ertiga

Category: Finance

  • Medical Properties Trust Stock: Dead Money At Best, Better To Avoid (NYSE:MPW)

    —

    by

    ErtgminM00n77
    in

    DNY59 High-conviction Medical Properties Trust, Inc. (NYSE:MPW) investors have failed to lift MPW from its doldrums over the past two months since I downgraded the stock to a Hold. The caution is justified, as I reckoned the challenges that hampered MPW’s bullish thesis was more than just a hawkish Fed. I indicated that the market…

  • What To Do With High-Flying Tech At The Start Of 2024?

    —

    by

    ErtgminM00n77
    in

    miniseries I am coming into 2024 in a decent position. My MinVar equity portfolio, designed to extract the best from both worlds in the perennial battle between growth and value, has done largely what it is supposed to do. It has offered positive, but below-beta, returns with below-beta volatility, the latter which means that your…

  • Zoom: Why I Reiterate My Buy Rating (NASDAQ:ZM)

    —

    by

    ErtgminM00n77
    in

    alexsl Zoom’s (NASDAQ:ZM) business, although performing with slow momentum, continues to outpace investor expectations. For FY 2024, Zoom management now expects to generate about $4,495 billion in sales and $1,743 billion in operating earnings. And while the new calendar year is unlikely to bring a pivot in Zoom’s organic growth trajectory, there is little indication…

  • KWEB: Is It Different Know (NYSEARCA:KWEB)

    —

    by

    ErtgminM00n77
    in

    KWEB: Is It Different Now Source link

  • Building Success: Ferguson’s Strategic Market Rise (NYSE:FERG)

    —

    by

    ErtgminM00n77
    in

    onurdongel Introduction As the United States enters a phase of intensified investment in infrastructure, the role of Ferguson Plc (NYSE:FERG) becomes increasingly important. Specializing in distributing various plumbing and heating supplies, Ferguson is a significant entity in the supply chain for infrastructure projects. Originating from a background in sheep shearing machinery, the company’s journey to…

  • The Good News About Higher Interest Rates

    —

    by

    ErtgminM00n77
    in

    Dilok Klaisataporn Why did powerful third-quarter growth come as such a surprise? Olga Bitel, Partner, Global Equity Strategist and Hugo Scott-Gall, Partner, Portfolio Manager, Co-Director of Research, Global Equity Team, discuss the broad expansion in the U.S. economy, the moderation of inflation, and what to look for in a stock picker’s market. Hugo: Olga, what…

  • Dr. Ben Bernanke Decodes The Economy And Central Banks In 2024

    —

    by

    ErtgminM00n77
    in

    Nuthawut Somsuk Transcript Marc P. Seidner, CIO Non-traditional Strategies: Hello, and thank you for joining. I’m Marc Seidner, chief investment officer of Non-traditional Strategies at PIMCO. It is my pleasure to be joined by Dr. Ben Bernanke. Both a colleague and a friend. He’s former chair of the US Federal Reserve and deftly steered the…

  • Weekly Commentary: Bubble Kings

    —

    by

    ErtgminM00n77
    in

    bestdesigns/iStock via Getty Images From an analytical perspective, it’s fascinating how things can turn wild at the end of cycles. While mortgage Credit expanded at double-digit annual rates between 2001 and 2005, terminal phase Bubble excess went into overdrive with 2006’s $1 TN of subprime mortgage derivatives. Wall Street alchemists worked overtime to create sophisticated…

  • TDCX: Poor Visibility Into Near-Term Performance (NYSE:TDCX)

    —

    by

    ErtgminM00n77
    in

    Patamaporn Umnahanant Summary Readers may find my previous coverage via this link. My previous rating was a hold as I believed TDCX (NYSE:TDCX) was facing a very strong growth headwind, particularly from its largest digital advertising client. Indeed, the business continues to face growth headwinds. I am reiterating my hold rating for TDCX as I…

  • Korea Fund: Brighter Skies Ahead (NYSE:KF)

    —

    by

    ErtgminM00n77
    in

    narvikk/iStock via Getty Images The JPMorgan-managed (JPM) Korea Fund’s (NYSE:KF) two key tech names, SK Hynix (OTC:HXSCF) and Samsung Electronics (OTCPK:SSNLF), have extended their stock price rallies into the back half of the year on the back of a cyclical memory semiconductor (DRAM and NAND) rebound. Helped by a tech upcycle, Korea’s exports are similarly…