William_Potter/iStock via Getty Images An income portfolio depends on quality reliable dividend paying companies that also give yearly raises. 5 companies in Rose’s Income Garden portfolio gave April raises that are discussed and my take along with a Rose recommendation is made for owning them. They are all from different sectors that include consumer staples,…
TexBr India is currently in the middle of its Q4 FY24 earnings season, and for the most part, large-caps have been resilient. Key economic bellwethers like HDFC Bank (HDB) and ICICI Bank (IBN) have led the way on the back of solid loan growth and stable asset quality trends. Another positive read-through for demand was…
syahrir maulana SLYG strategy SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG) started investing operations on 09/25/2000 and tracks the S&P Mid-Cap 600 Growth Index. It has 345 holdings, a distribution yield of 1.16% and an expense ratio of 0.15%. It is a direct competitor to iShares S&P Small-Cap 600 Growth ETF (IJT) and Vanguard…
piranka Roper Technologies’ (NASDAQ:ROP) business has changed enormously in recent years, with the company now generally focusing on vertical SaaS businesses. In many ways this is a positive as Roper’s margins are now higher and its revenue is more predictable. Given Roper is acquiring these businesses rather than building them, it is less clear how…
Disclosures Indices are unmanaged. An investor cannot invest directly in an index. They are shown for illustrative purposes only, and do not represent the performance of any specific investment. Index returns do not include any expenses, fees or sales charges, which would lower performance. A basis point is one hundredth of a percent. Bond Spread…
pepifoto Investment Thesis The O’Shares U.S. Quality Dividend ETF (BATS:OUSA) is one of the highest-quality ETFs on the market. This monthly payer yields 1.77% and has matched the returns of more popular funds like the Vanguard Dividend Appreciation ETF (VIG) and the iShares Core Dividend Growth ETF (DGRO) in recent years. While this feature makes…
J Studios Introduction I have often found that high-quality stocks, despite appearing expensive relative to peers of lower quality, nevertheless keep outperforming by a significant margin. In this context, while evaluating a gold miner, high quality can relate to many different aspects. For example, the asset itself could be superior, because of its overall size,…
mbortolino The following segment was excerpted from this fund letter. Booz Allen Hamilton (NYSE:BAH) We added Booz Allen Hamilton (BAH) to the growth portfolio in October 2023. I am highlighting Booz Allen this quarter because the exercise of comparing BAH to CACI serves as an interesting example of weighing the trade-offs between “quality” and “value”…
vm/E+ via Getty Images The Thesis Packaging Corporation of America (NYSE:PKG) continued its topline contraction as it exited 2023. I am expecting this to continue further for at least the first half of the coming year. However, the company is currently focusing on capacity expansion to meet the growing demand and has also restarted its…
Richard Drury Introduction Healthcare REITs have held strong, more so than their retail peers over the past year. Those like CareTrust REIT (CTRE), Omega Healthcare Investors (OHI), and Sabra Health Care REIT (SBRA) are all in the green. But there is one REIT in the healthcare sector, Healthpeak Properties (NYSE:DOC) whose share price decline double-digits…
The Bitcoin Halving: Gold is on Borrowed Time For the first time since its inception, Bitcoin’s annual inflation rate is poised to become less than that of gold, the quintessential store of value. At Bitcoin block height 840,000, the annual supply of Bitcoin will be cut in half, resulting in a decrease in its annual…
Yagi Studio Quality is a word thrown around a lot when it comes to picking stocks, but unless you can quantify what quality means, it doesn’t really mean much. Quality does matter, but it needs to be rules-based in my view to truly have confidence in a portfolio that claims to use that as the…
photoschmidt/iStock via Getty Images Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both the bottom-up – highlighting individual news and events – as well as the top-down – providing an overview of the broader market. We also try to add…
JuSun Income stocks have largely missed out on the market rally over the past 6 months, and while it’s easy to get FOMO and want to chase high-flyers like Super Micro Computer (SMCI) or Nvidia (NVDA), I continue to prize real cash flows over paper gains on stocks with speculative valuations. Hence, I believe that…
pepifoto There’s the man, and then there’s the index. There’s the index, and then there’s the ETF. A lot of people are familiar with media personality Joe Terranova. He’s got an index and a fund that seeks to track that index which is rules-based. The methodology is worth taking a look at independent of Mr….
