Trusted Insighthttp://thetrustedinsight.com/2024-03-28T18:31:06.656914-04:00Trusted Insight, the world's largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies. Our users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. 83% of Trusted Insight users continue to use the platform 6 months after initially signing up. Investors on the platform, on average manage in excess of $5 billion. We are a platform for qualified purchasers, not high net worth investors.
Mlpx Versus Xle: Which Of These Energy Etfs Is Best? (nysearca:mlpx)
2024-03-28T18:31:06.656914-04:00https://www.thetrustedinsight.com/investment-news/mlpx-versus-xle-which-of-these-energy-etfs-is-best-nysearcamlpx-20240328765/
I've covered the Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX) several times in the past. I've generally focused on the fund, its characteristics and fundamentals. In this article, I'll be comparing MLPX with the Energy Select Sector SPDR Fund ETF (NYSEARCA:XLE), a broader energy equity index. XLE is a simple U.S. energy equity index ETF, investing in all S&P 500 energy stocks. These include integrated oil majors, midstream energy companies, refineries, and the like. By virtue of only investing in S&P 500 stocks, the fund only invests in large-caps, excluding mid-caps and small-caps.
Lithium Royalty Corp. (litrf) Q4 2023 Earnings Call Transcript
2024-03-28T15:02:24.756649-04:00https://www.thetrustedinsight.com/investment-news/lithium-royalty-corp-litrf-q4-2023-earnings-call-transcript-20240328756/
Jonida Zaganjori – Vice President-Investor Relations Ernie Ortiz – President and Chief Executive Officer Dominique Barker – Chief Financial Officer and Head-Sustainability Eric Zhang – Citi Ben Isaacson – Scotiabank David Deckelbaum – TD Cowen Mac Whale – Cormar Securities Brian MacArthur – Raymond James Good morning, ladies and gentlemen. Welcome to the Lithium Royalty Corp. Fourth Quarter 2023 Results Conference Call. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. [Operator Instructions] This call is being recorded on Thursday, March 28, 2024.
Guru Fundamental Report For Rh
2024-03-28T13:01:42.484301-04:00https://www.thetrustedinsight.com/investment-news/guru-fundamental-report-for-rh-20240328749/
Below is Validea's guru fundamental report for RH (RH). Of the 22 guru strategies we follow, RH rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit characteristic.
Dhf: Remains A Fair Choice In The High-yield Space | Seeking Alpha
2024-03-28T07:07:39.646188-04:00https://www.thetrustedinsight.com/investment-news/dhf-remains-a-fair-choice-in-the-high-yield-space-seeking-alpha-20240328731/
BNY Mellon High Yield Strategies Fund (NYSE:DHF) is a diversified, high-yield-focused closed-end fund. In our prior coverage, we compared the fund to the Credit Suisse High Yield Bond Fund (DHY), given its many similarities. We noted that DHF looked like the better value and had stronger distribution coverage—enough coverage that a raise seemed warranted. Well, that's exactly what happened: they increased their distribution since that update. The fund remains at a rather attractive discount and now sports a higher payout for its investors. Even more importantly, the new payout is still being covered based on their latest earnings.
Us Birthrate Falls Due To Economic And Individual Pursuits
2024-03-27T18:31:06.252866-04:00https://www.thetrustedinsight.com/investment-news/us-birthrate-falls-due-to-economic-and-individual-pursuits-20240327711/
People are having fewer children later in life. What do smaller families mean for society? :
Everyone loves a mystery, and today we have one for you. Why are birthrates falling across so much of the world? We once feared cataclysmic overpopulation. Now it seems the global population might shrink before the end of the century. No one has definitive answers. But in exploring the issue in a series of stories this week, Simon Montlake is asking the important questions about how it might reshape our world.
How To Navigate A Growing Secondaries Market
2024-03-27T14:33:29.327969-04:00https://www.thetrustedinsight.com/investment-news/how-to-navigate-a-growing-secondaries-market-20240327698/
Investing in secondaries can be a beneficial way to access the private markets, occasionally at a discount. Yet, as the market is seeing rapid evolution with new entrants, there could be more specialization amongst the distinct types of secondary funds. So, is there a way to navigate this? Recognizing the traits across both GP- and LP-led secondary categories is a crucial part of determining potential returns and incorporating these funds within a portfolio. Secondary funds are an appealing pathway to invest in the private markets.
Mdb Factor-based Stock Analysis | Nasdaq
2024-03-27T14:32:29.155157-04:00https://www.thetrustedinsight.com/investment-news/mdb-factor-based-stock-analysis-nasdaq-20240327697/
Below is Validea's guru fundamental report for MONGODB INC (MDB). Of the 22 guru strategies we follow, MDB rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit cha.
Greystar, Texas A&m International University Partner To Improve Campus Residence Experience
2024-03-27T14:01:06.591914-04:00https://www.thetrustedinsight.com/investment-news/greystar-texas-am-international-university-partner-to-improve-campus-residence-experience-20240327690/
LAREDO, Texas, March 27, 2024 /PRNewswire/ -- Greystar Real Estate Partners, LLC ("Greystar"), a global leader in the investment, development, and management of real estate, including rental housing, today announced its partnership with Texas A&M International University (TAMIU) to manage the Office of Housing and Residence Life to create a well-rounded operations and residential life program for the University's two student housing communities, the Residential Learning Community and University Village.
The Case For Short-term Bonds | Seeking Alpha
2024-03-27T09:01:05.919805-04:00https://www.thetrustedinsight.com/investment-news/the-case-for-short-term-bonds-seeking-alpha-20240327678/
Kris Moreton: Hi, I’m Kris Moreton and I’m here with my colleague Katy Nuss. Katy and I are fixed-income client portfolio managers at Columbia Threadneedle. Katy Nuss: We’re here to talk about opportunities in short-term bonds — specifically, why they’re a good get-back-into the market solution for investors who are still counting on cash. Katy: So, Kris, with money market rates still hanging around 5%, why should investors consider short-term bonds, and why now? Kris: Up until October of last year, cash made a lot of sense. It was beating bond funds across the board.
Confused About Taxes? Here's How Salaried Women Can Reduce Their Tax Burden
2024-03-27T08:01:19.301337-04:00https://www.thetrustedinsight.com/investment-news/confused-about-taxes-heres-how-salaried-women-can-reduce-their-tax-burden-20240327677/
Financial planning is crucial for salaried women due to lack of financial literacy. Tax-saving strategies include overlooked avenues for substantial savings. Life endowment policies offer tax advantages applicable to both men and women, while ELSS mutual funds provide flexibility.
What To Know On Nicole Shanahan, Rfk Jr.’s Vice Presidential Pick
2024-03-27T07:01:09.468281-04:00https://www.thetrustedinsight.com/investment-news/what-to-know-on-nicole-shanahan-rfk-jrs-vice-presidential-pick-20240327667/
Nicole Shanahan is the VP pick for independent presidential candidate Robert F. Kennedy Jr. Learn more about the lawyer, philanthropist and entrepreneur.
Larry Fink’s 2024 Annual Chairman’s Letter To Investors
2024-03-26T23:31:20.092567-04:00https://www.thetrustedinsight.com/investment-news/larry-finks-2024-annual-chairmans-letter-to-investors-20240326665/
When my mom passed away in 2012, my dad started to decline quickly, and my brother and I had to go through my parents' bills and finances. Both my mom and dad worked great jobs for 50 years, but they were never in the top tax bracket. My mom taught English at the local state college (Cal Northridge), and my dad owned a shoe store. I don't know exactly how much they made every year, but in today's dollars, it was probably not more than $150,000 as a couple.
