News
ZIM Integrated Stock: Q2 Dividend More Likely Than Not – Still Not A Buy
We previously covered ZIM Integrated Shipping (NYSE:ZIM) in April 2024, discussing its uncertain prospects in FY2024, with the management's underwhelming…
Crown Castle: Unlikely To Disappoint With Q2 Earnings Release (NYSE:CCI)
Investment thesis My previous bullish thesis about Crown Castle (NYSE:CCI) aged well as the stock's return since April was in…
Opendoor: The Fed Pivot May Jumpstart Its Prospects (NASDAQ:OPEN)
We previously covered Opendoor Technologies (NASDAQ:NASDAQ:OPEN) in March 2024, discussing why we had maintained our Buy rating, thanks to its…
SharkNinja Stock: A Consumer Goods Outlier As Growth Accelerates (NYSE:SN)
SharkNinja Inc (NYSE:SN) is approaching its first anniversary as a publicly listed company with the stock up nearly 150% from…
VXF: A Cheap Way To Add Small Cap Exposure (NYSEARCA:VXF)
Introduction The Vanguard Extended Market Index Fund ETF (NYSEARCA:VXF) has lagged the SPDR S&P 500 ETF (SPY) so far in…
Simon Property Group: Still In My Portfolio But Certainly Not Adding More (NYSE:SPG)
My last article on Simon Property Group (NYSE:NYSE:SPG) was issued way back in March, 2020 when the stock had dropped…
Delta Air Lines: Multiple Headwinds Call Growth Story Into Question (NYSE:DAL)
Investment Thesis The last time I talked about Delta Air Lines (NYSE: NYSE:DAL), I discussed the company’s FY23 fourth quarter…
Eagle Point Credit Stock: Securing An 8% YTM With Its Baby Bonds (NYSE:ECC)
Introduction I have recently been increasing my exposure to the more senior securities in the capital stack of CLO CEFs.…