA issued a final underground injection control permit for its Florence Copper project in Arizona, before closing the day up almost 13% at $1.46/share. I rated Taseko a buy in an analysis near the end of June…
This is an opinion editorial by Ethan Rose, the founder and CEO of Bitcoin Lightning Network payments provider Pouch.ph. Recently, Binance, the world’s biggest cryptocurrency exchange, successfully implemented Bitcoin’s Lightning Network to enhance the speed and scalability of Bitcoin transactions on its platform. This came after it was forced to halt bitcoin withdrawals for several…
urbazon One of the great things about buying value stocks is that you don’t necessarily need financial performance of those businesses to be all that special in order for the market to eventually realize that shares are underpriced. A great example of this can be seen by looking at Matthews International (NASDAQ:MATW). Since I wrote…
sasacvetkovic33 Antero Resources (NYSE:AR) has underperformed since my initial write-up, but rebounded nicely after my May “Buy” reiteration, up over 18% since then, outpacing the S&P 500’s under 10% return. With the stock reporting its Q2 results, I wanted to catch up on the name. Q2 Results For Q2, AR delivered revenue of $953.3 million,…