liorpt/iStock Editorial via Getty Images Thesis On Tuesday, May 7, 2024, Hyster-Yale Materials Handling, Inc. (NYSE:HY) posted its first quarter-2024 earnings report. When markets opened the next morning the stock price shot up, closing 23.55% higher. The following day saw the price jump again, by another 8.35%. Altogether, the stock price climbed from $59.02 to…
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…
PeopleImages Introduction One of my most successful investments in recent years is Carlisle Companies (NYSE:CSL), a stock I bought at $211 in May of last year. Since then, shares have appreciated 90%. Including dividends, CSL shares have returned 117% over the past three years, beating the S&P 500 by roughly 90 points. Data by YCharts…
Alexyz3d Introduction It’s time to do one of my favorite things: Discuss L3Harris Technologies, Inc. (NYSE:LHX). It’s one of the four defense giants in my portfolio, which together hold roughly a fifth of my net worth. On top of that, I have given this high-conviction investment a Strong Buy rating as I believe it offers…
jetcityimage Introduction It’s time to talk about Norfolk Southern (NYSE:NSC), one of the core holdings in my dividend growth portfolio. Unfortunately, the company has entered rough waters after the pandemic. It struggled with extreme volatility in post-pandemic freight demand and general supply chain challenges. Like its peers, it was hit by consumer weakness and elevated…
monticelllo/iStock Editorial via Getty Images Introduction Although the name Rémy Cointreau (OTCPK:REMYF) (OTCPK:REMYY) may not sound familiar to everyone, its portfolio of brands will likely ring a bell. As close to 75% of the total revenue is generated by cognac sales, cognac is the most important part of the portfolio. Cointreau has a worldwide market…
Michael Vi/iStock Editorial via Getty Images Dear subscribers, I don’t often provide articles on semiconductor companies, and it has, in fact, been some time since I reviewed the former Siemens company Infineon (OTCQX:IFNNY). However, I believe the time has come to do exactly that, given that the company trades at a sub-15x P/E. My last…
igoriss EPR Properties (NYSE:EPR) is an entertainment-focused real estate investment trust with a unique portfolio and income opportunities in the experiential market. The REIT has a broad footprint in various entertainment segments and produced high single digit FFO growth in 2023. The company is still seeking to reduce its exposure to movie theaters, which are…
Baloncici Summary Following my coverage of Tesco (OTCPK:TSCDY), for which I recommended a buy rating due to my expectation that TSCO will see its valuation multiples if its business performance continues to improve, this post is to provide an update on my thoughts on the business and stock. I reiterate my buy rating for TSCO…
andresr Introduction Regency Centers Corporation (NASDAQ:REG) has underperformed the Vanguard Real Estate Index Fund ETF Shares (VNQ) in 2024, with investors potentially disappointed by the slowdown in net operating income growth projected for this year: Regency Centers relative to VNQ, YTD (Seeking Alpha) I see the pullback as a buying opportunity, considering the high single-digit…
AdShooter/E+ via Getty Images The Cornerstone funds, CLM and CRF, are some of the oldest CEFs that trade on the stock market. The original Cornerstone Total Return Fund (NYSE:CRF) began trading on the NYSE in May 1973. Although the fund’s stated investment objective is capital appreciation with a secondary goal of current income, many investors…
spooh Outline: Vermilion Energy Inc. (NYSE:VET) had a rollercoaster share price performance in the past years. First, they paid out high dividends over the years, but then they had to cut it as debt mounted. COVID-19 hit the company in the same way as it did to others – share prices crashed – then, share…
Westend61/Westend61 via Getty Images Stratasys (NASDAQ:SSYS) is an Israeli-US company among the leading global manufacturers of 3D printers and consumables used in the additive manufacturing industry. If interested in the industry, here are my previous articles on Materialise NV (MTLS), 3D Systems Corporation (DDD), Proto Labs (PRLB), Xometry (XMTR), and The 3D Printing ETF (PRNT)….
