News
Fuchs SE: The Preferred Shares Are Trading At A 7% FCF Yield (OTCMKTS:FUPBY)
Introduction Fuchs SE (OTCPK:FUPBY, OTCPK:FUPEF, OTC:FUPPF) is the new name of Fuchs Petrolub, a large German manufacturer of lubricants and…
Ensemble Capital Second Quarter 2023 Investor Letter
Second Quarter 2023 Investment Update As of June 30, 2023 2Q23 1 Year 3 Year 5 Year SinceInception* Ensemble Fund…
What To Expect From U.S. CPI For The Remainder Of 2023
U.S. headline inflation has come down sharply from peak levels of summer 2022, but not yet enough for the Federal…
Global Ship Lease Stock: The 8.7% Preferred Dividend Is Well-Covered (NYSE:GSL)
Introduction It has been two years since I last discussed the preferred shares issued by Global Ship Lease (NYSE:GSL) and…
Bank of America’s $106B Hole Isn’t A Problem, Until Fed Say It Is (NYSE:BAC)
The Big Bank Investment Thesis Remains Robust In BAC We previously covered Bank of America (NYSE:BAC) in April, discussing its…
BITO ETF: Finally Attractive Now That It Can Be Hedged Through BITX (NYSEARCA:BITO)
Thesis There are several ways to gain exposure to Bitcoin, but before now I have not found any of them…
ASML: Buy Mr. Market’s Indecisiveness – 20Y Moat Remains Far & Wide (NASDAQ:ASML)
The ASML Investment Thesis Remains Robust For The Next Decade We previously covered ASML Holding (NASDAQ:ASML) in May 2023, discussing…
How To Allocate $15,000 Among 2 ETFs And July’s Top 10 Dividend Growth Companies
Investment Thesis My investment strategy aims to combine a relatively high Dividend Yield with Dividend Growth, while prioritizing achieving an…