Capuski/E+ via Getty Images I discovered this stock around the time of Charlie Munger’s passing and it reminded me of one of his investment philosophies. He is said to have famously remarked, “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” But as I…
mapo Akatsuki Inc. (OTCPK:AKAFF) (3932:TYO) has performed well since we established out position starting around last June. The situation has been that major catalysts have increased visibility of the stock, and the younger management and their major investment plans that will put their unproductive cash to productive uses are credible. The headwind since the jump…
Mariana Silvestre/iStock via Getty Images Caleres, Inc. (NYSE:CAL) is an integrated footwear retailer and brand manager. The company owns the Famous Footwear chain, focused on families, and ten different footwear brands, mostly focused on women and in the accessible fashion market. The company has some characteristics that make it more interesting than other footwear retailers,…
Michael Warren/E+ via Getty Images Introduction and thesis Johnson Outdoors (NASDAQ:JOUT) is a leading global manufacturer and marketer of outdoor recreational products. Johnson Outdoors operates through multiple brands, offering a diverse range of outdoor gear and equipment for various recreational activities such as fishing, camping, diving, and water sports. JOUT Whilst our rating of JOUT…
selamiozalp We covered the iShares MSCI India ETF (INDA) a while back as we figured that Indian equities would surge, given favorable risk premium alignment and trend growth numbers. Fortunately, our rating worked out rather well, as the vehicle has surged ever since. INDA ETF Rating in August 2023 (Seeking Alpha) Although we think the…
Pixelimage Blackstone Secured Lending (NYSE:BXSL) out-earned its dividend with net investment income in the fourth quarter which in turn led to the BDC reporting a 1% QoQ increase in its net asset value per share. The BDC’s large floating-rate debt portfolio is still producing top results for Blackstone Secured Lending and BXSL is a rare…
Phynart Studio/E+ via Getty Images About the Company Lincoln Electric Holdings (NASDAQ:LECO) is a leading manufacturer of welding, cutting and brazing products. The company has three segments, Americas Welding, International Welding and The Harris Products Group. The company has performed very well over the past year with a return of more than 50%, almost doubling…
DBenitostock/Moment via Getty Images Investment thesis Our current investment thesis is: SCVL is a quality business, owing to a combination of commercial factors, such as a well-developed competitive position, as well as an efficient capital allocation strategy. While we do not believe returns will aggressively increase, the company appears to be a quiet compounder, particularly…
stefanschurr/iStock via Getty Images This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary. QDF strategy FlexShares Quality Dividend Index Fund ETF (NYSEARCA:QDF) started investing operations on 12/14/2012 and tracks the Northern Trust Quality Dividend Index. It has 134 holdings, a distribution…
pepifoto The Vanguard U.S. Quality Factor ETF (BATS:VFQY), is an actively managed fund which evaluates companies based on factors considered to be indicative of high-quality earnings. The fund uses the Russell 3000 as its benchmark, and the managers look across the market cap spectrum to build the portfolio. We have faith in the quality factor…
SDI Productions We present our note on Coloplast (OTCPK:CLPBY) (OTCPK:CLPBF), a leading global supplier of intimate healthcare products, with a Hold rating. We are drawn by Coloplast’s strong product portfolio, high market share, and customer stickiness, but we find the stock fully valued. We will provide a description of the firm, analyze its business model…
Douglas Sacha/Moment via Getty Images Is ALSN still a Buy? Allison Transmission Inc, (NYSE:ALSN) reported earnings last week on 2/13/2024 and blew expectations out of the water. EPS Normalized Actual came in at $2.04, beating expectations by $0.54. EPS GAAP Actual came in at $1.91, beating by $0.46. ALSN also celebrated a Revenue surprise of…
shutterjack/RooM via Getty Images Investment Rundown The Gorman-Rupp Company (NYSE:GRC) has been on a steady uptrend for the past months, and since my last coverage, the stock is up 10.91%. One of the major improvements year over year from the recent report by the company was its ability to price its products even higher and…
FG Trade/E+ via Getty Images I rate Amadeus It Group (OTCPK:AMADF)(OTCPK:AMADY) as a buy given its high-quality business model and its reasonable current stock price. I wrote about Amadeus in November 2022, when the stock was trading at 52 euros per share, establishing a bullish case as a long-term holding. In that article, I explained…
PM Images Overview While my portfolio is already heavy-weighted with BDCs (business development companies), I continue to get pulled in by the appeal of these high yielding opportunities. TSLX has a solid performance history and juicy high yield of 8.6%. Sixth Street Specialty Lending (NYSE:TSLX) operates as a business development company, offering a diverse range…
RazoomGames JBS S.A. (OTCQX:JBSAY) is the largest meatpacking company in the world. The company is the number one global processor and seller of beef and poultry and number two in pork. The company has also expanded downstream to value-added products like prepared foods, sausages, etc. In my opinion, JBS shows a history of great capital…
Fly View Productions We continue our Q4 earnings coverage of regional banks today with another sizable firm in M&T Bank Corporation (NYSE:MTB). The stock from a valuation perspective is relatively attractive, and offers investors a 4% yield with a growing dividend to wait for operational performance to improve. We believe that at first, rate cuts…
vm/E+ via Getty Images Investment Thesis In the stable yet ‘boring’ packaging sector, numerous winners can be found, and this is no coincidence when we analyze the positive characteristics of the industry. AptarGroup (NYSE:ATR) stands out among these winners, consistently outperforming the S&P500 by a significant margin in recent decades. In this article, we will…
