Mario Tama CAVA Group (NYSE:CAVA), owner of a fast-growing contemporary Mediterranean food chain, checks every box when it comes to its potential to become America’s next big food chain. Showcasing a unique and healthy menu, and prudently managed with emphasis on exceptional operational efficiency and an employee satisfaction, CAVA’s management took a page from the…
ArtistGNDphotography A handful of crypto stocks have gone parabolic in price action this month. While Bitcoin, Ether, and other more speculative coins have shot higher in Q4 2023, many digital-asset equities have seen even more pronounced upside moves since October. This is a time when risk management is needed, in my view, and I will…
Justin Sullivan Investment Thesis Levi Strauss & Co (NYSE:LEVI) is an apparel company in the process of strengthening its brand over the next five years. The company’s strategic focus on brand expansion, bolstering direct-to-customer sales, and diversifying its product lines shows promise for achieving ambitious 2027 targets. However, while positioned for growth, the stock’s valuation…
Nikada It has been quite a year for global stocks. Large-cap US equities led the way through July before a garden-variety correction took place in the final two months of Q3 and to begin the fourth quarter. Then, in a remarkable rally, stocks took flight after notching a low on October 27. The last eight…
tum3123 Each month, I eagerly await the publication of the J.P. Morgan Asset Management Guide to the Markets report. Among the dozens of insightful charts is a look at global stock market valuations. As of the end of November, Emerging Markets feature a dirt-cheap forward price-to-earnings multiple of just 11.6, right near its 25-year average….
Elena Bionysheva-Abramova It has been a wild few years in the agricultural commodity complex. Russia’s invasion of Ukraine almost two years ago led to a bull-market crescendo across the softs. That helped many companies in the Materials sector, but a steep fall off in commodity prices over the back half of 2022 later weighed on…
BAT’s Big Dividend Yield Just Got Bigger Tarzhanova The already inexpensive British American Tobacco (NYSE:BTI) just got more inexpensive following Wednesday’s announced $31.5 billion write-down (mainly related to its U.S. cigarette brands). The shares fell sharply on the news (because it adds to the multiple big risks the company already faces). However, this big impairment…
kotangens/iStock via Getty Images Investment thesis Our current investment thesis is: NCLH is a capital-intensive business that needs to invest heavily to achieve consistent growth, owing to capacity constraints across its fleet. The business is close to fully ramped up, with occupancy exceeding 100% and price-driven revenue soaring. This should contribute to a strong trajectory,…
PhonlamaiPhoto Microvast Holdings, Inc. (NASDAQ:MVST) operates as a battery technology company specializing in commercial electric vehicles (EVs) and energy storage systems. The company distinguishes itself through a vertically integrated manufacturing model and a commitment to robust research and development. Microvast has successfully engineered battery solutions with notable features, including rapid charging capabilities, extended battery lifespan,…
pixdeluxe NetApp (NASDAQ:NTAP), a notable player in the technology sector, has consistently demonstrated resilience and adaptability amidst a challenging landscape. Our in-depth analysis of the company’s Q2 2024 earnings, recent earnings call, and valuation metrics paints a complex yet promising picture. NetApp’s robust financial health and operational efficiency are commendable despite notable macroeconomic pressures and…
NVS Medical Properties Trust (NYSE:MPW) is a REIT that’s a fallen angel. The reason I refer to it as a fallen angel is that at one point MPW and many similar net lease commercial REITs were seen as the holy grail of yield investing, in that investors believed that they would pay out consistently growing…
alfexe Lately, 3M Company (NYSE:MMM) seems to have been in the news continuously for all the wrong reasons: lawsuits over ‘forever chemicals’, lawsuits over military earplugs, lawsuits over water pollution. While the company has been able to deflect or settle some of these allegations, its stock has suffered, losing about half of its value over…
