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Skyworks: Buy This Undervalued Dividend Machine
Skyworks Solutions is undervalued, trading at a 13.3 forward P/E and offering a 4.6% dividend yield. SWKS is diversifying beyond Apple, with broad market segment sales up 11% YoY and strong growth in ...
Ingredion: Defensive, High-Yield, Undervalued, And Transforming For Growth
Ingredion is reiterated as a Buy, supported by strong financial health and robust free cash flow exceeding guidance. INGR advances strategic pillars—protein and clean label ingredients—while completin...
The Bottom Fishing Club: Insight Enterprises - Unloved AI Hardware/Software Buildout Pick
Insight Enterprises is rated a Buy up to $100, driven by deep undervaluation on a 60% price drop with stabilizing fundamentals. NSIT trades at 6.8x forward EV/EBITDA and offers a 9.7% trailing free ca...
DXC Technology Is Worth A Look (Technical Analysis)
DXC Technology presents a bullish technical setup following strong earnings, improved cash flow, and ongoing share buybacks and debt reduction. Despite a projected 4% revenue decline, professional mon...
The New Oxford Lane Capital: Using Retained Earnings To Rebuild 2026 Book Value
Oxford Lane Capital is shifting its priority toward a "stable or growing NAV" by retaining more cash flow. Retained Capital: The new $0.20 monthly distribution allows the fund to keep roughly 40% of i...
Central Securities Corporation: If You Like Blue Chips Below NAV, Year After Year
Central Securities Corporation consistently trades at a double-digit NAV discount, currently around 15.65%, yet delivers strong long-term compounding. CET's capital-first mandate avoids leverage, opti...
Centene: Aggressive Re-Pricing/Cuts Deliver Improved Margin Of Safety - Reiterate Buy
Centene Corporation's multi-year margin recovery is underpinned by the aggressive premium hikes of mid +30%, the increased vigilance against fraud, and the reduction of unnecessary utilization. This i...
3 Cannabis REIT Stocks Offering Income Potential in Q1 2026
The cannabis industry continues to evolve as legalization expands and regulations slowly improve. While many investors focus on plant-touching companies, others prefer lower-risk exposure. This is whe...
AMD Q4 Earnings: 3 Reasons For The Knife To Fall More
Advanced Micro Devices shares corrected over 21% post-earnings, but I see more downside pressure ahead. AMD's price pullback thus far is actually mild compared to historical volatility given the deep ...
Stellantis: Strategic Reset Needs To Show Results (Rating Downgrade)
Stellantis N.V. is changing its strategy under Antonio Filosa's leadership, moving the company closer to actual consumer demand. A pullback of EV investments is expensive but seems warranted. Actual E...
Oakmark International Strategy Q4 2025 Contributors And Detractors
Oakmark International Strategy Q4 2025 Contributors And Detractors
From Silicon To Steel: The Value Trade Returns
U.S. equity markets diverged sharply as cooling labor data revived Fed rate-cut expectations, accelerating a value rotation and pressuring growth amid scrutiny and an unwind of the dollar debasement t...
Alpine Income Property Trust: The Train Hasn't Left The Station Yet
PINE is upgraded to Buy after outperforming prior expectations with a ~45%+ total return since last coverage. PINE remains one of the cheapest players in the REIT sector, trading at over $19.5 per sha...
New Jersey Resources: Consistency At The Core, Optional Growth At The Edges
New Jersey Resources is a regulated utility delivering stable earnings and increased FY2026 guidance, supported by resilient Q1 results and a disciplined balance sheet. NJR's core utility, New Jersey ...
Rocket Lab: Neutron Setback, Now An Opportunistic Rating Upgrade To Buy
Rocket Lab is upgraded to buy, following a sharp price retreat and opportunistic entry point ahead of Q4 earnings. Neutron rocket schedule setbacks persist, with the first launch now likely delayed to...
AEF: Emerging Market Ex-China Exposure With 9% Yield And 10% Discount
abrdn Emerging Markets ex-China Fund offers diversified emerging market equity exposure, excluding China, with a forward yield of 9.11% and a -10.3% discount. The fund is concentrated in Taiwan, India...
Intuit: AI Fears Are Likely Overdone
Intuit: AI Fears Are Likely Overdone
Luckin Coffee Takes Shot At Starbucks With Flagship And Costa Rumors
Luckin Coffee is taking a direct swipe at Starbucks' premium ambitions with the opening of a flagship store in Shenzhen, China that pushes the fast-growing chain beyond its roots as a seller of cut-pr...
