paule858 Over the past several years now, I have come to really appreciate the telecommunications industry. Not every aspect of it is appealing to me. But one that is involves the ownership and leasing out of telecommunications towers. This checks off all of my major boxes. It’s a stable industry with strong cash flows. It’s…
Rick_Jo/iStock via Getty Images Planet Labs (NYSE:PL) is a company that primarily offers high frequency geospatial data from their own constellations of satellites, available to customers through their online platform. One of many 2021 SPACs that since fell to earth, the stock has plummeted from an IPO price of $10. While too much hype dominated…
Sundry Photography It’s interesting how market cycles play out. 25 years ago, Cisco Systems (NASDAQ:CSCO) was arguably the hottest stock in the world. At one point, it briefly obtained the title of being America’s largest market cap company with its valuation touching $500 billion at the peak. At the time, investors were betting on a…
imaginima/E+ via Getty Images Shares of WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) have completed their round-trip as initial optimism on the purchase of McGrath RentCorp (MGRC) has faded. The deal makes quite some sense, as incurred leverage seems manageable. Over time, this grows the presence of the company in turnkey space solutions, granting the business…
DKosig Written by Nick Ackerman, co-produced by Stanford Chemist. BNY Mellon High Yield Strategies Fund (NYSE:DHF) is a diversified, high-yield-focused closed-end fund. In our prior coverage, we compared the fund to the Credit Suisse High Yield Bond Fund (DHY), given its many similarities. We noted that DHF looked like the better value and had stronger…
Sidus Space, Inc. (NASDAQ:SIDU) Q4 2023 Results Conference Call March 27, 2024 9:00 AM ET Company Participants Valter Pinto – IR, Managing Director, KCSACarol Craig – Founder and CEOBill White – CFO Operator Greetings, and welcome to the Sidus Space Fourth Quarter and Full Year 2023 Results Conference Call. At this time, all participants are…
SeventyFour Investment Thesis Within the vast Real Estate Investment Trust (REIT) sector, there is a subsector that, in my opinion, stands out for its high quality, and that is self-storage. In this article, we will delve into why these businesses possess attractive qualities as investments and why Extra Space Storage (NYSE:EXR) appears to be one…
coldsnowstorm Never bet against the American consumer. That’s what so many pundits say, and the December Retail Sales report put out by the US Census Bureau last Wednesday underscored strength in spending to wrap up 2023.[1] Both the headline figure and the “control group,” which backs out some volatile categories, came in well above economists’…
BrasilNut1 Following our Bullish long-term story on Ryanair Holdings released in early January, today we analyze easyJet (OTCQX:EJTTF, OTCQX:ESYJY). Since our last update, the company’s stock price is up by almost 35%, and moving into 2024, it is an excellent moment to review our long-term thesis and update easyJet’s yearly financial forecast. As a reminder,…
OpenSea NFT marketplace is currently developing a 2.0 upgrade to enable users to seamlessly track digital collectibles from different blockchains. The mainstream adoption of Non-Fungible Tokens (NFTs) will significantly accelerate in the coming quarters fueled by improved infrastructure and heightened demand from institutional investors. Leading NFT marketplace OpenSea, with more than $20 billion in traded…
BitMEX has announced the launch of its Vulcan Rocket space mission which is taking a Bitcoin to the moon just as the Dogecoin community anticipates its own space expedition. The phrase ‘To The Moon’ is quite popular in the crypto industry and is essentially a rallying cry for crypto lovers at this point. Now, several…
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…
designer491 Passive ETFs are everywhere. Buy the index and hit the snooze has been the mantra for the last decade and every attempt at predicting a change in the trend has been incorrect. But there are actively managed ETFs around and some have managed to corner a small amount of assets. We look at one…
JHVEPhoto/iStock Editorial via Getty Images Shares of Extra Space Storage Inc. (NYSE:EXR) have had a booming rally over the past two months, rising about 50%, which has brought them back to the flatline over the past year with this rally unwinding what had been a significant weakness. While the company operates a very defensive business,…
forplayday/iStock via Getty Images In recent months, I have significantly expanded my coverage in various fields and my coverage now spans over 100 publicly traded names. One of the areas where I have expanded my coverage is space. I believe that the increased global security threat levels as well as the commercialization of space provides…
The first offering of Bybit’s Crypto Ark Space is the Crypto Ark Trading Academy, which will run every Thursday from 7:00 pm to 8:30 pm. The Bybit cryptocurrency exchange, a top-rated crypto firm with more than 20 million registered global users, has announced plans to ensure a seamless web3 adoption through its Crypto Ark Trading…
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…
Starship enjoy access to a fundraising toolkit necessary for getting investments from venture capital firms and other supporters. Starship, a community-based platform for builders to raise funds, has just launched. In addition to helping with fundraising, Starship will also function as a platform that helps builders with other professional needs. Some of these needs may…
Khanchit Khirisutchalual/iStock via Getty Images I’m always interested in investments that don’t correlate to beta, and which can serve as unique diversifiers in a portfolio. To that end, the thriving carbon credits market fits the bill. And the good thing is that there are products like the KraneShares California Carbon Allowance ETF (NYSEARCA:KCCA) which can…
Just_Super/iStock via Getty Images People never lie so much as before an election, during a war, or after a hunt.”― Otto von Bismarck. Today, we take a deeper look at FuelCell Energy, Inc. (NASDAQ:FCEL). The shares of the company have fallen drastically since their peak in 2021, as the enthusiasm around the alt-energy space has…
dima_zel/iStock via Getty Images Overview The ARK Space Exploration & Innovation ETF (BATS:ARKX) aims to capture investment opportunities centered around the theme of space exploration and associated technologies. This includes companies involved in orbital aerospace, which refers to companies that launch, make, service, or operate platforms in the orbital space such as satellites or spacecraft….