Jbs S A : Dados Econômico-financeiros -march 26, 2024 At 07:41 Pm Edt | Marketscreener
2024-03-26T21:31:29.218344-04:00https://www.thetrustedinsight.com/investment-news/jbs-s-a-dados-economico-financeiros-march-26-2024-at-0741-pm-edt-marketscreener-20240326659/
(marketscreener.com)
MESSAGE FROM THE CEO
Gilberto Tomazoni, CEO Global JBS
Year after year, we have emphasized the importance of our global platform. In the face of challenging conditions like those we encountered in 2023, this platform has proven its strength. It has allowed us to continue generating cash...https://www.marketscreener.com/quote/stock/JBS-S-A-6499588/news/JBS-S-A-Dados-Economico-Financeiros-46293105/?utm_medium=RSS&utm_content=20240326.
Fdvv: Good Dividend Etf, Sizable Tech Allocation, 3.3% Yield (nysearca:fdvv)
2024-03-26T18:31:06.659641-04:00https://www.thetrustedinsight.com/investment-news/fdvv-good-dividend-etf-sizable-tech-allocation-33-yield-nysearcafdvv-20240326653/
The Fidelity High Dividend ETF (NYSEARCA:FDVV) is an index ETF focusing on dividend-paying U.S. equities, with smaller investments in international equities. FDVV's above-average 3.3% dividend yield and cheap valuation make the fund a buy. At the same time. I can't say that I find the fund clearly stronger than most other large dividend ETFs in the market, including the Schwab U.S. Dividend Equity ETF (SCHD). FDVV is fine, but nothing special. FDVV is an index ETF, tracking the Fidelity High Dividend Index.
Eim: Distribution Bump But Still An Attractive Discount
2024-03-26T15:31:06.804924-04:00https://www.thetrustedinsight.com/investment-news/eim-distribution-bump-but-still-an-attractive-discount-20240326650/
Eaton Vance Municipal Bond Fund (NYSE:EIM) suffered substantial losses like many of its peers when the Fed was hiking rates aggressively. Being a leveraged fund added further pressure due to the Fed raising short-term rates, causing the borrowing rate on their floating rate notes to climb materially. Risk-free rates shot higher, and that meant the underlying portfolio of long-duration municipal bonds shot lower. Today, the fund's discount looks appealing and a recent distribution increase could be a catalyst to see that narrow. However, this distribution bump doesn't look like it came out of nowhere.
Adapting Horizons: Exploring The Dimensions Of Total Portfolio Approach | Portfolio For The Future
2024-03-26T12:01:06.242138-04:00https://www.thetrustedinsight.com/investment-news/adapting-horizons-exploring-the-dimensions-of-total-portfolio-approach-portfolio-for-the-future-20240326645/
By John L. Bowman, CFA, President of the CAIA Association. :
Since the arrival of Modern Portfolio Theory (MPT) in the early 1950s by the legendary Harry Markowitz, we have been sturdily anchored to this philosophy when constructing portfolios. MPT’s most tangible heir, Strategic Asset Allocation (SAA), and all its apparatus—mean-variance optimization, efficient frontier, benchmarking, not to mention our organizational charts, compensation structures, academic course work, and performance reporting—have perpetuated this worldview. In recent years, however, an enterprising handful of large institutional investors have begun challenging the common wisdom of an SAA approach given some of its now known inherent weaknesses.
Why Blackrock’s Larry Fink Wants To Rethink Retirement - The New York Times
2024-03-26T10:31:06.914422-04:00https://www.thetrustedinsight.com/investment-news/why-blackrocks-larry-fink-wants-to-rethink-retirement-the-new-york-times-20240326644/
Larry Fink, who leads the world’s biggest asset manager, warns in his annual investor letter that an aging population will soon pose huge economic troubles.
Avanse Raises ₹1,000 Crore In Funding Round Led By Mubadala
2024-03-26T07:12:43.059672-04:00https://www.thetrustedinsight.com/investment-news/avanse-raises-1000-crore-in-funding-round-led-by-mubadala-20240326634/
The funds will help the company strengthen its brand, incorporate digital solutions, and expand product offerings. :
BENGALURU : Warburg Pincus-backed Avanse Financial Services Ltd, a non-banking financial company (NBFC), has raised ₹1,000 crore in equity from Abu Dhabi's Mubadala Investment Co and Avendus PE Investment Advisors, via its fund Avendus Future Leaders Fund II. “The fund infusion will enable Avanse to strengthen its position in the rapidly evolving education financing segment by focusing on creating unique customer experiences and achieving sustained profitable growth," the company said in a statement on Tuesday.
The War At Stanford
2024-03-26T07:11:18.827413-04:00https://www.thetrustedinsight.com/investment-news/the-war-at-stanford-20240326630/
One of the section leaders for my computer-science class, Hamza El Boudali, believes that President Joe Biden should be killed. “I’m not calling for a civilian to do it, but I think a military should,” the 23-year-old Stanford University student told a small group of protesters last month. “I’d be happy if Biden was dead.” He thinks that Stanford is complicit in what he calls the genocide of Palestinians, and that Biden is not only complicit but responsible for it.
3 Value Etfs With Strong Returns And Upside Potential
2024-03-25T19:01:06.034679-04:00https://www.thetrustedinsight.com/investment-news/3-value-etfs-with-strong-returns-and-upside-potential-20240325616/
Value exchange-traded funds, or ETFs, offer investors diversified exposure to cheaply valued stocks. Three of these have particularly strong returns, strategies, and fundamentals. The Pacer US Cash Cows 100 ETF (COWZ) which focuses on U.S. companies with particularly strong free cash flow, or FCF, yields. COWZ's strategy is solid and has led to outperformance in the past. The Avantis US Small Cap Value ETF (AVUV), which focuses on cheaply valued U.S. small-caps. AVUV has outperformed in the past too, as have most other Avantis value ETFs.
Jpmorgan Chase: Time To Take Some Profit (nyse:jpm)
2024-03-25T13:01:07.079890-04:00https://www.thetrustedinsight.com/investment-news/jpmorgan-chase-time-to-take-some-profit-nysejpm-20240325599/
JPMorgan Chase & Co. (NYSE:JPM) had a strong showing in earnings in 2023. Fourth-quarter profits (released in Jan 2024) reached $3.78 per share, a healthy 6% increase compared to $3.57 per share in 2022. For 2023 as a whole, JPM’s bottom line surged almost 33% YoY, to $16.05 a share, versus the prior-year figure of $12.09. Thanks to such large earnings boosts, the stock price now hovers around a record high of ~$195 (see the chart below).
Get A Slice Of The $4T Reit Pie
2024-03-25T09:31:06.635739-04:00https://www.thetrustedinsight.com/investment-news/get-a-slice-of-the-4t-reit-pie-20240325590/
Investing is a numbers game from start to finish. We all know that on some level, but let's take a minute to really think about it, like: Moreover, each of those considerations can be broken up into another set of questions - each of which requires even more knowledge of numbers. I can't give you advice about how much money you should invest. For one thing, it's illegal. For another, it would be unethical since I don't know your personal ins and outs. Likewise, I can only make general suggestions about how many assets you should own.
Validea Detailed Fundamental Analysis - Arm | Nasdaq
2024-03-25T08:31:06.684201-04:00https://www.thetrustedinsight.com/investment-news/validea-detailed-fundamental-analysis-arm-nasdaq-20240325586/
Below is Validea's guru fundamental report for ARM HOLDINGS PLC - ADR (ARM). Of the 22 guru strategies we follow, ARM rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that.
Pershing Square Holdings 2023 Letter To Shareholders
2024-03-24T09:31:06.069262-04:00https://www.thetrustedinsight.com/investment-news/pershing-square-holdings-2023-letter-to-shareholders-20240324569/
Famously Obstinate, Bill Ackman Is Now Real-life Famous. What Next? - The New York Times
2024-03-24T08:31:06.369601-04:00https://www.thetrustedinsight.com/investment-news/famously-obstinate-bill-ackman-is-now-real-life-famous-what-next-the-new-york-times-20240324568/
The hedge-funder who loves a public crusade — and taking charge — is on to a new stage of his career: online warrior.
