Luis Alvarez I have a terrible confession to make, dear readers: I’m ageing. It’s as much of a shock to me as it is to thee. Anyway, among the behavioural changes such unpleasantness demands is a slight change to my investment philosophy. I’m now focusing on buying dividend paying stocks, and I’ll be limiting myself…
Robert Way/iStock Editorial via Getty Images Tesla, Inc. (NASDAQ:TSLA) has made drastic staff cuts over the past month, maybe as high as 20% of the workforce. In the Q1 earnings call, Elon Musk stated that the plan to develop a $25,000 car, sometimes referred to as the Model 2 and code-named “Redwood,” on an entirely…
FotografiaBasica Altria Group, Inc. (NYSE:MO) is a major tobacco company with a market capitalization of less than $80 billion. The company has had struggles with e-cigarettes, spending many billions of dollars on Juul, but it’s continued to run a well-operated business with reliable cash flow. The company’s dividends and reliable business improvements make it a…
This article was written by Follow Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages…
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FabrikaCr/iStock via Getty Images At what point should a company simply wind up operations and liquidate? There comes a time when certain companies seemingly no longer have a realistic path to generating shareholder value. In such cases, the best course of affairs may simply be to close the operating business and return the remaining cash…
luza studios A Follow Up I am writing this as a follow-up to my previous article on HUT 8 Corp (NASDAQ:HUT) (TSX:HUT:CA) published on Seeking Alpha on 11 Dec 2023. Since then, many changes have happened at HUT: After its merger with US Bitcoin Corp (USBTC) on 30 Nov 2023, HUT obtained the court approval…
Andrii Dodonov Shares of Jackson National (NYSE:JXN) have been a tremendous performer over the past year, rising 70%. Elevated rates and rising equities continue to support results, and its capital position is now stellar. Since reiterating Jackson as a “strong buy” in December, shares have rallied a further 24%, bringing their return to nearly 60%…
Jacob Wackerhausen/iStock via Getty Images Introduction I’ll admit when Innovative Industrial Properties (NYSE:IIPR) was the new hot thing on the stock market, I almost bought into the company for the appealing dividend. I watched the stock explode and trade near $300 before crashing back down to earth. I remember saying to myself, I’m glad I…
fizkes/iStock via Getty Images Five9 (NASDAQ:FIVN) is a cloud contact center software (CCaaS) provider that empowers businesses to manage customer interactions through the cloud. They offer a suite of features including call center functionality, omnichannel communication, and customer analytics. FIVN went public in 2014, with an initial share price of $7.6. Since its IPO, the…
Pekic/E+ via Getty Images Introduction If you’re like the woman in the picture above and wondering where to invest your money, then look no further than Agree Realty (NYSE:ADC). Since first starting my investment journey and focusing on REITs, Agree Realty was one that really stood out to me. Although their big brother Realty Income…
simpson33 On 31st Jan 2024, Byron Allen announced its intention to make an offer for Paramount Global (NASDAQ:PARA) (NASDAQ:PARAA), worth ca. $30bn including debt. Byron, get in line. The media tycoon is joined in the group of interested parties by David Ellison’s Skydance Media, Apollo Global Management, Warner Bros. Discovery (WBD) and Apple (AAPL) –…
hapabapa/iStock Editorial via Getty Images Points to note: 1) All values are in CAD unless noted otherwise. 2) Prior to June 17, 2021, Canadian Net operated under the name of Fronsac Real Estate Investment Trust (FRO.UN). Previous Coverage We covered the 2023-Q1 results of Canadian Net Real Estate Investment Trust (TSXV:NET.UN:CA) and came away impressed…
BlackJack3D Coya Therapeutics (NASDAQ:COYA) targets inflammation by modulating the function of regulatory T cells (Tregs) in neurological diseases. The “original” lead asset used to be COYA 101, an autologous regulatory T-cell product candidate with a completed Phase 2a trial in Amyotrophic Lateral Sclerosis under its belt. The trial was completed way back in 2022. However,…
RyanJLane We last called for a public trade on The Greenbrier Companies, Inc. (NYSE:GBX) one year ago, with buy points in the $26-$28 range back in early 2023. Today, shares have eclipsed $50. We think you now back out your initial investment, plus, of the profits you have, take 25% of those, and let the…
da-kuk Grayscale Investments won a landmark court case (see here) with the result being the SEC must vacate its rejection of Grayscale’s attempt to convert Grayscale Bitcoin Trust (OTC:GBTC) into an ETF or exchange-traded fund. The process of ETF’s being submitted to the SEC is one that’s widely publicized. I’ve been anticipating this would ultimately…
J. Michael Jones We have had a hold rating on Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) stock after converting trading gains into a long-term house position. The stock has moved mostly sideways since that call. We think a Hold rating is still appropriate given the growth and valuation mix here. The stock has been good…
tianyu wu Investment action Based on my current outlook and analysis of Rockwell Automation (NYSE:ROK), I recommend a hold rating. Although the expectation of rapid growth of the industrial automation market and the government’s support for infrastructure development are set to drive its growth outlook, the lack of an attractive share price gain pushes me…
shapecharge Written by Nick Ackerman, co-produced by Stanford Chemist. The last time we covered BlackRock ESG Capital Allocation Term Trust (NYSE:ECAT) was over a year ago. However, we had shorter updates on a couple of occasions as I’ve been building up a position in this fund in my own portfolio. The biggest draw, besides the…
taikrixel Frontline (NYSE:FRO) (up 89% year-to-date) has vastly outperformed the S&P and is still my top long position going into 2024. The tanker market has been supported by a significant figure of oil in transit or barrels at sea since the end of 2021. As the buildup in land oil inventories after the 2020 Covid-19…
