ertiga

Category: Finance

  • FXL: Technology Dashboard For December (NYSEARCA:FXL)

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    ErtgminM00n77
    in

    gremlin This monthly article series shows a dashboard with aggregate industry metrics in information technology. It may also serve as a top-down analysis of sector ETFs like Technology Select Sector SPDR® Fund ETF (XLK) and First Trust Technology AlphaDEX® Fund ETF (NYSEARCA:FXL), whose holdings are used to calculate these metrics. Shortcut The next two paragraphs…

  • FedEx Stock: Roaring Back Heading Into Q2 Earnings (NYSE:FDX)

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    ErtgminM00n77
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    Rawf8 FedEx Corporation (NYSE:FDX) has come roaring back after a rough period in 2022. As predicted over a year ago, the new CEO appeared to “kitchen sink” the forecasts, and now the global shipping company is firing away heading into its fiscal Q2 2024 results expected post-market on Tuesday, December 19th. My investment thesis remains…

  • Multi-Asset Income Investing In A 2024 Slowdown

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    ErtgminM00n77
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    Olivier Le Moal By Karen Watkin, CFA, and Edward Williams For multi-asset income investors, adapting portfolios for equity defense, credit potential and duration exposure should be on the docket for 2024. Coming into 2023, many economists and market observers set their base cases to a global recession in the second half of the year. In…

  • 3-2-1, Action! – November Dividend Income Report

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    ErtgminM00n77
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    gilaxia/E+ via Getty Images In September of 2017, I received slightly over $100K from my former employer, representing the commuted value of my pension plan. I decided to invest 100% of this money in dividend growth stocks. Each month, I publish my results on those investments. I don’t do this to brag. I do this…

  • A First Look At Zuora (NYSE:ZUO)

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    ErtgminM00n77
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    Melpomenem A great deal of intelligence can be invested in ignorance when the need for illusion is deep.”― Saul Bellow. Today, we put SaaS concern Zuora, Inc. (NYSE:ZUO) in the spotlight for the first time. The company is posting consistent sales growth, has net cash on its balance sheet and should reach profitability for the…

  • Rally Or Retreat? Why This Halving Could Be Different (BTC-USD)

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    ErtgminM00n77
    in

    welcomeinside Thesis Summary Bitcoin (BTC-USD) has rallied over 20% in the last month, creating a strong confirmation for many that, indeed, the bottom is in and the bull market approaches. A lot of investors are now expecting Bitcoin to behave as it has done in many of the previous cycles, rallying into and after the…

  • Sizing Up Squarespace (NYSE:SQSP)

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    ErtgminM00n77
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    PhonlamaiPhoto To be of good quality, you have to excuse yourself from the presence of shallow and callow minded individuals.”― Michael Bassey Johnson. Today, we put Squarespace, Inc. (NYSE:SQSP) in the spotlight. The stock has not yet lived up to the hyperbole that accompanied its public debut on the markets in the spring of 2021.…

  • Is Apple's Valuation Undermining Your Retirement? (Rating Downgrade)

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    ErtgminM00n77
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    Justin Sullivan Introduction I covered Apple (NASDAQ:AAPL) in May and felt the company deserved a hold rating, as it is clearly a superior business, but was trading at multiples that were implying 15% growth while the macroeconomic backdrop became more hazy. Over the last two quarters, revenue continued to stagnate but the September quarter had…

  • Tesla’s China Market Share Continues To Slide (NASDAQ:TSLA)

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    ErtgminM00n77
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    24K-Production/iStock via Getty Images Tesla, Inc.’s (NASDAQ:TSLA) China struggles are persisting, as the American OEM saw its monthly sales decline substantially year-over-year in November, continuing a string of weak growth that began in August. Tesla’s primary China rival BYD Company Limited (OTCPK:BYDDF) continues to see solid vehicle sales growth, and is poised to potentially become…

  • 2024 Analyst Outlook: Growth/Tech Stocks, Sector Rotation, And Market Trends

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    ErtgminM00n77
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    hallojulie/iStock via Getty Images Large-cap growth stocks delivered for investors this year, presenting big gains compared to other investment classes. Jere Wang of JR Research thinks this strong large-cap performance may stay intact in 2024. Some beaten-down sectors – such as real estate, healthcare, automotive and consumer staples – may surface as attractive options next…