Brookfield Asset Management: A High-Quality Dividend Growth Machine
Brookfield Asset Management has become more attractive after an 8% stock price drop and a 15% dividend hike since December. FRE surged 28% in Q4 and 22% for FY2025, with margins improving to 61% and 5...
Hercules Capital: Why I Am Buying The Liberation Day-Like Collapse On Overblown AI Panic
Hercules Capital has experienced a sharp selloff, creating a material buying opportunity as market panic over AI-driven software disruption appears overblown. HTGC's credit portfolio remains resilient...
BAM: Price Down, Fundamentals Up
Brookfield Asset Management offers a rare asset-light model, targeting 15%+ EPS growth while distributing ~95% of net income to shareholders. BAM fundamentals are accelerating, with record Q4 fundrais...
Namibia's energy ministry blasts TotalEnergies, Petrobras for not following procedure
Namibia is concerned that TotalEnergies and Petrobras had acquired new offshore positions in the Luderitz Basin without informing the energy ministry or getting the necessary approval, it said in a st...
Heartland Mid Cap Value Strategy Q4 2025 Portfolio Activity
J.B. Hunt Transport Services was our top contributor in the sector and for our portfolio in the quarter. In the quarter, we initiated a new position in MarketAxess Holdings, a Quality Value company th...
Brandywine Realty Trust: Turnaround Efforts Advance As The 2027 Challenge Looms
Brandywine Realty Trust remains a Buy, offering a turnaround opportunity as management advances balance sheet improvements and asset sales to address 2027 debt maturities. BDN's Q4 results showed stab...
Top Wall Street analysts like these stocks for long-term growth potential
In recent earnings, some companies proved their ability to capitalize on solid growth opportunities offered by the ongoing AI boom through strong execution.
CME Group's Strength Is Clear, But The Stock Looks Fully Valued
CME Group remains a Hold; shares reflect robust fundamentals but limited near-term upside at 25x forward earnings. CME posted record annual revenue and earnings, with Q4 operating margins near 67% and...
Federal Signal: Worth A Buy Before Q4 Results
Federal Signal Corporation delivered robust Q3 2025 results, with double-digit revenue and EPS growth, and raised full-year guidance. Both Environmental Solutions and Safety & Security Systems segment...
NetApp: The Valuation Upside Reflects Growth In 2026E
NetApp is rated a 'Buy' at $105/share, offering a 15%+ annualized upside to a fair value of $136/share by 2028-2029E. NTAP's stable margins, proven 12%+ long-term EPS growth, and high customer retenti...
Despite Some Uncomfortable Circumstances, La-Z-Boy Doesn't Deserve A Downgrade
La-Z-Boy remains a soft ‘buy' due to its fortress balance sheet, attractive valuation, and resilient strategy amid industry headwinds. LZB faces near-term margin and same-store sales pressure, but man...
What to Expect in Markets This Week: Delayed January Jobs Report, Inflation and Retail Sales Data, Earnings From Cisco, Coca-Cola, McDonald's, Ford
A trifecta of key economic releases and earnings from several noteworthy firms will be of interest to market watchers this week.
Julius Baer CEO calls for Swiss public register of rogue bankers to protect reputation
Switzerland should maintain a public register of bankers who have violated their professional duties, as it continues to rebuild its reputation following the Credit Suisse collapse, the director of Zu...
Meta CTO says cuts to Reality Labs are 'real cause for sadness' — but the company is still 'bullish' on VR
Meta CTO Andrew Bosworth said that cuts to the company's VR efforts were "a real loss." Bosworth said Meta was still "bullish" on VR, but that the company's investment had to "match the size of growth...
Enbridge Preferred Stock: Still The Best Investment Grade Preferred Stock
Enbridge is a diversified energy company with a solid investment-grade credit rating of BBB+, with their preferred stocks rated at BBB-. ENB reset-rate preferred stock, ticker EBBNF (ENB.PF.U) is like...
Nvidia: Buy The Dip
Nvidia is rated a strong buy with a $219 price target, offering 25% upside and countering bearish views of a potential AI bubble collapse. The company's competitive moat is built on vertical integrati...
Black Widow Orders And 4Q25 Surge Signal Red Cat's Path To Repeat Revenue
Red Cat Holdings is transitioning from a niche drone developer to a scaled defense contractor, driven by rapid contract wins and international expansion. RCAT projects 4Q25 revenue of $24–$26.5M, a dr...
United Bankshares: I'm Not Ready To Downgrade This Play Today
United Bankshares remains a soft ‘buy' as fundamentals and profitability have improved, though the easy money has likely been made. UBSI's balance sheet is robust, with rising deposits, expanding comm...