William_Potter Investment Thesis I covered Axcelis Technologies (NASDAQ:ACLS) two months ago with this article and explained how the company and the semiconductor industry had been more resilient than most people had thought. Axcelis has a crucial position in the industry, providing ion implantation equipment to chip manufacturers. While it performs strongly in good times, it…
hapabapa Palantir (NYSE:PLTR) has been one of the most successful stocks in my portfolio all year. The famed AI category leader has seen its share price more than triple from the start of the year after a bruising 2022, driven both by strong fundamental results and the wave of optimism over generative AI. The core…
CentralITAlliance/iStock via Getty Images Investment Thesis We ascribe a Buy rating on Instructure driven by 1) massive and underpenetrated TAM with growing focus and adoption on digital technologies 2) its leadership position within the US 3) expansion within international markets (K-12 market in rest of the world is worth $2.5 trillion and assuming even 1%…
Dragos Condrea/iStock via Getty Images Investment Thesis I covered Zscaler, Inc. (NASDAQ:ZS) earlier in July, in which I covered ZS’s competitive position in the market. In this article, I will cover some recent developments, including the company’s recent results and Microsoft Corporation’s (MSFT) entry into the market. I firmly believe that Zscaler’s platform offers superior…
Despite entering the list of approved digital assets, PayPal’s PYUSD stablecoin may not experience the instantaneous adoption initially anticipated following the launch. Crypto.com, a Singapore-based digital assets trading platform, has formed a strategic alliance with PayPal and Paxos to strengthen its global standing as the preferred exchange for the PayPal stablecoin PYUSD. The move builds…
PeopleImages/iStock via Getty Images On Holding AG (NYSE:ONON) is an innovative company in athletic footwear that was incorporated in Switzerland (2010) and then listed in the NYSE (2021). The company engages its activities in the running segment with a competitive advantage in its patented cushioned platform technology called CloudTec. In 2022, On Holding reached $1.3…
CGinspiration/iStock via Getty Images First Quantum Minerals Ltd. (OTCPK:FQVLF) finalized a deal last month that gives them a 55% stake in Peru’s La Granja – one of the world’s largest undeveloped copper deposits. In addition to other ongoing and planned projects, First Quantum could see annual output more than double to 1.6 million tons in…
Although hundreds of billions away, Microsoft’s valuation is gradually closing in on that of Apple, racing to become the world’s largest. Microsoft Corporation (NASDAQ: MSFT) is making progress with its valuation and seems ready to give Apple Inc (NASDAQ: AAPL) a run for its money. The company’s valuation is now moving closer to Apple’s as it races to…
Dan Kitwood/Getty Images News Investment thesis Our current investment thesis is Rentokil Initial plc (NYSE:RTO) (OTCPK:RKLIF) is an incredibly attractive business, with a market-leading position in various essential services segments globally. This is developed through scale and deep expertise, allowing the company to create long-term relationships with clients. The company’s strategy of bolt-on M&A has…
Bojan89 We have traded Ollie’s Bargain Outlet Holdings (NASDAQ:OLLI) stock several times in the last few years, but have not revisited the stock in a few months since our last buy call for a trade in March of last year. We enjoyed solid gains on that buy, nearly 50%, but now we think it is…
Vertigo3d Overview Position-squaring ahead of today’s US personal consumption data and perhaps tomorrow’s jobs report is giving the dollar a firmer profile against most G10 and emerging market currencies. The Scandis have been hit hardest and are off 0.75%-0.85%; the euro and sterling are about 0.35%-0.45% lower. The yen is the only G10 currency that…
Nikada/iStock Unreleased via Getty Images Overview My recommendation for Jamf Holding Corp. (NASDAQ:JAMF) is a buy rating, as I expect JAMF to continue growing as it continues to grow alongside the strength of Apple (AAPL) products. The upside catalyst for driving the share price up is earnings growth acceleration, which JAMF should start to experience…
Parradee Kietsirikul/iStock via Getty Images Investment Thesis I’m of the opinion that Autodesk, Inc. (NASDAQ:ADSK) stock presents a strong buy opportunity. Autodesk has firmly established itself as a frontrunner in the digital design sector, consistently demonstrating its innovative capabilities and industry expertise. A key pillar of its success is the “switching moat” approach, which not…
Bet_Noire/iStock via Getty Images Constellium (NYSE:CSTM) is experiencing a downturn in revenue growth, which is driven mainly by packaging end-market weakness. However, the company is coping relatively well due to its pricing power and ability to exploit more successfully the momentum in the aerospace market. In addition, Constellium streamlined its business model in order to…
When you hear bullish hoofbeats, think ZEBRA tudorish/iStock via Getty Images Earn your options trading stripes with ZEBRA spreads I’m already long NVIDIA (NVDA). Earnings are coming up on August 23 and I’m looking for a way to add to my position. But at $446.80 as of August 4, this getting to be an expensive…
peakSTOCK/iStock via Getty Images Introduction Travere Therapeutics (NASDAQ:TVTX), a San Diego-based biopharmaceutical company, specializes in developing and delivering treatments for rare kidney, liver, and metabolic diseases. They recently received FDA accelerated approval for their lead product, sparsentan, targeting specific kidney disorders, and are also working on other treatments, including genetic disorders. Their efforts include expanding…
From October 3, customers in the US will no longer be able to use Revolut to buy, sell, or hold any cryptocurrencies. UK-based fintech Revolut has announced it is terminating all crypto services in the United States. Revolut has decided to abandon crypto in the US because of the regulatory uncertainty in the country’s crypto…