Olivier Le Moal In this series of articles, we focus on selecting and highlighting stocks that have rapidly grown their dividends in the recent past. We also need to ensure that these stocks will likely grow their earnings at a fast pace in the next few years. Due to their hypergrowth, their price generally grows…
Explore Alpha Picks on Seeking Alpha Read the article diving deeper into the research study here The transcript found below is for readers who would like to follow along. Please note that the transcription may not be 100% accurate. Daniel Snyder: Hello, everyone. Welcome to this great new Seeking Alpha Webinar. I’m Daniel Snyder. Hanging…
Roman Didkivskyi At 50.3, the Global Manufacturing PMI, sponsored by JPMorgan and compiled by S&P Global Market Intelligence, remained above the 50.0 neutral mark (and therefore marginally in expansion territory) for a third successive month in April, albeit the rate of improvement moderating fractionally from March’s 20-month high of 50.6. Despite the cooling in the…
Paper Boat Creative Income from my investments is essential for my retirement. That income will not only support my spending; it will also help insulate me from potential turmoil in the markets. Too many investors divide their desired dividends by their portfolio value and just go seek yields that match that ratio. This is fine…
Iryna Kharkova/iStock via Getty Images When it comes to classifying similar types of opportunities in stocks, there are a number of common ‘genres’ that investors will often refer back to when trying to describe an opportunity set. Common genres include buckets like Special Situations, Turnaround Stories, Commodity Plays, and other things in that vein. For…
Originally published on Unchained.com. Unchained is the official US Collaborative Custody partner of Bitcoin Magazine and an integral sponsor of related content published through Bitcoin Magazine. For more information on services offered, custody products, and the relationship between Unchained and Bitcoin Magazine, please visit our website. As technical director on the Concierge team at Unchained,…
BlackRock’s Bitcoin ETF, IBIT, is now one of the top 10 ETFs of all-time, at least when it comes to maintaining its streak of daily investment inflows. As of Tuesday, April 23, IBIT has seen 70 days of inflows, meaning that the fund has seen a positive increase in its total holdings of the underlying asset,…
cyano66 A brief look at the humanoid robot sector and its outlook A ‘humanoid robot’ is a robot resembling the human body. They have been around for many years; however, in more recent years, the growth of artificial intelligence (“AI”) has led to a greater interest and rapid advancements. The announcement that Tesla, Inc. (TSLA)…
Jon Feingersh Photography Inc/DigitalVision via Getty Images Time for a shave It has come the time to count one’s blessings. Those who have bought and held shares of a lot of demolished blue chip stocks since the fortuitous bottoms in 2020 and 2022 have a lot to be thankful for. Yes, it takes some skill…
Gary Yeowell Vinci SA (OTCPK:VCISF, OTCPK:VCISY), which we covered last year during its ongoing recovery from the COVID-19 hit to its airport concessions, continues to make dramatic improvements thanks to passenger recovery and margin lift in its construction businesses. Order intake continues to grow within the energy, Cobra and the construction businesses. With EPC economics…
PM Images If you find yourself in a similar situation as I am, with over 30 years to go before retirement, prioritizing dividend compounders might prove to be a superior strategy, than chasing high-yield stocks. The key criteria for my investing style is to benefit from both capital appreciation and dividends (reinvesting back in the…
U.S. spot bitcoin exchange-traded funds (ETFs) have surpassed $200 billion in cumulative trading volume since launching just three months ago. JUST IN: 🇺🇸 US #Bitcoin spot ETFs trading volume surpasses $200 billion within just 3 months. Asia is next 🚀 pic.twitter.com/VxQdQJEIjN — Bitcoin Magazine (@BitcoinMagazine) April 10, 2024 According to data from The Block, the total…
serengeti130 Introduction It’s time to discuss a company I believe is one of the most underappreciated dividend growth stocks. That company is Huntington Ingalls Industries, Inc. (NYSE:HII), one of the largest defense constructors in the United States and the backbone of the Navy. I held the company for a while in my dividend growth portfolio…
Justin Paget For those waiting to pick the potential winners in the solar inverter bloodbath, Enphase Energy (NASDAQ:ENPH) is increasingly looking like the best bet. ENPH commands a notable premium to SolarEdge (SEDG) but a comparison of the competitors’ financial results tells two very different stories in spite of both facing the same headwinds. ENPH…
We Are The Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT) focuses on US Information Technology companies. Vanguard describes its fund as targeting companies involved with electronics, computers, or cutting-edge science. VGT sticks to a strict definition of Information Technology. For example, it doesn’t invest in Amazon (AMZN), viewing it as a retail company, nor in…
PM Images After narrowly missing recession in 2022/23, during unprecedented 525 basis points of rate hikes in a span of 16 months, 2024 has started on strong footing with the major indices up close to 10% on a year-to-date basis. Historically, during election years in US, the S&P 500 (SP500) delivered on average 11.28% return…
Lemon_tm Quality Stocks The SPDR S&P 500 Trust ETF (SPY) posted a 3.27% return in March, finishing Quarter 1 with a double digit gain. Vanguard’s Dividend Appreciation Index Fund ETF Shares (VIG) locked in a lower gain of 2.37% last month. My watchlist underperformed both, posting a very weak return of 0.50%. Frankly it’s been…
pcess609/iStock via Getty Images Market Recap 2024 is off to a pretty good start, the SPDR S&P 500 ETF Trust (SPY) posted its 3rd consecutive positive month this year. The gain in March of 3.27% was lower than February’s 5.22% return. But it was enough to push the ETF to a double digit year-to-date return….