Cloa: Aaa-rated Clo Etf, Good 6.1% Yield, Strong Performance (nasdaq:cloa) | Seeking Alpha
2024-03-24T07:01:06.900694-04:00https://www.thetrustedinsight.com/investment-news/cloa-aaa-rated-clo-etf-good-61-yield-strong-performance-nasdaqcloa-seeking-alpha-20240324565/
I've been bullish on CLO ETFs these past few years, due to their strong, above-average yields and performance track-records. The BlackRock AAA CLO ETF (NASDAQ:CLOA) is one of BlackRock's forays in this area, with the fund focusing on AAA-rated CLO tranches. CLOA's above-average 6.1% yield, strong performance track-record, and extremely low credit and interest rate risk, make the fund a buy. CLOA is extremely similar to the larger, more well-known Janus Henderson AAA CLO ETF (NYSEARCA: JAAA). CLOA has marginally higher returns, but JAAA has a marginally higher yield.
Tgt Quantitative Stock Analysis
2024-03-23T12:01:06.195044-04:00https://www.thetrustedinsight.com/investment-news/tgt-quantitative-stock-analysis-20240323561/
Below is Validea's guru fundamental report for TARGET CORP (TGT). Of the 22 guru strategies we follow, TGT rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit cha.
Stk: Past Performance Is Unlikely To Continue (nyse:stk)
2024-03-22T19:31:06.617837-04:00https://www.thetrustedinsight.com/investment-news/stk-past-performance-is-unlikely-to-continue-nysestk-20240322552/
Investors in Columbia Seligman Premium Technology Growth Fund (NYSE:STK) have enjoyed terrific returns in the past 1 year or so. The chart next shows the price return of STK, in comparison with two peer funds: Global X NASDAQ 100 Covered Call ETF (QYLD) and Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) since March 2023. As seen, STK has significantly outperformed both QYLD and QQQX over the period. STK has gained 23.10%, compared to QYLD's 5.83% and QQQX's 2.01%. However, as the sayings go, past performance is not necessarily indicative of future results.
Rlty: A Discounted Cef Providing Exposure To Beaten Down Reits
2024-03-22T13:01:19.085663-04:00https://www.thetrustedinsight.com/investment-news/rlty-a-discounted-cef-providing-exposure-to-beaten-down-reits-20240322541/
Cohen & Steers Real Estate Opportunities and Income Fund (NYSE:RLTY) is trading at an attractive discount in the real estate sector, and it is also trading at attractive valuations. Real estate investments trust and preferred, which RLTY is invested in, took a significant hit when interest rates and yields rose. That caused rates for borrowings to rise, which is one of the main ways that REITs can use to grow. Similarly, RLTY is also a leveraged closed-end fund that pays borrowings based on a floating rate. Therefore, this fund saw its own borrowing costs increase as well.
Energy Transfer: Still Discounted According To Graham (nyse:et)
2024-03-22T12:01:16.572112-04:00https://www.thetrustedinsight.com/investment-news/energy-transfer-still-discounted-according-to-graham-nyseet-20240322536/
My last article on Energy Transfer LP (NYSE:ET), published in Oct 2023, argued for a strong buy thesis. The argument was largely built on the potential for oil price recovery, considering catalysts like the persisting inflation and the Israel-Gaza conflict. Energy Transfer stock prices have indeed rallied strongly after that, by almost 13% (see the next chart below). The stock price now sits near a 52-week high, and also close to the highest level in more than 4 years. Combined with the stock’s generous dividends, the total return is more than 18%.
Reddit Shares End Trading Up 48% In Market Debut | The Straits Times
2024-03-21T17:31:16.987433-04:00https://www.thetrustedinsight.com/investment-news/reddit-shares-end-trading-up-48-in-market-debut-the-straits-times-20240321504/
Performance shows investor appetite for initial public offerings of promising yet loss-making companies could be returning. :
NEW YORK - Social media platform Reddit’s shares ended their first day of trading in New York up 48 per cent, signalling that investor appetite for initial public offerings of promising yet loss-making companies could be returning. Reddit, which has not turned an annual profit since launching in 2005, lured investors by positioning its content as training grounds for artificial intelligence (AI) programs.
Nu Holdings: All Digital, All Mobile Bank Developing A Franchise In Latin America
2024-03-21T17:01:08.915901-04:00https://www.thetrustedinsight.com/investment-news/nu-holdings-all-digital-all-mobile-bank-developing-a-franchise-in-latin-america-20240321502/
The fintech world has not been a happy destination for most investors including this writer. There have been more than a few busted dreams including Upstart (UPST), to point out the most spectacular flame out and Pagaya (PGY), the latest fin tech causing investor angst. Even those fintech companies who have achieved a measure of operational success such as Affirm (AFRM) have had a bumpy ride when it comes to valuation.
Cgdv: Strong Value Etf, Outstanding Performance, Below-average Valuation | Seeking Alpha
2024-03-21T08:31:05.993013-04:00https://www.thetrustedinsight.com/investment-news/cgdv-strong-value-etf-outstanding-performance-below-average-valuation-seeking-alpha-20240321481/
The Capital Group Dividend Value ETF (NYSEARCA:CGDV) is an actively-managed U.S. large-cap equity fund with a slight dividend and value tilt. CGDV is marginally cheaper and higher-yielding than the S&P 500, with a 17.3x PE ratio and 1.5% dividend yield. CGDV has significantly outperformed the S&P 500, and most of its peers, since inception, around two years ago. CGDV's strong performance track-record, below-average valuation, and above-average yield make the fund a buy. CGDV is a U.S. large-cap equity fund with a slight dividend and value tilt.
Agf Investments Announces March 2024 Cash Distributions For Certain Agf Etfs And Etf Series -march 21, 2024 At 07:26 Am Edt | Marketscreener
2024-03-21T08:01:06.650815-04:00https://www.thetrustedinsight.com/investment-news/agf-investments-announces-march-2024-cash-distributions-for-certain-agf-etfs-and-etf-series-march-21-2024-at-0726-am-edt-marketscreener-20240321478/
(marketscreener.com) TORONTO, March 21, 2024 -- AGF Investments Inc. today announced the March 2024 cash distributions for AGF Enhanced U.S. Equity Income Fund*, AGF Total Return Bond Fund* and AGF Systematic Global Infrastructure, which pay monthly distributions, as well as AGF Global Opportunities Bond ETF, AGF Global Sustainable Growth Equity ETF and AGF...https://www.marketscreener.com/quote/stock/AGF-MANAGEMENT-LIMITED-1408936/news/AGF-Investments-Announces-March-2024-Cash-Distributions-for-Certain-AGF-ETFs-and-ETF-Series-46251702/?utm_medium=RSS&utm_content=20240321.
Enterprise Community Development Announces Janine Lind As President
2024-03-20T13:31:05.747541-04:00https://www.thetrustedinsight.com/investment-news/enterprise-community-development-announces-janine-lind-as-president-20240320449/
Housing Leader Joins Largest Nonprofit Affordable Housing Developer in the Mid-Atlantic
SILVER SPRING, Md., March 20, 2024 /PRNewswire/ -- Enterprise Community Development, Inc. (ECD), a leading non-profit owner and developer of affordable homes in the Mid-Atlantic and an affiliate of Enterprise Community Partners (Enterprise), today announced the appointment Janine Lind as its new president starting April 29. Lind will lead Enterprise Community Development's $1.4B portfolio of 115 communities serving 24,000 residents. Based out of ECD's Silver Spring, Md.
Bmez: Higher Risk Healthcare Exposure With Potential For Higher Reward (nyse:bmez)
2024-03-20T12:31:22.841559-04:00https://www.thetrustedinsight.com/investment-news/bmez-higher-risk-healthcare-exposure-with-potential-for-higher-reward-nysebmez-20240320446/
BlackRock Health Sciences Term Trust (NYSE:BMEZ) has seen its discount to net asset value narrow some from our last update, though the discount still looks appealing today. The biotech space, which comprises a significant portion of BMEZ's portfolio, has been performing better so far to start 2024. However, that was after significant losses in most of the last three years, where the biotech space saw significant declines overall. Besides the healthcare portfolio that BMEZ invests in, they also utilize a covered call writing strategy and invest in private investments to help differentiate the fund.
