Spread the loveI know a lot of goldbugs hate my guts because I do not constantly only say BUY and I point out that NOT only gold and silver survive the collapse of a currency.I once had a German client who was a multimillionaire back in the 1970s. When the German government collapsed, he was buying all the old coins that were base metals for scrap. They were nickel and copper and some aluminum....Read More
Intel unveiled strategies to compete against AMD and Nvidia in the AI logic market. Click here to read why we downgrade INTC stock from Buy to Hold.Read full newsRead More
North European Oil Royalty Trust is an interesting play on a specific EU gas/Oil/sulfur asset in Germany. See why I consider NRT stock a Hold.Read full newsRead More
Ares Commercial Real Estate has some turbulence ahead given their outsized allocation to office properties. Read why I'd remain cautious about ACRE stock.Read full newsRead More
Gabelli Utility Trust has a high premium to NAV and exposure to the defensive asset class. Read why we are moving on from Sell to Hold for GUT CEF.Read full newsRead More
Charles Schwab is trading back near COVID crash valuation multiples and at a 40% discount to its long-term forward PE multiple. See why I'm Neutral on SCHW stock.Read full newsRead More
Cardinal Energy is by far the highest dividend payer and its FFO well covers its debt and CAPEX. Read more to see why CJ:CA stock is a better income investment.Read full newsRead More
Viasat has continued to see robust revenue growth while posting negative net income. Read more to see why I am going to call VSAT stock a Buy.Read full newsRead More
Imran Khan is Executive Director of the Berkeley Center for the Science of Psychedelics. Research behind psychedelics - way more that we don't know than we do.Read full newsRead More
Nextracker has a sustainable moat with a leading global market share in the growing utility-scale solar industry.Read full newsRead More
Because of VRE's shift to a strictly residential portfolio the company is likely to struggle. On top of that the stock is overvalued compared to its peers.Read full newsRead More
Risk in banks is heightening, the Federal Reserve is tightening, and the market looks frightening.Read full newsRead More
Warren Buffett has always been greedy when investors are fearful. Mr. Buffett's dealmaking during troubled times involves a waiting fee. Click for our picks.Read full newsRead More
The following slide deck was published by OmniAb, Inc.Read full newsRead More
OmniAb, Inc. (NASDAQ:NASDAQ:OABI) Q4 2022 Earnings Conference Call March 30, 2023 8:00 AM ETCompany ParticipantsKurt Gustafson - CFOMatt Foehr - President and CEOConference Call...Read full newsRead More
Straumann (SAUHF) is a quality business and is a world leader in its domain. Check out why I'm neutral on Straumann stock.Read full newsRead More
Cantaloupe relies on non-financing means of generating cash which is not sustainable. Read why I don't regard CTLP stock as a buy.Read full newsRead More
Devon Energy announced lower-than-expected adjusted earnings of $1.66 from $1.39 a year ago. Read more to see why DVN stock is a Hold.Read full newsRead More
Charles Schwab has seen an acceleration of money inflows which came in at twice the rate as the FY 2022 weekly average. Click here to read why I rate SCHW stock a Buy?Read full newsRead More
Alpine Income's dividend yield of 6.5% (~75% implied FFO payout for 2023) is extremely safe. Read why I'm bullish on PINE stock.Read full newsRead More