JeanUrsula/E+ via Getty Images Investment thesis Kaspi.kz (OTC:KSPI) is Kazakhstan’s most valuable listed company and is best known for their convenient and reliable super app. Most analogous to Tencent’s WeChat app, Kaspi’s super app offers many features such as payments/banking, e-commerce shopping, travel (e.g. buying airplane and hotel tickets), government services (e.g. paying taxes, electronic…
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Martin Barraud/OJO Images via Getty Images Introduction The iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS), a stalwart that has been around since the turn of the millennium, offers coverage to US small-cap stocks that are believed to be undervalued. To expand on this, IJS’s tracking index focuses on the stocks from the S&P Small-Cap 600…
It is often said that Bitcoin allows anyone to be their own bank. If you know anything about Bitcoin’s ethos and underlying tech, you’ve likely heard of this concept before. But do you know exactly how that works and why Bitcoin is more suitable as a store of value than your bank? To get the…
Richard Drury/DigitalVision via Getty Images Overview There’s a high probability that you have some McCormick & Company (NYSE:MKC) spices in your cabinet at this very moment. They manufacture, distribute, and market their portfolio of spices, seasonings, and flavors across the globe. The company is primarily US-based but has operations within Europe, Asia, Africa, and several…
CHUNYIP WONG/iStock via Getty Images Introduction After discussing Warehouses De Pauw (OTCPK:WDPSF) here on Seeking Alpha, I wanted to have a closer look at other European REITs that are flying under the radar. Montea Comm. VA (OTCPK:MONSF) also is a Belgian REIT focusing on warehouse and logistics properties, which are predominantly located in Belgium and…
surasak petchang/iStock via Getty Images The following segment was excerpted from this fund letter. Over the past year, we have built a position in our first Canadian listed company. Blackline Safety is a provider of gas detection and safety monitoring systems to the energy, industrial, transportation, and consumer packaged goods verticals. Blackline is led by…
bjdlzx Thesis We wrote last August about the exchange traded Invesco S&P 500® Equal Weight Energy ETF (NYSEARCA:RSPG), touting it as an excellent choice to obtain a cross-sectional exposure to U.S. oil and gas, in an environment where tech was the favorite trade. Our original article highlighted how RSPG was unique in offering equal weight…
Scott Olson Department store chain Kohl’s (NYSE:KSS) has seen its share of challenges in the retail sector. I have followed the company for a while and last summer, I wrote about how I was avoiding both the shares and the debt. After reviewing the latest earnings, I have become bullish on Kohl’s with three different…
Joe Raedle Above: The parks are bearing the load. The $60b capex promised has yet to be followed up by management specifics as to what and when it will be done. History provides us with compressed, but workable insights for both sides in the Walt Disney (NYSE:DIS) proxy fight. Each characterizes the respective combatants bottom…
peangdao/iStock via Getty Images No doubt about it, following the news that housing starts and permits are down early in the year, this is a time few people are looking at home-builders to invest. It’s understandable, but as a contrarian, when there’s blood in the streets, there’s time to start looking for gems. Today’s diamond…
LSOphoto/iStock via Getty Images Introduction Global Medical REIT (NYSE:GMRE) is an internally managed REIT focusing on healthcare facilities which are leased out to physicians and other healthcare-related groups. GMRE Investor Relations The REIT owns 185 buildings in 34 states with a 5.8 year WALT. Unlike other healthcare REITs, Global Medical’s tenants appear to be well-managed,…
JHVEPhoto/iStock Editorial via Getty Images Introduction As it has been almost a full year since I last discussed the preferred shares of Summit Hotel Properties (NYSE:INN), the recently reported full-year results are an excellent reason to have another look at the REIT and the safety of its preferred shares. INN Investor Relations As you can…
ArtistGNDphotography From my experience, some of the best investment returns come about when you marry the investment philosophies of value investing and contrarian investing. As an example of how this can prove to be a success, we need only look at the housing market. Around a year ago, I found myself bearish on the space…
insagostudio Post-4Q2023 earnings, there’s been no less than eight S.A. articles published about Energy Transfer Partners (NYSE:ET). I last wrote about the company six months ago, so along with S.A. colleagues, I thought it’s time to weigh-in with my take on the current state. In this article, I elected to focus primarily upon fact-checking how…
Bilanol Capital Power is an underappreciated and undervalued dividend growth story as investors focus on the Alberta power market rather than its growth-by-acquisition story. I maintain my buy ranking. Introduction Capital Power (TSX:CPX:CA) is an independent power producer (IPP) which owns 30 operating facilities across North America that generate a collective 7,700 megawatts worth of…
Editor’s note: Seeking Alpha is proud to welcome Bargain Buyer as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » PETER PARKS/AFP via Getty Images Investment Thesis I believe…
Peter Dazeley/The Image Bank via Getty Images Background Welcome back to the fourth edition of Bank Buzz, where we cover the community bank sector, with a specific focus on mutual conversions, our favorite niche within a niche. As a reminder, we like this space, as many of these little banks are inexpensive and possess the…
HUNG CHIN LIU/iStock via Getty Images Thesis In this article, I will evaluate ASML Holding N.V. (NASDAQ:ASML) to ascertain its estimated fair price and gauge its investment potential. Upon employing two models, I have determined that the stock offers an upside ranging from 13.4% to 29.6%, with potential annual returns spanning from 16.8% to 21.5%….
