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Visa's competitive advantages and capital allocation make it a buy
Visa's robust network and technology have driven its impressive 15% annual EPS growth. Morning Consult's 2023 survey solidifies Visa's brand strength....
September 10, 2023, 5:11 am
Dln: keep it simple solution for dividend investors
DLN is WisdomTree's well-diversified dividend-focused ETF with over $3.5 billion in assets. The ETF has a moderate 2.53% trailing dividend yield and a...
September 9, 2023, 10:08 pm
Mind the macro: the decade of portfolio diversification
The 2020's may well go down as the decade that laid to rest the traditional 60/40 portfolio and underscored the need for non-correlated al...
September 8, 2023, 7:57 pm
Overweight big tech? consider sdog
Many investors and advisors have likely already thought long and hard about their big tech allocations....
September 8, 2023, 3:56 pm
Corecard: a deep dive into client risk, scalability, and financials
CoreCard relies heavily on Goldman Sachs for revenue, posing a concentration risk. The revised agreement with Goldman Sachs provides a more stable rev...
September 8, 2023, 10:50 am
Gsew: an equal weight fund for 'v'-shaped recoveries
The large-cap mega-tech companies have rallied hard in 2023, causing market-weight funds to outperform equal-weight ETFs. Equal-weight ETFs like GSEW ...
September 8, 2023, 5:24 am
Dislocation in the equity reit fixed-rate preferred market
Market is ignoring factors such as interest rate sensitivity, upside to par, call date, and risk shifting in pricing preferred stocks. Mispricing is e...
September 8, 2023, 4:30 am
Orix: spotlight on share repurchases and asset monetization
ORIX Corporation has already completed more than half of its current fiscal 2024 JPY50 billion share repurchase program by end-Aug. IX plans to divest...
September 8, 2023, 3:55 am
Gold investing hits a 10-year high. here’s why investors are buying in.
And, that trend has only grown over the past year. Gold investments have increased significantly over the last 12 months, and investor al...
September 7, 2023, 8:59 pm
How high yield allocations can have material risk/return implications for portfolios
U.S. high yield rebounded this year after experiencing the worst total return year in 2022 since the Global Financial Crisis. The doubling of yields i...
September 7, 2023, 11:53 am
Investors are allocating most to gold since 2012
Gold investment has risen over the past year, driven by central bank purchases, with overall implied allocatio...
September 7, 2023, 11:44 am
It is time to buy lumen (technical analysis)
Lumen Technologies' most recent financial report shows a mix of promising signs of growth and concerning financial vulnerabilities. The company has se...
September 6, 2023, 8:53 pm
Wework to renegotiate leases, exit weak locations, but investors aren't impressed
WeWork (WE) shares failed to retain the initial price bump they received when the co-working space provider announced plans to renegotiate its leases ...
September 6, 2023, 4:35 pm
Wework says it will renegotiate nearly all its leases, leave ‘unfit and underperforming' locations
WeWork interim CEO David Tolley said in a public letter Wednesday that the company is renegotiating almost all of its leases and leaving underperformi...
September 6, 2023, 2:45 pm
Wework plans to renegotiate nearly all leases
WeWork is renegotiating nearly all of its leases with landlords and plans to exit "unfit and underperforming" ...
September 6, 2023, 2:22 pm
Cummins, paccar, daimler team up for us battery cell venture
Three companies are creating a joint venture to produce battery cells for commercial electric vehicles in the United States. Cummins (CMI), Paccar (PC...
September 6, 2023, 1:31 pm
Tellurian: drifting with financial intrigue
I previously recommended a small allocation to Tellurian, but now believe even a 1% position is not adv...
September 6, 2023, 11:03 am
General mills sticks to 2024 outlook as inflation slows down and consumers grow ‘increasingly cautious'
General Mills Inc. GIS said Wednesday it continues to expect fiscal 2024 organic net sales to grow by 3% to 4% as it navigates a “resilient but incr...
September 6, 2023, 7:55 am
Digital locations reveals competitive analysis
The Company describes the market research performed by the Florida International University (FIU) tech team SANTA BARBARA, CA, Sept. 06, 2023 (GLOBE N...
September 6, 2023, 7:01 am
Rising oil prices give off a foul smell
Released yesterday, the European services PMI data came in softer than expected in all major euro area locatio...
September 6, 2023, 5:53 am