As a value investor, I like beaten-down sectors that the market has left behind. Examples include the oil industry in 2020 and in 2025, when many names in the sector traded at rock-bottom valuations.
U.S. 30Y Treasury yields hit 5.197%, the highest since July 2007, with Japan, U.K., and Germany breaking multi-decade or record highs in the same week. Energy-driven inflation, fiscal supply pressure ...
Grab demonstrates strong gross bookings growth and resilience despite macroeconomic turmoil and a ~30% stock decline over the past year. I reiterate my buy rating, citing a mismatch between negative ...
I've stayed positive on Contemporary Amperex Technology Co., Limited (CYATY) (CTATF) (3750.HK), also known as "CATL." Events in the current month send me a clear message about CYATY's untapped ...
NVIDIA Corporation (NVDA) is one of the most profitable companies on the planet and currently the largest by market cap, and it recently reported earnings. As expected, the tech behemoth reported ...
Since its launch in 1984, the Russell 2000 has provided a consistent and comprehensive record of the US equity market’s small company segment. Historic US stock market performance data collected by ...
Chiron Real Estate reduced its monthly dividend by 36% to $0.16, reallocating capital toward high-return portfolio expansion. XRN is acquiring three luxury senior housing communities for $425 million, ...
Generally speaking, I'm interested in investing in quality telecommunication providers. The only time when I am not that "into it" is when the companies are overly risky, overvalued, or have some ...
RTX Corporation is rated a buy with a $201.85 price target, reflecting a 14% upside on conservative 2027 FCF estimates. RTX uniquely benefits from both surging global defense spending and robust ...
No two utilities are identical. Often, utility companies can be compared to one another, especially if they're regulated or non-regulated utilities. There are some comparisons there if they mean in ...
GDS Holdings remains a Hold as near-term revenue growth is hampered by execution lags despite robust AI-driven bookings. Bookings exceeded the 500 MW annual target, but actual move-ins and revenue ...
Preferred stocks and baby bonds are among the more neglected asset classes in the financial markets. They almost receive no coverage or dedicated research from Wall Street analysts and are ignored by ...