Bloomberg/Bloomberg via Getty Images In mid-December, I warned Roku, Inc. (NASDAQ:ROKU) investors that ROKU’s FOMO surge wasn’t sustainable as it surged into well-overvalued zones. As a result, a further valuation re-rating would have required the company to deliver significant outperformance to justify such a move. With ROKU down nearly 30% from my previous Sell article…
DANIEL ROLAND/AFP via Getty Images Introduction I previously covered Commerzbank (OTCPK:CRZBF) back in December 2023, highlighting Commerzbank’s strategic 2027 plan and its capital return potential relative to its largest peer, Deutsche Bank (DB). As expected, the bank is currently executing a 600 million EUR buyback as part of its 2023 capital return. In today’s article,…
Consider a doomsday scenario. You spend the past couple years diligently dollar cost averaging and withdrawing to your wallet. You have a ton of small UTXO1‘s and bitcoin transaction fees rise so much that your bitcoin turns into dust2. You’re now unable to spend your bitcoin. For some bitcoin users, this is not a doomsday…
Kena Betancur Overview My recommendation for Best Buy Co., Inc. (NYSE:BBY) is a buy rating. My reason for the buy recommendation is because of the attractive capital return story and the demand recovery in PCs and smartphones in the latter part of this year. I need to highlight that any investment position should be small…
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”…
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…
wdstock The Western Union Company (NYSE:WU) underperformed for the third year in a row in 2023 due to investors’ concerns over its growth potential in a fintech market. However, I believe it is the best time to initiate a position in a prominent company in the fast-growing transaction and processing sector. In particular, the company’s…
Brandon Bell AT&T Inc. (NYSE:T) investors have endured another steep selloff this week, as T stumbled, following a remarkable recovery since it bottomed out in July 2023. Observant investors should recall that the Wall Street Journal, or WSJ, reported that the Environmental Protection Agency or EPA “requested meetings about their use of lead-sheathed phone cables.”…
Spencer Platt Elevator Pitch I have a Hold rating assigned to Tencent Music Entertainment Group (NYSE:TME) [1698:HK]. My earlier August 18, 2023, update drew attention to TME’s Q2 2023 financial results and its Q3 2023 management guidance. In this latest article, I write about the growth potential of TME’s online music services business and the…
Khanchit Khirisutchalual XMHQ strategy Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ) started investing operations on 12/01/2006 and tracks the S&P MidCap 400 Quality Index. It has 81 holdings, a 12-month dividend yield of 0.74%, and an expense ratio of 0.33%. Distributions are paid quarterly. The starting universe is the S&P MidCap 400 Index. As described by…
Michael M. Santiago Last year, when I reviewed the JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST), I noted that the JPST ETF was a viable cash replacement tool. However, unlike true cash instruments like money market funds, the JPST ETF does have modest amounts of duration and credit risk in its portfolio, as it held short-term corporate…
imaginima Investment action I recommended a buy rating for HashiCorp (NASDAQ:HCP) when I wrote about it the last time, as I expected growth to reaccelerate as HCP moves towards FY25, where the economy should start to recover. Importantly, I believed that the long-term secular tailwind for HCP remained strong and that HCP was well positioned…
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…
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…
Boxun Liu/iStock via Getty Images Investment Thesis: I continue to take a long-term bullish view on Swiss Re given strong premium growth and an upward trend in return on equity. In a previous article back in October, I made the argument that Swiss Re AG (OTCPK:SSREY) has the potential to see further growth going forward,…
Sundry Photography Dear readers/followers, If you remember my work on Siemens Healthineers (OTCPK:SEMHF) (OTCPK:SMMNY), you’ll recall that my last article, like in every article since I first started covering the business, considered it to be a “BUY” from a valuation perspective, combining fundamentals with forecasts and potentials. While my last article was during the depths…
marchmeena29/iStock via Getty Images Introduction For the first time this year, I’m going to write an article with a very short introduction. In this healthcare-focused article, I’ll walk you through my thoughts as we discuss one of the biggest trends in healthcare and a company that seems to benefit from it like no other. That…
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…
Panama7/iStock Editorial via Getty Images Introduction Let’s start with a chart. In September 2022, I wrote I shared a piece of research where I disclosed I was locking in some gains from oil stocks but I wasn’t selling a single share of Eni S.p.A. (NYSE:E). Since then, Eni has outperformed its peers and if we…
This article was written by Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take…
Drazen Zigic/iStock via Getty Images Elevator Pitch I still award a Buy rating to CSL Limited (OTCQX:CSLLY) [CSL:AU] shares. My earlier article written on September 4, 2023 touched on the possibility of CSL Limited delivering above-expectations results in the future. In this latest write-up, I share my positive view of CSL Limited’s future shareholder capital…