Scott Olson S&P 500 Closed At A Record In Q1 As we come to the end of the first quarter of 2024, it’s timely for us to assess the best opportunities ahead as we look ahead to Q2. Notably, the S&P 500 (SPX) (SPY) notched its best first quarter since Q1’19, as the market rose…
M-image/iStock via Getty Images It has been over a year since my last Xeris Biopharma (NASDAQ:XERS) article, where I reviewed the company’s 2022 achievements including record net product revenue, driven by robust growth in our approved product portfolio. In addition, I also pointed out that company management was confident in their trajectory toward cash flow…
hapabapa Was March 8th the blow-off top? The VanEck Semiconductor ETF (NASDAQ:SMH), which tracks the performance of the MVIS US Listed Semiconductor 25 Index, is possibly forming a blow-off top pattern. After a sharp reversal on March 8th, SMH bounced weakly in reaction to the Fed’s dovish meeting, which appears to be a “lower high..”…
AndreyPopov The large-cap pharmaceutical group has lagged the stock market badly over the past year, relative to the S&P 500 jump of +25% or high-flying NASDAQ 100 index spike of +40%. So, I consider this sector a good hunting ground for bargains. Since late summer, I have written bullish views on Pfizer (PFE) here and…
David McNew Above: Will Shari open the legacy gates to PARA at the present deal bids? There are three sides to every story: my side, your side and the truth, And no one is lying… – Robert Evans movie mogul (1930-2019) The above mote of wisdom emanated from one of the most successful survivors of…
Olivier Le Moal In this series of articles, we focus on selecting and highlighting stocks that have rapidly grown their dividends in the recent past. We also need to ensure that these stocks will likely grow their earnings at a fast pace in the next few years. Due to their hypergrowth, their price generally grows…
MONETARY DEBASEMENT Debasement refers to the action or process of reducing the quality or value of something. When talking about fiat currencies, debasement traditionally refers to the practice of reducing the precious metal content in coins while keeping their nominal value the same, thereby diluting the coin’s intrinsic worth. In a modern context, debasement has…
jacoblund/iStock via Getty Images Investment Thesis Have you ever imagined having a diversified dividend portfolio that not only offers an elevated likelihood of favorable investment results due to its reduced risk level, but also the potential to enhance your lifestyle? For example, allowing you to attend your favorite team’s next baseball, basketball, or football game…
peterschreiber.media/iStock via Getty Images RE/MAX Holdings, Inc. (RMAX) is a franchisor of real estate brokerage services including mortgages under the brand Motto Mortgages. It is one of the largest brokerages, and it is a very well-known name in the industry. This company was recently voted as being the “#1 most trusted real estate agents” by…
WANAN YOSSINGKUM/iStock via Getty Images Foreword This article is based on 100 top sustainable companies based on Calvert Research and Management’s annual review of more than 230 Environmental, Social and Governance [ESG] performance indicators, such as workplace diversity, data security, and greenhouse-gas emissions, as reported in the February 26, 2024 edition of Barron’s weekly. How…
syahrir maulana Large-cap companies are typically more mature, resulting in lower volatility during turbulent market conditions as investors gravitate towards quality and adopt a more risk-averse stance. Over the last year, many investors have gravitated to the Mega-Cap stocks on fears of rising interest rates, inflation concerns, and a potential recession. Historically, March has been…
Jarretera Unfortunately, many conflicts occur globally. Also, Russia’s war industry is expanding due to the war in Ukraine, NATO expansion, and other factors. Moreover, Russia’s war production ramp-up has been much more significant than “Western defense planners” had estimated. Total defense spending rose to about 7.5% of GDP in Russia. Also, despite the negative factors…
bymuratdeniz Quality Stocks The SPDR S&P 500 Trust ETF (SPY) posted a 5.22% return in February, extending its positive streak this year. Vanguard’s Dividend Appreciation Index Fund ETF Shares (VIG) locked in a lower gain of 3.41% last month. My watchlist underperformed both, posting a very weak return of 0.89%. After two strong months of…
Pixelimage Blackstone Secured Lending (NYSE:BXSL) out-earned its dividend with net investment income in the fourth quarter which in turn led to the BDC reporting a 1% QoQ increase in its net asset value per share. The BDC’s large floating-rate debt portfolio is still producing top results for Blackstone Secured Lending and BXSL is a rare…
rlesyk Introduction All financial data are reported in Canadian dollars unless otherwise stated. Canadian National Railway (NYSE:CNI) has been my top pick among Class 1 railroads and, as such, it makes up around 7% of my portfolio. Major macroeconomic trends make me consider the whole industry as one poised to keep on growing. The need…
Shutthiphong Chandaeng Thesis AppLovin (NASDAQ:APP) is one of my top investments for 2024. Analyst revenue estimates for 2024 and 2025 are $4.06B and $4.41B, respectively. Additionally, The stock trades at a Forward PE of around 20 based on an estimated average EPS of 2.96 for 2025. With the company sitting under a $20B market cap,…
