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I have gone from being cautious on cannabis stocks to very optimistic, but I still do not like Curaleaf (OTCPK:CURLF). The stock has declined 42.5% since I last wrote about…
I still rate Zhihu Inc. (NYSE:ZH) [2390:HK] stock as a Hold. I have a Neutral view of ZH’s Q2 2024 results. Although Zhihu’s losses narrowed substantially in the second quarter,…
In the middle of last week, the Fed funds futures discounted 103 bp of cuts this year. There was some movement, but after Fed Chair Powell’s speech, the market finished…
Revisiting Successful GIS Coverage In my first coverage of GIS two months ago in June, I argued that it is not suitable for a portfolio aimed at seeking Alpha. GIS…
Introduction As most of my readers may know, I have a bullish long-term view of oil and gas. This is also the reason why I’m bullish on uranium. While nuclear…
Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund (“CEF”) market activity from both the bottom-up – highlighting individual fund news and events –…
We’re downgrading Micron Technologies (NASDAQ:MU) to a hold. Simply put, we think the DRAM and NAND price recovery has been priced in for 2024. MU’s outperformance is closely tied to…
In this monthly article, we try to identify five closed-end funds (“CEFs”) that have a solid historical performance, pay high enough distributions, and offer reasonable valuations at the current time.…
In June-end, we initiated International Airlines Group (OTCPK:ICAGY) (OTCPK:BABWF) coverage with a buy rating supported by: A strong brand portfolio with the ability to compete in long-haul distance (flag carrier…
Thesis PBF Energy’s (NYSE:PBF) share price has been in steady decline since early April. Thus far the stock is down over 40% as the refining industry has entered a challenging…