Hinterhaus Productions/DigitalVision via Getty Images The Fidelity Magellan ETF (BATS:FMAG) is an actively managed exchange-traded fund that invests across large-cap U.S. stocks. The attraction here is the potential to outperform broad-market indexes, through a fundamentals-based approach, focusing on companies that benefit from long-term “mega-trends”. Indeed, FMAG has been a big winner in this latest bull…
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…
patty_c Corporate Overview Founded in 1963 by Dick Portillo, as a modest street food trailer in Chicago that was affectionately named “The Dog House”, Portillo’s (NASDAQ:PTLO) is today a large restaurant chain that aims to combine the best attributes of QSR and fast casual , offering American favorites such as hot dogs, Chicago-style sausages, Italian…
Yuji Sakai The High Income Securities Fund (NYSE:PCF) is a closed-end fund that many income-focused investors employ as a method of achieving their goals of receiving a significant amount of current income from their assets. On the surface, the fund certainly appears to do very well here, as its 11.64% current yield is one of…
Dan Totilca Just getting around to finishing the review of the financial sector names that are followed, going through Goldman Sachs (NYSE:GS) numbers today finds the stock reasonably valued as it’s preparing to trade above its August ’21 all-time-high of $420. Goldman is not the same Goldman that investors knew in the late 1990s (GS…
DKosig For those with freedom to invest in microcaps, AstroNova (NASDAQ:ALOT) is a sneaky good setup that has incrementally gotten more recognition as they’ve started to post improving results over the past few quarters. But despite the stock growing 12% year-to-date and 50% over the past year, there’s still room for it to be justifiably…
Tran Van Quyet/iStock via Getty Images A month ago, we wrote an article titled, “U.S. Oil Production Report Out With Far More Questions Than Answers.” The gist of the article was that if we added adjustment to U.S. oil production, total crude supplies in December came out to 13.719 million b/d. We wrote at the…
PeopleImages/iStock via Getty Images Introduction & Investment Thesis I initiated a buy rating on Teladoc (NYSE:TDOC) on January 24, 2024. However, since then, the stock has declined by 28%. The company reported its Q4 FY23 earnings, where it saw its revenue grow 8% YoY to $2.6B and Adjusted EBITDA grow 33% YoY to $328M. While…
Michael Vi The Palantir Investment Thesis Data by YCharts Palantir Technologies Inc (NYSE:PLTR) was right on time with the introduction of Palantir AIP last year. And the stock has benefited greatly from that and has done very well so far. And the introduction of bootcamps to help potential customers understand how to apply AI and…
Lock Stock Back in March 2023, I started Toast (NYSE:TOST) with a “Buy” rating, arguing that with only 10% restaurant penetration in the U.S. the company had a huge opportunity in front of it. The stock has gained over 30% since then. More recently, in December, I wrote that the stock looked attractive after a…
Alexander Spatari/Moment via Getty Images Who would have though Denmark would have been one of the biggest beneficiaries of weight loss drugs? With a weighting of 23% in the iShares MSCI Denmark ETF (BATS:EDEN), it’s no wonder that the fund has done well. Of course, this ETF is more than just a single stock, and…
James Andrews/iStock via Getty Images On our last coverage of New York Community Bancorp, Inc. (NYSE:NYCB), the stock was at $9.37, and we suggested that it was good but not “great”. Well, if you are heavily underweight financial stocks, then this is one of the best you can add. If you are patient, the odds…
Aerial_Views/iStock via Getty Images Alexander’s, Inc. (NYSE:ALX), founded in 1928 and headquartered in Paramus, NJ, is a REIT that owns, (re)develops, leases, and manages 5 retail properties in New York City through its manager, Vornado Realty Trust (VNO). The REIT’s operating performance is concerning and there are many risks here, with a potential dividend cut…
Giuliano Benzin Netflix’s (NASDAQ:NFLX) deal to add WWE programming should be a nice lift for the firm, but the stock is looking pretty close to fairly valued at the moment. Company Profile NFLX is a streaming service that offers TV series, films, and games to its subscribers across various genres and languages. The company has…
TomasSereda Marathon Petroleum Corp. (NYSE:MPC) may experience a relatively flat year as the new fiscal year commences. As oil prices are expected to be flat-to-down for CY24 and refined products attempting to make their climb, I anticipate much of the value derived from holding MPC shares will come from buybacks and dividends with some growth…
SCM Jeans No Alpha For The Past Year Over the past year, the stock of Array Technologies (NASDAQ:ARRY), a manufacturer of integrated solar tracking systems, hasn’t been a rewarding play for investors. Whilst its small-cap peers from the Russell 2000 have delivered ~16% returns during this period, ARRY has lost -12% of its value. YCharts…
filmfoto The S&P 500 is still within 2% of its record closing high reached exactly two years ago on January 3rd, but beneath the surface, there have been some big moves. The chart below shows a distribution of two-year returns for every S&P 500 stock that is currently in the index, and while there have…
toeytoey2530 Investment Thesis We all know the outstanding performance that Amazon has presented in the last decade and the great ecosystem that it has managed to set up, benefiting the user and the company at the same time. However, there is a company that has managed to create something similar in a neglected geographical location,…
ssstep There is a lot of hype about U.S. shale oil production going into year-end, and let me tell you like it is, it’s almost all fluff. HFIR Note: Figures following November do not include “transfers to crude oil supply.” Instead, it’s a more realistic reflection of U.S. oil production. Looking at our real-time tracker,…
This piece is an entirely and deeply serious parody. Bitcoin mines aren’t just thirsty, it turns out they’re starving for air, too. The air consumption tied to a single Bitcoin transaction, on average, could be enough for a DINK couple to breathe for an entire year, according to a new analysis by Andrew de Breeze….
