The efficient market hypothesis (EMH) says that active equity management is a waste of time. Because stock prices incorporate all relevant information,…
Commercial Metals Company: Lower Steel Prices Placing Pressure On Net Sales (NYSE:CMC)
By Press Room
4 Mins read
Investment Thesis: I rate the stock as a Hold at this time. Commercial Metals Company (NYSE:CMC) is best known as being the…
Southern Copper: Positioned For Growth But Valuation Stretched (NYSE:SCCO)
By Press Room
7 Mins read
Introduction Southern Copper Corporation (NYSE:SCCO) is one of the world’s largest copper producers, with extensive mining operations in Peru and Mexico. With…
The Vanguard S&P 500 ETF (NYSEARCA:VOO) is one of my longest-standing portfolio holdings. Having bought a few thousand dollars’ worth of VOO…
SMH: Risks Of Rotation Into Software And Doubts For AI PC (Rating Downgrade) (NASDAQ:SMH)
By Press Room
6 Mins read
Since I covered the VanEck Semiconductor ETF (NASDAQ:SMH) in June 2023 in my bullish piece entitled “SMH ETF: The Nvidia Effect And…
Apple Hospitality Stock: Its Recovery Has Removed Any Opportunity (NYSE:APLE)
By Press Room
4 Mins read
Apple Hospitality REIT, Inc. (NYSE:APLE), incorporated in 2007 and headquartered in Richmond, VA, owns and manages hotels all over the country. This…
Motorcar Parts of America: Pressure On Net Sales & Market Outlook Uncertain (NASDAQ:MPAA)
By Press Room
3 Mins read
Investment Thesis: I rate Motorcar Parts of America as a Hold at this time. Motorcar Parts of America (NASDAQ:MPAA) is a manufacturer…
Utz Brands Stock: Network Optimization Strategy Making Good Progress (NYSE:UTZ)
By Press Room
6 Mins read
Synopsis Utz Brands (NYSE:UTZ) manufactures a wide range of branded salty snacks. UTZ’s past financials have shown robust net sales figures. In…
Canadian Net REIT: This Hidden Gem Offers Terrific Value And A 7%+ Yield (NET.UN:CA)
By Press Room
6 Mins read
Canadian Net REIT doesn’t own this particular building, but it’s an example of what it owns in its portfolio Canadian Net REIT…
Thesis Roughly seven months ago, we started covering the MassMutual Participation Investors (NYSE:MPV) fixed income CEF with a ‘Buy’ designation. The fund…