This new pilot project from Binance addresses the paramount concern of counterparty risk, while aligning with the risk tolerance of institutional investors. In a groundbreaking move, Binance has accomplished the world’s inaugural cryptocurrency triparty arrangement in collaboration with an undisclosed banking partner, on Thursday, November 30. This pioneering development introduces a unique solution within the…
Thomas Faull Altria (NYSE:MO) is grappling with a significant downturn in its smokable products segment as the industry inevitably shifts toward smoke-free alternatives. This segment reduced by 10% last quarter. Analysts are divided on how rapidly sales volumes will decrease and whether Altria can consistently hike prices to offset this decline. For Altria to preserve…
Scott Olson/Getty Images News Here’s something puzzling about adidas (OTCQX:ADDYY). The popular German sports products company has seen very muted sales and profits so far this year. But its price is on the rising curve, up by no less than 45% year-to-date [YTD]. Price Chart (Source: Seeking Alpha) Now here’s the real rub. The combination…
Understanding Stablecoins Stablecoins are a type of cryptocurrency that aims to maintain a stable value by pegging it to another asset, such as a fiat currency, precious metal, or a basket of assets. Stablecoins have gained significant popularity in recent years due to their potential to address some of the limitations of traditional cryptocurrencies, such…
HeliRy Most income-oriented investors have been caught off-guard by the surge of inflation in the last two years, as inflation had remained suppressed for the past 15 years. High inflation erodes the real annual return of portfolios and their real value. Therefore, investors should do their best to protect the real value of their portfolios…
Teka77 Introduction It’s time to dive into macroeconomics and one of my favorite (cyclical) dividend growth stocks on the market: Caterpillar Inc. (NYSE:CAT). As it turns out, Caterpillar is currently the smallest holding of my 20-stock dividend growth portfolio. That’s not necessarily because of its performance (I’m up roughly 100% since my initial investment) but…
tupungato We rate Bank of America (NYSE:BAC) as a buy as we notice the bank’s business model and solvency are still strong even in the context of permanent high interest rates. The reason behind the drop in the stock price might be associated with the deterioration of held-to-maturity assets, which were mostly acquired in 2020…
byakkaya Introduction: Q3 earnings, maintaining a buy rating Company background Immunovant (NASDAQ:IMVT), a biopharmaceutical company focusing on autoimmune diseases, continues to show promising developments in its clinical trials and financial stability. Their efforts are primarily centered around batoclimab (IMVT-1401) and IMVT-1402, both FcRn inhibitors. The positive trajectory in their clinical trials, coupled with robust financial…
jetcityimage My Thesis As an investor whose primary focus is the quality of the business, AutoZone (NYSE:AZO) impresses me. It offers excellent service, predictability, and impressive figures in terms of ROC and margins, and it’s additionally engaged in share buybacks, often referred to as share cannibalization. AutoZone has demonstrated a proven formula for outperforming the…
guvendemir/E+ via Getty Images While many football fans know that the best offense is a good defense, the notion originated with the father of the United States and its first President, George Washington. In 1799, he wrote, “Make them believe, that offensive operations, often times, is the surest, if not the only (in some cases)…
KamiPhotos/iStock via Getty Images Sprott Focus Trust Inc. (NASDAQ:FUND) invests in stocks with a fundamentals-based approach through a closed-end fund (CEF) structure. The attraction here is the actively managed strategy from a recognized institution. Income investors may also find appeal in the 7% yield through a managed distribution. That being said, we’re highlighting an ongoing…
WichienTep/iStock via Getty Images 2023 has been a particularly challenging year for the solar industry. The solar ETF (TAN) has lost 40% of its value this year, with virtually all those losses occurring over the past three months. One notable example is Canadian Solar (NASDAQ:CSIQ), which has lost nearly half its value since August. However,…
retouchman/iStock via Getty Images ESG and social impact topics are essential nowadays, it is a sign of good manners for companies to enact responsibly, making the world a better place to live. Moreover, it attracts customers and investors to participate in something more. Today, I would like to analyze Zevia PBC (NYSE:ZVIA), the company committed…