Reddit’s Biggest Risk Ahead Of Its Ipo Is Its Own Users
2024-03-20T10:31:13.311629-04:00https://www.thetrustedinsight.com/investment-news/reddits-biggest-risk-ahead-of-its-ipo-is-its-own-users-20240320439/
The subreddit r/wallstreetbets has thoughts on Reddit’s IPO. | Brent Lewin/Bloomberg via Getty Images
Reddit could become the next meme stock — or flop. Reddit, the launchpad for many meme stocks, could now become one: The social media giant makes its debut on Wall Street this week in one of the most highly anticipated initial public offerings of the year. The nearly 20-year-old company is seeking to raise up to $748 million in its IPO on March 21, putting its valuation at about $6.4 billion.
Amherst Announces Extension Of Cash Tender Offer For Single-family Rental Pass-through Certificates, Class A Issued By Amsr 2022-sfr1 Trust
2024-03-20T10:31:09.763164-04:00https://www.thetrustedinsight.com/investment-news/amherst-announces-extension-of-cash-tender-offer-for-single-family-rental-pass-through-certificates-class-a-issued-by-amsr-2022-sfr1-trust-20240320438/
AUSTIN, Texas, March 20, 2024 /PRNewswire/ -- The Amherst Group (together with its subsidiaries and affiliates, "Amherst") announced today that Amherst Single Family Residential Partners VI, LP, a Delaware limited partnership (the "Offeror"), has extended the expiration date of its previously announced offer (the "Offer") to purchase for cash any and all of the certificates listed in the table below (the "Certificates") issued by the AMSR 2022-SFR1 Trust (the "Trust") from each registered holder of the Certificates (the "Holders").
Billionaire Eduardo Saverin’s B Capital Raises $750M To Fund Late Stage Startups
2024-03-20T07:01:16.322610-04:00https://www.thetrustedinsight.com/investment-news/billionaire-eduardo-saverins-b-capital-raises-750m-to-fund-late-stage-startups-20240320425/
B Capital Group, an investment firm cofounded by Facebook billionaire Eduardo Saverin raises $750 million for its late stage venture capital fund.
‘not Going To Be Bullied’: Pro-palestinians Force Young Republicans To Reschedule Event Featuring Israeli Diplomat | The Daily Caller
2024-03-19T21:01:06.198203-04:00https://www.thetrustedinsight.com/investment-news/not-going-to-be-bullied-pro-palestinians-force-young-republicans-to-reschedule-event-featuring-israeli-diplomat-the-daily-caller-20240319418/
'We’re not going to be bullied into cancelling an event':
A Republican organization was forced to reschedule their general meeting where an Israeli diplomat was to speak Tuesday following threats from pro-Palestinian protesters. The Houston Young Republicans planned to host Israel Consul General Livia Link-Raviv at their general meeting before two venues cancelled after threats and protests from pro-Palestinian protesters, the Texan reported. The group’s communications director, Sam Somogye, told the Daily Caller News Foundation that the group chose to reschedule the meeting out of concern for the safety of their guests and attendees.
Psp Investments Loads Up On Eggs And Real Assets, Was Harvard Right?
2024-03-19T19:01:06.808789-04:00https://www.thetrustedinsight.com/investment-news/psp-investments-loads-up-on-eggs-and-real-assets-was-harvard-right-20240319414/
Canada’s Public Sector Pension Investment Board (PSP Investments) is a CA$ 243.7 billion Crown Corporation. PSP Investments manages funds on behalf of Canadian Public Service, the Canadian Armed Forces, the Royal Canadian Mounted Police, and the Reserve Force. PSP Investments has taken an interest in poultry, making a US$ 180 million investment to acquire a…
Grab: A Sleeping Giant (nasdaq:grab)
2024-03-19T17:31:06.203622-04:00https://www.thetrustedinsight.com/investment-news/grab-a-sleeping-giant-nasdaqgrab-20240319411/
Over two years ago, when I heard about Grab Holdings Limited (NASDAQ:GRAB) going public at a $40B valuation, my initial reaction was that the company was probably overpriced. Without even doing any research, I also made the uneducated conclusion that the on-demand business model in Southeast Asia might just be unsustainable and would remain unprofitable for all eternity. As it turns out, I was dead wrong about this — in Q4, the company turned GAAP profitable for the first time ever.
Enbridge: Market's Near-term View Vs. The Long-term View (nyse:enb) | Seeking Alpha
2024-03-19T14:31:22.252604-04:00https://www.thetrustedinsight.com/investment-news/enbridge-markets-near-term-view-vs-the-long-term-view-nyseenb-seeking-alpha-20240319399/
Enbridge Inc. (NYSE:ENB) has lagged the overall market in recent months (see the next chart below), suffering a price correction of about 4% year-to-date. This article will explain why the market has good reasons for such a correction. My view is that all these reasons are temporary in nature. Thus, ENB now presents a compelling buying opportunity considering several factors in the long term. The price corrections, combined with stable fundamentals, potentially created an attractive entry point for long-term investors.
Next Is Here: The Rise Of Total Portfolio Approach | Portfolio For The Future
2024-03-19T12:01:18.368525-04:00https://www.thetrustedinsight.com/investment-news/next-is-here-the-rise-of-total-portfolio-approach-portfolio-for-the-future-20240319388/
By John L. Bowman, CFA, President of the CAIA Association. In 1806, American Frederic Tudor famously sailed to the French Antilles to sell ice to the Martinique islanders. Having experienced refreshing cold drinks and ice cream during New England summers, he envisioned bringing Long Island Ice Teas and Cookies and Cream decadence to the much more sweltering Caribbean climate.
Images Taken Deep Inside Melted Fukushima Reactor Show Damage, But Leave Many Questions Unanswered
2024-03-19T07:31:20.130950-04:00https://www.thetrustedinsight.com/investment-news/images-taken-deep-inside-melted-fukushima-reactor-show-damage-but-leave-many-questions-unanswered-20240319369/
TOKYO (AP) — Images taken by miniature drones from deep inside a badly damaged reactor at the Fukushima nuclear plant show displaced control equipment and misshapen materials but leave many questions unanswered, underscoring the daunting task of decommissioning the plant. The 12 photos released by the plant's operator are the first from inside the main structural support called the pedestal in the hardest-hit No. 1 reactor’s primary containment vessel, an area directly under the reactor's core.
‘we’re Back!’: Inside Nyc’s Bullish Crypto Party Scene, After Bitcoin Hit New All-time $70k High
2024-03-19T07:31:16.528416-04:00https://www.thetrustedinsight.com/investment-news/were-back-inside-nycs-bullish-crypto-party-scene-after-bitcoin-hit-new-all-time-70k-high-20240319368/
“We are so back,” crowed Bitcoin investor Aubrey Strobel. It was a celebratory “told-you-so” moment last week for Strobel and her ilk, as Bitcoin blew past $70,000 for the first time.
Roivant Sciences: $7bn Televant Sale Sets It Up For Long-term Success (nasdaq:roiv) | Seeking Alpha
2024-03-18T17:01:13.275207-04:00https://www.thetrustedinsight.com/investment-news/roivant-sciences-7bn-televant-sale-sets-it-up-for-long-term-success-nasdaqroiv-seeking-alpha-20240318347/
I last covered Roivant Sciences Ltd. (NASDAQ:ROIV) in a note for Seeking Alpha back in May last year, giving the company a buy recommendation, based on an intriguing and differentiated drug development pipeline targeting multi-billion dollar indications, with multiple significant data catalysts in play. 10 months on, Roivant stock has made a slight gain of ~10%, and shown minimal volatility, despite some significant developments at the company.