Joe Raedle/Getty Images News When J.M. Smucker (NYSE:SJM) announced its intention to acquire Hostess in a $5.6 billion deal in September, I raised some real questions about leverage, strategy and growth potential. Even as current earnings multiples looked not too demanding at the time, I was very cautious given the myriad of issues which concerned…
Oil pipeline in the sunset bjdlzx The last time I covered Enbridge (NYSE:ENB) (TSX:ENB:CA) stock, I rated it a hold. The reason for this rating can be found in the article I wrote on it, but basically, I had two concerns about the stock: The payout ratio at the time was very high. The balance…
Wasan Tita Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both the bottom-up – highlighting individual news and events – as well as the top-down – providing an overview of the broader market. We also try to add some historical…
PM Images Thesis Netflix, Inc. (NASDAQ:NFLX) has experienced a remarkable 109% surge following a substantial 73% decline that began in November 2021. This shift can be attributed primarily to its high valuation and a decline in subscriber growth. In this article, I will elucidate the potential worth of Netflix if they can successfully encourage people…
jittawit.21 Our wretched species is so made that those who walk on the well-trodden path always throw stones at those who are showing a new road.”― Voltaire. Today, we put Innoviva, Inc. (NASDAQ:INVA) in the spotlight. As can be seen in the chart below, it has been somewhat of a rollercoaster ride for the shareholder…
bjdlzx Cenovus Energy Inc (NYSE:CVE) hasn’t been that consistent with the dividend yield for investors. It has fallen quite a lot since the highs of $0.25 per share in late 2014. It is gaining quite quickly over the last couple of quarters though and is nearing a 2% yield right now. The valuation has risen…
JHVEPhoto/iStock Editorial via Getty Images Back in late January, I called Veeva Systems (NYSE:VEEV) one of the most attractive SaaS names out there, with an attractive valuation and one of the most recession resistant customer bases out there. Since then the stock is up about 17%, although it has given back some gain more recently….
SergBob Spire Inc. (NYSE:SR) is included in the gas utilities industry where it focuses on both purchasing and selling natural gas to residential, commercial, and other end-users. The has a very long history which dates back to 1857. The share price so far in the last 12 months has tumbled quite a bit and right…
Jelena Safronova/iStock via Getty Images Dear readers/followers. I would consider myself apt at forecasting and evaluating the levels of certain companies and their overall appeal at certain valuations. Orkla (OTCPK:ORKLY) is certainly one of those businesses that I consider myself able to “BUY” or “HOLD” at good levels, as you can see from my recent…
sergeyryzhov/iStock via Getty Images Gray Television (NYSE:GTN) is an Atlanta based company that owns and operates more than a hundred TV stations in 113 markets with a reach of 36% of TV-watching households in the US. The company also creates and owns digital assets to be released on online platforms as an alternative to traditional…
Sundry Photography Summary Eventbrite (NYSE:EB) is a one-stop solution for: (1) Creators to manage events, ticketing, and marketing (2) End-consumers to discover events and purchase tickets. Generally serving small to mid-size events. Revenue and profits are mostly earned from fees earned through paid tickets. Readers may find my previous coverage via this link. My previous…
jetcityimage The following analysis and commentary is from the most recent Short Seller’s Journal. In the context of the stock market going “full idiot” right now, Wayfair’s (NYSE:W) share price has levitated to an absurd valuation. Wayfair (W – $76.88) – W reported its Q2 number on August 3rd before the open. Of course, it…
JillianCain Lowe’s (NYSE:LOW) operates in the home improvement industry, a sector that will experience several long-term tailwinds. Its economies of scale help the business offer the greatest value proposition among competitors. With great management aligned with shareholders and a fair valuation, I think Lowe’s is a great business to include in many portfolios. Business Model…
Scott Olson Initially, I wasn’t thrilled with Palantir (NYSE:PLTR) after they released Q2 2023 earnings. To say that I was less than thrilled about the $1 billion buyback authorization would be an understatement. I decided to wait several days, listen to the conference call multiple times, and digest earnings before providing an update. While I…
RichVintage In this article I will cover an actively managed fund that has a great track record of outperforming its indices, strong management, good history of solid distributions and enjoys a decent valuation. This fund could be a good addition to many people’s portfolios especially if they are looking into diversification into smaller stocks. Royce…
CharlieChesvick We present our note on Iberdrola (OTCPK:IBDRY), a Spanish multinational electric utility company that has been a major winner of the green transition over the last years, delivering industry-leading total shareholder returns. In this note we explore. the integrated utility business model, the winning green transition strategy, asset rotations, the company’s regulatory backdrop, and…
Love Employee/iStock via Getty Images Investing in early stage Biotech companies is fraught with risk, but the upside can be worthwhile if one has the patience to leave an early investment in the bottom drawer. Australian biotech company Starpharma (OTCQX:SPHRY) is a good example of an emerging biotech company that has a lot to like,…