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Even with end of the vogtle saga, southern co. is a hold
Southern Company is a reliable utility company with a long track record of sales and EPS growth, leading to a reliable dividend. The company faces ris...
June 25, 2023, 10:23 pm
Breaking the spy and bonds dilemma: the case for mmf
Amidst an exorbitant valuation, looming downside risks, and the compelling FOMC dot plot projection, the time has come to embrace the allure of short-...
June 25, 2023, 7:11 am
Beyond meat: we are still not buying after the recent rally
Beyond Meat's profitability and efficiency have not shown significant improvement over the past five years, making it an ...
June 23, 2023, 7:27 pm
Kura sushi: momentum gone
Kura Sushi's revenue growth is decelerating, and profitability metrics have not improved significantly despite aggressive increases. The company faile...
June 23, 2023, 9:53 am
Alty: 7% yield etf beating competitors, yet unattractive
Global X Alternative Income ETF is a multi-asset fund with a 7.3% yield. It has beaten its 3 closest competitors since 2018, and also in 2023. However...
June 22, 2023, 3:07 pm
Banco santander (brasil) stock: lackluster performance, not warranting a buy
Santander Brasil's latest results show weak performance and lower confidence in dividends returning to previous levels. The bank faces challenges in e...
June 22, 2023, 9:36 am
Applied materials: exceptional business, but valuation is unattractive
Applied Materials (AMAT) is a high-quality business with strong financial performance and shareholder-friendly capital allocation. The company's valua...
June 22, 2023, 6:45 am
Finx: unattractive dividends may diminish popularity among investors
FINX provides investors with broad exposure to the emerging financial technology sector, investing in both technology and financial stocks. FINX has a...
June 14, 2023, 2:40 pm
Tencent music entertainment: staying on the sidelines
Tencent Music Entertainment Group shares surged by +8.3% on May 17 after announcing good Q1 results and guidance, but the stock lost all its gains in ...
June 12, 2023, 1:44 pm
Nugt: leverage and compounding has made this gold miners 2x etf unattractive
Gold production is higher than gold consumption, which might be a reason for gold prices not skyrocketing, despite the current uncertain economic scen...
June 12, 2023, 4:57 am
Flia: unexciting international bond fund
The Franklin International Aggregate Bond ETF has a poor historical total return profile, with a negative 1.71% return since inception. The fund's hed...
June 9, 2023, 3:10 pm
Carvana stock: short squeezes always end in tears
Carvana stock exploded higher yesterday in a classic short squeeze rally. While this episode of buying can send the stock a lot higher, it's completel...
June 9, 2023, 9:36 am
The curious case of etv, a 9% yielding cef
Eaton Vance Tax-Managed Buy-Write Opportunities Fund has underperformed the S&P 500 this year, with a 6% increase compared to the index's 12% return. ...
June 6, 2023, 5:45 am
Vodafone stock vs bt: both are unattractive but one is better
Vodafone (LON: VOD) share price has been in a freefall this year as concerns about the company continues. The shares plunged to a low of 74.42p on Fri...
June 2, 2023, 9:45 am
The beauty of reit dividend aristocrats
A portfolio exposure to dividend aristocrats is extremely topical in periods where the economic dynamics are volatile and imply an elevated probabilit...
May 10, 2023, 4:05 pm
Socl: not expensive but unattractive in volatility-adjusted terms
SOCL invests in a global portfolio of companies that have business exposures to social media. SOCL's portfolio is global but relatively concentrated....
May 2, 2023, 4:51 am
Emxc: unattractive etf investing in potentially high-growth segments
iShares MSCI Emerging Markets ex China ETF consistently generated a yield of less than 3 percent, and its total return was extremely poor, and the fun...
April 12, 2023, 1:46 pm
Albemarle's valuation is approaching attractive levels
With the EV frenzy still in full swing, Albemarle's stock price recently rose to all-time high levels that were starting to become ...
March 31, 2023, 5:13 am
Fdd: unattractive european dividend etf
First Trust Dow Jones STOXX European Select Dividend 30 Index ETF selects 30 European stocks with high yields relative to country averages. The heavie...
March 29, 2023, 1:59 pm
Rem: real estate facing a deep freeze
REM invests in mREITs that hold residential and commercial mortgages. I believe regional bank deposits are structurally ...
March 27, 2023, 1:14 pm