SBWorldphotography/iStock via Getty Images The more dovish narrative that has overtaken the markets since December, resulting in the S&P 500 sitting close to a fresh all-time high, means excessive value exposure might hurt returns in 2024. Obviously, this is not an opportune moment for investment vehicles like the Invesco S&P SmallCap 600 Pure Value ETF…
da-kuk Investment thesis Our current investment thesis is: RPD appears to be cheap exposure to the cybersecurity industry, which is currently experiencing a long-term tailwind, with mass adoption and significant innovation. RPD appears at the forefront of this, already cloud-capable with a broad integration base, with development in the areas of machine learning and behavioral…
simonkr The Industrials sector has helped lead the market over the past year. Now, you might scoff at such a comment, but aside from the glamour growth areas of Information Technology, Communication Services, and Consumer Discretionary, Industrials is the leader. Many stocks in the group can benefit from key investment packages put through by Congress…
JJFarquitectos Unilever PLC (NYSE:UL) is the world’s third-largest consumer goods company, trading lower than its five-year average. The company has beat annual EPS expectations for the last three financial years, although EPS has been downward trending from $3.07 in FY2020 to $2.64 in FY2022. However, this year, the company looks set to increase its earnings…
Fokusiert Investment Thesis I last covered the Invesco S&P 500 GARP ETF (NYSEARCA:SPGP) in June 2023, cautioning readers against an investment due to its high exposure to volatile Energy and Material stocks. Despite these risks, SPGP proved solid, gaining 9.49% and matching the gains of the SPDR S&P 500 ETF (SPY). Since it began tracking…
jbk_photography Intro While there are many ways to find success in the stock market, I believe there is a singular path to build great wealth in the long term. This path is to follow these three fundamental rules. Invest in High-Quality Businesses. Purchase them for a fair or better price. Retain these positions as long…
Henrik5000 By Matt Wagner, CFA It’s been just over a year since the launch of the WisdomTree U.S. Quality Growth Fund (QGRW) in December 2022. This year’s performance provided compelling evidence that looking under the hood at the nuances of index construction matters. 2023 Performance The WisdomTree U.S. Quality Growth Fund seeks to track the…
Sundry Photography Synopsys (NASDAQ:SNPS) has a robust growth track record, with a CAGR of 13% for revenue and 23% for adjusted EPS over the past five years. The stock price has experienced significant gains in the past due to its high-quality and growth record. However, I believe that the current stock price is overvalued, and…
Fly View Productions With a market capitalization of $5.51 billion as of this writing, Valley National Bancorp (NASDAQ:VLY) is one of the larger banks that I have decided to perform a deep dive into over the past year. Over the past few years, revenue and profits for the institution have skyrocketed. There has been some…
guvendemir At the end of 2022, I wrote an article about why investors should avoid the airlines (JETS) and own AerCap (NYSE:AER) instead for exposure to the airline industry. The relative returns in 2023 validated my view: Data by YCharts The longer-term view also validates this view: Data by YCharts As you can see above,…
MarsBars Quality is in the eye of the beholder, and while the market may be content with chasing high-priced names in the tech sector, I’d much rather own high-quality companies that have tangible assets which aren’t going to be disrupted anytime soon. Such I find the case to be with Regency Centers (NASDAQ:REG), which I…
This article is featured in Bitcoin Magazine’s “The Primary Issue”. Click here to get your Annual Bitcoin Magazine Subscription. Click here to download a PDF of this article. Which way Western Man? “Equality… belongs essentially to decline: the chasm between man and man, class and class, the multiplicity of types, the will to be one’s…
deepblue4you FQAL strategy and portfolio Fidelity® Quality Factor ETF (NYSEARCA:FQAL) started investing operations on 9/12/2016 and tracks the Fidelity U.S. Quality Factor Index. It has a portfolio of 126 stocks, a dividend yield of 1.35% and a total expense ratio of 0.15%. As described by Fidelity, the underlying index starts from the largest 1000 U.S….
eranicle Today’s note is supposed to provide an update on the Invesco S&P MidCap 400 Pure Value ETF (NYSEARCA:RFV), a passively managed investment vehicle beautifully calibrated for investors who are not ready for compromises on the value front. I have been covering this vehicle since January 2023, when I presented an analysis with a prevailingly…
PixelsEffect Investment thesis Our current investment thesis is: EXLS is a compelling investment proposition for those seeking exposure to the technology revolution without the volatility associated with pure-play stocks. EXLS has developed an impressive reputation in the industry, allowing it to develop a market-leading position despite being substantially smaller. This is reflected in its relative…
Charday Penn/E+ via Getty Images Teledyne Technologies Incorporated (NYSE:TDY) is an American technology company that today specializes in digital imaging, instrumentation, aerospace and defense technology, and engineered systems. The original Teledyne has a storied history as one of the prominent conglomerates in the 60s, 70s, and 80s. During this period it was led by co-founder…
marekuliasz/iStock via Getty Images By Evgeny Dunaevsky Companies with proven profitability, resilient business models and other quality attributes appear well-suited for this uncertain environment. Despite November’s surprising equity rally, we believe elevated interest rates and uncertainty about the economy’s near-term trajectory will continue to reward the quality factor. At the same time, we do not…