Natee127 By George Valantasis The S&P High Yield Dividend Aristocrats® includes large-, mid-, and small-cap companies in the U.S. that have raised their dividends for at least 20 consecutive years. The index recently concluded its annual reconstitution on Jan. 31, 2024, which brought 18 new members into this accomplished group. Accounting for the three deletions,…
fotostorm Investment action I recommended a hold rating for AppLovin (NASDAQ:APP) when I wrote about it the last time, as I was worried about a potential pullback after a strong rally as the market seemed to have elevated expectations for the stock. Based on my current outlook and analysis on APP, I recommend a hold…
Andrii Dodonov By Behnood Noei, CFA and Andrew Okrongly, CFA Executive Summary Even after the recent rally in interest rates, agency mortgage-backed securities (agency MBS) still appear attractive from both a fundamental and technical basis and offer a compelling level of yield/income compared to other fixed income asset classes A segment of this market that…
da-kuk/E+ via Getty Images By Andrew Almeida, CFA Background For the average person, the term “crypto” has become a catchall. It encompasses everything from non-fungible tokens (NFTs) to Layer 0s, Layer 1s, Layer 2s, staking protocols, permissioned blockchains, public chains, Web 2.5, Web 3.0, and beyond. I cringe whenever someone asks me if I invest…
maiteali/E+ via Getty Images Nobody thinks of Thanksgiving here in the United States and expects to be healthy. At least nobody that I know of associates the two together. Maybe you run with a more mature crowd than I do. Thanksgiving tends to be a time of intense feasting: thick carvings of turkey with sides…
wildpixel By Padhraic Garvey, CFA and Benjamin Schroeder Enough from the data to tempt the US 10yr towards 4.5% Key levels were hit on the US curve on Tuesday: 4.25% for the 10yr and 5% for the 2yr. Then there has been a brief consolidative theme, but only for more bond weakness to show overnight,…
sturti Summary Following my coverage on Masco Corporation (NYSE:MAS), which I recommended a hold rating as I wanted to wait for one more quarter of data before considering a change in recommendation. This post is to provide an update on my thoughts on the business and stock. I reiterate a hold rating and wait for…