News
Sprouts: Valuation Concerns Rising, But Growth And Stability Match Momentum
Three years ago, I published a very bullish outlook on the grocer Sprouts Farmers Market (NASDAQ:SFM) in "Sprouts Farmers Market:…
Realty Income: Europe And The Final Countdown To Rate Cuts (NYSE:O)
In our last coverage of Realty Income (NYSE:O) we emphasized that investors were better setup after an 8-year return drought.…
Arbe Robotics: Promising Tech, But Speculative Bet Until OEM Contract Materializes
Arbe Robotics Ltd. (NASDAQ:ARBE) develops 4D imaging radar technology for driver assistance systems and supports autonomous vehicles. ARBE’s technology looks…
PepsiCo Occupies Sweet Spot With Dividend Growth (NASDAQ:PEP)
Investment Thesis PepsiCo (NASDAQ:PEP) is a diversified blue-chip company providing beverages and snacks. PepsiCo operates in more than 200 territories…
Federal Reserve Watch: Following Jackson Hole
Fed chairman Jerome Powell gave his speech at Jackson Hole, Wyoming this past Friday. The takeaway from this speech is…
Tracking Prem Watsa’s Fairfax Financial Holdings Portfolio – Q2 2024 Update (FRFHF)
This article is part of a series that provides an ongoing analysis of the changes made to Prem Watsa’s 13F…
Bridgestone: Pressure From Low-Cost Thai Imports In Key Markets (OTCMKTS:BRDCF)
Bridgestone Corporation (OTCPK:BRDCF)(OTCPK:BRDCY) saw a bit of pressure on some of its more profitable products due to low-priced Thai imports…
AGG: The Window For Buying Bonds Is Narrowing (Rating Update) (NYSEARCA:AGG)
Main Thesis / Background The purpose of this article is to evaluate the iShares Core U.S. Aggregate Bond ETF (NYSEARCA:NYSEARCA:AGG)…