outline205 The U.S. Federal Reserve made a critical announcement last week, communicating its plan to slow its quantitative tightening program from June. The announcement acts as a leading indicator, suggesting an interest rate pivot is near. However, the subsequent reaction in the bond market was mixed and matched, implying that investors don’t quite know whether…
GoodLifeStudio/E+ via Getty Images Nutrien Ltd. (NYSE:NTR) is one of the largest and most diversified farm fertilizer manufactures in the world. The good news for investors is share pricing is back to 2018 levels (when its merger was completed and public trading began, before the pandemic), despite a much-improved balance sheet after years of strong…
This article is featured in Bitcoin Magazine’s “The Halving Issue”. Click here to get your Annual Bitcoin Magazine Subscription. Calculated probabilities were calculated by Greg @ learnmeabitcoin.com Block 840,000 is not just another block in the blockchain; it triggers the Bitcoin halving where the block reward is reduced from 6.25 BTC to 3.125 BTC, cutting…
J Studios Introduction The WisdomTree Total US Dividend ETF (NYSEARCA:DTD), a $1.16bn sized product that seeks to cover over 800 all-cap dividend-paying stocks from the US, has not been in dazzling form over the past year. For context, over the last 12 months, it has managed to generate a little over ~12% returns, which is…
JamesBrey Article Thesis Prudential Financial, Inc. (NYSE:PRU) is an insurance company that has delivered compelling total returns in the recent past. But while the dividend yield is not as high as it was at times in the past, Prudential Financial is still far from an expensive stock. Past Coverage I have covered Prudential Financial several…
serengeti130 Introduction It’s time to discuss a company I believe is one of the most underappreciated dividend growth stocks. That company is Huntington Ingalls Industries, Inc. (NYSE:HII), one of the largest defense constructors in the United States and the backbone of the Navy. I held the company for a while in my dividend growth portfolio…
Justin Paget For those waiting to pick the potential winners in the solar inverter bloodbath, Enphase Energy (NASDAQ:ENPH) is increasingly looking like the best bet. ENPH commands a notable premium to SolarEdge (SEDG) but a comparison of the competitors’ financial results tells two very different stories in spite of both facing the same headwinds. ENPH…
J Studios/DigitalVision via Getty Images Introduction Looking at recent market trends, it is easy to overlook the fact that the price of gold has suddenly shot up after many years of stagnation and has outperformed the majority of other assets over the past few months: Seeking Alpha, author’s notes There might be various arguments why…
gopixa Amplify Alternative Harvest ETF (NYSEARCA:MJ) was the first cannabis ETF to start trading. The exchange-traded fund covers investments in a wide swath of cannabis stocks, but diversity is possibly not the best option in the space. My investment thesis is Bullish on the upside of the ETF based on positive trends in the cannabis…
AndreyPopov The large-cap pharmaceutical group has lagged the stock market badly over the past year, relative to the S&P 500 jump of +25% or high-flying NASDAQ 100 index spike of +40%. So, I consider this sector a good hunting ground for bargains. Since late summer, I have written bullish views on Pfizer (PFE) here and…
Kelvin Cheng/iStock Editorial via Getty Images Article Thesis Alexandria Real Estate Equities, Inc. (NYSE:ARE) is a quality real estate investment trust that trades at an undemanding valuation while delivering compelling business growth and offering a solid income yield. At current prices, the REIT is an attractive income and value play. Overview Alexandria Real Estate Equities…
peterschreiber.media/iStock via Getty Images RE/MAX Holdings, Inc. (RMAX) is a franchisor of real estate brokerage services including mortgages under the brand Motto Mortgages. It is one of the largest brokerages, and it is a very well-known name in the industry. This company was recently voted as being the “#1 most trusted real estate agents” by…
rlesyk Introduction All financial data are reported in Canadian dollars unless otherwise stated. Canadian National Railway (NYSE:CNI) has been my top pick among Class 1 railroads and, as such, it makes up around 7% of my portfolio. Major macroeconomic trends make me consider the whole industry as one poised to keep on growing. The need…
Shutthiphong Chandaeng Thesis AppLovin (NASDAQ:APP) is one of my top investments for 2024. Analyst revenue estimates for 2024 and 2025 are $4.06B and $4.41B, respectively. Additionally, The stock trades at a Forward PE of around 20 based on an estimated average EPS of 2.96 for 2025. With the company sitting under a $20B market cap,…
Ultima_Gaina/iStock via Getty Images Background: Spectra7 (OTCQB:SPVNF) is a micro-cap company traded on the OTCQB under the symbol SPVNF and on the TSX, Toronto Stock Exchange under the symbol SEV. They are based in San Jose, CA. Spectra7 is a fabless semiconductor company specializing in silicon chips embedded in the connectors of standard copper cables….
