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Pdi vs. rcs: where the spread is not justified

The PIMCO Dynamic Income Fund carries significant risk due to its concentration in non-agency mortgage-...

July 3, 2023, 10:41 pm

American tower (amt) rides on wireless demand, acquisitions

American Tower (AMT) is well-poised to gain from the rising demand for wireless connectivity and its strategic acquisitions despite customer ...

June 30, 2023, 2:27 pm

High costs, geographic concentration hurt bank of hawaii (boh)

Bank of Hawaii (BOH) is likely to be affected by rising costs, declining fee income and geographic concentrati...

June 29, 2023, 2:24 pm

Sphq: strong risk/reward ratio beats the s&p 500

We are reviewing Invesco S&P 500 Quality ETF, highlighting its construction, performance, and potential risks. This ETF tracks high-quality stocks fro...

June 29, 2023, 1:30 pm

Acme lithium reports encouraging lithium concentration results at clayton valley project

ACME Lithium Inc. (CSE:ACME, OTCQB:ACLHF) has reported additional results from its Phase 2 expanded drill program at its Clayton Valley lithium brine ...

June 26, 2023, 9:31 am

Ftxo: an underperforming banking etf with attractive yields

First Trust Nasdaq Bank ETF is a US large-cap banking ETF with a steady dividend yield of 3.75% and a high dividend growth rate of 30%. The fund exper...

June 26, 2023, 12:05 am

Vuzix: go big or go home (2023 june update)

Vuzix Corporation, a smart glasses and augmented reality manufacturer, showed improved financial performance in 2023 Q1, with increased revenue and gr...

June 25, 2023, 9:13 pm

Kbwy: high concentration in overleveraged small-cap reits at the wrong time

Invesco KBW Premium Yield Equity REIT ETF has underperformed the S&P 500 by 6.6% since April 4, 2023, when I issued a sell recommendation. KBWY's high...

June 23, 2023, 6:15 pm

Apple is nearly 50% of warren buffett's portfolio -- but he's spent almost twice as much buying another stock

The Oracle of Omaha is a big fan of portfolio concentration as evidenced by tech stock Apple accounting...

June 23, 2023, 5:06 am

Fxo: leverage the equal-weighted strategy amid low consumer sentiment

First Trust Financials AlphaDEX Fund ETF demonstrates strong long-term performance, with a total return of 55% in the past 3 years and 33% in the past...

June 22, 2023, 8:03 am

Add an equal-weight component to mid-cap exposure

Getting mid-cap exposure strikes the perfect balance for investors looking for the growth of small caps and the stability of large caps. An equal-weig...

June 21, 2023, 11:21 am

Corecard: building a moat in program management and processing software

CoreCard Corp. is a leading provider of program management and processing software for financial products, with a strong competitive moat built on hig...

June 20, 2023, 11:11 pm

Calavo growers: risky, but undervalued thanks to avocado market and reorganization

Calavo Growers, a company dedicated to the packaging and sale of agricultural products, mainly avocado and papaya, may grow due to the international g...

June 20, 2023, 1:25 am

Vde: when the recession hits, you don't want to be here

The Vanguard Energy Index Fund ETF is expected to suffer due to the coming recession. VDE has a concentration<...

June 19, 2023, 1:17 pm

Icln: bad performance with potentially worse outlook

The iShares Global Clean Energy ETF has underperformed the S&P 500 and the iShares ESG Aware MSCI USA ETF while slightly outperforming the SPDR S&P Oi...

June 19, 2023, 8:37 am

Everything coming up roses for eww, mexico stocks are a buy

The iShares MSCI Mexico ETF has outperformed the S&P 500 over the last three years, with a 31% total return year-to-date. EWW has a higher dividend yi...

June 16, 2023, 5:34 pm

Valley national (vly) rides on buyouts & rates amid high costs

Opportunistic acquisitions, decent loan demand and higher rates support Valley National's (VLY) financials amid elevated expenses and loan ...

June 16, 2023, 9:20 am

Verra mobility: an underappreciated compounder

The set-up for Verra Mobility is interesting as de-SPACs are unloved by the market and risks regarding customer ...

June 15, 2023, 2:58 am

Rxo: innovative technologies supporting transportation, and cheap

RXO Inc., the fourth largest broker of full truckload freight transportation in the US, has a positive outlook for 2023 due to strong customer relatio...

June 13, 2023, 5:31 pm

3 simple ways to boost concentration while trading

The more you can stay focused on your ongoing experience, the more you can trade effortlessly and skillfully. Here are some tips that can help boost <...

June 12, 2023, 12:05 pm


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