Wirestock Investment thesis Alstom SA (OTCPK:ALSMY), a rolling stock producer with global reach, looks like an interesting buy opportunity with a non-linear return profile – specifically before the earnings call on the 10th of May. I think, there is a high chance that the potentially dilutive capital raise will not go through which shall catapult…
JimVallee Today, I would like to reassess the First Trust Value Line® Dividend Index Fund ETF (NYSEARCA:FVD), a smart-beta dividend ETF that favors low volatility and financial resilience. There are a few reasons why a fresh look is necessary. First, unlike a few ETFs that I have covered just recently, FVD takes a high-turnover approach,…
SOPA Images/LightRocket via Getty Images In the midst of the AI boom, MongoDB’s (NASDAQ:MDB) stock has experienced a remarkable surge, with a share price increase of over 100% in the past year alone. While this rapid rise might suggest MongoDB has sprinted ahead of its competition and could be overvalued, a closer look reveals a…
Michael Blann/DigitalVision via Getty Images The Swedish company that is the world leader in entertaining bettors through live casinos continues to surprise. In my last article on Evolution AB (OTCPK:EVVTY), I had detailed its business model and why I believed it was a great company. Months later, FY2023 results have been released and my investment…
Diego Thomazini Even though the earnings reports from Amazon (AMZN), Meta (META) and Apple (AAPL) aren’t in the data because LSEG cuts off the earnings and market data as of Thursday night’s market close, the upside surprise for Q4 ’23 S&P 500 EPS closed the week at +6.4%, versus the +7.2% from Q3 ’23. That…
imaginima Investment Thesis Super Micro Computer (NASDAQ:SMCI) delivered new fiscal Q2 2024 guidance that took investors by surprise. The business is guiding for such a strong fiscal Q2 2024 that investors are in awe. More specifically, SMCI with a net cash position of approximately $400 million, is expecting its revenues in fiscal Q2 2024 to…
Jitalia17 In August, I tactically went short the iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW), as I felt the U.S. government’s fiscal profligacy and rising global yields meant that the path of least resistance was up for long-term yields. Soon after I published my article, the TLTW ETF entered a steep decline, as…
goc/E+ via Getty Images Thesis Summary Qifu Technology, Inc. (NASDAQ:QFIN) is a Chinese based Credit-Tech firm. It’s a digital lending company that provides accessible and personalized credit services to consumers and SMEs. Qifu Technology utilizes big data, machine learning, and AI to streamline its target audience’s decision-making process. Its consumer-based target audience comprises young urban…
UniqueMotionGraphics Chinese electric vehicle companies have seen a significant improvement in their delivery prospects in the last two months. Companies that benefit from the unleashing of pent-up demand include Li Auto (NASDAQ:LI), NIO (NIO) and XPeng (XPEV). As a result, Li Auto has meaningful (vehicle margin) surprise potential when it presents Q3’23 earnings. Vehicle margins…
Nikada Investors received some of the worst possible news they could have expected on Friday, 6 October 2023. The September 2023 jobs report featured employment numbers that were much higher than expected. While that’s something that would be considered good in the real world, in the world of Wall Street, it is bad news because…
Rixipix/iStock Editorial via Getty Images Today, in a shock decision, the Bank of England (BoE) left its policy rate at 5.25% by the tightest possible majority vote of 5-4. All but one of 65 economists polled by Reuters had predicted that the BoE would raise the rate to 5.5%. The likely reason for this unexpected…
Sean Gallup Shopify (NYSE:SHOP) stock has seen sideways momentum for the last few weeks despite posting good results in the recent quarter. One of the reasons is the bull run in early 2023 due to which the stock has seen over 60% jump in year-to-date. Shopify has been able to reignite revenue growth in the…
Just_Super Investment Thesis Palo Alto Networks (NASDAQ:PANW) reported results on Friday, after the close. The oddest time for a large mega-cap company to report. This kept many investors on the sidelines for fear that something odd would surface. Investors needn’t be concerned as the underlying thesis continues to unfold. Recall, I’ve consistently made the declaration…
Brandon Bell A Tough Year Dollar General (NYSE:DG), the largest discount retailer in America by store count with 19,294 stores as of the last reporting period, has long enjoyed a comfortable place in the minds of investors. With an enormous footprint and operating leverage, the business model of Dollar General has generally resonated well with…
sasirin pamai By James Smith, Developed Markets Economist UK wage growth has come in quite a bit higher than expected, and that should all but cement a September rate hike from the Bank of England. Private-sector wage growth, which is the number the BoE focused on, is now at 8.1% from 7.9% previously, when comparing…
maybefalse/iStock Unreleased via Getty Images Alibaba (NYSE:BABA) is trading at close to its lowest PS ratio which shows that Wall Street is overlooking the growth potential in a number of segments. In the year ago quarter, Alibaba reported its first YoY revenue decline of 2.5%. Regulatory and macroeconomic challenges in the pandemic caused this decline….