Bloomberg/Bloomberg via Getty Images IRSA Inversiones y Representaciones (NYSE:IRS) is one of Argentina’s leading real estate developers. The company controls over half of the country capital’s market share in malls. It also owns offices, hotels, and a significant landbank. Given the company’s recent profitability from its mall operations, plus the fair value it has calculated…
atakan/iStock via Getty Images Introduction When it comes to long-term investments, I mainly buy companies that fulfill critical roles in the modern economy. This includes transportation companies, healthcare, defense, financial services, energy, and related. I also try to find a sweet spot between growth and value, as I am neither a pure-play “growth” nor “value”…
Nikada/iStock Unreleased via Getty Images Entering the year as the most valuable company on the planet, Apple (NASDAQ:AAPL) faces some large potential risks. The question is can the company get back to innovating to overcome these hurdles. Company Profile AAPL designs hardware and software for its own brand of smartphones, computers, laptops, tablets, wearable devices,…
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…
shih-wei Markets appear to be taking a sober second look at when the U.S. Federal Reserve may be ready to start cutting interest rates, with March looking increasingly less likely. Scott Colbourne, Head of Active Fixed Income at TD Asset Management, discusses the factors keeping inflation sticky and what it means for monetary policy. Transcript…
While Franklin Templeton expressed enthusiasm for Solana, Ethereum, and Bitcoin, the firm indicated that it is actively monitoring other layer-1 blockchains with massive potential. Franklin Templeton, a trillion-dollar asset management firm, recently expressed admiration for the Solana network, sparking debate about the potential for a Solana Exchange Traded Fund (ETF) in the future. This follows…
airdone Tanger Inc. (NYSE:SKT) is a well-managed open-air shopping center real estate investment trust with growth in rental spreads due to robust re-leasing activity and growth in its underlying funds from operations. Tanger Factory slashed its dividend during the extremely unsettling Covid-19 pandemic, but the real estate investment trust started to pay a dividend again…
The announcement of Hitachi joining the Hedera Council aligns with broader advancements in DLT within traditional finance. In a move towards advancing sustainability and enhancing supply chain solutions, Hitachi America Ltd (Hitachi) has joined the Hedera Council, as recently announced in a blog post by the Council. Hedera’s Unique DLT for Real-World Applications Hitachi’s decision…
DanielBendjy I like the US Defense Primes (GD, LMT, NOC) for 2024 due to further growing US defense budgets and relative undervaluation vs the broader market. Current global conflicts and a 9% in the US defense budget should spur demand for both placement of new orders and procurement of replacements and ammunitions while recently launched…
The SEC faces deadlines ranging from May 23 to August 7 to make decisions on Ethereum ETF applications. The crypto market is buzzing with expectations as analysts predict a high likelihood of the approval of Ethereum (ETH) Exchange-Traded Funds (ETFs) in the coming months. Analysts’ Confidence and Comparisons with Bitcoin Eric Balchunas, a notable ETF…
RHJ China announced export controls on the export of two rare earth metals in early July 2023. Since then, MP Materials (NYSE:MP) stock price has sagged, despite being North America’s largest operational rare earth mining operation. In late December 2023, China announced banning exporting of certain technologies related to rare earths processing. It may be…
D-Keine The John Hancock Preferred Income Fund III (NYSE:HPS) is a closed-end fund that specializes in providing its investors with a very high level of current income. The provision in income is something that has become a popular strategy among retirees and others who are dependent on the investments in their portfolio to cover their…
TBE Dear readers/followers, My position in thyssenkrupp (OTCPK:TYEKF) has not done superbly well during most of 2023, and the estimates for 2024E seem somewhat difficult to forecast as well. My work on the company didn’t garner much attention when it actually was worth investing in, so my position is still in a strong outperformance, but…
In addition to the increasing developer activity on the Solana network, SOL has shown signs of recovery after a recent period of struggle. The Solana blockchain network has achieved an important milestone with over 2,500 developers actively contributing to its open-source ecosystem on a monthly basis. This growth in developer numbers is a significant achievement…
Wirestock Skechers (NYSE:SKX) sells shoes globally. The company’s offering ranges from casual to athletic sneakers, sandals, and apparel. Skechers currently has quite a large share of its sales in the wholesale segment – in 2022, around 62% of Skechers’ sales came from wholesale, and only 38% from direct-to-customer. Skechers operates around a third of the…
Hispanolistic Physicians Realty Trust (NYSE:DOC) is a leading MOB-focused healthcare REIT that offers passive income investors a high quality dividend and portfolio growth in the lucrative medical office industry. Healthcare spending is a long-term uptrend in the U.S. and with the aging of the U.S. population driving healthcare expenditures, I think that Physicians Realty Trust…