Suphanat Khumsap Key Takeaway Golar LNG (NASDAQ:GLNG) stands as a pivotal figure in the LNG industry, specializing in LNG infrastructure development through floating liquefaction assets (FLNG). Their current fleet consists of two FLNGs and two LNG carriers. FLNG Hilli, the world’s first converted floating LNG facility, produces 2.4 million tonnes per annum (mtpa) and has…
ersinkisacik Introduction I’ve found an exceptional value investment for my portfolio balanced by only meager risks. I’m excited by the three-year-plus value opportunity of Korn Ferry (NYSE:KFY). I invested in the company primarily because of its exceptional valuation with strong profitability and growth; I have also noted strong operational advantages including a healthy level of…
Wirestock Introduction Marine Products Corporation (NYSE:MPX) is a leading manufacturer of recreational fiberglass powerboats in the sport and fishing boat markets. The company has two brands: Chaparral and Robalo. Chaparral offers sterndrive and outboard pleasure boats, while Robalo offers outboard sport fishing boats. Even if the company keeps experiencing a solid momentum in revenue growth,…
Gary Yeowell The John Hancock Financial Opportunities Fund (NYSE:BTO) is a closed-end fund that invests primarily in financial services companies such as banks, asset managers, and insurance companies. This is a sector of the economy that has been adversely affected by the rapid rise in interest rates over the past year or so, mostly because…
SimonSkafar/iStock via Getty Images In the past, I wrote a few articles concerning the water theme and investment vehicles that provide exposure to it. More specifically, I covered the Invesco Global Water ETF (PIO) as well as the Invesco Water Resources ETF (PHO) in October 2022, and the Invesco S&P Global Water Index ETF (CGW)…
DianeBentleyRaymond Introduction Over the past few months, I’ve noticed that there are two areas of real estate that people really dislike (to put it mildly). These areas are deep-blue cities like San Francisco and New York and office real estate. Boston Properties (NYSE:BXP) combines both of these things! In this article, I’ll dive into this…
Sezeryadigar I recently wrote a cautious follow-up article on the Global X U.S. Preferred ETF (PFFD), arguing that caution is warranted for funds heavily invested in preferred shares of financial companies, as the root cause of the March regional bank crisis have not been resolved. With long-term interest rates dramatically higher now than in March,…
matejmo By Robert Carnell, Carsten Brzeski, James Knightley Risk of a China systemic banking crisis stemming from the property development company problems A lack of transparency and a convoluted financing system have raised fears that the problems of China’s property development companies and the spillover to local government financing vehicles (LGFVs) could result in banking…
cogal/E+ via Getty Images GNK’s Dry Bulk Investment Thesis Remains Robust, Thanks To The Highly Competent Management We previously covered Genco Shipping & Trading Limited (NYSE:GNK) in May 2023, discussing its balance sheet improvement and excellent dividend payouts during the hyper-pandemic windfall. However, the recent easing in global supply chain issues had triggered the stock’s…
CasarsaGuru Main Thesis & Background The purpose of this article is to evaluate the BlackRock Income Trust (NYSE:BKT) as an investment option at its current market price. This fund is one I have written about many times, and is managed by BlackRock (BLK), with an objective to “manage a portfolio of high-quality securities to achieve…
onurdongel/E+ via Getty Images Introduction Shares of The RealReal (NASDAQ:REAL) have risen 95% YTD. Despite the fact that the company continues to show improved profitability, I believe investors will need to wait for the next quarter’s results before deciding to go long. In my article, I would like to analyze current business trends, make assumptions…
baona With the outlook for interest rates in the U.S. becoming hawkish enough to dent little hopes of the tech/growth/speculative growth/etc. rally resuming after the choppy summer, as I discussed in the recent article on the Harbor Long-Term Growers ETF (WINN), value strategies should be back in vogue. Hence, yet another analysis of an ETF,…
marrio31 Co-authored by Treading Softly. Among my children, I have one who is always extremely risk-averse. She doesn’t like to go to new places. She doesn’t like to try new things. She’s afraid of heights. She doesn’t like small spaces. In general, she likes things the way she believes they should be, but as her…
