Bitcoin was initially designed with a fully fleshed out scripting language, intended to encompass and support any potential safe use case that users could come up with in the future. As Satoshi himself put it before he disappeared: “The nature of Bitcoin is such that once version 0.1 was released, the core design was set…
guvendemir/E+ via Getty Images Exchange Income (TSX:EIF:CA) is a diversified aeronautical and manufacturing business with a focus on regional and specialty aviation. EIF is based in Winnipeg, Canada. In its 20-year history, EIF has grown from a single regional airline to reach a market capitalisation of CAD 2.2bn and provided its shareholders with a 19%…
karenfoleyphotography/iStock via Getty Images In 1973, the price of crude oil rose from below $3.00 per barrel to almost $12 per barrel. This quadrupling (+300%) of the crude oil price occurred as a result of the “Arab Oil Embargo.” We believe that events in 2024 could potentially produce an oil price shock of equal or…
MCCAIG Stubbornly strong economic data has led to significant shifts in market expectations for when, and how quickly, the Federal Reserve will begin cutting policy rates. Our own forecast is now for the first rate reduction to come in September, but the complications of starting an easing cycle just before the U.S. Presidential election does…
Andrii Yalanskyi The U.S. Federal Reserve is signaling it still sees three rate cuts this year, despite recent hotter-than-expected inflation data. Scott Colbourne, Managing Director and Head of Active Fixed Income at TD Asset Management, looks at the outlook for rates and the implications for the bond market. Transcript Greg Bonnell – It’s been a…
ktsimage Strategic Acceleration: Rocket Pharmaceuticals’ RP-A501 For Danon Disease Rocket Pharmaceuticals, Inc. (NASDAQ:RCKT) stock is up 76% since my “Buy” recommendation in August. The stock shot up in September on the heels of a public offering and some other news. Interestingly, the FDA and Rocket reached an agreement supporting the potential for accelerated approval based…
manassanant pamai By Ewa Manthey, Commodities Strategist Fed policy remains key for gold Federal Reserve policy will remain key for the outlook of gold prices in the months ahead. US dollar strength and central bank tightening weighed on the gold market for most of last year. Swaps markets suggest investors don’t see much chance of…
Wirestock/iStock via Getty Images Well managed businesses are rare, especially in the real estate space. There are hundreds of public REITs and few stand out in their areas of expertise. Some of the largest names such as Realty Income (O) tout long, established histories that investors point to for validation. Some look to copy proven…
Bloomberg/Bloomberg via Getty Images Introduction I am knee-deep into industrial stocks, as more than 50% of my dividend growth portfolio consists of stocks from that sector. While more than half of this exposure consists of anti-cyclical defense contractor exposure, I own two cyclical machinery giants: Deere & Company (DE) and Caterpillar (CAT). I often make…
ADragan/iStock via Getty Images Introduction It’s time to talk about a company I have never discussed before. That company is the T. Rowe Price Group (NASDAQ:TROW), one of the world’s largest asset managers and a company whose stock price has lost roughly half of its value from its prior peak, as we’ll discuss in the…
Kena Betancur Introduction Last year, I started covering Abbott Laboratories (NYSE:ABT), a company I should have started covering many, many years ago. However, better late than never, I initiated bullish coverage on March 20 with the title “Abbott Laboratories: A Dividend King At A Discount.” Since then, shares are up 18%, including its dividend. The…
BlackJack3D The Cooper Companies (NASDAQ:COO) has been quite successful in their core contact lens industry, experiencing high-single-digit growth. The company has been expanding into the women’s health business, with the CooperSurgical business mix increasing from 17% a decade ago to 32% of total revenue today. I believe their strategic business expansion makes sense, and they…
VasukiRao Fundamentally, 2023 was a poor year for Indian IT services. Revenue growth and profitability both trended in the wrong direction, particularly for the large caps. Still, IT services stocks did end the year higher (on both price level and valuations), suggesting that investors are turning optimistic on the outlook. Top-three Indian IT services company…
thodonal/iStock via Getty Images Thesis W. R. Berkley’s (NYSE:WRB) core focus on strong underwriting practices and effective management of social inflation risks positions it as a strong player in the insurance industry. Together with its sensible financial management and favorable response to interest rate environments, the company stands well-appointed to navigate market challenges and sustain…
In a significant stride towards the potential approval of Spot Bitcoin Exchange-Traded Funds (ETFs) in the United States, applicants have overcome a pivotal hurdle, marking a crucial milestone in their quest for regulatory approval from the U.S. Securities and Exchange Commission (SEC). As reported by Bloomberg, the applicants seeking approval for the eagerly anticipated spot…
Andrii Yalanskyi Uncertainty is as thick as ever for diving into what awaits in the year ahead, but there’s still a growing consensus building that the Federal Reserve will soon start cutting interest rates. Although some analysts caution that the odds for dovish policy changes aren’t as high as some forecasts suggest, the crowd is…
Robert Way Thesis Lululemon Athletica Inc., (NASDAQ:LULU) commonly known as Lululemon, is a Canadian-American multinational athletic apparel retailer headquartered in British Columbia and incorporated in Delaware, United States. The stock has performed exceptionally well, gaining more than 50% in value in 2023. While it trades at a rich valuation of close to 60 times earnings,…
