Category: Finance
-
Consider This: Is India The New China?
daboost By Kim Catechis, Investment Strategist, Franklin Templeton Institute The fifth-largest economy in the world appears to be facing an unprecedented window of opportunity. International investors are asking: Is this the new China? India is big, it has a young population, and the government has implemented various “business-friendly” reforms. But it is still classified as…
-
I'm Getting Off The Central Puerto Train (NYSE:CEPU)
MsLightBox/E+ via Getty Images Central Puerto (NYSE:CEPU) is one of the most important Argentinian electricity generators, with 16% of the country’s total capacity. I wrote articles about the company in April 2021 and January 2023. CEPU was my second article on the platform. Since the first article, the stock has returned 350%, quite a ride.…
-
Vertex And CRISPR Therapeutics: Historic Exa-cel Approval, Why Market Is Nonplussed (VRTX)
Bet_Noire Investment Overview Historic Approval Validates CRISPR Gene Editing Approach News broke this afternoon that the Food and Drug Agency (“FDA”) has granted approval to a CRISPR-based gene editing therapy for the first time in history. It is an historic achievement for both Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) and CRISPR Therapeutics AG (NASDAQ:CRSP), the two companies…
-
Atkore Stock: Deep Dive Into Management, Growth Strategies, Valuation Concerns (NYSE:ATKR)
Toa55/iStock via Getty Images Atkore Inc. operates within the electrical raceway market, offering a diverse product line to a broad customer base, including global electrical distributors, independent electrical distributors, and big-box retailers. While the company enjoys strong partnerships and actively supports alternative energy OEMs, several key factors raise concerns. Management, under the guidance of President…
-
AerCap Holdings: 4 Hidden Factors Why True Tangible Value Is $123 Per Share (NYSE:AER)
spooh Over the last decade, AerCap’s (NYSE:AER) stock has typically traded within a range of 0.7-1.2x book value, excluding the impact of COVID-19 lockdowns. Presently, the price/book value stands at 0.87x, seemingly unremarkable. However, this article delves into the opportunity arising from the growing divergence between asset fair value and book value, fueled by four…
-
Mid-Cap Stock Diversification For The Market Environment Ahead
tadamichi By Dina Ting, CFA, Head of Global Index Portfolio Management Whether you’re still on the lookout for inflation head fakes or feeling more optimistic about a soft landing for the US economy, we think it’s a good time to re-evaluate portfolio allocations to the often-forgotten mid-capitalization (mid-cap) market segment. More established and less risky…
-
Elkem: Looking For An Eventual Reversal, Still A Buy (OTCMKTS:ELKEF)
BlackJack3D Dear readers/followers, Elkem (OTC:ELKEF), a basic materials company based in Norway, has seen a significant drop in its stock price but still has a potential upside. I have a speculative position in the company, and I’m not fundamentally worried about this position or its long-term prospects. However, it’s a speculative level because this investment…
-
VFQY: The Quality ETF With A Strong Value And Small Cap Tilt
skegbydave With a slowing economy that might be on the verge of a recession, quality stocks are shining. Quality stocks have strong balance sheets and hence low default risk. When the economy slows down this is a valuable feature. In such an economic backdrop the Fed normally stops hiking rates and in such a rate…