Boyd Gaming: 2026 Is The Investment Year
Boyd Gaming remains a 'buy,' offering above-average margins, recession resilience, and strong capital returns. Q4 softness stemmed from Las Vegas visitation declines, especially in the Rooms segment, ...
PHK: Flat Earnings Can Threaten Dividend Coverage
PIMCO High Income Fund delivered a flat share price over the past year, but total return reached nearly 12% with distributions. PHK's recovery from early 2025 declines demonstrates resilience, though ...
Microsoft's $625 Billion AI Flywheel
Microsoft's commercial RPO reached $625 billion, up 110% YoY, with roughly $156 billion converting within 12 months. Azure and other cloud services revenue grew 39% YoY, driving Microsoft Cloud's topl...
SoFi Technologies: The Pullback I've Been Waiting For
Fee revenue grew from $260M in 2021 to $1.5B in 2025, surpassing 40% of total adjusted revenue. Q4 added 1M members and 1.6M products, with cross-buy reaching 40%, improving growth efficiency and marg...
Palo Alto Vs. Fortinet: Why Fortinet Comes Out On Top
Palo Alto leads in market share and recurring revenue diversification but faces slowing subscription growth amid intensifying competition. Fortinet is favored for robust profitability, strong revenue ...
Annaly Capital: Strong Rate Setup For 2026
Annaly (NLY) is rapidly expanding its mortgage-backed securities portfolio, delivering strong Q4 results with robust net interest income and book value growth. NLY's net interest spread rose to 0.93%,...
American Battery Technology: Another Good Quarter Under The Belt
American Battery Technology Company is progressing toward profitability, leveraging large-scale mineral deposits amid the U.S. electrification boom. ABAT benefits from Department of Energy support, in...
UBS banked Ghislaine Maxwell for years, moving her money after Epstein's arrest
Swiss wealth giant UBS opened accounts for Ghislaine Maxwell in 2014 just months after JPMorgan Chase decided to end its relationship with Jeffrey Epstein and helped her manage as much as $19 million ...
Super Bowl Is Our ‘Peak Moment,' Says BetMGM CEO
Adam Greenblatt, CEO of BetMGM, discusses the company's record 2025 performance and expectations for Super Bowl weekend. He tells Romaine Bostick and Katie Greifeld on “The Close” that there's concern...
AGG: Muted Volatility And Light Positioning, Why That's Bullish
I reiterate a buy rating on iShares Core US Aggregate Bond ETF (AGG), citing strong fixed income fundamentals and positive real yield prospects. AGG's 4.4% yield, low volatility, and favorable risk-ad...
Indian refiners avoid Russian oil in push for US trade deal
Indian refiners are avoiding Russian oil purchases for delivery in April and are expected to stay away from such trades for longer, refining and trade sources said, a move that could help New Delhi se...
Near-Term Outlook For MDU Resources Is Good, Not Great
Near-Term Outlook For MDU Resources Is Good, Not Great
DIV: Global X SuperDividend ETF Uses A Highly Unsound And Risky Strategy
DIV offers an extremely attractive yield in the 6-7% range. However, its selection process is unsound, and many holdings benefit from generous buffer screens, implying the main criteria are insufficie...
Perfect Corp: The Pendulum Swings
Perfect Corp went public via a SPAC merger in October of 2022. The market has a pessimistic view of SPACs after the SPAC boom and bust during the COVID-19 years. This market pessimism has driven PERF'...
Under Armour: Sell The Spike
Under Armour saw a 20%+ stock spike after Q3 results, but I reiterate a sell rating due to persistent fundamental weaknesses. UAA's North America revenue declined -10% y/y, worsening from Q2, and foot...
MetLife: Limited Upside Given VII Reliance
MetLife is rated a 'hold' due to modest upside, stable dividend, and shares trading slightly below fair value. MET's 'New Frontier' restructuring targets 10% EPS growth, 15-17% ROE, and an 11.3% expen...
Sharplink: An Unfairly Penalized Ethereum Treasury Company
Blood is on the Ethereum streets, and Sharplink hasn't been spared. Compared to a pure play Ether long position, Sharplink offers some unique advantages. A closer look at Sharplink's price and underly...
EMB: Solid Emerging Market Bond ETF, But Stronger, Cheaper Choices In The Market
Emerging market bonds have some of the highest dividend yields in the market right now. EMB is a simple emerging market bond index ETF, focusing on quality bonds, with significant investments in riski...