ArtistGNDphotography While the Nasdaq Composite is up impressively in 2023, so many non-mega-cap tech stocks are flat to even sharply lower on the year. One of the toughest places to be overweight is the solar industry, which includes some semiconductor firms. I am upgrading the Invesco Solar ETF (NYSEARCA:TAN) from a sell to a hold…
LoraClark Harbor Long-Term Growers ETF (NYSE:WINN), an actively managed growth-centered fund, may experience more softness going forward as the higher-for-longer narrative is clearly entrenching in the market. The most recent Fed interest rate decision announced on September 20 was momentous. At first glance, nothing meaningful happened as the regulator simply opted for a pause once…
ZambeziShark Investment Rundown The lithium market has been quite a hot topic the last few years as the EV revolution has set it ablaze. Smaller companies like American Lithium Corp (NASDAQ:AMLI) are trying to get in on the action and capitalize on the growing demand. While there are already major companies in the sector like…
D3Damon/E+ via Getty Images Overview of the thesis Rani Therapeutics (NASDAQ:RANI) is developing a robotic pill to allow oral delivery of otherwise injectable medications. RANI has provided sufficient proof-of-concept data, both in animal models and in early-phase human studies, demonstrating successful and safe delivery of drug payloads, achieving bioavailability similar to or better than subcutaneous…
Urupong Investment thesis Our current investment thesis is: OMC is a well-regarded advertising business, with a range of highly regarded global agencies and a roster of multinational clients. The company has a strong track record for quality output and a diversified revenue profile. The industry has faced significant competition in the last decade due to…
koto_feja Overview of the thesis Brainstorm Cell Therapeutics (NASDAQ:BCLI) is developing cellular therapies for neurodegenerative diseases. BCLI has completed a phase 3 trial in ALS patients which failed to meet its primary endpoint. However, a statistically significant benefit (slowing of functional decline) was demonstrated in a pre-specified subgroup of patients with less advanced disease as…
Wirestock In the wake of an uptick in consumer discretionary spending during Q2, Ford Motor Company (NYSE:F) has found itself navigating a landscape of both promise and peril. Consumer confidence has clearly boosted Ford’s prospects, but the road ahead is not without challenges. In a notable disclosure during its recent earnings call, Ford emphasized the…
SweetBunFactory Ultra Clean Holdings (NASDAQ:UCTT), a supplier of critical subsystems, ultra-high purity cleaning and services for the semiconductor industry, did what it could, but the stock has been unable to overcome what appears to be resistance despite multiple attempts. The latest decline in the stock can be traced back to the most recent earnings report,…
imaginima Investment thesis Cerence Inc. (NASDAQ:CRNC) is a company that offers generative AI features for automotive original equipment manufacturers [OEMs]. The company invests heavily in innovation and its 54% global production vehicle penetration looks impressive and indicates high-quality offerings for me. At the same time, this penetration level also suggests that there is still a…
NanoStockk/iStock via Getty Images The logistics and warehouse automation space has certainly had its ups and downs over the last few years. While the pandemic significantly accelerated a lot of automation plans and gave what I believe will be a lasting boost to e-commerce, the reality is that many companies today are taking a more…
da-kuk The key surprise out of China in recent weeks was the lack of policy stimulus, with the latest series of rate cuts falling well short of lowered expectations. And with almost all of last month’s economic data already missing expectations by a considerable margin, China’s path toward hitting its +5% growth target this year…
Big Dividends PLUS, Blue Harbinger RonFullHD If you are an income-focused investor, Energy Transfer (NYSE:ET) offers a tempting 9.6% yield. Especially considering the stable fee-based income, the healthy distribution coverage ratio and the ongoing volume growth trajectory. However, there are variety of big risk factors that investors should consider, including debt levels, master limited partnership…