Bjoern Wylezich/iStock via Getty Images Thesis To kick off 2024 I decided to take a look at the energy markets from a different perspective. The market doesn’t always get things right, so I took a look at the worst performers over the course of 2023. I screened both American and Canadian energy companies with a…
wallix Dear readers/followers, In this article, I’ll update on Siemens Energy (OTCPK:SMEGF), a company that I’ve reviewed a few times in the past. The reason why I owned shares is that I was actually assigned a small stake when Siemens Energy was spun off. I made a very impressive profit in the short term, which…
vdvornyk/iStock via Getty Images Thesis overview NuCana (NASDAQ:NCNA) is a UK-based biotech developing nucleotide molecules for various oncology indications. Its platform, called ProTide, has major advantages over traditional nucleoside analogues currently used as part of chemotherapy regimens. NCNA’s lead candidate is NUC-3373 (ProTide 5-fluorouracil). NCNA aims to replace traditional 5-fluoroucil (5FU) which is still being…
zorazhuang Synopsis Hawkins, Inc.’s (NASDAQ:HWKN) historical financial results have shown robust revenue growth and strong bottom-line margins. For its 2Q24 results, there was a slight decline in revenue growth due to the sale of its consumer bleach packaging business. However, margins grew at double-digit rates, resulting in an increase in diluted EPS. Looking ahead, its…
Sean Anthony Eddy/E+ via Getty Images One of my earliest influences in the investment business was Byron Wien, the former Morgan Stanley and Blackstone strategist, who was active in the industry until his passing in October of this year. Mr. Wien was known across Wall Street for his annual list of top surprises. Admittedly, everything…
PashaIgnatov Author’s Note: This article is part of our periodic/monthly series that attempts to present two lists of stocks for the month that could be suitable for writing options to generate relatively safe income. Certain parts of the introduction, definitions, and section describing the selection process will have some commonality and repetitiveness with our other…
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,…
JHVEPhoto Investment Thesis Parker-Hannifin Corporation (NYSE:PH) is well-positioned to benefit from the strong demand in its aerospace as well as industrial business. The company’s Aerospace Systems segment is benefiting from a recovery in commercial aviation post reopening and increased defense spending due to rising geopolitical tension. Further, the Diversified Industrial segment should benefit from inventory…
VanEck, a prominent investment management firm, has unveiled a interesting new Bitcoin commercial, stirring excitement and speculation within the Bitcoin community. The release comes amidst mounting anticipation surrounding the possible approval of Spot Bitcoin Exchange-Traded Funds (ETFs) by the Securities and Exchange Commission (SEC). The commercial, showcases a high-quality production recorded at PubKey, a Bitcoin bar…
rancho_runner Introduction 53%. That’s how much industrial exposure I have in my dividend (growth) portfolio, which holds almost my entire net worth. The S&P 500 has just 9% industrial exposure. Although industrial exposure is very cyclical, I have limited the cyclical risks of my portfolio, as more than half of my industrial exposure consists of…
Editor’s note: Seeking Alpha is proud to welcome Value Voyage 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 » Luis Alvarez/DigitalVision via Getty Images Executive Summary LKQ Corporation…
The “smart money index”, which measures the net bullish bets by institutional players through Chicago Mercantile Exchange (CME) Bitcoin futures, has reached an all-time high of over 13,700 in recent days. Large investors have taken large long positions in the Bitcoin (BTC) futures market, indicating that institutional capital is flooding into the coin in anticipation…
GCShutter AirBoss of America Corp. (OTCQX:ABSSF, TSX:BOS:CA), with a market capitalization of $102 million as of December 22, 2023, appears undervalued. The Q3 2023 data reflects the company’s strategic adaptability to pivot from a challenging period, improved profitability, and ongoing commitment to growth and efficiency, which shows a trajectory of resilience and potential underestimation by…
selamiozalp All financial numbers in this article are in Canadian dollars unless noted otherwise. (A Lengthy) Introduction If there’s one thing we have discussed a lot this year, it’s energy. Energy is a cornerstone of my long-term investment thesis, as I believe that we are in a new era where subdued long-term supply growth meets…
Fischerrx6 Introduction As we head into the last trading days of 2023, I wanted to cover a stock I haven’t discussed before on Seeking Alpha. That company is Merck & Co. (NYSE:MRK), a drug manufacturer with a market cap of more than $270 billion. The reason why I never covered MRK is because I thought…
In its initial filing, BlackRock mentioned that the Prime Execution Agent would obtain BTC to support the ETF’s shares on a 1-to-1 ratio. Although the company didn’t disclose the name of the chosen agent, it did identify Coinbase as the proposed custodian. BlackRock Inc (NYSE: BLK), the world’s largest asset manager, is putting the final…
JHVEPhoto/iStock via Getty Images Introduction Today, I read an article about tax-loss harvesting by my colleague Steven Cress. It had some interesting ideas in it, you can read it here. In his article, Cress recommends adding exposure to Argentina’s stock market via the Global X MSCI Argentina ETF (NYSEARCA:ARGT). His article offers several bullish comments,…
