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Vea etf: the headwinds trump the tailwinds

We juxtapose VEA against its largest developed market peer-IEFA. We pick out a couple of themes that could weigh on VEA's performance. We close with s...

October 24, 2023, 2:39 pm

Arista networks: picks and shovels for the internet itself

Arista Networks is a high growth company with massive tailwinds at its back. The company's market share...

October 24, 2023, 5:35 am

Sprott: higher rates still do hurt

Sprott is a pretty idiosyncratic AM bet focused on physical trusts and commodity ETFs that can help investors get exposed to precious and renewable me...

October 23, 2023, 10:02 pm

Analyzing 13fs: ark investment management (cathie wood) q3 2023

Cathie Wood and ARK Investment Management have abandoned their "soft landing" theory and are actively preparing for other scenarios. ARK now expects a...

October 21, 2023, 3:29 am

Preformed line products: reasonable valuation despite potential international cyclicality

Preformed Line Products has benefitted from both domestic and international demand tailwinds over the p...

October 21, 2023, 12:08 am

The tailwinds of ai are starting to kick in for microsoft, says jefferies brent thill

Brent Thill, Jefferies analyst, joins 'Closing Bell Overtime' to talk major tech earnings coming up next week....

October 20, 2023, 5:34 pm

Hydro one: risks mount despite price drop and 3 tailwinds

Hydro One: Risks Mount Despite Price Drop And 3 Tailwinds...

October 20, 2023, 5:03 pm

Pound to dollar exchange rate: gbp wavers ahead of powell speech

The Pound US Dollar (GBP/USD) exchange rate climbed by a small margin yesterday as US Dollar (USD) tailwinds <...

October 19, 2023, 8:44 pm

Madison square garden entertainment: should grow as guided, and experience long-term secular tailwinds

Madison Square Garden Entertainment: Should Grow As Guided, And Experience Long-Term Secular Tailwinds...

October 19, 2023, 6:49 pm

First horizon (fhn) q3 earnings beat, revenues decline y/y

A fall in NII and non-interest income hinder First Horizon's (FHN) Q3 earnings. Improving loan and deposit balances act as tailwinds....

October 19, 2023, 12:02 pm

Booking.com: 18x p/e for this growth champion riding travel tailwinds

Booking.com is experiencing strong double-digit growth on the top and bottom line, fueled by strong travel demand. Management notes that trends have a...

October 18, 2023, 5:31 pm

Columbia india consumer etf: quality doesn't come cheap, but there are limits

The Columbia India Consumer ETF offers exposure to around 30 Indian consumer companies. INCO's income facet is worth highlighting. We highlight some o...

October 18, 2023, 4:37 pm

General dynamics: a top-tier dividend stock with improving tailwinds

General Dynamics is one of America's top defense contractors with a market cap of nearly $70 billion. The company has a diverse business portfolio, in...

October 18, 2023, 3:00 pm

Hp inc.: attractive growth tailwinds and capital return story

HP Inc. is attractive due to its growth potential and commitment to returning 100% of free cash flow to shareholders. The company's focus on AI-enable...

October 17, 2023, 12:53 am

Universal display: bullish update with multiple tailwinds

Universal Display's shares outperformed the S&P 500 by gaining 65%, compared to the index's gain of 17%. Q2/2023 earnings and outlook show revenue gro...

October 16, 2023, 11:31 am

Why enphase should likely be valued higher

Enphase Energy is a global leader in solar microinverter technology, offering best-in-class solar power solutions. The recent pullback and the company...

October 14, 2023, 6:50 am

Buy gdx before it's too late

Gold miners have faced headwinds due to shifting interest rate expectations, impacting their performance and market dynamics. It looks like GDX could ...

October 13, 2023, 2:52 pm

Terreno (trno) continues acquisitions, buys brooklyn property

Terreno's (TRNO) recent spate of acquisitions of industrial properties is likely to aid it in banking on solid industrial real estate market tailwinds...

October 13, 2023, 12:46 pm

Terreno (trno) boosts portfolio with redondo beach property

Terreno's (TRNO) recent acquisition of an industrial property in Redondo Beach is likely to aid it in riding solid industrial real estate market tailw...

October 12, 2023, 3:02 pm

Vym etf: the tailwinds outweigh the headwinds

VYM's screening mechanism is rather shallow and it could do with supplemental screeners. However, VYM's volatility profile is rather low and it has pe...

October 11, 2023, 10:02 am


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