Monty Rakusen/DigitalVision via Getty Images Introduction It has been around a year since I covered United Microelectronics (NYSE:UMC) first, so I wanted to look at the company’s performance throughout 2023 and see what’s in store going forward. The company’s share price went nowhere in the last year and only the dividend helped to push it…
Peggy Cheung Datadog (NASDAQ:DDOG) reported their 4Q23 earnings results, where both top and bottom line beat expectations. I also found management commentary and tone positive, while the company continued to execute well on the R&D front with many new features and capabilities launched in the year, along with strong execution on the sales and marketing…
greenbutterfly In the Year To Date (YTD), Tesla, Inc. (NASDAQ:TSLA) is the worst-performing stock in the Nasdaq 100-Index (NDX in index form and QQQ in ETF form). The company’s line item performance in first-order (i.e., Year-on-Year) terms indicates that 2023 wasn’t quite as explosive as they were in the past two years. Source: Created by…
Scott Olson Investment thesis General Motors is getting over the consequences of the crisis of the last quarter better than the market expected, and therefore stock prices are doing well. As a result of the prolonged strikes, the company itself estimates the damage from the production downtime at 95k unproduced vehicles, which as a one-off…
Marvin Samuel Tolentino Pineda Please note all $ figures in $CAD, not $USD, unless otherwise stated. Investment Thesis If you’re a Canadian like I am, you’re no doubt familiar with Rogers Communications (TSX:RCI.B:CA), one of the largest telecommunications companies in Canada along with Telus (T:CA) and BCE (BCE:CA). In fact, because of the oligopolistic nature…
shapecharge Investment Thesis Diamond Hill (NASDAQ:DHIL) is going to report its FY23 numbers at the beginning of February. I wanted to take a look at what has happened since I covered the company last, which was March ’23. The company’s share price went nowhere compared to the overall market, as the company continued to see…
Zolak The iShares 25+ Year Treasury STRIPS Bond ETF (BATS:GOVZ) provides investors exposure to Treasury STRIPS, with 25 or more years to maturity. STRIPS in its expanded form is “Separate Trading of Registered Interest and Principal of Securities”. Breaking it down further, STRIPS are created by separating all of the periodic coupon payments, as well…
Xiaolu Chu YieldMax TSLA Option Income Strategy ETF (NYSEARCA:TSLY) is an interesting fund that seems to polarize people. On one side it offers a dividend distribution yield of 60%, on the other side its share price is down almost by half since inception. In my first article covering this fund titled TSLY: Know What You…
ronniechua Introduction Those of you who follow me know I’m a big fan of Business Development Companies. They are great for income investors like me who plan to supplement their dividend income in retirement. BDCs are some of the best vehicles for income. But many investors choose to stay away from these as they are…
Justin Sullivan Investment Thesis: Profitability is Coming. Short Sellers Are Not Ready SoFi Technologies (NASDAQ:SOFI) delivered yet another strong quarter in Q3 2023, beating expectations and showing continued momentum across its business segments. The fintech company seems well on track to achieve GAAP profitability in Q4 2023, poking holes in the main bearish arguments about…
adventtr Magnachip Semiconductor Corporation (NYSE:MX) is a long-time holding of mine, and it is time to review where things stand. The stock has gotten massacred recently. There are legitimate reasons for bailing on this, but I’d argue there are also very good reasons to stay on board. Short-term momentum is definitely against you, as evidenced…
Laurence Dutton One machine can do the work of fifty ordinary men. No machine can do the work of one extraordinary man. – Elbert Hubbard. I’ve attacked the “new bull market” narrative for several months now, and every day that goes by it appears more and more are realizing I was right all along. Everyone…
TERADAT SANTIVIVUT Simplify Volatility Premium ETF (NYSEARCA:SVOL) is one of my favorite ETFs and I’ve covered it with a couple articles in the past. SVOL Can Be A Good Addition To Your Income Portfolio SVOL: Holding On Strong Despite Rising Volatility One question I often get about SVOL is what happens to the fund under…
Alberto E. Rodriguez The 7 stocks that have carried the headline stock market indexes this year do not appear the same when it comes to assessing their price risk. That is, their chart patterns look quite different. In fact, below I will show that some of these mega-cap stocks still look decent as we enter…
Zolak Investment Thesis It’s incredible how fast an ETF’s fortunes can change. Look no further than the VictoryShares US EQ Income Enhanced Volatility Weighted ETF (NASDAQ:CDC) for evidence. I was the first Seeking Alpha analyst to cover CDC in June 2021 and again in February 2022, recommending it as an excellent way for high-dividend investors…
Lubo Ivanko With expanding defense budgets, the defense industry has been in focus for well over a year now, prompting a sharp increase in defense stock prices, making it more difficult to uncover names that are undervalued. I have been expanding my coverage significantly over the past two years, and the newest name in my…
eAlisa The pressure to perform is actually a privilege. Being left out of the starting rotation is a sign you must work harder. – Julie Foudy. I continue to sound the alarm on conditions that favor a credit event, potentially beginning next month in September. For all the talk around it being a “new bull…
A tighter labor market and lower jobs opening shows that inflation pressure continue. Companies are adopting a cautious before the Fed’s September meeting. After a strong rebound this year on Wall Street, the month of August has proved to be the worst so far in 2023. However, on Wednesday, August 30, global equities market edged…
This is an opinion editorial by Konstantin Rabin, a finance and technology writer. When it comes to doing stupid things, we all have had our own experiences, but few mistakes are as costly as the ones made with Bitcoin. Over the years, I have seen friends lose chunks of BTC due to some avoidable mistakes…