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Game over for bulls? unveiling the bearish thesis on espo
I am bearish on ESPO at current levels due to deteriorating fundamentals, high valuations, and a potential market shift favoring bears. The current ma...
June 19, 2023, 11:15 am
Petrobras: chasing ~20% dividend yields despite the geopolitical risks
PBR's income investment thesis remains attractive, due to its low break-even cost and higher Brent oil ...
June 19, 2023, 9:30 am
Tech ruled the first half of 2023, the industry you need to watch in the second half
Tech stocks have staged a massive comeback in 2023, but value investors should consider looking into currently unloved sectors like healthcare. The he...
June 19, 2023, 9:00 am
Buy the dip: 8% to 13% yields getting too cheap
Buying stocks when their prices dip can be a good tactic for income investors, as it allows them to increase their income at a faster rate. TriplePoin...
June 19, 2023, 7:35 am
Yielding 7% and down 60% - i'm starting to like kilroy
Kilroy Realty Corporation, an office REIT with assets on the West Coast, has seen its stock fall 60% from its all-time high, but its strong quarter an...
June 19, 2023, 6:15 am
Cgs-cimb securities: dividend yield play to keep local equities attractive
This article first appeared in Capital, The Edge Malaysia Weekly on June 12, 2023 – June 18, 2023 MORE investors are investing abroad in search of b...
June 19, 2023, 6:14 am
Mub: muni bonds still a reasonable alternative (upgrade to buy)
The iShares National Muni Bond ETF offers investors an unleveraged and multi-state exposure to generate tax-free income. As rate hikes started aggress...
June 19, 2023, 5:48 am
Mondi: interestingly valued dividend payer in a special situation
Mondi, a leading paper and packaging company, is a top choice for investors looking to tap into the industry, offering high returns on capital, low in...
June 19, 2023, 5:41 am
Aisin corporation: a solid automotive play you've likely never heard of
Aisin Corporation, a Japanese automotive company, has been rated a 'buy' due to its cheap stock and long-term potential. The company has experienced r...
June 19, 2023, 5:07 am
Arista networks: huge potential at an attractive valuation
Arista Networks is well-positioned to benefit from the growth in artificial intelligence due to its leading position in the data center equipment spac...
June 19, 2023, 4:31 am
Charles schwab: massive revaluation potential in 2023
Charles Schwab attracted $20.7B in core net new assets in May. Total client assets to $7.65T, showing 5% Y/Y growth. The financial services company is...
June 19, 2023, 3:58 am
Igib: riding the wave of investment-grade bonds in turbulent times
Investment-grade bonds offer an attractive opportunity in the current economic climate, with declining ...
June 19, 2023, 3:11 am
Tyson foods: attractive valuation on strong fundamentals and insider buying
Tyson Foods, the largest U.S. producer of processed meat and protein-based products, is trading at an attracti...
June 19, 2023, 2:32 am
Lovesac: increasing customer loyalty through reverse compatibility innovations
The Lovesac Company has an attractive business model incentivising repeat purchases and upgrades in a c...
June 19, 2023, 2:03 am
Sovos brands: business remains strong but valuation is rich now
Sovos Brands has experienced strong growth and momentum, primarily driven by its Rao brand, with the potential for increased household penetration and...
June 19, 2023, 12:11 am
Striking gold with agnico eagle mines: why i'm looking to invest
Gold is a tricky asset class to predict, with its value driven by macro headwinds and monetary policy expectations. Agnico Eagle Mines is a well-manag...
June 18, 2023, 11:10 pm
Zuora: take advantage of this momentum (price target increase)
Zuora, a subscription revenue-management software company, has seen its share price jump ~75% year to date, with potential for further growth. Zuora h...
June 18, 2023, 12:01 pm
Spdw: growth profile not attractive
The SPDR Portfolio Developed World ex-US ETF has an inferior growth profile compared to the S&P 500 index, underperforming it significantly in the lon...
June 18, 2023, 8:31 am
Deciphera is a buy in expectation of a significant comeback
After a period of bad news, DCPH has slowly inched back into a positive period. They have a lot of good news and some upcoming catalysts. Current pric...
June 18, 2023, 7:02 am
Lantheus: pylarify and definity driving strong growth
Lantheus is growing revenue and earnings at an above-average pace. The strong pipeline of Phase 3 compounds can sustain growth for multiple years. The...
June 18, 2023, 3:54 am