News
EWJV: A Unique Play On Japanese Corporate Reforms (NASDAQ:EWJV)
Japanese stocks have been this year's surprise outperformer, with the benchmark Nikkei 225 up over 25% YTD. While earnings growth…
Down 60%, Albemarle Hasn’t Been This Cheap In Decades (NYSE:ALB)
Introduction On February 20, 2022, I wrote an article titled Albemarle: One Of My Favorite Trades Going Forward. It was…
Amneal Pharmaceuticals (AMRX): By Most Measures, A Fundamentally Undervalued Company
Investment Overview I last covered Amneal Pharmaceuticals (NYSE:AMRX) for Seeking Alpha in a post published in March 2022. I gave…
GigaCloud Technology: Shorts Were Wrong, 5x EBITDA (NASDAQ:GCT)
Investment Thesis GigaCloud Technology (NASDAQ:GCT) operates a global business-to-business marketplace, connecting buyers and sellers for big and bulky products. Leveraging…
JOYY: Below-Expectations Guidance And Buyback Plan Renewal Are Key Considerations (YY)
Elevator Pitch I continue to award a Hold rating to JOYY (NASDAQ:YY). In my prior September 29, 2023 update, I…
BBH: A Solid Way To Play A Comeback In Biotech (NASDAQ:BBH)
I like looking for laggards to potentially lead in a new cycle, which is why the Biotech space looks interesting…
J.M. Smucker – Looking A Lot Better Already (NYSE:SJM)
When J.M. Smucker (NYSE:SJM) announced its intention to acquire Hostess in a $5.6 billion deal in September, I raised some…
FPF: A Reasonable Way To Profit From Falling Interest Rates (NYSE:FPF)
The First Trust Intermediate Duration Preferred & Income Fund (NYSE:FPF) is a closed-end fund that income-focused investors can employ to…