Micron's Fiscal Q2 2024 Earnings Preview With Eyes On Hbmx (nasdaq:mu)
2024-03-18T14:01:06.158778-04:00https://www.thetrustedinsight.com/investment-news/microns-fiscal-q2-2024-earnings-preview-with-eyes-on-hbmx-nasdaqmu-20240318340/
Micron Technology, Inc. (NASDAQ:MU) announces its Fiscal 2Q2024 earnings call on March 20, 2024. Key areas of focus will be on a recovery in the memory market and increased demand for High Bandwidth Memory ("HBM"), particularly aimed at artificial intelligence ("AI") applications. MU's guidance for Q2 revenue, given in its Q1 call, is between $5.1B and $5.5B, with the mid-point above the $4.99B estimate. On an adjusted basis, it expects to lose between $0.21 and $0.35 per share. There are several key trends that are expected to influence Micron's performance in this quarter.
Fepi: Good Covered Call Etf, But Better Choices Out There
2024-03-18T09:31:06.797829-04:00https://www.thetrustedinsight.com/investment-news/fepi-good-covered-call-etf-but-better-choices-out-there-20240318327/
The REX FANG & Innovation Equity Premium Income ETF (NASDAQ:FEPI) is a new covered call ETF focusing on select tech and growth companies, including Micron Technology (MU), Nvidia (NVDA) and Tesla (TSLA). It sells out of the money call options on its holdings, capping potential upside, but boosting its distribution rate to a whopping 25.9%, annualized. Although the fund seems like a reasonable investment opportunity, I believe that the JPMorgan Nasdaq Equity Premium Income ETF's (JEPQ) offers a similar, slightly stronger, value proposition. JEPQ focuses on tech companies too, but is more diversified, less risky, and a bit cheaper.
6 Investing Lessons That David Swensen Gave To The Investment Community
2024-03-18T07:06:10.111372-04:00https://www.thetrustedinsight.com/investment-news/6-investing-lessons-that-david-swensen-gave-to-the-investment-community-20240318317/
David Swensen’s influence on the realm of investing is indisputable. His groundbreaking methodology in endowment management, which underscores diversification, alternative asset classes, and long-term investment strategies, has been embraced by numerous institutions.
How To Get Into Ivy-league Universities?
2024-03-18T07:02:18.692512-04:00https://www.thetrustedinsight.com/investment-news/how-to-get-into-ivy-league-universities-20240318314/
New Delhi, Mar 18 (IANSlife): The allure of Ivy League institutions is undeniable. Renowned for academic excellence, rich traditions, and influential alumni networks, these universities are in the upper echelons of higher education. Therefore, gaining admission to one of these prestigious establishments is a chal....
Guru Fundamental Report For Ko
2024-03-17T16:32:07.208419-04:00https://www.thetrustedinsight.com/investment-news/guru-fundamental-report-for-ko-sxBcAx4NCCWmHQjJQe6b2Q-20240317308/
Below is Validea's guru fundamental report for COCA-COLA CO (KO). Of the 22 guru strategies we follow, KO rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit char.
Sjnk: Short-term High-yield Bond Etf, Strong 7.3% Yield, Good Performance | Seeking Alpha
2024-03-17T09:31:06.451875-04:00https://www.thetrustedinsight.com/investment-news/sjnk-short-term-high-yield-bond-etf-strong-73-yield-good-performance-seeking-alpha-20240317304/
I last covered the SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK), a short-term high-yield bond ETF, in late 2022. In that article, I argued that SJNK's good, growing yield and low rate risk made the fund a buy. SJNK has significantly outperformed broad bond indexes since, slightly outperformed those focused on high-yield bonds. Dividend growth has been strong too, with yields rising to 7.3%. SJNK's fundamentals remain strong, and so the fund remains a buy. SJNK is a simple short-term high-yield bond index ETF, tracking the Bloomberg US High Yield 350mn Cash Pay 0-5 Yr 2% Capped Index.
Bdj: Discount Staying Wide, Staying Attractive (nyse:bdj)
2024-03-16T11:01:18.023995-04:00https://www.thetrustedinsight.com/investment-news/bdj-discount-staying-wide-staying-attractive-nysebdj-20240316292/
BlackRock Enhanced Equity Dividend Fund (NYSE:BDJ) hasn't moved too much since our last update near the end of December. The fund has provided some positive returns, but the discount has remained basically static during this time. That means it's still trading near historically wide levels, and that makes it an attractive level, in my opinion. Of course, the longer this discount remains around this level - the more "normal" this discount will become. The fund utilizes a covered call strategy on a portion of its portfolio.
What Must Nelson Peltz Do To Get Some Respect? - The New York Times
2024-03-16T09:31:15.128618-04:00https://www.thetrustedinsight.com/investment-news/what-must-nelson-peltz-do-to-get-some-respect-the-new-york-times-20240316290/
The longtime corporate agitator feels misunderstood. Maybe his fight with Disney could change that. :
Nelson Peltz, 81, has been battling the Walt Disney Company over its corporate strategy. Credit...Ahmed Gaber for The New York Times At age 81, with over four decades of dealmaking and corporate cage-rattling under his belt, Nelson Peltz would seem to have pretty much everything. He’s a billionaire. Until the hedge fund billionaire Ken Griffin came to Palm Beach, Fla., Mr. Peltz had the largest property tax bill in town, with an oceanfront estate estimated to be worth $334 million.
Emxc: This Emerging Markets Etf Is Perfect For China Bears (nasdaq:emxc)
2024-03-15T18:01:06.816048-04:00https://www.thetrustedinsight.com/investment-news/emxc-this-emerging-markets-etf-is-perfect-for-china-bears-nasdaqemxc-20240315283/
I last covered the iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC) in early 2023. In that article, I argued that EMXC provided diversified exposure to emerging market equities, and that its exclusion of Chinese issuers would be beneficial in case of a Chinese invasion of Taiwan. EMXC has underperformed the S&P 500 since, somewhat underperforming expectations. Overall, I believe that there are stronger emerging market ETFs out there, including the Cambria Emerging Shareholder Yield ETF (BATS:EYLD), and the Avantis Emerging Markets Value ETF (NYSEARCA:AVES).
Validea Detailed Fundamental Analysis - Tndm | Nasdaq
2024-03-15T17:01:05.814326-04:00https://www.thetrustedinsight.com/investment-news/validea-detailed-fundamental-analysis-tndm-nasdaq-20240315281/
Below is Validea's guru fundamental report for TANDEM DIABETES CARE INC (TNDM). Of the 22 guru strategies we follow, TNDM rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks t.
Validea Detailed Fundamental Analysis - Mdb | Nasdaq
2024-03-15T11:01:29.792475-04:00https://www.thetrustedinsight.com/investment-news/validea-detailed-fundamental-analysis-mdb-nasdaq-20240315270/
Below is Validea's guru fundamental report for MONGODB INC (MDB). Of the 22 guru strategies we follow, MDB rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit cha.
Exclusive: The Pentagon Is Paying A Chinese Communist Party-linked Venture Capital Firm For Tutoring Services | The Daily Caller
2024-03-15T09:01:05.757191-04:00https://www.thetrustedinsight.com/investment-news/exclusive-the-pentagon-is-paying-a-chinese-communist-party-linked-venture-capital-firm-for-tutoring-services-the-daily-caller-20240315265/
'Warrants further scrutiny':
The CEO of a Chinese venture capital firm that quietly bought up a U.S. education company holding a Pentagon contract has long-standing connections to multiple Chinese Communist Party (CCP) influence units, the Daily Caller News Foundation has learned. Primavera Capital, a Hong Kong-based venture capital firm, was an early investor in TikTok’s Chinese parent company, ByteDance, and owns Princeton Review and Tutor.com.
