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The dividend driver: return on equity
A key driver of long-term compound returns is dividend growth, which is driven by corporate profitability...
June 13, 2023, 1:02 am
Robinhood: a rebound is coming
Robinhood's key metrics show sequential improvement in revenue, deposits, MAUs, and profitability. The ...
June 12, 2023, 5:30 pm
Schd: what's driving this leading dividend growth etf to underperform?
SCHD is the ultimate long-term core holding for dividend growth investors. Its 3.69% dividend yield, double-digit dividend growth rate, 0.06% expense ...
June 12, 2023, 2:27 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
Procore technologies: pulled forward profitability timeline
I upgraded my rating from Hold to Buy given the strong 1Q23 results and an upward revision of FY23 guidance. PCOR's large customer backlog and exposur...
June 12, 2023, 12:50 pm
3 select high yield dividend picks screened for value and profitability
Three stocks for income-driven investment strategies: Golub Capital BDC, Owl Rock Capital, and Broadstone Net Lease. These stocks were chosen based on...
June 12, 2023, 9:38 am
Ares management: credit competency makes it a sector standout
Ares Management Corporation has been the best-performing private asset manager (private equity/private credit) this year, with its stock returning 34....
June 10, 2023, 10:10 pm
Sportradar group ag is the most attractive name in an attractive market
Sportradar is a leading player in the fast-growing sports betting market, with strong revenue growth and profi...
June 9, 2023, 5:46 pm
Sibanye stillwater: have valuations finally struck gold?
Sibanye Stillwater Limited is a South African mining and metals processing group currently undervalued by 74% due to a difficult 2022 marked by operat...
June 9, 2023, 2:58 pm
Nextier: a multiple adjustment is coming
After a few tough years, over which oil prices turned negative, NexTier Oilfield Solutions Inc. ( NEX , Financial) is on the verge of massive ...
June 9, 2023, 2:36 pm
Wayfair: investor concerns and our target price
Wayfair's stock increased by 10% after JPMorgan added it to their focus list. The stock had gone up 52% since our initial coverage on May 19, 2023. De...
June 9, 2023, 1:02 pm
Is ambarella stock a buy right now?
A cyclical downturn is still hurting Ambarella's sales and earnings. Investors should watch the stock for signs of more stable ...
June 9, 2023, 8:42 am
Deep: margin compression, sluggish growth, liquidity weigh on the rating
DEEP is a passively managed fund with a solidly designed strategy that places emphasis on the value, small-cap, and quality factors. DEEP has grossly ...
June 9, 2023, 6:39 am
At&t: i like big yields and i cannot lie
AT&T's recent stock price drop has created a high dividend yield of approximately 7%, attracting investors seeking passive income. The company's divid...
June 9, 2023, 4:28 am
Xlv vs. vht: a head-to-head healthcare etf comparison
The Health Care Select Sector SPDR ETF and the Vanguard Health Care ETF are the two most popular Health Care ETFs, with a combined $57 billion in asse...
June 8, 2023, 11:17 pm
Carvana continued its bear-busting journey
Carvana's stock has seen an overall increase of 170% since our initial coverage on May 1, 2023. CVNA stock surged due to improved ...
June 8, 2023, 10:16 pm
Selectquote's focus on profitability is beginning to show
SelectQuote, Inc. reported its FQ3 2023 financial results on May 10, 2023. The company operates insurance exchange services for Medicare Advantage and...
June 8, 2023, 5:36 pm
Rent the runway stock tumbles despite 1q beat as investors seek profitability over growth
Rent The Runway Inc stock tumbled despite the company reporting first-quarter financial results in fiscal year 2023 that beat Wall Street earnings and...
June 8, 2023, 11:08 am
B&g foods: long-term strategy now off the table
B&G Foods shares have lost almost 50% of their value in the past 13 months, despite attempts to recover their 200-day moving average. The company's di...
June 8, 2023, 11:07 am
Ftxg: can a strategy change save this struggling food and beverage etf?
FTXG selects 30-50 U.S. food and beverage securities based on gross income, return on assets, and price momentum. These screens went into effect on Ma...
June 8, 2023, 8:34 am