Subscribe To
These 2 magnificent stocks keep driving higher
The economy is electrifying, and this company provides "picks and shovels" solutions that benefit from the megatrend. Aerospace and defense are excell...
Carvana's latest move is a huge warning sign for investors
It's burning cash, its debt trades at distressed levels, and it's running out of good options to raise money....
Eni: 3 reasons why this stock is a strong buy
OPEC decision to cut production will boost Eni's profits. Eni's management policy seems to be very effective....
3 reasons general motors stock is a buy now
GM's sales, consumer loyalty, and vehicle awards are impressive. Management is adapting quicker than in decades past....
Lithia motors: worth a ride as earnings near
The management team at Lithia Motors is due to announce financial results for the first quarter of the company's 2023 fiscal year in the coming days. ...
Marathon gold: back on the sale rack, 2 potential catalysts (rating upgrade)
Marathon Gold has been one of the worst-performing gold miners over the past 18 months, down nearly 75% from its highs and in negative territory year-...
The softer side of artificial intelligence
AI software companies are in the news with heightened momentum and volatility since the recent unveiling and notoriety of ChatGPT. There is tremendous...
Synovus: earnings growth expected, shares trade at a long-term discount
Regional banks settled at a fresh weekly low close last week. Lower interest rates have not helped KRE rebound, but I see upside fundamental potential...
Compass diversified: a 5.5% yield from a private equity-style business
Compass is paying its common shareholders a 5.5% yield from a portfolio of ten middle-market businesses in niche industries. The holding company has s...
Visa: explaining its unstoppable revenue streams and why it's a buy
Visa operates one of the best businesses in the world, as one of the two payment processing giants which form the duopoly responsible for processing m...
Dollar general: a top pick for downturns
Dollar General has dropped nearly 20% in the past few months. The company is highly defensive and should demonstrate strong resilience in an uncertain...
Johnson controls: poor financial returns, watch recurring revenue from software services
Digitization of buildings to reduce operational costs and improve sustainability holds promise for Johnson Controls. Investors should watch the progre...
Santander us ceo on leadership: ‘building trust is key'
In times of economic uncertainty, effective communication is critical for leadership. This includes transparency, frequent communication, and most imp...
3 reasons to buy tesla stock and 1 reason to avoid it like the plague
Tesla stock has plenty of upsides, but there are also risks that need attention....
Gld: gold to the moon is bad news
The ongoing de-dollarization by numerous nations will potentially be a headwind for GLD. A further crisis in the banking sector could see investors di...
Tokio marine: volatile profitability but continued upside potential
The oldest insurance company in Japan continues to perform. At present, there are more tailwinds than headwinds for the industry....
Stifel financial: prepared to hire and sign m&a deals, and cheap
Stifel Financial Corp. offers retail wealth management services for institutions as well as services as an investment banking firm. In my view, Stifel...
Fxf: fade this chf play
With Swiss headline and core inflation coming under control, the SNB's monetary tightening runway could prove shorter than expected. FX interventions ...
Dividend champion, contender, and challenger highlights: week of april 9
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends....
Ftgc: low volatility at a cost
FTGC is a prominent choice among investors and traders who use futures contracts to get exposure to commodities. Because it trades the contracts throu...
Foxconn plans $800 mln investment in southern taiwan
Foxconn is planning to invest T$25 billion ($820 million) in the next three years in new manufacturing facilities in southern Taiwan to support its el...
Seadrill limited might finally be investable
Seadrill recently reported an earnings beat largely based on one-time non-operational revenues. SDRL's painful history includes two bankruptcies since...
Micron technology's buy narrative continues to solidify
Samsung announced a production cut, which is expected to create tailwinds for Micron. Production cuts will lead to inventory level normalization and p...
Zuora: excellent value
Shares of Zuora, already up 40% year to date, have more steam left for a continued rally. The company has executed steady mid-teens revenue growth and...
What to make of green plains partners' juicy 14% dividend yield
Green Plains Partners is a midstream company operating in the ethanol industry. The company owns the storage assets of its parent company GPRE. The co...
Palantir: the gift is back
Palantir warned investors in a recent blog post about piling into the AI hype train. It cautioned that possible regulatory backlash and reckoning coul...
Preferreds weekly review: are banks going to suspend preferred dividends?
We take a look at the action in preferreds and baby bonds through the last week of March and highlight some of the key themes we are watching. Preferr...
Zurich: ifrs 17 might provide an upside
New regulatory requirements on IFRS 17 data might support insurance companies to be more understandable. At today's Annual General Meeting, Zurich con...
Mbb: negative convexity and housing market create concern
We don't want to be alarmist, but there are fault lines in the real estate market in relation to the banking system, which has proven a little fragile...
Iron mountain: buy this blue chip stock to boost your passive income
Iron Mountain's dividend payout ratio should fall from the mid-60% range in 2022 to the low-60% range in 2023. The REIT's total revenue and AFFO per s...
Philip morris is looking to smoke the competition with smoke-free products
Philip Morris has a huge opportunity in front of it as it derives more and more revenue from smoke-free products. These products carry both higher pri...
Fedex's $4 billion cost initiative: a discounted cash flow analysis
FedEx is consolidating all operating companies into one, generating an expected $4 billion in savings. An additional $2 billion is expected to be save...
Occidental petroleum's renaissance continues
Occidental Petroleum has managed to grow profitability at exceptional rates over the last five years. OXY's returns and operational performance have i...
3 ev stocks to buy for 100% returns
Electric vehicle (EV) stocks surged off their pandemic lows, delivering exceptional gains for investors. But after the sector topped out in late 2021,...
Warby parker progresses at a consistent pace
The company redefined and expanded the consumer life cycle from transaction-based interactions to long-term engagements. The company projected a simil...