From Cyberspace to Outer Space Tension is building in the mines. As the 4th Halving nears and the block reward trims to 3.125 bitcoin per block, miners must not only adapt to a significantly diminished reward, but contend with an increasingly profit-hostile future which might have surprised even the prescient Nakamoto. Indeed, despite widespread hope…
With the new funds, Sierra Space intends to extend its flight activities to the space station and also focus on commercializing the lower earth orbit at scale for affordable operations. Privately held commercial space company Sierra Space is reportedly about to close a funding round with $300 million at a total market valuation of about…
yorkfoto/E+ via Getty Images Magellan Midstream (NYSE:MMP) holders will wake up Monday morning now owning shares of ONEOK (NYSE:OKE), after MMP unitholders agreed to approve the deal. The deal was hotly contested due to the tax consequences it would impose on long-term MMP unitholders, but the deal won support from proxy advisory service firms Institutional…
3DSculptor/iStock via Getty Images Welcome to the “Viewing from Space” analysis series, where I delve into companies – through the lens of commercial space – that operate outside or not primarily in the space technology sector, to examine how these companies can tap into the advantages presented by the new era of space economy from…
Ivan Pantic Thesis Corsair Gaming, Inc. (NASDAQ:CRSR)is a leader in the DIY computer gaming hardware sector and is positioned to capitalize on favorable trends in the gaming industry, especially in streaming and eSports. The company offers investors an opportunity to benefit from gaming’s growth without the unpredictability associated with traditional game publishers. However, in the…
gorica/iStock via Getty Images Introduction Extra Space Storage (NYSE:EXR) was one of the first REITs that I started buying many years ago (although it wasn’t an initial holding of my current dividend growth portfolio). I have mentioned in several articles that EXR perfectly aligns with my investment strategy. Although REITs rarely have economic moats, EXR…
tadamichi Sixth Street Specialty Lending, Inc. (NYSE:TSLX) is a specialty finance focused business development company (or BDC), which provides a diversified set of financing options to small and medium size enterprises domiciled in the U.S. YCharts Looking back at the past 3-year period, TSLX has underperformed its peers, which have managed to benefit more from…
GaryAlvis I most recently wrote on Dream Industrial REIT (TSX:DRR.U:CA) in June 2023 with the following conclusion: DRR is arguably one of the most undervalued residential REITs with a strong outlook. It has tremendous flexibility to navigate this uncertain environment due to its conservative financing. In January 2023, DRR began a stock repurchasing plan where…
Michael Jagla VICI Properties (NYSE:VICI) is a REIT that owns a large portfolio of hotels and entertainment destinations. These aren’t just any old hotels; they are gaming destinations like Caesars Palace, the MGM Grand, and the Venetian in Las Vegas all sit in this portfolio. In this article, we’re going to take a look at…
Virgin Galactic has highlighted that its narrative doesn’t end with the launch of the VSS Unity, but extends to the development of an even more sophisticated fleet, aptly named the Delta class. Virgin Galactic Holdings (NYSE: SPCE) is on the verge of making history once again with the launch of its second commercial spaceflight that…
Space and Time’s Proof of SQL aims to inject a new layer of credibility into the data sources used for training LLMs. In an era where decentralized technologies are reshaping industries and empowering innovation, Space and Time, a Web 3.0 startup, has emerged as a pioneering force in the field of decentralized data solutions. Per…