We Are We previously covered W. P. Carey (NYSE:WPC) in February 2024, discussing why we had doubled down on our previous Buy rating. This was despite the market’s pessimism on the office exit and the subsequent pullback after the FQ4’23 earning call. At the same time, the REIT’s discounted valuations/ stock prices, expanded forward dividend…
MicroStockHub We previously covered Bank of America (NYSE:NYSE:BAC) in October 2023, discussing the massive pessimism embedded in the stock’s valuations and its mixed prospects, thanks to the mistaken perception that its unrealized losses were growing. While we continued rating the stock as a Buy here, thanks to the outperformance of its quarterly financial reports, investors…
simpson33/iStock via Getty Images Investment Thesis Electronic Arts (NASDAQ:EA) is an iconic video game developer and publisher that produces some of the largest franchises in the industry, including Madden, SPORTS FC, and Battlefield. The firm is expert at monetising their titles and remains at the forefront of creative innovation within the field. EA has developed…
Richard Drury We previously covered British American Tobacco p.l.c. (NYSE:NYSE:BTI) in January 2024, discussing the management’s great success in renewing its tobacco portfolio, with the New Categories segment boasting an accelerated top-line growth well-balancing the secular decline of the conventional cigarettes segment. With the worst of the secular decline baked in and the October 2023…
Robert Way Just 1.5 years ago, Netflix’s (NASDAQ:NFLX) stellar run had come to a halt – stock prices fell greatly from its $690 high in Oct 21 to $175 in Jun 22. However since then, NFLX has regained its footing and stock prices rose back to all-time highs. It has kept its lead in subscribers,…
MarsBars Whether you want to retire at a traditional age or retire early, we can all agree that it will take a lot of capital to live comfortably. While it may be tempting to bank on continued strong performance in the S&P 500 (SPY) to fund one’s retirement goals, I would say that it’s a…
John Greim/LightRocket via Getty Images Arch Capital Group (NASDAQ:ACGL) is a multinational insurer with operations in North America, Bermuda, and Europe. With strong operating results over many years, even the challenging years of 2022, the company has experienced strong growth and, consequently, a bold rally in its price over the course of 2023. I’m going…
Bruce Bennett/Getty Images News Investment Thesis Wendy’s (NASDAQ:WEN) is one of the largest quick-service restaurants and fast food chains in North America that is known for their burgers, sandwiches, and other food items. Founded almost 55 years ago, the company expanded rapidly in the 70s and 80s and now has over 7000 locations. Today, it’s…
pepifoto Are megacap tech stocks eating the world? It sure feels that way, right? The Magnificent Seven US equities continue to power higher, and the exclamation point was made earlier this week when Microsoft (MSFT) topped $3 trillion for the first time. The S&P 500 now has a pair of $3 trillion-sized companies. But what…
Gerasimov174 We previously covered Tesla, Inc (NASDAQ:TSLA) in October 2023, discussing its decelerating Full Self-Driving (“FSD”) adoption, as demonstrated by the moderating service revenues and declining gross margins. Combined with the reversal in sentiments from the automaker’s impacted electric vehicle (“EV”) revenues and elevated inventory levels, we at that time believed that the stock’s elevated…
Ekaterina79 2023 is looking to be a solid year for Chocoladefabriken Lindt & Sprüngli AG (OTCPK:CHLSY) (OTCPK:LDSVF). However, near-term prospects are challenging due to rising cocoa costs and Switzerland’s minimum taxation. The company could overcome these challenges medium term through packaging innovations, pricing actions supported by continued brand building, and a possible moderation of materials…
aluxum We previously covered CrowdStrike Holdings (NASDAQ:CRWD) in September 2023, discussing its massive long-term tailwinds given the transition towards centralized cloud-native applications and robust generative AI demand. With a highly sticky consumer base and growing non-cancellable remaining performance obligation, we had rated the stock as a Buy then, attributed to the attractive risk/ reward ratio….
Earlier this year, Kiyosaki identified three key things that he believes will drive the price of Bitcoin up. Robert Kiyosaki, the entrepreneur and author of the popular personal finance book “Rich Dad, Poor Dad” has endorsed Bitcoin over traditional assets. In a post on social media platform X, the known Bitcoin champion stated that while…
Renowned financial educator and author of the best-selling book “Rich Dad Poor Dad,” Robert Kiyosaki, has once again made a bold prediction regarding the future of Bitcoin, suggesting that the cryptocurrency’s price is on a trajectory to reach $130,000. Kiyosaki’s pronouncement on X comes amid his growing concerns about inflation and a shifting global economic landscape….
coldsnowstorm ETF Overview Fidelity MSCI Consumer Staples Index ETF (NYSEARCA:FSTA) owns a portfolio of mostly large-cap consumer staples stocks in the U.S. The fund is defensive in nature but still has significant downside risk due to its already rich valuation and that during economic downturns, valuation compression is still quite possible. Over the long run,…
metamorworks/iStock via Getty Images Investment Rundown The revenues are hopefully about to start increasing for Aeva Technologies, Inc. (NYSE:AEVA) as they begin to make decent progress on their productions and in 2024 the first major revenues are set to begin. However, the company is still trading at a pretty rich valuation based on just p/s…
anyaberkut For those who love generous, safe, and steadily growing dividends, there are few better single-ticker retirement solutions than Schwab U.S. Dividend Equity ETF™ (NYSEARCA:SCHD). Currently, the economy and stock market are at a potential inflection point. Very smart people on Wall Street are arguing persuasively that stocks will rip 10% to 20% higher or…
This is an opinion editorial by Spencer Nichols, Product Marketing Associate at Bitcoin Magazine and host of The Cosmic Bitcoin Podcast. Folk music artist Oliver Anthony took the internet by storm with a video of his song “Rich Men North of Richmond,” recorded in the woods near his off-grid home in Virginia, and has created…
Paul Morigi Co-authored with “Hidden Opportunities.” Warren Buffett is the undisputed king of patient investing; after all, his relentless focus on profitability and excess cash flows through economic turmoil has led to the amassment of a fortune that most of us can only dream of. From time to time, markets will be irrational, and quality…