aquaArts studio/E+ via Getty Images Seeking Alpha analysts have been cautious about investing in Cantaloupe (NASDAQ:CTLP) because of its high P/E ratio. And I was initially skeptical when, after recommending Asbury Automotive (ABG) to readers in November in part because David Abrams owns such a large stake, one of my readers recommended I look into…
ranplett/E+ via Getty Images Bird Construction Inc. (TSX:BDT:CA) is one of the leading (top 10) contractors in Canada. According to the company website, it serves three core customer segments: Institutional (43% of 2022 revenues), Industrial (42% of 2022 revenues) and Commercial (15% of 2022 revenues). It also has a partnership with Stack Modular, which describes…
TinaFields Prio S.A. (OTCPK:PTRRY), formerly PetroRio, stands out as a prominent Brazilian oil and gas company, primarily focusing on asset recovery, production, and investment. The company strategically emphasizes efficient reservoir management and the development of mature fields, engaging in gas and oil production, exploration, marketing, and transportation. Notably, Prio holds the distinction of being the…
zetter/iStock via Getty Images I have been bullish the iShares MSCI Global Metals & Mining Producers ETF (BATS:PICK) since November 2022, and it has risen by over 30% in total return terms over this period. In my last article on the PICK in September I argued that the industrial metals complex appeared to be turning…
Win McNamee Meta Platforms (NASDAQ:META) has bounced strongly from the lows as the company simultaneously dealt with the TikTok competitive threat while overcoming the tough macro environment. Based on the still-discounted stock valuations, Wall Street appears fearful that the “year of efficiency” was a one-time deal. Wall Street sometimes gets a bad rap for being…
Luis Alvarez With the 2023 market behind us, we took a look at how two popular closed-end funds – the Liberty All-Star Equity Fund (NYSE:USA), and its sister CEF, the Liberty All-Star Growth Fund (ASG), have performed over the short and long term. This article also covers their current valuations, dividend yields, and holdings. Fund…
stocknshares As the market navigates through the uncertainties of 2023, investors are increasingly looking for stocks that offer a compelling blend of growth potential, resilience, and value. In the current landscape, First Citizens BancShares (NASDAQ:FCNCA) (OTCPK:FCNCB) emerges as a candidate worth serious consideration for your 2024 portfolio. A Southeast Powerhouse with Strategic Acquisitions FCNCA is…
onurdongel Let’s face it: Real Estate (NYSEARCA:XLRE) has had a tough year. Underperforming the indices by more than 16.5% YTD, the sector has been beaten down due to a higher rate environment, concerns around commercial real estate (mostly offices), and reversion from a strong cyclical swing seen in years’ past: TradingView However, despite the fact…
verbaska_studio/iStock Editorial via Getty Images Haleon (NYSE:HLN) sells health products internationally. The company has proven stable operations with modest growth and stable, high margins as the company invests in its brands – Haleon’s future cash flows seem likely to be stable as well. Haleon is expected to pay $0.10 in annual dividends, making the stock’s…
steved_np3/iStock via Getty Images Co-authored by Treading Softly In North America, you can experience blizzards, tornadoes, hurricanes, and earthquakes, all within one continent. When I was younger, I enjoyed watching the movie Twister, especially the scene where they’re in the midst of a tornado, and they strap themselves to some pipes that are coming out…
yocamon Dear readers/followers, Subaru, (OTCPK:FUJHY), or native ticker 7270 in Japan which is the one that I invest in, is an impressive automotive business with an upside that is one of the four Japanese companies I currently invest in. I have been invested in Subaru for about a year at this point, and despite a…
Aksana Kavaleuskaya/iStock via Getty Images Graham and “Defensive Stocks” RTX Corporation (NYSE:RTX), formerly known as Raytheon Technologies, recently has received much attention since the Middle East conflict broke out. Several other Seeking Alpha authors have argued eloquently about the role RTX can play under heightened geological tensions and increased defense spending. The thesis here is…
CoffeeAndMilk/E+ via Getty Images PepsiCo (NASDAQ:PEP) is one of the largest multinational companies renowned for its diverse product range, which includes popular food products such as Cheetos, Lay’s, and Doritos, as well as well-known carbonated beverage brands such as Pepsi-Cola, SodaStream, and Mountain Dew. PepsiCo is a defensive stock. This means that PepsiCo’s share prices…
James Pintar Gulf Island Fabrication (NASDAQ:GIFI) is the largest position in my portfolio and my highest-conviction value investment. The company has everything I look for in a value name: assets that provide downside protection, a clear path to improved earnings and cash flow, and a management team I trust. I’ve been following’s GIFI’s turnaround for…
NiseriN Bitcoin has been the best-performing asset class over the past decade by a wide margin. Detractors come out of the woodwork and like to focus on the massive corrections that occur regularly in this sector. Yet, the average annualized return for Bitcoin since 2014 has been 60%. This compares to an average annualized gain…
Tara Moore/DigitalVision via Getty Images Opinions defining the next direction for crude oil (CL1:COM) pricing continues. The bantering for position seems relentless. Those claiming weakness watched with horror, the price running against them. The opposite was true a few months ago. What seems clear and continues are three real forces: fear of demand destruction from…
Monty Rakusen Earth’s natural resources have been a source of wealth for centuries, with metals and minerals playing a crucial role in the global economy. The world’s increasing demand for these resources, fueled by the transition to renewable energy and the rise of electric vehicles, presents an intriguing investment opportunity, at least in narrative. The…
halbergman Innovative Industrial Properties (NYSE:IIPR) is a curious phenomenon. The cannabis REIT is generating enviable 83.3% free cash flow margins yet continues to trade near a double-digit dividend yield. The source of the weakness appears due to the never-ending cannabis bear market, as cannabis prices across the nation continue to experience weakness. Wall Street appears…