Category: Finance
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This Week's Fed Meeting Could Shock Market Rates Higher
Alex Wong This week’s FOMC meeting will likely highlight the big differences between where the Fed sees interest rates in 2024 and where the market sees rates. The November job report this past week highlights that the labor market remains healthy despite a slowdown in hiring and an unemployment rate that is trending higher. But…
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Down 60%, Albemarle Hasn't Been This Cheap In Decades (NYSE:ALB)
jroballo Introduction On February 20, 2022, I wrote an article titled Albemarle: One Of My Favorite Trades Going Forward. It was the first article I wrote on the Albemarle Corporation (NYSE:ALB). After publication, the stock rose by more than 80%. Unfortunately, the stock is now down 60% from its peak, falling 40% year-to-date. It’s now…
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Amneal Pharmaceuticals (AMRX): By Most Measures, A Fundamentally Undervalued Company
ariya j/iStock via Getty Images Investment Overview I last covered Amneal Pharmaceuticals (NYSE:AMRX) for Seeking Alpha in a post published in March 2022. I gave the stock a “Buy” rating – at the time, Amneal stock traded at $4 per share, and although it had sunk as low as $1.3 per share by late May…
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JOYY: Below-Expectations Guidance And Buyback Plan Renewal Are Key Considerations (YY)
agrobacter Elevator Pitch I continue to award a Hold rating to JOYY (NASDAQ:YY). In my prior September 29, 2023 update, I assessed YY’s cash pile, shareholder capital return, and financial outlook. The focus of this latest article is JOYY’s new quarterly top line guidance and the company’s decision to extend the expiry date of its…
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British American Tobacco p.l.c. (BTI) Full Year 2023 Trading Update Conference Call (Transcript)
British American Tobacco p.l.c. (NYSE:BTI) 2023 Full Year Pre-Close Trading Update December 6, 2023 3:30 AM ET Company Participants Tadeu Marroco – CEO Javed Iqbal – Interim CFO Victoria Buxton – Head of IR Conference Call Participants Jacob de Klerk – Redburn Atlantic Owen Bennett – Jefferies Rey Wium – SBG Securities James Edward Jones…
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Mondelez: Buy This Tasty Treat For Growth & Dividends Combined (NASDAQ:MDLZ)
Tsuguliev/iStock via Getty Images The MDLZ Investment Thesis Remains Tempting We previously covered Hershey Company (NYSE:HSY) in an older article, covering the stock’s excellent growth prospects, attributed to the aggressive M&A activities in order to diversify its confectionary offering with salty snacks. For this particular article, we will be looking at Mondelez International (NASDAQ:NASDAQ:MDLZ) and…
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My Top 10 Dividend Growth Companies For December: Growth Up To 16%, Yields Reaching 5%
pixelfit Investment Thesis A diverse and well-structured dividend portfolio should feature different types of companies: encompassing companies with high dividend yields, companies known for consistent dividend growth, and growth companies. Dividend growth companies are particularly important since they can be like the engine of your investment portfolio, ensuring that you increase your dividend income to…
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Carlyle Secured Lending: An 11% Dividend And A 6.5-7.5% Yield On Debt (NASDAQ:CGBD)
WANAN YOSSINGKUM/iStock via Getty Images Introduction Carlyle Secured Lending (NASDAQ:CGBD) is a specialty finance company doing business as a Business Development Company (‘BDC’). The BDC is focusing on secured debt investments in the middle market companies (with a market capitalization of $25-100M). Carlyle focuses on companies whose debt would be rated below investment grade. As…
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Platinum & Palladium: Approaching The Bottom (NYSEARCA:SPPP)
mihtiander Platinum and palladium have experienced a significant drop in 2023, with platinum down by 16% and palladium nearly 45%. The increase in interest rates has curtailed investment demand for all precious metals (except for gold, thanks to its status as a reserve asset). The automotive sector (which accounts for 40% of platinum demand and…