Category: Finance
-
BND And AGG: Records Broken, A Head-To-Head Comparison, And 2024 Predictions
Maximusnd November 2023 was the best month for bonds since 1985! But let’s zoom out a bit. The bond market has had a rough past few years. 2022 was the worst year for bonds in the past 250 years. 2023 hasn’t been great, but November was an exception. Was November’s record-breaking performance the turning point…
-
The Art of Trading: Navigating the Stock Market with Confidence
Stock market trading isn’t just about investing your money and is limited to using strategies. It is more about being confident to invest and continue even having certain losses. The stock market is volatile; many investors end up losing millions. This resulted in low confidence among new traders. A successful trading experience is built on…
-
Yum Brands: Undervalued, And Poised For Long-Term Growth (NYSE:YUM)
JHVEPhoto/iStock Editorial via Getty Images Using our cash flow returns on investments based tool, Yum Brands (NYSE:YUM) appears prominently on our list as a high-quality, investment-grade company. Using a conventional valuation matrix as well as our DCF-based valuation tools, it could be undervalued by as much as 24%. It is a stable value compounder moderately…
-
Aon: Impressive Quarter And Cost Restructuring Program Drives Long-Term Margin Expansion
champpixs Aon (NYSE:AON) delivered very solid Q3 FY23 results, and I am continually impressed with their margin expansion and substantial share buybacks. As a long-term shareholder of this stable growth company, I maintain a ‘Strong Buy’ rating with a fair value of $390 per share. Quarterly Review and Outlook In Q3 FY23, both their top…
-
Warren Buffett Sold These 4 Stocks – They’re Still Dirt Cheap
Warren Buffett Paul Morigi When Warren Buffett is selling, you’d better not be buying. Or at least, that’s how a lot of people think. Buffett is well known for having one of the best long-term investing track records in history. Other investors have achieved higher CAGR returns, but few have managed to keep up the…
-
JETS: Attractive Airlines Invite You Onboard (NYSEARCA:JETS)
An airline passenger prepares for an international journey Images By Tang Ming Tung/DigitalVision via Getty Images The world is nearing the four-year anniversary of the beginning of the covid-19 pandemic that crippled large portions of the world’s economies but targeted no sector more than the passenger airline industry. While some countries like the U.S. didn’t…
-
Lantronix: A Great Bet In The Long Term (NASDAQ:LTRX)
Jae Young Ju Investment Thesis Lantronix, Inc. (NASDAQ:LTRX) is an American IoT systems solution provider headquartered in Irvine, California. In this thesis, I will be analyzing its first quarter results and its future growth prospects. I will also be looking at its valuation at current price levels. LTRX is experiencing a surge in the demand…
-
Feeling Really Rervous? How Eurozone FRNs Protect Against Higher For Longer ECB Rates
dem10 By Robin Marshall, Director, Global Investment Research After G7 policy rate increases in 2023, market expectations adjusted to the notion of ‘higher for longer’ on inflation and short interest rates, in Europe particularly. The initial causes of higher G7 inflation were disruption to supply chains after Covid, and higher commodity and energy prices after…
-
A Boost For European Bondholders?
CGinspiration By Yanick Loirat, PhD While spreads have tightened within Europe’s periphery, that trend could continue in a soft-landing scenario. As European inflation fears continue to cool, some investors are convinced that the European Central Bank (ECB) has completed its latest hiking cycle in line with a soft economic landing central scenario. That outcome, in…