Hims & Hers removes a knock-off weight loss drug days after introducing it
Hims & Hers introduced a once-a-day weight loss pill on Thursday. Then, on Saturday, the company said it would stop offering the pill to customers.
Dorsey's Block cutting up to 10% of staff, Bloomberg News reports
Jack Dorsey's fintech Block is considering cutting up to 10% of its workforce during annual performance reviews, Bloomberg News reported on Saturday citing people familiar with the matter.
Hims & Hers pulls copycat weight-loss pill after threats of legal action
Hims & Hers on Saturday said it would stop offering its copycat Wegovy weight-loss pill. The decision comes after Novo Nordisk, maker of Wegovy, and the U.S. Food and Drug Administration threatened le...
Roche's multiple sclerosis drug fenebrutinib meets goal in late-stage trial
Swiss pharmaceutical company Roche said on Saturday its experimental multiple sclerosis drug fenebrutinib met the main goal in a late-stage trial in patients with primary progressive multiple sclerosi...
Donald Trump Endorses Nexstar-Tegna Merger, And FCC Chair Responds: “Let's Get It Done”
Donald Trump gave his endorsement to Nexstar's proposed merger with Tegna, a transaction that would create a broadcast giant reaching 80% of TV households. On Truth Social, Trump wrote, “We need more ...
Hims & Hers to stop offering compounded semaglutide pill after FDA crackdown
Hims & Hers said in a statement on Saturday that it will stop offering access to the compounded semaglutide pill after the U.S. Food and Drug Administration said it would take action against the teleh...
State Bank of India (SBKFF) Q3 2026 Earnings Call Transcript
State Bank of India (SBKFF) Q3 2026 Earnings Call Transcript
IDVO Vs. DIVO: Why The International Twin Is Currently Outperforming Its U.S. Counterpart
This article compares the twin funds, IDVO and DIVO, which deliver divergent performance results despite their shared strategic DNA. IDVO's superior returns are driven by its unhedged currency exposur...
JD.Com: Priced For Collapse, Poised For 100% Upside
JD.com (JD) is deeply undervalued, trading at ~8 PE despite 15% YoY revenue growth in Q3 and a $12B net cash position. JD's logistics arm has become a strategic moat, driving 24% YoY growth in Q3 and ...
In reversal, Trump backs Nexstar's proposed acquisition of Tegna
President Donald Trump expressed support for Nexstar's offer to buy Tegna, which would significantly expand the network's reach. "Letting Good Deals get done like Nexstar - Tegna will help knock out t...
This 8.6% Dividend Is A Top Play On A REIT Revival
A multi-year disconnect in high-yielding REITs is about to turn on its head. When it does, these solid income plays are poised to shoot ahead of stocks.
JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains
JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains
Trump backs Nexstar-Tegna merger, says big TV networks need more competition
"We need more competition against THE ENEMY, the Fake News National TV Networks," Trump wrote. "GET THAT DEAL DONE!
India-US trade deal gives tariff-free access to Harley bikes, no reprieve for Tesla
India will slash tariffs on high-end American cars to 30% from as high as 110% and eliminate duties on Harley-Davidson bikes under an interim trade pact, an official said, but will not make concession...
GDX: Opportune Time To Reduce Gold Miners (Rating Downgrade)
VanEck Gold Miners ETF (GDX) appears to have experienced a blowoff top, resembling the 2011, 1980, and 1974 peaks in precious metals. I believe the recent parabolic move in GDX, with a 300% gain since...
Nearly a thousand Google workers sign letter urging company to divest from ICE, CBP
Hundreds of Google workers signed an open letter urging the company to cut its ties with ICE and CBP after rising violence. The letter also calls on the company to institute protections for its worker...
Visa: Business As Usual - Buy The Dip Before The Next Swipe Higher
Visa (V) remains a buy despite recent price weakness and near-term volatility, driven by economic uncertainty and regulatory threats. V continues to deliver double-digit growth in revenue, EPS, and fr...
Enel: Still A Buy With Balance Sheet Optionality
Utilities continue to screen attractively versus history and US peers, while Enel benefits from scale in renewables, regulated networks, and an emerging third earnings pillar linked to data centers. P...
FDG: Worth Buying The Dip On AI Worries
American Century Focused Dynamic Growth ETF delivers consistent outperformance versus the Russell 1000 Growth ETF benchmark with a concentrated, actively managed portfolio. FDG's portfolio emphasizes ...
How the Debt Problem is Fueling the Gold Market
The price of gold has experienced significant volatility this year, rising past $5,500 an ounce before plummeting in a matter of days. Yet overall, gold prices remain elevated from recent years and th...