Wuka/iStock Unreleased via Getty Images Elevator Pitch I still award a Buy investment rating to Panasonic Holdings (OTCPK:PCRFY) (OTCPK:PCRFF) [6752:JP] stock. My previous July 18, 2023 write-up was focused on explaining how Panasonic is leveraging growth opportunities associated with Electric Vehicles and AI. With this latest article, I touch on Panasonic’s capital return in the…
Wongsakorn Dulyavit/iStock via Getty Images Intro We wrote about Caesarstone Ltd. (NASDAQ:CSTE) back in late July this year when we cited how the sale of the company’s flagship manufacturing plant in Israel (Sdot Yam) was a clear indication that customer demand was on the wane. To add insult to injury, the ongoing war in Israel…
peshkov Lumen Technologies, Inc. (NYSE:LUMN)’s shares dropped below $1.00 after the telecom released a statement which said that the telecom has negotiated additional financial flexibility with creditors that hold approximately $7B of the company’s debt. A day after that, Lumen submitted its third quarter earnings sheet, which fell widely short of expectations. While Lumen also…
bjdlzx Quick Business Overview Arrow Exploration is mainly UK listed/traded but also Canada and US listed whilst top management are located in Canada and the bulk of production comes from Colombia. Management have a successful history of building up small oil companies and exiting these in sales to strategic acquirers after several years at high…
In a compelling tale of persistence and financial prudence, a Reddit user embarked on a unique investment experiment, demonstrating the potential rewards of consistently investing small amounts, or dollar cost averaging, into Bitcoin. The Redditor, going by the handle u/Gorillahair2000, initiated an experiment to determine whether allocating just $5 per day into Bitcoin was a worthwhile endeavor,…
Drs Producoes/E+ via Getty Images Summary I am recommending a buy rating for HP Inc. (NYSE:HPQ), as I believe the business is able to grow as guided, driven by the growth tailwinds it is enjoying. Importantly, management has reiterated their intention to return 100% of FCF to shareholders, making the upside much more attractive. Business…
deepblue4you This article series aims at evaluating ETFs (exchange-traded funds) regarding the relative past performance of their strategies and metrics of their current portfolios. As holdings and weights change over time, updated reviews are posted when necessary. FVD strategy and portfolio First Trust Value Line® Dividend Index Fund ETF (NYSEARCA:FVD) started investing operations on 08/19/2003…
onurdongel The time to invest in a commodity like natural gas is when the market is leaving the whole sector for “dead”. At that point, prices are usually so good that the downside risk is minimal while the upside potential is considerable. Antero Resources (NYSE:AR) appears to be at a cyclical bottom. Management believes this…
DKosig The expected return for the Global Market Index (GMI) continued to edge higher in September from the previous month. Today’s revised long-run forecast for this benchmark – a market-value-weighted portfolio that holds all the major asset classes (except cash) via a set of ETF proxies – inched up to an annualized 6.7% return, the…
simonmayer Over the past few months, I have been one of the few Seeking Alpha analysts who have maintained a bearish outlook on Petrobras (NYSE:PBR) (NYSE:PBR.A) due to various sources of political risks. However, this pessimism has not been validated on the stock as Petrobras continues to perform exceptionally well, even after experiencing a significant…
Pla2na/iStock via Getty Images Introduction Oil is making a comeback – even faster than I expected. Despite weak economic growth, poor consumer health, Chinese growth fears, and a hawkish Fed, WTI crude oil is back above $90. Hence, in recent weeks, I have increased my coverage of oil and gas companies. On September 25, I…
domin_domin About a year ago, I wrote a cautious article on the Allspring Global Dividend Opportunity Fund (NYSE:EOD). Although the EOD fund had earned modest 10Yr average annual returns of ~3%, it was paying an 11% distribution yield. The gap between the fund’s earnings power and distribution was unusually wide and I worried that the…
Pgiam/iStock via Getty Images Investment briefing Companies, like investors, portfolio managers, the public, etc., must allocate scarce resources to produce economic returns. In the investment context, companies are just another form of ‘investor’. As far as valuations go, those names with superior economic characteristics do better at compounding capital than the individual, by producing excellent…
Matt Winkelmeyer A recent Odd Lots podcast with Bill Gross reminded me of my personal hobby of reviewing investment funds ‘managed’ by the famous investor, Jeff Gundlach. To be honest, having reviewed at 4 or 5 Doubleline funds in the past few months, I am quite disappointed by what I see. The Doubleline Opportunistic Credit…
Dragon Claws By David Mann, Head of ETF Product & Capital Markets, Franklin Templeton Active ETFs have scored more investor interest this year than smart beta ETFs – but does that mean the latter will soon be out of the game completely? David Mann, Head of ETF Product & Capital Markets at Franklin Templeton, opines….
sasirin pamai This article series aims at evaluating ETFs regarding the relative past performance of their strategies and quality of their current portfolios. As holdings and data change over time, updated reviews are posted when necessary. VFQY strategy and portfolio Vanguard U.S. Quality Factor ETF (BATS:VFQY) started operations on 02/13/2018 with the objective of investing…