wellesenterprises Thesis In my previous article about Nvidia Corporation (NASDAQ:NVDA), I rated the stock as a buy, explaining that the potential downside was very low. Therefore, this was a perfect opportunity to enter and wait for the company to surprise in their Q4 2024 earnings. Needless to say, the company indeed surprised us, and the…
PonyWang The Clough Global Opportunities Fund (NYSE:GLO) is a closed-end fund that investors can purchase in order to achieve a high level of income without the need to sacrifice the upside potential possessed by common equities. The fund certainly does quite reasonably in this area, as its 11.63% distribution yield is significantly higher than many…
RichLegg Listen below or on the go on Apple Podcasts and Spotify The following is an abridged transcript The top story to look out for this week The February jobs report is due on Friday, with expectations for payrolls growth to ease back. January showed a whopping rise of more than 350,000 in nonfarm payrolls….
Jeremy Poland Goldman put out a research note last week suggesting that crude oil prices may range in the $70 to $90 zone, reaching a peak of $87 by mid-year. While anything can happen and I don’t place a very high weight on any single sell-side shop’s outlook, price action has turned more constructive for…
zorazhuang Investment Rundown One of the hardest hit sectors when the interest rates began to increase last year was the tech sector. Looking at the stock chart for Tower Semiconductor Ltd (NASDAQ:TSEM), I think we are looking at a very appealing opportunity right now for investing. The valuation has come down to what I think…
zencreation/iStock via Getty Images After a massive surge in egg pricing in 2022, Cal-Maine Foods, Inc. (NASDAQ:CALM) stock enjoyed an incredible bounce. We cautioned investors to sell the stock in December 2022. While shares trickled a bit higher from that call, shares began to reset shortly into 2023. Shares have crept up in the last…
Eric Thayer Costco (NASDAQ:COST) experienced an exceptionally strong q1’24 in revenue across all segments and membership growth. With margins widening towards FY21 levels, the big question is whether Costco will be able to maintain this level of growth and profitability. With an anticipated 33 new warehouses opening in 2024, strong 90.50% global renewal rates, and…
metamorworks Investment Thesis Impinj (NASDAQ:PI) operates an innovative platform for wirelessly connecting billions of everyday items to the cloud, helping businesses track and analyze physical items to gain operational efficiencies. With leading market share in RAIN RFID technology, a large patent portfolio, and secular growth tailwinds from supply chain digitization, Impinj possesses exciting long-term potential….
Robert Way XPeng (NYSE:XPEV) submitted a mixed earnings sheet for its third-quarter on November 15, 2023, but guided for significant delivery and top line growth in the final quarter of the year. While XPeng saw a substantial increase in third-quarter deliveries due to a return of consumer demand, the Chinese electric vehicle was not able…
David Gyung FS KKR Capital Corp (NYSE:FSK) demonstrated a robust financial performance in Q3 2023, marked by an increased net and adjusted net investment income (NII), indicating a consistent enhancement in the company’s profitability. There was also a marginal rise in the net asset value (NAV) per share, reflecting the resilience and effective management of…
temizyurek Back in June, I wrote that while expanding its small cell business represented a nice opportunity for Crown Castle (NYSE:CCI), the company was facing headwinds from the T-Mobile and Sprint merger and high interest rates. In addition, while the stock was trading below peers, I thought its valuation was not cheap. With the stock…
Hiraman/E+ via Getty Images Investment thesis Our current investment thesis is: Jill’s growth has been underwhelming, as its niche demographic and competitive pressures have impeded the company’s progress. This has worsened in recent quarters, with negative growth and a lack of new stores. We suspect the business will continue to struggle. Offsetting this issue is…
Aside from the popular Apple and Samsung brands, Huawei is probably one of the few other companies that has designed its smartphone processor. Another threat may just have added to the number of issues that Apple Inc (NASDAQ: APPL) currently faces in China. Despite the pertinent geopolitical and economic threats to its existence in the…
ArtistGNDphotography It has been a dreadful 2023 for solar-related and clean energy stocks. The Invesco Solar ETF (TAN) is down 20% total return on the year while the S&P 500 is up by almost that same amount. One of the fund’s largest weights, Enphase Energy (NASDAQ:ENPH) has been cut in half. But is there value…