Millicom International Cellular: Infrastructure Re-Rating Driven By Colombia Consolidation Edge
Millicom International Cellular earns a buy rating, driven by structural cash flow transformation and an anticipated re-rating toward digital infrastructure multiples. TIGO's Colombia consolidation an...
GPIQ Vs. QYLD Revisited: Structure Still Matters, Timing Now Does Too
GPIQ remains a buy for long-term investors, despite recent underperformance versus QYLD in a sideways market. GPIQ's active, growth-focused strategy preserves upside by covering only ~38.5% of its por...
JEPQ: Solid Income Vehicle, But Superior Alternatives Exist
JPMorgan Nasdaq Equity Premium Income ETF remains popular for high income, but I maintain a neutral rating due to persistent underperformance versus peers. JEPQ's ELN-driven strategy delivers strong r...
Barrick: Stars Aligning For Higher Valuation
Barrick Gold is rated a buy, driven by a compelling valuation discount to peers and catalysts like the Mali mine restart and potential US asset spin-off. B's EBITDA margins are set to exceed 70% in 20...
Our Bond: AI-Driven Personal Security Solution
Our Bond leverages AI-driven personal security services via a proprietary mobile platform, targeting global B2B and B2C markets. OBAI boasts 100% customer retention, rapid early adoption, and serves m...
Digital Realty Trust Proves AI Growth Remains Robust - Reiterate Buy
Digital Realty Trust demonstrates accelerating profitable growth, with FQ4'25 bringing forth growing bookings at higher rates, expanded cash renewal rates, and record high multi-year backlogs. This is...
My Top 2 Picks for 2026
January has flown by and it's been a bit of a whirlwind. The shortened holiday week of the 20th handed us the worst day for the market since October.
Oracle: Start Tranching In
Oracle is rated a strong buy, targeting $320 per share by 2028–2029, implying 100% upside from a value-tranche strategy. ORCL's $523B RPO backlog, robust cloud growth, and durable legacy cash flows un...
GPIQ: Buy Monthly Income From The Nasdaq While Uncertainty Is High
The Goldman Sachs Nasdaq-100 Premium Income ETF offers a 10.3% yield and monthly payouts, appealing to long-term income-focused investors. GPIQ's dynamic option-writing strategy buffers volatility but...
Oaktree Specialty Lending: Better Safe Than Sorry, I'm Still Avoiding
Oaktree Specialty Lending trades at a steep discount, P/NAV of 0.74x. The discount has pushed up the yield to a very attractive level of ~13%. The picture looks even better if we consider the fact tha...
XSW And The Crisis Of The Software Sector That You Need To Know
XSW tracks the S&P Software & Services Select Industry index through a passive replication mechanism. The result is about 140 holdings, where the average weight of each security is around 0.71%, which...
Palantir, Strategy, Amazon And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.
Fivespan brings amicable activism to Appian in a bid to lift the share price and build value
The activist firm prefers to take a "behind the scenes" approach when it works with a portfolio company.
A Once-In-A-Decade Chance To Win Big With REITs
The AI revolution is set to disrupt a lot of businesses and their stocks. As investors become increasingly worried about this value destruction, I expect capital to rotate towards AI-resilient asset c...
DTH: A Better International Dividend Strategy Following The 2025 Hype
WisdomTree International High Dividend ETF offers attractive valuation and a 4.6% yield, outperforming peers after a 50% rally in the past year. DTH's unique stock selection and underweight Japan posi...
ILF: Strong Long-Term Record, But Lacks Broad Latin American Exposure
iShares Latin America 40 ETF offers exposure to the region's forty largest public companies. ILF's portfolio is heavily concentrated, with approximately 82% in Brazil and Mexico, limiting true regiona...
Palantir: AI SaaS Winner Still Expensive - Bull Trap Plays Out
Palantir is a winner during the ongoing AI SaaS consolidation, as observed in the robust FQ4'25 numbers and the Rule of 127% outperformance, along with the outsized FY2026 guidance. Particularly, AIP ...
Gen Z is nostalgic for 2016 amid economic unease. Mall brands like Abercrombie & Fitch may see a revival
Gen Z is romanticizing 2016, a period many associate with a stronger economy and lighter cultural mood. Experts say nostalgia is functioning as a form of risk aversion, as consumers gravitate toward b...
Trump administration equity stakes pose risks to U.S. companies and markets
The Trump administration has taken stakes or has agreements to do so with at least 10 companies. The stakes range from critical mineral companies, like USA Rare Earth and MP Materials, to big industri...