Kraft Heinz has made great improvements to its business with growth initiatives, cost savings and debt reduction. Click here to see our take on KHC stock.Read full newsRead More
The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edgeRead full newsRead More
American Tower is one of the largest REITs in the world with a $94B market cap. See why I think the risk/reward is very favorable in AMT stock.Read full newsRead More
Evercore has been seeing relative strength in its advisory business. Read more to see my thoughts on EVR stock and my recommendation.Read full newsRead More
The annual change in real US GDP and the S&P 500 shows broadly the same trends over the last 20 years.Read full newsRead More
The HYGH ETF provides interest rate hedged exposure to high-yield bonds. Read more to see my thoughts on the ETF and why it is a Hold.Read full newsRead More
VTES ETF aims to take low duration and credit risk while giving you tax advantages of Municipal bonds. Check out why we're neutral on the fund.Read full newsRead More
Ubiquiti has taken a big hit since it reached its 52-week high, and will probably struggle to maintain momentum in 2023. Click here to see our take on UI stock.Read full newsRead More
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More
FEMS ETF pays a quarterly dividend with a decent but inconsistent yield. Click here to read my recommendation for the fund.Read full newsRead More
I was excited to get back to the New York Stock Exchange yesterday. Read more to see 3 high yielding mREITs that are yielding an average of 14.3%Read full newsRead More
Cisco's fundamental business is strong enough for it to continue its transformation efforts without existential threats. Find out if CSCO stock is a buy.Read full newsRead More
The SPDR Portfolio S&P 500 Value ETF was up on its counterpart, SPYG, to start the year. Click here to see our take on SPYV ETF.Read full newsRead More
American tower was a REIT on my no-no-list for several years after starting to write as a contributor. Click here to see our current view on AMT stock.Read full newsRead More
(IDEX Online) - US jewelry sales enjoyed a "spike" during February, driven in part by Valentine's Day, according to Mastercard SpendingPulse, along with other gifting sectors.But it didn't provide an actual percentage increase, as it generally does.It did, however, say that apparel and department store sales - also classed as gifting sectors - saw growth of 3.9 per cent and 5.6 per cent...Read More
(IDEX Online) - Luxury French jeweler Boucheron is using Aerogel - the lightest substance on Earth - in place of a center stone in its Goutte du Ciel (a drop of sky) necklace.The substance is 98.8 per cent air (and 0.2 per cent silica) and has been used by NASA top insulate its Mars Rover Unit. It is a synthetic material, in which gas replaces the liquid, and ounce for ounce it is more expen...Read More
(IDEX Online) - Rolex is to open three temporary factories by 2025 to cope with unprecedented demand for its luxury watches.The company, privately owned by the Hans Wilsdorf Foundation, currently produces just over 1m watches a year, but demand always outstrips supply. Last November it announced plans to build a new $1.1bn production site at Bulle, about 60 miles from its Geneva base, which w...Read More
The Peruvian Ministry of Energy and Mines (Minem) announced that 2023 will see the development of 74 mining projects across 17 departments in the country for a total investment of US$596 million.Most of the projects, or 39 of them, focus on copper mining and represent an investment of US$284 million. The red metal is followed by gold, with 18 projects and an investment of $220 million. Zinc occupi...Read More
The Credit Suisse saga presents systemic and contagion risk to the global banking markets. There is likely going to be a shotgun wedding this weekend.Read full newsRead More
With a management that is not pulling punches, CrowdStrike may just achieve its ambitious target of $5B in ending ARR by FY2026, implying an accelerated CAGR of 25%. Read more here.Read full newsRead More