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Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
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Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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The Universal Investment Thesis Remains Robust Here Comcast (NASDAQ:CMCSA) has outperformed this year indeed, with The Super Mario Bros. Movie already generating $1.34B in...
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Introduction While I do not own ONEOK, Inc. (NYSE:OKE) personally, it’s a holding in a lot of portfolios that I advise, and a lot...
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Get ahead of the market by subscribing to Seeking Alpha’s Stocks to Watch, a preview of key events scheduled for the coming week. The...
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Introduction Fuchs SE (OTCPK:FUPBY, OTCPK:FUPEF, OTC:FUPPF) is the new name of Fuchs Petrolub, a large German manufacturer of lubricants and functional fluids for the...
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Second Quarter 2023 Investment Update As of June 30, 2023 2Q23 1 Year 3 Year 5 Year SinceInception* Ensemble Fund 8.25% 18.04% 9.06% 10.03%...
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Heat records have been shattered from California to Florida this summer. And, yes, it is summer and summer is hot. If 2023 already feels...
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Introduction It has been two years since I last discussed the preferred shares issued by Global Ship Lease (NYSE:GSL) and that usually means good...
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ASE Technology (NYSE:ASX) is a fantastically run semiconductor business based in Taiwan. Its business has more than doubled in the last 6 years and...
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The ASML Investment Thesis Remains Robust For The Next Decade We previously covered ASML Holding (NASDAQ:ASML) in May 2023, discussing the slowdown in its...
