ertiga

Category: Finance

  • USD: An ETF For Investors To Double Down On Semiconductor Growth In 2024 And Beyond

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    ErtgminM00n77
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    sefa ozel Investment Thesis ProShares Ultra Semiconductors ETF (NYSEARCA:USD) warrants a buy rating to take advantage of expected semiconductor industry growth in 2024 and over the next decade. While late 2022 saw a decline in the semiconductor industry, 2024 is expected to see a solid rebound. Although multiple semiconductor ETFs exist, USD utilizes derivative contracts…

  • Horizon Technology Finance: When The Yield Does Not Justify Risk (NASDAQ:HRZN)

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    designer491 Horizon Technology Finance (NASDAQ:HRZN) is a relatively small-size BDC with a heavy focus on VC-profile company lending activities. According to HRZN’s investment policy, the following criteria are applied when considering new investments: Deal size up to $50 million Deal term based on a 3-5 year period with a meaningful interest-only period Priority interest over…

  • Brookfield Infrastructure: Learn To Avoid Unreasonable Pessimism Next Time (NYSE:BIP)

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    D-Keine Brookfield Infrastructure (NYSE:BIP) (NYSE:BIPC) is a high-quality global infrastructure-focused player. Its assets portfolio generates “contracted and regulated revenues,” providing holders with “predictable and stable cash flows.” It’s structured as an LP for holders choosing to invest in BIP or as a corporation for investors choosing to invest in BIPC. Brookfield Infrastructure is affiliated with…

  • Week In Review: Two Billion-Dollar Deals As 2023 Nears End – Hansoh-GSK; Nona-Pfizer

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    PeopleImages Deals and Financings GSK acquired ex-Greater China rights to a second ADC from Jiangsu’s Hansoh Pharma in a $1.7 billion agreement (see story). GSK’s latest acquisition, HS-20093, is a B7-H3 targeted antibody-drug conjugate (ADC) with a topoisomerase inhibitor (TOPOi) payload that is in China Phase I/II trials for solid tumor cancers. Hansoh will receive…

  • Preferreds Weekly Review: AAIC Delists Its Bonds

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    Darren415 Welcome to another installment of our Preferreds Market Weekly Review, where we discuss preferred stock and baby bond market activity from both the bottom-up, highlighting individual news and events, as well as the top-down, providing an overview of the broader market. We also try to add some historical context as well as relevant themes…

  • ESCO Technologies: Why I Believe It Will Continue Its Growth (NYSE:ESE)

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    ErtgminM00n77
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    Monty Rakusen Thesis ESCO Technologies (NYSE:NYSE:ESE) presents an interesting investment opportunity, underpinned by strategic growth initiatives such as the acquisition of CMT Materials and a strong focus on expanding demand sectors like commercial aerospace and renewable energy. Despite facing challenges like margin pressures and market fluctuations, the company’s diversified portfolio, innovative approach, and solid order…

  • Global Blue: This Forgotten Market Leader Could Be Set To Double (NYSE:GB)

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    ErtgminM00n77
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    Cineberg/iStock Editorial via Getty Images Global Blue (NYSE:GB) is a company indirectly exposed to international travel and luxury goods. It is a clear market leader in its two primary businesses and has a new growth vertical. Global Blue is partly still in recovery from the rough years of pandemic. However, its revenue and operating margin…

  • Valid Solucoes: Super Cheap Small-Cap Reaping The Benefits Of A Turnaround (VSSPY)

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    CNH). Official document of Brazil, which attests the ability of a citizen to drive land vehicles.’ data-id=”1371169707″ data-type=”getty-image” width=”1536px” height=”1024px” srcset=”https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1371169707/image_1371169707.jpg?io=getty-c-w240 240w” sizes=”(max-width: 768px) calc(100vw – 36px), (max-width: 1024px) calc(100vw – 132px), (max-width: 1200px) calc(66.6vw – 72px), 600px”> RafaPress/iStock via Getty…

  • Plug Power: No Remaining Margin Of Safety (NASDAQ:PLUG)

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    Scharfsinn86 Plug Power (NASDAQ:PLUG) was already in a precarious position prior to yet again disappointing investors with another bad quarter. The hydrogen fuel company now faces liquidity concerns, while government regulations appear to not favor the industry. My investment thesis remains Bearish on the stock, though the recent bounce in the face of negative news…

  • Granite REIT: Rock Solid Performance At A Reasonable Price (NYSE:GRP.UN)

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    CHUNYIP WONG Summary Granite Real Estate Investment Trust (TSX:GRT.UN:CA / NYSE:GRP.UN) is a Canadian REIT with a portfolio of industrial assets in Canada, the US, Austria, Germany, and the Netherlands. It was spun out of the real estate portfolio of auto parts manufacturer Magna International in 2004. Since its creation, it has diversified its portfolio…