Today, Dr Craig S Wright, who claims to be Satoshi Nakamoto despite providing no concrete evidence, has issued a settlement offer to members of the Crypto Open Patent Alliance (COPA) and all other parties involved. The letter, published on Wright’s personal blog, outlines the terms of the proposed settlement. The letter from Dr. Wright expresses…
Hitoshi Nishimura/The Image Bank via Getty Images The GEO Group (NYSE:GEO), a rehabilitation facilities company, has seen its share of adversity of the past few years. The company had to switch its corporate structure from a REIT to a C Corp, and consequently eliminated its dividend. Additionally, GEO has had to endure regulatory challenges and…
imaginima Lately, I’ve been writing a lot about rapid compounders with high dividend growth potential because I believe that the fundamental growth generated by these types of companies is likely to provide outperformance over the long-term. However, there’s still a place for high yielding stocks in my portfolio because of the peace of mind that…
gchapel/iStock via Getty Images Introduction As describer in a previous article, Gibson Energy Inc. (TSX:GEI:CA, OTCPK:GBNXF) is an overlooked oil infrastructure play with a robust operating history and strong contracts in place. The company was generating a substantial amount of free cash flow (“FCF”) and paid a generous dividend with a relatively low payout ratio….
utah778 Introduction In uncertain times, the Central Securities Corporation (NYSE:CET) (the “Company“) provides, among other things, an investment portfolio (the “Portfolio“) that has stood the test of time, management continuity, a reasonable expense ratio, a discount to net asset value, and a rational, no frills approach to investment management. Morningstar rates the Company 5-Stars Overall…
Hispanolistic The market can get truly absurd from time to time. Instead of being this efficient machine that many believe it to be, it can create scenarios that logically do not make sense. A great example of this can be seen by looking at what occurred on January 5th. Shares of Medical Properties Trust (NYSE:MPW),…
wildpixel/iStock via Getty Images CSP Inc. (NASDAQ:CSPI) is a provider of IT, cloud, security, and computer system products and services. Supply chain issues during the height of the COVID-19 pandemic created a backlog buildup. No contracts were lost. CSPI reported year over year 2023 increased revenues of 19% and increased income of 161%, as the…
buzbuzzer/iStock via Getty Images Regency Centers (NASDAQ:REG) shares rose by 8% in 2023, significantly lagging the S&P 500 while also avoiding declines seen in some real estate stocks. Assuming interest rates do not sharply rise, 2024 should see stronger relative performance. With strong dividend coverage and favorable fundamentals, REG is an attractive investment for income-oriented…
Natal-is Crocs, Inc. (NASDAQ:CROX) is a leading lifestyle footwear brand with a stock that has outperformed the market over the past five and ten years. Accordingly, CROX posted a 5Y and 10Y total return of 28.8% and 21.6%, respectively. However, it doesn’t mean that CROX is immune to shorter-term market volatility, depending on when investors…
serts 2023 was ultimately a pretty soft year for U.K. life & savings company Phoenix Group (OTCPK:PNXGF), whose shares fell slightly on a total return basis, underperforming British peers with similar business such as Aviva (OTCPK:AVVIY)(OTCPK:AIVAF), Legal & General (OTCPK:LGGNY)(OTCPK:LGGNF) and M&G (OTCPK:MGPUF). Frustrating as this will have been for Phoenix’s shareholders, recent underperformance leaves…
If the court approves the proposed plans from debtors, the FTX creditors could lose a huge sum of money considering the rally in crypto market this year. In a recent filing made on December 27 in the United States Bankruptcy Court for the District of Delaware, FTX debtors have unveiled estimates of the US Dollar…
Torsten Asmus Credit Suisse X-Links Crude Oil Shares Covered Call ETNs (NASDAQ:USOI) is a unique product for investors looking to speculate on the price of Crude Oil. It does so by buying the front month futures and selling covered calls as described below. The Credit Suisse Nasdaq WTI Crude Oil FLOWSTM 106 Index (the “Index”)…
Kutay Tanir Lesaka (NASDAQ:LSAK) is a South African fintech company offering solutions to both merchants and consumers. The share price has recently pulled back significantly and I think the risk/reward ratio now looks favorable. The history of Lesaka is long and complicated. It used to be known as Net1 and was in the past mainly…
VioletaStoimenova Rarely will you come across the ‘perfect’ investment opportunity. Most investments that you make in your life will, instead, involve trade-offs. As an example, smaller companies tend to be riskier than larger ones. But at the same time, they can also be overlooked and offer additional upside that you wouldn’t expect from larger prospects….