This article was written by Follow I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90’s. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds…
Olivier Le Moal In this series of articles, we focus on selecting and highlighting stocks that have rapidly grown their dividends in the recent past. We also need to ensure that these stocks will likely grow their earnings at a fast pace in the next few years. Due to their hypergrowth, their price generally grows…
yuriz Opener I’m an investor with a focus on company quality above all else. I prefer to invest in quality stocks at fair prices rather than opting for cheap, mediocre companies. However, I believe that the market is highly inefficient in the short term, especially when looking beyond big tech, and I’m willing to explore…
JHVEPhoto PepsiCo (NASDAQ:PEP) delivered another batch of solid quarterly results and closed the books with yet another year of double-digit earnings growth. In prior quarterly coverage on PEP, I maintained a bullish posture on the stock. In Q3, I noted that the company had a clear path to their 10% organic revenue growth target. I…
aquaArts studio/E+ via Getty Images Seeking Alpha analysts have been cautious about investing in Cantaloupe (NASDAQ:CTLP) because of its high P/E ratio. And I was initially skeptical when, after recommending Asbury Automotive (ABG) to readers in November in part because David Abrams owns such a large stake, one of my readers recommended I look into…
akinbostanci Long ago, Warren Buffett made me enthusiastic about the insurance industry and it has remained my biggest allocation. Insurance companies are not popular on SA except for Berkshire Hathaway (BRK.A) (BRK.B). They appear boring to many readers, one can hardly expect fireworks from them, and accounting is a must to understand an insurer. But…
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Goldman Sachs’ Jim Esposito, one of chief executive David Solomon’s top lieutenants, is leaving the Wall Street firm in a surprise departure. Solomon told staff in a memo on Monday that 56-year-old Esposito, known to…
FotografiaBasica Altria Group, Inc. (NYSE:MO) attracts a lot of interest for its high dividend yield. Many investors – including users here on Seeking Alpha – who don’t already hold it seem at least interested in holding the stock for the yield. But skeptics have been increasingly asking one question in particular: Why hold a stock…
Ralf Hahn Earlier this week, the LSEG put up their quarterly earnings preview, and included within was the “market cap weight vs. sector weight” analysis of the 11 S&P 500 sectors. (The table was posted here last week. The full article is attached here.) Tajinder Dhillon, the LSEG executive who’s responsible for prepping and publishing…
Laurence Dutton Investors are watching the underlying S&P 500 (SP500) stocks after the index returned ~25% in 2023. 2024 started with the index pulling back, presumably on profit-taking. The market is struggling to reconcile expectations of no less than six interest rate cuts this year. The news media is not responsible for rumors of 25…
canakat If you an income-focused investor, you have likely come across energy midstream companies (including master limited partnerships (“MLPs”)). These specialized companies generally transport oil and gas through pipelines, and they can offer some of the biggest and steadiest income payments in the market. However, before you invest in any of these companies, you need…
cemagraphics The S&P 500 (SPY) exceeded the 2023 peak this week and the reversal pattern pointed out in last weekend’s article failed. Technical analysis identifies what the major market-moving participants are doing. If they are on holiday, like they were at the December peak, the signals are less reliable. This article will look at what…
8vFanI Are you interested in BDC’s, Business Development Companies, but don’t know which one to invest in? There’s an ETF which does some of the heavy lifting for you: The VanEck BDC Income ETF (NYSEARCA:BIZD). BIZD seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS…
TinaFields Prio S.A. (OTCPK:PTRRY), formerly PetroRio, stands out as a prominent Brazilian oil and gas company, primarily focusing on asset recovery, production, and investment. The company strategically emphasizes efficient reservoir management and the development of mature fields, engaging in gas and oil production, exploration, marketing, and transportation. Notably, Prio holds the distinction of being the…
Egorych/E+ via Getty Images L3Harris Technologies (NYSE:LHX) is well-positioned to benefit from increased global defense spending amid geopolitical tensions, shows strong growth in its Space and Airborne Systems segment, is reducing debt and targeting significant organic growth and free cash flow, and is undervalued compared to peers, offering an attractive investment opportunity. A recent investor…
Richard Drury In 2023, the stock market made an impressive recovery from one of its worst years in over a decade, which occurred in 2022. However, the journey for us investors hasn’t been smooth. Amid worries about inflation, escalating interest rates, an unforeseen crisis in regional banking, and escalating global tensions such as conflicts in…