In many parts of the world, access to electricity is a luxury that we often take for granted. Sub-Saharan Africa (SSA), for example, faces a severe electricity deficit, with over 600 million people without power. This deficit leads to economic stagnation, reduced food production, poverty, and even civil unrest. The correlation between electricity access and…
JHVEPhoto PepsiCo, Inc. (NASDAQ:PEP) is much more than a traditional soda company. Instead, it is a well-diversified food and beverage giant, making billions by selling the world’s favorite tortilla chips (Doritos) or the refreshing Pepsi itself. Yet, the company has faced a difficult 2023, but that may be about to change. With its operational excellence…
Weatherford Precision Energy office building exterior in Houston, TX. Brett_Hondow/iStock Editorial via Getty Images Weatherford International (NASDAQ:WFRD) has made a strong recovery over the past two years. Since 2021, the company’s share price has risen more than 400%. The new management has been able to make the company work effectively. Weatherford’s balance sheet is solid…
_laurent Introduction It’s time to talk about a company I haven’t been able to add to my portfolio this year for two reasons. It did not offer a good buying opportunity recently, as it had a stellar performance in 2023. I haven’t figured out which stocks on my watchlist will become long-term members of my…
UiPath Inc. (NYSE:PATH) Q3 2024 Earnings Conference Call November 30, 2023 5:00 PM ET Company Participants Kelsey Turcotte – Senior Vice President, Investor Relations Rob Enslin – Co-Chief Executive Officer Daniel Dines – Co-Founder and Co-Chief Executive Officer Ashim Gupta – Chief Financial Officer Conference Call Participants Mark Murphy – JPMorgan Chirag Ved – Evercore…
Marzia Camerano Introduction Almost perfect execution, one-of-a-kind earnings visibility, a strong shield from global changes in the economy, and a growing target audience of ultra-high-net-worth individuals are all bundled together as the reasons making Ferrari N.V. (NYSE:RACE) a unique asset in my portfolio. Usually, I write about Ferrari once a quarter. However, this time, after…
jpkirakun/iStock via Getty Images What is the Goal of this Article? Retail investors can miss out on diversity within their portfolio and exceptional returns if they neglect to invest in international stocks. I believe MercadoLibre (NASDAQ:MELI) is one of the best international stock opportunities for the next decade and only has 10% of retail investor…
Cecilie_Arcurs/E+ via Getty Images WalkMe (NASDAQ:WKME) is presenting some bullish momentum with shares up nearly 20% over the past month. The company recently reported its latest quarterly result, highlighted by reaching positive adjusted EPS for the first time since the 2021 IPO. Indeed, while WKME is still down significantly from its peak valuation, the setup…
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…
ventdusud Introduction Duke Energy (NYSE:DUK) was one of the first stocks I bought for my dividend growth portfolio. This company is one of America’s largest regulated utility companies, with a market cap of roughly $70 billion. On August 10, I wrote my most recent article on the company. In that article, I not only explained…
ventdusud/iStock via Getty Images Introduction We are at a very tricky point in the economic cycle. A lot of high-quality companies are trading at attractive prices. This includes industrial stocks, real estate, utilities, consumer staples, and banks – among others. The problem is finding a bottom, as some fantastic companies could easily continue to decline…
Editor’s note: Seeking Alpha is proud to welcome Stanley Nwosu 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 » RonFullHD/iStock via Getty Images Summary First Solar (NASDAQ:FSLR) is…
Suphanat Khumsap Key Takeaway Golar LNG (NASDAQ:GLNG) stands as a pivotal figure in the LNG industry, specializing in LNG infrastructure development through floating liquefaction assets (FLNG). Their current fleet consists of two FLNGs and two LNG carriers. FLNG Hilli, the world’s first converted floating LNG facility, produces 2.4 million tonnes per annum (mtpa) and has…
Sundry Photography A Quick Take On Dolby Laboratories Dolby Laboratories, Inc. (NYSE:DLB) reported its FQ3 2023 financial results on August 3, 2023, missing revenue but matching consensus earnings estimates. The company licenses audio and imaging technologies for use in media, entertainment and communications applications. I previously wrote about DLB with a Buy outlook due to…
Spencer Platt Summary Following my coverage of iQIYI (NASDAQ:IQ), I recommended a buy rating due to my expectation that IQ will continue to report sustainable, profitable growth. This post is to provide an update on my thoughts on the business and stock. I reiterate my buy rating for IQ as the business continues to showcase…
Feverpitched Introduction It’s time to talk about one of my favorite high-yielders on the market. In this case, a stock with a current yield of 7.5% and a realistic path to more than 10% in the next few years. That company is the Antero Midstream Corporation (NYSE:AM). It’s the company that owns the midstream assets…
Justin Sullivan By Christopher Gannatti, CFA Nvidia (NVDA) has done an incredible job of becoming synonymous with the term “artificial intelligence.” That is the combined effect of great messaging, great marketing, great vision and amazing technology. Efforts made and decisions taken years ago are, through the magic of compounding and Moore’s Law, bearing fruit today….
Galeanu Mihai Introduction So far we’ve covered Grab (NASDAQ:GRAB) 7 times since 2021. Throughout our 7 theses, there was a common theme: “Grab’s Leadership Equated To Its Willingness To Spend”. Our verdict was that Grab had to keep spending cash on consumer and partner (drivers) incentives to grow adoption. Should other similar service providers offer…