Morning Coffee – The $2bn Fund With The Best-treated Junior Analysts In The World. Goldman Sachs Is Going To Have An Awkward Dinner Party
2024-03-15T08:01:06.493179-04:00https://www.thetrustedinsight.com/investment-news/morning-coffee-the-2bn-fund-with-the-best-treated-junior-analysts-in-the-world-goldman-sachs-is-going-to-have-an-awkward-dinner-party-20240315264/
Although apparently some junior analysts have a rough time of it with their MDs, there are some bosses out there who do things differently. David Morehead, for example, tells all his staff that if the most junior person in the room has a question, they should drop everything to help them.
The Center For Autism And Related Disorders Grew To 265 Clinics. Then Private Equity Took Over
2024-03-15T07:01:34.189590-04:00https://www.thetrustedinsight.com/investment-news/the-center-for-autism-and-related-disorders-grew-to-265-clinics-then-private-equity-took-over-20240315261/
Five years after being bought by a private-equity firm, one of the most successful companies serving children with autism declared bankruptcy. What happened?
Exclusive: Isabel Guzman Was Scheduled To Attend 17 ‘equity’ Meetings In Less Than One Year | The Daily Caller
2024-03-14T20:31:09.820821-04:00https://www.thetrustedinsight.com/investment-news/exclusive-isabel-guzman-was-scheduled-to-attend-17-equity-meetings-in-less-than-one-year-the-daily-caller-20240314253/
'Racial equity agenda':
President Joe Biden’s Small Business Administration (SBA) chief had numerous meetings related to “equity” scheduled over the course of 10 months from 2021 to 2022, according to her calendar obtained by Protect the Public’s Trust through a public records request and exclusively shared with the Daily Caller News Foundation. SBA Administrator Isabel Guzman’s calendar includes at least 17 meetings centered on “equity” between March 2021 and January 2022, according to a DCNF review of the over 2,000 pages.
Guru Fundamental Report For Clx
2024-03-14T12:31:06.414452-04:00https://www.thetrustedinsight.com/investment-news/guru-fundamental-report-for-clx-20240314238/
Below is Validea's guru fundamental report for CLOROX CO (CLX). Of the 22 guru strategies we follow, CLX rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit chara.
Jpst: Good Short-term Income Fund, But Not A Buy At These Levels | Seeking Alpha
2024-03-14T10:01:06.012073-04:00https://www.thetrustedinsight.com/investment-news/jpst-good-short-term-income-fund-but-not-a-buy-at-these-levels-seeking-alpha-20240314232/
I've written about the JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) several times in the past. I've been bullish, due to the fund's good, growing dividends and low rate risk. JPST has performed quite well these past few years, for these same reasons. Although JPST remains a reasonable investment opportunity, spreads relative to T-bills, and other short-term income funds have significantly decreased these past few months. JPST's 5.0% dividend yield is simply not competitive right now, so I would not be investing in the fund at the present time.
Guru Fundamental Report For Nke
2024-03-14T09:31:06.574769-04:00https://www.thetrustedinsight.com/investment-news/guru-fundamental-report-for-nke-GxnHGAEyJXQAsqovLFESPG-20240314230/
Below is Validea's guru fundamental report for NIKE INC (NKE). Of the 22 guru strategies we follow, NKE rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit charac.
Saudi Arabia’s Investment Fund Has Been Set An Impossible Task
2024-03-14T08:01:29.430585-04:00https://www.thetrustedinsight.com/investment-news/saudi-arabias-investment-fund-has-been-set-an-impossible-task-20240314226/
It must earn eye-watering returns while speeding the shift to a post-oil economy. :
About a decade ago, a flashy, deep-pocketed investor made an appearance. Saudi Arabia’s Public Investment Fund (PIF) had a mandate to go big, and was ready to: it picked up a $3.5bn stake in Uber, placed $45bn in the world’s largest technology-investment fund, SoftBank’s Vision Fund, and provided half the capital for a $40bn infrastructure fund run by Blackstone, a private-equity giant. It has since bought stakes in everything from Heathrow Airport and Nintendo to Hollywood studios and French hotels.
Want $600 In Super Safe Annual Dividend Income? Invest $5,925 Into The Following 3 Ultra-high-yield "vice" Stocks.
2024-03-14T07:31:07.358234-04:00https://www.thetrustedinsight.com/investment-news/want-600-in-super-safe-annual-dividend-income-invest-5925-into-the-following-3-ultra-high-yield-vice-stocks-20240314223/
Wall Street offers investors a multitude of pathways to grow their wealth. Among these countless strategies, few have delivered more robust long-term returns than buying and holding dividend stocks. Last year, researchers at Hartford Funds released a lengthy report that examined the power and potential that dividend stocks bring to the table for long-term-minded investors. In particular, a collaboration with Ned Davis Research revealed a stark disparity in average annual returns between non-payers and companies that regularly pay a dividend.
Harvard Physics Grad-run Hedge Fund Rakes In 20% Returns In 2023, Riding High On Extreme Weather Bets
2024-03-14T07:06:28.456287-04:00https://www.thetrustedinsight.com/investment-news/harvard-physics-grad-run-hedge-fund-rakes-in-20-returns-in-2023-riding-high-on-extreme-weather-bets-20240314220/
John Seo has found a unique way to profit from climate change and inflation. His hedge fund, Fermat Capital Management, is the world’s largest investor in catastrophe bonds, which are used by insurers to cover risks they cannot handle. What Happened: Seo, 57, has been trading catastrophe bonds since their inception. His fund, Fermat, operates in a niche corner of the financial market and has quietly amassed a $10 billion portfolio, capturing a quarter of the market, reported Bloomberg. Last year, the cat bond market saw a record $16 billion in issuances, bringing the market’s total size to $45 billion.
Jamie Dimon’s Hot Management Take? Don’t Be Afraid To Fire People—even Though He Was Once Fired By His Mentor Of 15 Years
2024-03-13T19:01:06.430653-04:00https://www.thetrustedinsight.com/investment-news/jamie-dimons-hot-management-take-dont-be-afraid-to-fire-peopleeven-though-he-was-once-fired-by-his-mentor-of-15-years-20240313210/
There’s no crying in baseball—and no crying in the boardroom either, according to JPMorgan Chase CEO Jamie Dimon. In his 18 years at the helm of the world’s biggest bank, the Wall Street titan has cemented his reputation as an outspoken thought leader on finance and CEOship—and occasionally, the “pet rock” that is Bitcoin. When it comes to management, Dimon believes leaders should be willing to dismiss employees who aren’t a good fit—and even he was once on the receiving end of the firing gun.
A Hedge Fund Run By Harvard Physics Grad Returns 20% On Extreme Weather
2024-03-13T16:21:07.442158-04:00https://www.thetrustedinsight.com/investment-news/a-hedge-fund-run-by-harvard-physics-grad-returns-20-on-extreme-weather-20240313204/
John Seo leaned into trading catastrophe bonds to capitalize on volatile weather and inflation, a profile in Bloomberg said. :
Seo — who holds a PhD in biophysics from Harvard University — runs Fermat Capital Management, and delivered 20% returns last year. That's more than double the hedge fund average of 8% in that stretch. According to a Bloomberg profile published Tuesday, Seo's firm owns the largest collection of catastrophe bonds in the world. Insurers issue the debt securities to account for unanticipated risks and super-rare events.
Amherst Announces Any And All Cash Tender Offer For $143,160,000 Of Single-family Rental Pass-through Certificates, Class A Issued By Amsr 2022-sfr1 Trust
2024-03-13T10:31:09.255766-04:00https://www.thetrustedinsight.com/investment-news/amherst-announces-any-and-all-cash-tender-offer-for-143160000-of-single-family-rental-pass-through-certificates-class-a-issued-by-amsr-2022-sfr1-trust-20240313195/
AUSTIN, Texas, March 13, 2024 /PRNewswire/ -- The Amherst Group (together with its subsidiaries and affiliates, "Amherst") announced today that Amherst Single Family Residential Partners VI, LP, a Delaware limited partnership (the "Offeror"), has commenced an offer (the "Offer") to purchase for cash any and all of the certificates listed in the table below (the "Certificates") issued by the AMSR 2022-SFR1 Trust (the "Trust") from each registered holder of the Certificates (the "Holders"). The Trust was formed by BAF Securities Depositor, LLC, a Delaware limited liability company, as depositor (the "Depositor").
