News
A Growing Affinity For Phinia (NYSE:PHIN)
As the transition from traditional internal combustion engine (or ICE) vehicles to electric vehicles (or EVs) has hit a few…
RLY: A Nice Allocation Fund… Really (NYSEARCA:RLY)
Asset allocation isn’t dead. While we’ve been in a cycle where any diversification around the U.S. large-cap stocks detracted from…
HYB: Holding This High Yield CEF For The DRIP (Rating Downgrade)
Thesis We last covered the New America High Income Fund (NYSE:HYB), a CEF we hold in our portfolio, roughly six…
Lululemon Athletica: From Yoga To Footwear, Initiate With ‘Buy’ (NASDAQ:LULU)
Lululemon Athletica Inc. (NASDAQ:LULU) is well-known for high-quality yoga pants, and they are expanding their product categories into running shoes…
Moat Monster: GE Aerospace’s Rally Is Just The Beginning (NYSE:GE)
Introduction I have to say I do not have many regrets when I think of investments I made in the…
Boots On The Ground: Assessing Investment Opportunities In Chile And Argentina
VanEck Emerging Markets Equity Senior Analyst Patricia Gonzalez traveled to Chile and Argentina to meet with local companies and governing…
Mortgage rates tick down, back below 7%
Mortgage rates dipped just under 7% this week after crossing above that threshold in the prior reading as rates remain…
Denali: Cash, Big Pharma Partnerships & High Potential In MPS-II Do Not Warrant Buy (DNLI)
Thesis Denali Therapeutics (NASDAQ:DNLI) is a biotech company and forerunner in the field of novel treatments for neurodegenerative diseases, trying…