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At the end of 2022, I published a bearish outlook on the mining giant Vale S.A. (NYSE:VALE) in “Vale: Margins Under Pressure As Energy...
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Listen below or on the go on Apple Podcasts and Spotify The following is an abridged transcript: “You’re a mean one, Chairman Powell.” Federal...
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This article was written by Follow Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded...
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This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
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History doesn’t repeat itself, but it does rhyme.”― Mark Twain. I started investing in the mid-1980s. It didn’t take long to get a lifelong...
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Thesis In my previous article on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), I rated the stock as a “strong buy” explaining that my near-term...
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Investment Thesis Advanced Micro Devices, Inc. (NASDAQ:AMD) remains one of the most compelling alternative investments for AI chips besides Nvidia (NVDA). However, what has...
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It’s no surprise but for Q1 ’24 earnings growth, 10 of the 11 sectors of the S&P 500 saw actual earnings growth better than...
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Early April this year I wrote an article on Federal Realty Investment Trust (NYSE:NYSE:FRT) – Federal Realty Investment: Attractive Moment To Enter This Dividend...
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There are plenty of concerns around the banking sector, which is why I’m not as concerned on my end. I think a ton of...
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Investment Thesis I recommend selling Ultrapar Participações S.A. (NYSE:UGP) shares. The company operates in an extremely regulated sector and should see increased competition with...
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Arbor Realty Trust (NYSE:ABR) is a unique mortgage real estate investment trust (mREIT) that has managed to continue expanding its book value while much...
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Bank of America Corporation (NYSE:BAC) Morgan Stanley US Financials, Payments & CRE Conference Call June 11, 2024 9:30 AM ET Company Participants Dean Athanasia...
