In the first part of my look at Nvidia (NVDA), I stated that most of the hype surrounding the company comes from the belief it will be the leader in the parallel computing era. Jefferies analyst Mark Lipacis refers to this as “the fourth tectonic shift in computing.” The first computing era was that of […]
Don’t Wait to Buy This Dividend Growth Stock
An attractive yield plus strong dividend growth is the holy grail for income-focused investors. High-yield stocks usually come with little or no dividend growth. Stocks with solid dividend growth tend to be priced for much lower, even unattractive, yields. On occasion, however, the market will get it wrong, allowing investors to grab shares that will […]
Trade of the Week: NU
Analyzing block trades in options (very large trades) can be enlightening, but it can also leave you scratching your head at times. For example, last week someone appeared to sell a strangle nearly 50,000x (selling both a call and a put around the stock price) in Nu Holdings (NU) . This strategy will make over […]
Why the AI Profit Party Has Yet to Start
We’ve been talking about pirates the last couple of issues – stock market pirates, how they make money, and how looking at what they do can be hugely profitable for us. Well, so far, the pirates are staying in port. Both private equity funds and corporate activists were very quiet in the first quarter of […]
A REIT Just Defaulted on $725 Million – Here’s What That Means for Investors
Last week a real estate investment trust (REIT) – which was not financially stressed – voluntarily “turned in the keys” for one of its properties, defaulting on a $725 million loan. The ramifications of this decision depend on a lot of factors. Let’s talk about what it means for you. On June 5, Park Hotels […]
The Deep Value Stock No One Likes
Citigroup (C) is the third-largest lender in the U.S. and the least-loved major bank by investors—and for good reason… The bank has been a chronic poor performer seemingly forever. Its low return on equity, poor stock market underperformance, and low valuation made the point for quite a while that Citigroup’s business model did not work […]
Can The S&P 500 Catch Up to the Nasdaq?
2023 has been complete opposites for most of the stock market. The Dow is around breakeven… S&P 500 up less than 10%… Small caps in between them… But the Nasdaq soaring nearly 27%. Crushing all their returns. The market hasn’t risen together. But I noticed last week we started seeing a broadening out of the […]
It Doesn’t Get Better Than Stealing Investing Ideas From Pirates – Especially From This One
Today I want to continue with our pirate theme from Tuesday. While I do love the Pirates of the Caribbean – both the movies and the ride – I love the Pirates of the Financial Markets even more. I have made enormous amounts of money over the years tracking the filings and research from activist […]
My Dividend Income Portfolio Just Gave Me a 23% Upside Surprise
My Dividend Hunter service and recommended portfolio are dedicated to generating income from high-yield stocks and ETFs. My focus stays on overall portfolio results, primarily on total income earned. Recently I dug a little deeper into current yields… and I discovered the Dividend Hunter investments are priced like the economy is in a deep recession. […]
Can Nvidia Fulfill the Hype?
I wrote to you about Nvidia (NVDA) on March 1, calling it the real winner of the AI wars. Needless to say, a lot has happened since, with Nvidia’s stock having soared 75% from March 1. But can the company live up to all the current hype? Let’s take a deep dive… All sorts of […]