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The pave etf: infrastructure investment thesis still fully intact
The PAVE ETF is up ~12% and outperformed the S&P 500 by ~11% since my buy-rated article of last April. However, and despite the high inflation and hig...
February 22, 2023, 5:46 pm
Rent the runway is making the right moves, but debt remains an issue
RENT has been making moves to improve its margins and cost structure. However, its high-interest debt is somewhat onerous....
February 22, 2023, 3:49 pm
Firstcash holdings: will credit continue to be benign?
FirstCash Holdings is a leading operator of pawn stores in the U.S. and Latin America. Pawn is countercyclical and does well in challenging environmen...
February 22, 2023, 1:47 pm
Enbridge: pivotal buying moment
Despite having solid visibility over its cash flows, Enbridge is currently in the midst of a growth normalization phase. However, its NTM dividend yie...
February 22, 2023, 10:00 am
Provention bio: good prospects in type 1 diabetes, but patent protection is a worry
PRVB got its teplizumab approved last year. The molecule is a wonderful new addition to T1D therapy; however, it has been in development for decades....
February 22, 2023, 9:13 am
Texas instruments: a buy for the long-term dividend investor
TXN hasn't been able to escape the slowdown, with revenue declining year-over-year in the latest quarter. However, thanks to their 'boring' chips, the...
February 21, 2023, 4:25 pm
Amc stock alert: what to know about the legal action targeting ape conversion vote
Shares of AMC Entertainment (NYSE: AMC ) have been volatile on Tuesday, the first trading session of the holiday-shortened trading week. However, that...
February 21, 2023, 3:22 pm
Quality check: analyzing qdf's dividend strategy
QDF is a large-cap dividend ETF with a 2.31% dividend yield, 0.37% expense ratio, and $1.56 billion in assets under management. Delivering a sustainab...
February 21, 2023, 3:20 pm
The 3 best monthly dividend stocks to buy now
Investors are teetering on the brink of madness, with inflation, fears of recession, and the potential for higher interest rates. However, in order to...
February 21, 2023, 2:01 pm
Zim integrated is a hold
Freight rates are now equal to their pre-pandemic levels. However, the decreasing pace of freight rates is not as high as before, and I predict the pa...
February 21, 2023, 12:57 pm
Lloyds bank concludes banking season on wednesday, plus mining with rio tinto and hochschild
Lloyds Banking Group PLC (LSE:LLOY) shares have stumbled in the run-up to its annual results, dragged down by the 6%-7% falls for Barclays and NatWes...
February 21, 2023, 11:00 am
Domino's pizza rated ‘underperform' as jefferies highlights medium-term concerns
Domino's Pizza is slated to report fiscal 2022 earnings Thursday, but analysts at Jefferies aren't seeing enough to change their ‘underperform' rati...
February 21, 2023, 10:56 am
What's in the cards for iron mountain (irm) in q4 earnings?
Iron Mountain's (IRM) resilient storage and record management businesses, and high demand for data centers are likely to have aided its Q4 earnings. H...
February 21, 2023, 9:02 am
Mobileye: can this self-driving leader benefit from the ai boom?
Self-driving cars are one of the hottest topics in the auto industry, however, many view the adoption as “zero-to-one.” Mobileye (NASDAQ: MBLY), a...
February 21, 2023, 8:38 am
Why albemarle stock is a long-term buy for an inevitable future?
Albemarle Corporation (NYSE: ALB) stock spiked higher after the company's bullish earnings report on February 16. However, the stock has since given u...
February 21, 2023, 7:12 am
Cf industries remains significantly undervalued
In this article, I start by assessing the nitrogen fertilizer bull case, which has weakened a bit since last year. Slower demand and lower overseas na...
February 21, 2023, 4:37 am
Glu: amortizing nav fund
GLU invests in utilities and other defensive income-producing securities. GLU pays a forward yield of 7.8%. However, the yield has been funded by liqu...
February 21, 2023, 12:16 am
Jpmorgan chase: well positioned to work out the decent potential
JPMorgan posted solid financials on the prints, however, with sourness reflecting the revision of future macro outlook. I believe the US economy still...
February 20, 2023, 11:33 pm
The 7 best dividend-paying consumer staples stocks
Consumer staples stocks are not exactly the sexiest investments out there. However, with the market volatility over the past several months, it's best...
February 20, 2023, 3:00 pm
Host hotels & resorts: inflationary pressures could cause headwinds
Host Hotels & Resorts, Inc. has seen a strong recovery in overall RevPAR. However, revenue growth could increasingly plateau in the face of higher pri...
February 20, 2023, 1:34 pm