10-year Us Treasury Yield ‘fair Value’ Estimate: 13 March 2024 | The Capital Spectator
2024-03-13T09:31:17.023372-04:00https://www.thetrustedinsight.com/investment-news/10-year-us-treasury-yield-fair-value-estimate-13-march-2024-the-capital-spectator-20240313192/
The US 10-year Treasury yield continues to trade well above a ‘fair value’ estimate, based on the average of three models maintained by CapitalSpectator.com. The market premium continues to suggest that the benchmark rate’s upside potential is constrained, but at the same time recent history suggests a relatively quick decline toward fair value still faces […]
Jpmorgan Ceo Jamie Dimon's Management Advice: Don't Be Afraid To Fire People
2024-03-13T08:31:06.971513-04:00https://www.thetrustedinsight.com/investment-news/jpmorgan-ceo-jamie-dimons-management-advice-dont-be-afraid-to-fire-people-20240313186/
Jamie Dimon shared what he thought was one of the toughest aspects of management: “You have to get rid of the bad people.”
Cary: Strong Investment-grade Etf, Above-average 6.2% Yield And Performance (cary) | Seeking Alpha
2024-03-12T17:01:06.804144-04:00https://www.thetrustedinsight.com/investment-news/cary-strong-investment-grade-etf-above-average-62-yield-and-performance-cary-seeking-alpha-20240312162/
The Angel Oak Income ETF (NYSEARCA:CARY) is a small, little-known income ETF focusing on short-term investment-grade bonds. CARY's diversified holdings, solid 6.2% dividend yield (highest in its peer group), and strong performance track record make the fund a buy. CARY is an actively managed ETF focusing on short-term investment-grade bonds. It holds a diversified portfolio of assets, with investments in 253 securities from several bond sub-asset classes, including mortgage-backed securities, or MBS, corporate bonds, treasuries, and CLO debt tranches. It does hold some non-investment grade bonds, with these accounting for around 20% of its portfolio.
Casey's General Stores, Inc. (casy) Q3 2024 Earnings Call Transcript
2024-03-12T15:01:06.791857-04:00https://www.thetrustedinsight.com/investment-news/caseys-general-stores-inc-casy-q3-2024-earnings-call-transcript-20240312159/
Casey's General Stores, Inc. (NASDAQ:CASY) Q3 2024 Earnings Conference Call March 12, 2024 8:30 AM ET Good day and thank you for standing by. Welcome to Casey’s General Stores, Third Quarter Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. [Operator Instructions]. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Brian Johnson, Senior Vice President, Investor Relations and Business Development. Please go ahead, sir.
Rethinking Resilience: Esg, Dei, And The Future Of Supply Chains | Davis Wright Tremaine Llp
2024-03-12T14:01:05.990645-04:00https://www.thetrustedinsight.com/investment-news/rethinking-resilience-esg-dei-and-the-future-of-supply-chains-davis-wright-tremaine-llp-20240312158/
Environmental, Social, and Governance (ESG) issues encompass a broad range of opportunities and challenges for companies operating in the increasingly complex global supply chain. Even as supply chains become more interconnected, stakeholders across industries are increasingly requiring sustainable outcomes by socially responsible teams – and transparency around the business decisions to adopt those goals and create those teams....By: Davis Wright Tremaine LLP.
Shop Quantitative Stock Analysis
2024-03-12T13:01:06.734151-04:00https://www.thetrustedinsight.com/investment-news/shop-quantitative-stock-analysis-20240312156/
Below is Validea's guru fundamental report for SHOPIFY INC (US) (SHOP). Of the 22 guru strategies we follow, SHOP rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhi.
Transcript: Sean Dobson, Amherst Holdings - The Big Picture
2024-03-12T11:31:05.792542-04:00https://www.thetrustedinsight.com/investment-news/transcript-sean-dobson-amherst-holdings-the-big-picture-20240312150/
The transcript from this week’s, MiB: Sean Dobson, Amherst Holdings, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is…
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The post Transcript: Sean Dobson, Amherst Holdings appeared first on The Big Picture.
Research Finds A College Degree Remains A Sound Investment Despite Rising Tuition
2024-03-12T10:02:06.175680-04:00https://www.thetrustedinsight.com/investment-news/research-finds-a-college-degree-remains-a-sound-investment-despite-rising-tuition-20240312147/
A new analysis of 5.8 million Americans finds that earning a college degree is still a sound investment, although the rate of economic return varies across college majors and student demographics. The findings come as skepticism continues to grow over the value of a degree in the face of rising college costs, a decline in college enrollment, and a transforming economy.
Columbia Threadneedle Shuts Two Funds After Multi-asset Review
2024-03-12T08:21:08.102700-04:00https://www.thetrustedinsight.com/investment-news/columbia-threadneedle-shuts-two-funds-after-multi-asset-review-20240312145/
Two former BMO funds will be shut due to low assets as funds are consolidated following Rob Burdett’s departure. :
Columbia Threadneedle has shut two fund of funds as it consolidates its multi-asset range after the exit of Rob Burdett. While run by different teams, both the CT Diversified Monthly Income and Multi-Manager Investment Trust funds came over as part of the deal to buy BMO’s European business in 2021. Columbia Threadneedle ascribed the decision in both cases to dwindling assets in the funds making them sub-scale and inefficient to run, according to investor letters seen by Citywire.
Private K-12 Programs Ditch Classics For Race-obsessed Classes, Woke Activism
2024-03-12T07:07:30.347337-04:00https://www.thetrustedinsight.com/investment-news/private-k-12-programs-ditch-classics-for-race-obsessed-classes-woke-activism-20240312142/
Nearly three years ago, I mailed a letter to every parent of the Brearley School, an elite all-girls Manhattan private school that my daughter then attended. My letter, which passionately objected to Brearley’s obsession with race and identity, unexpectedly went viral, helping fuel what became the national parents movement and the fight against woke education....
Sec Adopts Climate-related Disclosure Regime Covering All Registrants | Allen & Overy Llp
2024-03-11T16:01:10.569924-04:00https://www.thetrustedinsight.com/investment-news/sec-adopts-climate-related-disclosure-regime-covering-all-registrants-allen-overy-llp-20240311122/
New rules reflect significant concessions in response to public comments, but compliance will require careful consideration and significant investment by SEC registrants. - Scope 3 emissions disclosure not required for any registrant - - Scope 1 and Scope 2 emissions disclosure required only by large accelerated filers and accelerated filers and only if material; Third-party assurance requirements scaled over next decade -...By: Allen & Overy LLP.
Democratic Politics And Higher Education: Why Liberal Arguments About College Aren’t Going To Work In 2024.
2024-03-11T16:01:06.579995-04:00https://www.thetrustedinsight.com/investment-news/democratic-politics-and-higher-education-why-liberal-arguments-about-college-arent-going-to-work-in-2024-20240311121/
Higher ed is losing traction in American public opinion. Liberals should think through their response carefully. :
Nearly a third of young people, according to polling done last year, now say that getting a college education is less important than it was 20 years ago. Higher education enrollments, declining for nearly a decade, are dropping at an “alarming” rate. And though going to college is still the default plan for many, views are changing. Why are kids cooling on college? The disruption of the pandemic was certainly a factor.
Validea Detailed Fundamental Analysis - Tyl | Nasdaq
2024-03-11T15:01:06.230509-04:00https://www.thetrustedinsight.com/investment-news/validea-detailed-fundamental-analysis-tyl-nasdaq-20240311118/
Below is Validea's guru fundamental report for TYLER TECHNOLOGIES INC (TYL). Of the 22 guru strategies we follow, TYL rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that.