1971yes From my experience, some of the smallest companies offer up some of the best opportunities for investors. And very few companies out there have a market capitalization of less than $200 million. One such firm that I believe warrants the attention of investors is Graham Corporation (NYSE:GHM). In recent years, management has done a…
Andrew Burton Context & Background Information China and Hang Seng stocks have been mired in deep malaise for much of 2023, and there have been few survivors of this year’s enduring bear market for China ADRs and H-Shares. At the root of the problem for most companies inside Hang Seng is the fact that the…
jpgfactory Although ZIM Integrated Shipping Services (NYSE:ZIM) lowered its EBITDA forecast in 2023 due to challenges in the container shipping industry, recent turmoil in the Red Sea has fundamentally changed the short to medium outlook for the shipping company, in my opinion. A number of shipping companies including Maersk and Hapag-Lloyd have said that they…
Recent moves at Pleo, including the appointment of a new CFO, have sparked speculation about a potential IPO, driving expectations for a valuation surge beyond the current $4.7 billion mark as of August 2023. European fintech company Pleo has welcomed a new chief financial officer to expand its executive team and bolster its business offerings,…
As the SEC engages in detailed discussions with investment giants like BlackRock and Fidelity, the potential approval of a spot Bitcoin ETF seems to be moving closer to reality. The crypto market is abuzz following recent revelation that the Securities and Exchange Commission (SEC) engaged in discussions with major investment firms BlackRock Inc (NYSE: BLK)…
Brandon Bell/Getty Images News By Brian Nelson, CFA The discounted cash flow [DCF] model is a great tool to estimate a company’s fair value. For starters, it cuts through qualitative factors and focuses on the two primary cash-based sources of intrinsic value: net cash on the balance sheet and future expectations of free cash flow….
tadamichi By Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Value stocks are poised to deliver solid returns in what may prove to be a more unsettled year ahead, according to Mutual Series CIO Christian Correa. Value stocks are magnificently ordinary. Not only are they in less flashy sectors like consumer staples, industrials and…
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…
Dragon Claws Investment Thesis Modiv Industrial (NYSE:MDV) is a real estate investment trust that operates, acquires, and leases commercial real estate properties. It has recently reported a decent quarter and I believe it can sustain this performance in the future as a result of industry tailwinds and its continued focus on acquisitions. About MDV Share…
ARMMY PICCA/iStock via Getty Images 89bio, Inc. (NASDAQ:ETNB) has made great progress in advancing its pipeline, especially since it has reached an agreement with regulators to advance two clinical studies using its drug pegozafermin to treat patients with NASH with compensated cirrhosis [F4] in the ENLIGHTEN-Cirrhosis study and then patients with Stages F2-F3 NASH in…
halbergman/E+ via Getty Images Today I want to take a look at a residential REIT Essex Property Trust (NYSE:ESS). The last time I covered the stock was at the end of July using their Q2 2023 results. I issued a buy rating because I believe that the California exposure of the company, while really heavy,…
Shawn Williams Embracer (OTCPK:THQQF) was a massive pandemic darling. Consistent with some other pandemic plays, it’s come down a lot, and video game sales are still dealing with some leech of players back into normal post-pandemic life, and Embracer in particular is suffering with some difficult comps last year due to the release of some…
brightstars This Analysis Gives Seabridge Gold a Buy Rating This analysis confirms the Buy rating already given to shares of the Canadian gold properties developer Seabridge Gold (NYSE:SA) (TSX:SEA:CA) in the previous analysis. Like the previous analysis, the valuation is based on bullish sentiment, which is expected to gradually gain momentum toward the gold price….
With the heightened crypto regulatory crackdown and the US SEC’s change of attitude towards the industry, Bloomberg analyst argues all 12 applications will be approved in early January. The Bitcoin (BTC) bullish narrative that began in October is expected to continue in the coming weeks after the flagship crypto asset opened December on a high…
The Good Brigade/DigitalVision via Getty Images Investment overview I am bullish on Xponential Fitness (NYSE:XPOF) as the TAM is extremely huge, which supports a long growth runway ahead for XPOF. Importantly, XPOF growth has been very strong even in the current macro climate and has a visible path ahead for the margin to continue expanding….
Thomas Barwick/DigitalVision via Getty Images Introduction For a long time now, investors have been seeking more ways to play the sports business market. Historically, public market investors looking for Sports exposure were limited to large sporting goods chains, media companies that held sports rights or partially owned teams and/or fringe sports technology plays. Recently, investor…
Nature, food, landscape, travel Higher interest rates have had an extremely detrimental impact on the real estate industry, particularly on the commercial side of things, as the cost of capital is pressuring margins and increasing cap rates. Currently, we potentially are at an inflection point where the Fed has finished its rate-hiking cycle, with rate…