Aerial Bayview Ave. and Rosedale in Autumn, Toronto, Canada jimfeng Note: All amounts are in Canadian Dollars On our last coverage of Dream Office (TSX:D.UN:CA), we highlighted the key factors that kept us out. This was despite a rather large drop that made value buyers salivate. We felt a bounce and trading opportunity could materialize…
Capuski/E+ via Getty Images I discovered this stock around the time of Charlie Munger’s passing and it reminded me of one of his investment philosophies. He is said to have famously remarked, “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” But as I…
BlackJack3D Olin Corporation (NYSE:OLN) is a global manufacturer of chemicals and ammunition products. Being a leader in some of the segments it operates in, the company flies largely under the radar. As an investment, this business (as we will see further) is largely cyclical. Fluctuations in demand and pricing impact its earnings, and we are…
hobo_018/E+ via Getty Images Introduction Zoom Video (NASDAQ:ZM) will report Q3 earnings on Monday, Nov. 20 after market close. I will give my thoughts on the company’s potential and how things have changed since I last covered the company in May. The company has reported much better numbers since my last coverage, with greatly improved…
bin kontan National Health Investors Inc. (NYSE:NHI) is a senior housing and skilled nursing REIT. This sector, which was the rage pre-COVID-19, got into a lot of difficulties after March 2020. The sector faced challenges from the high levels of mortality inflicted by COVID-19 on its primary users. It also faced increased costs from maintaining…
tum3123 By Patrick O’Connell, CFA| Christian DiClementi| Elizabeth Bakarich, CFA Just six metrics can effectively assess sovereign issuers’ sustainability and provide guidance for both issuers and investors. From a sustainability perspective, investing in sovereign emerging-market debt can feel messy. Most investors feel just familiar enough with individual EM countries to fall prey to subjective judgments…
Fox Photos/Hulton Archive via Getty Images Investment Thesis Investing in Denbury (NYSE:DEN) presents a landscape of promise and peril. On one hand, the company specializes in the carbon capture and storage sector, aligning with global sustainability goals. This focus is substantiated by a 2% increase in CO2 sourced from industrial means in H1 2023, as…
Dragon Claws LTC Properties Inc. (NYSE:LTC) has been resilient. The stock got a hold rating on our last coverage but we were highly certain that the stresses in their tenant ranks would break the monthly dividend model. Spoiler alert. It didn’t. The stock also held up on a relative basis and delivered a 2.17% total…
Sharamand Bausch Health Companies Inc. (NYSE:BHC) is grappling with many financial and strategic challenges at a pivotal juncture. In this article, I’ll delve into BHC’s strategic endeavors, its acquisition of Xiidra, and its significant stake in Bausch + Lomb. However, these are juxtaposed against declining revenues and an increasingly concentrated portfolio. While BHC’s aggressive M&A…
andreswd/E+ via Getty Images Overview My recommendation for InnovAge Holdings (NASDAQ:INNV) is a buy rating as I expect the business to recover from the sanction with ease, which it is currently experiencing. Doing so should improve valuation as the market sees that INNV’s operations have reverted to pre-sanctions levels. Business INNV holds the position of…
ferrantraite A Quick Take On VTEX VTEX (NYSE:VTEX) reported its Q2 2023 financial results on August 8, 2023, beating revenue but missing consensus earnings estimates. The firm provides a digital ecommerce system for companies who want to do business in Latin America. With revenue growth that remains robust, sharply reduced operating losses, continuing momentum with…
da-kuk Elevator Pitch My rating for Kingsoft Cloud Holdings Limited (NASDAQ:KC) [3896:HK] stock stays as a Hold. In my prior February 27, 2023 article for KC, I touched on the factors contributing to Kingsoft Cloud’s disappointing share price performance following its public listing on Nasdaq since May 2020. Kingsoft Cloud’s last done stock price of…
Investors’ tendency to prioritize conventional metrics over crypto-specific factors has implications for both Bitcoin the network and Bitcoin the asset. The Digital Disclosure Survey conducted by Broadridge Financial Solutions sheds light on the fact that key metrics such as tokenomics and network performance are often overlooked by investors. This finding raises questions about the extent…