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The investment thesis Skyworks Solutions (NASDAQ:SWKS) is a semiconductor company that develops and manufactures advanced analog, mixed-signal, and radio frequency (RF) semiconductors. SWKS products...
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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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By Christy Tan, Investment Strategist, Franklin Templeton Institute, Franklin Templeton Concerns about China’s post-COVID recovery have recently been intensified. However, Franklin Templeton Institute Investment...
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services....
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This article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s 13F stock portfolio on a...
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The following segment was excerpted from this fund letter. Cytek Biosciences (NASDAQ:CTKB) One company we have done considerable work on, and built our position...
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Foreword All but four equities and all but one of the funds listed in this June batch of monthly-paying dividend dogs live up to...
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A Quick Take On Fidelis Insurance Holdings Limited Fidelis Insurance Holdings Limited (FIHL) has filed to raise $298 million for the company and for...
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Fundamentals Jerome Powell initiated an extremely aggressive policy campaign 15 months ago, which is considered one of the most assertive approaches in history. The...
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Dear readers/followers, I published a bold article on Prologis (NYSE:PLD) back in February, concluding that there was no alpha in buying the stock at...
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Written by Nick Ackerman. This article was originally published to members of Cash Builder Opportunities on June 7th, 2023. Agree Realty (NYSE:ADC) has been...
