Luis Alvarez/DigitalVision via Getty Images AGNC (NASDAQ:AGNC), an Agency Residential Mortgage REIT, reported on April 22nd giving shareholders an even clearer picture of its path forward. Investors questioning the dividend safety with its high yield near 15% certainly have valid reasons. This article adds to our others such as Status Of AGNC Investment’s Dividend And…
Dilok Klaisataporn The latest retail sales data suggests a robust consumer, leading economists to become even more optimistic about more robust economic growth this year. To wit: “It has been two years since forecasters felt this good about the economic outlook. In the latest quarterly survey by The Wall Street Journal, business and academic economists…
JHVEPhoto In 1997, a New York City chess match changed the world. The opponents: World chess champion Garry Kasparov and International Business Machines Corporation’s (NYSE:IBM) Deep Blue computer program. Deep Blue squeaked out a win against Kasparov as the world watched, symbolically ending the age of man and beginning the age of machine. IBM stock…
Abdullah Durmaz/E+ via Getty Images Investment thesis: With around two-thirds of the US economy dependent on the consumer, the rate of consumer spending growth tends to be the main determining factor that drives the US economy. There are fiscal as well as monetary policies that can affect consumer spending. For instance, high-interest rates for a…
Mario13 By James Knightley Solid employment gains, low unemployment and sticky wages suggest no immediate need for Federal Reserve rate cuts. Nonetheless, the jobs market is cooling and the concentration of employment gains in sectors viewed historically as being lower paid and more part-time raises some concerns. We think the Fed will wait until May…
Justin Sullivan/Getty Images News My thesis and article update Two months ago, I conducted an in-depth analysis of Lululemon’s (NASDAQ:LULU) growth, business, and valuation. Since then, the stock has surged by 18%, attributed to the November-December market rally. Upon reflection, I believe my initial valuation may have been overly optimistic. In the forthcoming article, I…
cemagraphics The job report came in stronger than expected across the board, which will be at odds with the market’s aggressive path for rate cuts. While there are signs the economy is slowing based on most of the data, the job market remains strong, and the wage growth rate remains elevated. The report looks pretty…
maxsattana Investment Overview – AbCellera Stock Sinks As Drug Discoverer Fails To Replicate Early Success I last covered AbCellera for Seeking Alpha back in March, giving its stock a “sell” rating and outlining a few objections I had to the Vancouver, Canada-based drug discoverer’s business model. AbCellera shares have decreased in value by 34% since…
brightstars We are very bullish on gold (GLD)(IAU) right now and – based on history – believe it could be set to triple over the next several years. Here are three reasons why we think gold is likely headed higher: #1. Very Aggressive Central Bank Buying One of the biggest reasons why we are bullish…
Charley Gallay Introduction Many investors tend to overly emphasize the discounted price a company trades at and focus on their own perception of the value of the business. They often fail to consider that certain companies are priced low due to underlying issues. This corresponds with life’s principle that one gets what he pays for….
MicroStockHub In January 2023, the clues appeared to be aligning in favor of an end to the Federal Reserve’s rate hikes. It was a false dawn – the Fed lifted its target rate four times in subsequent months, by a total of 100 basis points. Fast forward to today, and once again the numbers leave…
M. Suhail The McDonald’s Corporation (NYSE:MCD) has demonstrated a robust history of consistent earnings growth, solidifying its position as a stalwart in the fast-food industry. This sales growth has persisted in recent quarters, with strong sales growth reported across most of McDonald’s major markets. This impressive performance is attributed in part to strategic price adjustments…
Investors’ tendency to prioritize conventional metrics over crypto-specific factors has implications for both Bitcoin the network and Bitcoin the asset. The Digital Disclosure Survey conducted by Broadridge Financial Solutions sheds light on the fact that key metrics such as tokenomics and network performance are often overlooked by investors. This finding raises questions about the extent…