JHVEPhoto/iStock Editorial via Getty Images Intro We last wrote about Pitney Bowes Inc. (NYSE:PBI) in February of 2023 when we rated the freight & logistics company a ‘Hold’. In hindsight (as confirmed by PBI’s technicals below), the ‘Hold’ rating was the right call as shares are basically ‘flat’ since our commentary over fourteen months ago….
Edwin Tan /E+ via Getty Images Intro In our most recent commentary in Lincoln Educational Services Corporation (NASDAQ:LINC) (June of 2023), we reverted to a ‘Hold‘ rating after multiple ‘Buy‘ ratings in the stock in 2022. We do believe in the rebalancing approach in that when the underlying trends & associated fundamentals are not temporarily…
Maxxa_Satori Impinj (NASDAQ:PI), a provider of RFID hardware and software solutions, struggled for much of 2023 with the stock suffering major losses, but PI has been able to recoup most of the losses with a powerful rally that has seen the stock more than double in value. However, the rally stalled in recent weeks with…
Allexxandar/iStock via Getty Images By Seema Shah, Chief Global Strategist and Han Peng, CFA, Quantitative Strategist In response to the recent China equity market rout, policymakers vowed last week to stabilize the market through more forceful measures. Despite a very positive initial market reaction (an 8% rebound in three days), deeper fundamental issues such as…
Michael M. Santiago Vertically integrated multi-state operator (“MSO”) TerrAscend Corp. (OTCQX:TSNDF) owns three retail brands: The Apothecarium, GAGE Cannabis, and Allegany Medical Marijuana Dispensary. The company had a great 2023, driven by its 38 Dispensaries across Maryland, Pennsylvania, New Jersey, Michigan, California, and Canada. The common stock was up roughly 51% even as its cash…
da-kuk My thesis Marvell Technology (NASDAQ:MRVL) has delivered solid growth over the recent years, driven by nearly all its business segments. The acquisition of Inphi in 2011 was the missing part of connecting the computing and storage data center business to high-performance data transmission. The stock valuation was priced for perfection back in early 2022….
kynny Intro We wrote about ADTRAN Holdings, Inc. (NASDAQ:ADTN) back in June of this year when we warned investors that a continuation of the established bearish trend was a clear possibility over the following months. Our premise played itself out with shares of Adtran losing almost 19% of their value over the past 6+ months….
JJFarquitectos Unilever PLC (NYSE:UL) is a leading consumer staple. In terms of performance, Unilever’s 10 year performance hasn’t been all that great as the stock price is only modestly higher than where it was 10 years ago. Data by YCharts When factoring in the dividends, Unilever’s total return in the last 10 years has been…
Tarun Gupta/iStock via Getty Images The India Fund overview The India Fund (NYSE:IFN) is a closed end fund focused solely on listed Indian equities. It has a very long-established history dating back to 1994 and has good sized scale with AUMs above $500 million. The expense ratio of around 1.3% is reasonable, as is their…
Saranya Yuenyong/iStock via Getty Images Overview My recommendation for WEX Inc (NYSE:WEX) is still a hold in the near term, as I don’t see any reasons for the market to revalue the stock upwards. WEX would need to show that growth and margins have stabilized and will grow from here, thereby removing the concern that…
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,…
This is an opinion editorial by Ben Caselin, chief strategy officer for cryptocurrency exchange MaskEx. As we navigate the uncharted waters of the digital revolution, bitcoin is increasingly finding their footing in economies grappling with currency crises. Countries such as Turkey, Lebanon, Nigeria and Argentina are already seeing bitcoin reach, or start to approximate, new…