Justin Sullivan Microsoft’s valuation implies AI potential can defy gravity If you believe in the pursuit of growth at any cost, this article is not for you. The basic premise of this article’s thesis is that valuation ALWAYS matters. Under this premise, I will explain A) why Microsoft’s (NASDAQ:MSFT) valuation is far above its fair…
Justin Sullivan (A Long) Introduction It’s time to talk about one of the most reliable wealth growers of the past decade: McCormick & Company (NYSE:MKC). Going back to 1993, MKC shares have turned a $10,000 investment into more than $190,000. This beats an equal investment in the S&P 500 ETF (SPY) by almost $10,000. Data…
fcafotodigital Acomo (OTCPK:ACNFF), a Dutch small-cap entity in the food and beverage sector, currently holds a 7% dividend yield, portraying its status as a dividend stock in the market. As the company continues its growth trajectory towards becoming a midcap entity, the market’s perception of Acomo is likely to evolve accordingly. I rate Acomo a…
Getty Images/Getty Images News Life may be returning to normal for Chinese students with the end of pandemic restrictions, but you wouldn’t see that right away by looking at the bottom line in China Education Group Holdings Limited’s (OTCPK:CEGHF) latest annual report released at the end of last month. Profits for China’s largest privately-owned education…
jimfeng Those kids from South Park were wrong! Don’t blame Canada, as they did in the 1999 Oscar-nominated song. The US’s northern neighbor is forever an afterthought for global investors. It doesn’t have to be, especially now that the value sector orientation of the Canadian economy may be higher up on the wish lists of…
AscentXmedia On our last coverage of Brookfield Renewable Partners L.P. (NYSE:BEP)(NYSE:BEPC), we suggested that BEP was the superior choice relative to NextEra Energy Partners, LP (NEP) and investors would do well to look to it versus NEP in trying to seek yield. If you want to chase the 12-15% distribution growth dream, we really cannot…
PonyWang Deals and Financings LianBio (LIAN), a Princeton-Shanghai in-licensing company, received a $465 million buyout offer from Tang Capital Management of San Diego (see story). In addition, Tang also offered shareholders a contingent value right (‘CVR’) for 80% of net proceeds from any license or divestment of a LianBio holding. The offer is Tang’s fifth…
Bruce Bennett There’s nothing not to like about Verizon (NYSE:VZ) right now. The company reported decent earnings results for Q3, its business appears to be recovering, and its stock is a decent dividend and value play with a modest upside. While Verizon’s business could be negatively affected by the worsening of the macroeconomic environment next…
Blockchain Association slammed the OFAC stating that the regulator should catch hold of individuals engaging in illicit activities instead of imposing the ban. The Blockchain Association has reiterated its support for six plaintiffs challenging the US Treasury Office of Foreign Assets Control (OFAC) over the sanctions imposed on Tornado Cash, a crypto mixer. In a…
Timothy McKay/iStock via Getty Images I am revisiting my Q1 thesis on Gogo, Inc. (NASDAQ: NASDAQ:GOGO) in light of Q3 earnings. Reflecting on my Q1 analysis, I rated Gogo a buy as I felt the market was undervaluing the strong, and growing subscription business. In addition, Gogo was improving cash flow, offered strong earnings guidance,…
Volodymyr Kalyniuk/iStock via Getty Images Introduction In my previous articles, I started to turn positive on dentalcorp (TSX:DNTL:CA) (OTCPK:DNTCF) as the cash flow results were improving and the M&A pace was slowing down. This would and should allow the company to reduce its gross debt and net debt levels and that would obviously have an…
TerryJ/E+ via Getty Images These are still good days for process end-markets like oil/gas and chemicals, and Flowserve (NYSE:FLS) is reaping the benefits as the company continues to generate strong growth from its backlog, as well as ongoing aftermarket demand. Beyond this near-term momentum, the company has leverage to several new growth markets, including LNG,…
mysticenergy VOC Energy Trust (NYSE:VOC) is an energy-related firm in the business of managing oil and gas properties with the intention of distributing net profit interest to trust unitholders. Given the nature of this business, units aren’t necessarily meant to be actively traded or used to seek capital gains; but rather, it should be held…
Koonsiri Boonnak/iStock via Getty Images A couple of years ago I called RPM International (NYSE:RPM) a “borderline buy”, and investors who took advantage of a few of the dips since then, including one earlier this year, are now sitting on pretty solid 20% gains as the company has been picking some steam on expectations of…
mr.suphachai praserdumrongchai/iStock via Getty Images This has been a challenging year for the medical device sector, In addition to ongoing worries about reimbursement and a lack of innovation, investors have also fretted about the impact of GLP-1 drugs on a host of device sub-sectors. It also hasn’t helped that the entire sector was trading at…
ImagineGolf/iStock via Getty Images Introduction Back in July, I argued Hemisphere Energy (TSXV:HME:CA) (OTCQX:HMENF) was an interesting dividend candidate thanks to its strong dividend policy. The company is paying a quarterly dividend of C$0.025 per share which represented an 8% dividend yield, but Hemisphere’s dividend policy bases the dividends on the operating cash flow. As…
SolStock Valuation is never as straightforward of an exercise as investors may wish, and it’s likewise often true that growth and other performance metrics can outweigh (if not completely overshadow) valuation for many years – pushing many valuation-oriented investors to the sidelines for high-quality companies. I think this is an important backdrop to keep in…