Ecopetrol Pays Out 18% Yield With Successful Permian Play And Gas Exploration (nyse:ec)
2024-03-11T13:31:05.858959-04:00https://www.thetrustedinsight.com/investment-news/ecopetrol-pays-out-18-yield-with-successful-permian-play-and-gas-exploration-nyseec-20240311115/
Ecopetrol (NYSE:EC) is an exploration and production company controlled by the Colombian government, which owns 88% of the company. EC's strategic expansion into the US's Permian Basin for oil and domestic gas production provides a compelling short-term growth narrative. While we doubt the company's broader strategy to wean off oil production, the political considerations surrounding this will likely be fully resolved by the next Colombian election in 2026. Assuming stagnant oil prices, EC has a strong path forward through natural gas development and Permian Basin expansion.
Spxx: S&p 500 Covered Call Cef, Strong 7.6% Yield, Good 9.2% Discount
2024-03-11T10:31:16.551764-04:00https://www.thetrustedinsight.com/investment-news/spxx-sp-500-covered-call-cef-strong-76-yield-good-92-discount-20240311097/
The Nuveen S&P 500 Dynamic Overwrite Fund (NYSE:SPXX) invests in S&P 500 components and writes covered calls on 35% - 75% of its holdings. Doing so boosts the fund's distribution yield to 7.6%, but moderately reduces potential capital gains. SPXX's strategy seems reasonably sustainable, with fund distributions and NAVs seeing positive growth since 2009, although both were down during the past financial crisis. SPXX's strong 7.6% distribution yield and compelling 9.2% discount to NAV make the fund a buy.
Validea Detailed Fundamental Analysis - Ko | Nasdaq
2024-03-11T08:32:06.865124-04:00https://www.thetrustedinsight.com/investment-news/validea-detailed-fundamental-analysis-ko-nasdaq-jH2ceNC67dq35ZfrWpSxc6-20240311092/
Below is Validea's guru fundamental report for COCA-COLA CO (KO). Of the 22 guru strategies we follow, KO rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit char.
Bolt Founder Ryan Breslow’s Billion-dollar Unraveling
2024-03-11T07:31:39.825930-04:00https://www.thetrustedinsight.com/investment-news/bolt-founder-ryan-breslows-billion-dollar-unraveling-20240311089/
The Silicon Valley wunderkind rode his fintech unicorn Bolt to the bank. Then came the lawsuits and money squabbles — and a brutal valuation crash that wiped out much of his fortune.
Have The Liberal Arts Gone Conservative? | The New Yorker
2024-03-11T07:31:20.221123-04:00https://www.thetrustedinsight.com/investment-news/have-the-liberal-arts-gone-conservative-the-new-yorker-20240311087/
The classical-education movement seeks to fundamentally reorient schooling in America. Its emphasis on morality and civics has also primed it for partisan takeover.
How Wealthy Investors Got Rich Looting America's Needy Hospitals
2024-03-11T07:06:41.818700-04:00https://www.thetrustedinsight.com/investment-news/how-wealthy-investors-got-rich-looting-americas-needy-hospitals-20240311085/
Anson Chan for BIIn community after community, the hospitals keep closing. In 2018, it was Northside Regional Medical Center in Youngstown, Ohio.In 2019, it was Ohio Valley Medical Center in Wheeling, West Virginia, along with East Ohio Regional Hospital across the river in Martins Ferry, Ohio. That November, St. Luke's Medical Center, which had treated patients in Phoenix for more than a century, shut its doors.In 2020, as the pandemic hit, it was one in Massachusetts and another in West Virginia.
Guru Fundamental Report For Now
2024-03-10T17:01:06.628250-04:00https://www.thetrustedinsight.com/investment-news/guru-fundamental-report-for-now-SJRbtiRUnKz65A2fQJqDfg-20240310067/
Below is Validea's guru fundamental report for SERVICENOW INC (NOW). Of the 22 guru strategies we follow, NOW rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit.
Guru Fundamental Report For Tmo
2024-03-10T13:31:06.326791-04:00https://www.thetrustedinsight.com/investment-news/guru-fundamental-report-for-tmo-20240310065/
Below is Validea's guru fundamental report for THERMO FISHER SCIENTIFIC INC (TMO). Of the 22 guru strategies we follow, TMO rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks.
Micron: Optimism Warranted But Overhype Warning Getting Closer (downgrade) (nasdaq:mu)
2024-03-09T10:01:17.480569-05:00https://www.thetrustedinsight.com/investment-news/micron-optimism-warranted-but-overhype-warning-getting-closer-downgrade-nasdaqmu-20240309050/
I last updated Micron Technology, Inc. (NASDAQ:MU) investors in late December, arguing why Micron's improving fundamentals and price action are constructive for a further recovery. My thesis has played out accordingly, as MU re-tested the $100 level, reaching its previous highs last seen in early 2022. As a result, I gleaned that it would be timely for me to assess whether investors who missed buying MU at its dips should chase the current levels, anticipating further potential upside.
The Stock Market Is Set Up For Panic, And It Could Spark A Steep Crash, Portfolio Manager Says
2024-03-09T06:02:22.723335-05:00https://www.thetrustedinsight.com/investment-news/the-stock-market-is-set-up-for-panic-and-it-could-spark-a-steep-crash-portfolio-manager-says-20240309044/
"I still think we're all in a lot of trouble," Gayed wrote. "All bubbles end." The market is looking like it's in the "perfect setup" for investor panic and a coming stock crash, according to one of Wall Street's most bearish fund managers. Michael Gayed, a portfolio manager at Tidal Financial and the author of The Lead-Lag Report, warned that stocks could be at risk of a major correction, thanks to a handful of warning signs that are flashing in the market.
Etg Vs. Eto: The Eaton Vance Leveraged Equity Cef Twins (nyse:etg)
2024-03-08T06:11:31.140980-05:00https://www.thetrustedinsight.com/investment-news/etg-vs-eto-the-eaton-vance-leveraged-equity-cef-twins-nyseetg-20240308013/
Eaton Vance has a number of equity closed-end funds that all have similar names. It can be quite difficult to tell what each fund is specifically looking at from their names alone. There are some clues, such as including "global" in the names or whether they are "tax-managed" or "tax-advantaged funds." That being said, most of the funds have some differences that set them apart despite what tends to show overlap in holdings.
Meet 23 Women Entrepreneurs Reshaping The Indian Startup Ecosystem
2024-03-08T06:01:52.643029-05:00https://www.thetrustedinsight.com/investment-news/meet-23-women-entrepreneurs-reshaping-the-indian-startup-ecosystem-20240308005/
The startup world has come a long way since the early 2000s, and so have the women in entrepreneurship. From…
Is Your Job Safe? The Roles Ai Is Most Likely To Wipe Out | Daily Mail Online
2024-03-07T14:31:06.223219-05:00https://www.thetrustedinsight.com/investment-news/is-your-job-safe-the-roles-ai-is-most-likely-to-wipe-out-daily-mail-online-20240307993/
The rise of ChatGPT have given rise to concern that millions of jobs will be replaced by generative AI in the coming years.
How Barron’s Pro-picked 2024 Dividend Dogs Run In March | Seeking Alpha
2024-03-07T12:01:11.295419-05:00https://www.thetrustedinsight.com/investment-news/how-barrons-pro-picked-2024-dividend-dogs-run-in-march-seeking-alpha-20240307988/
This article is based on two January Barron's Weekly articles aimed at revealing 36 select stocks for the New Year 2024. Those two articles were: Interest rates will come down, but [Barron's] panelists don't see another magnificent year for stocks. Eight picks to beat the odds. With a few exceptions, the members of the 2024 Barron's Roundtable expect the stock market to disappoint, with the index delivering returns of minus-5% to plus-5% for the full year. No, they don't see a ruinous recession, and yes, they expect the Federal Reserve to lower interest rates at some point during the year.
Activist To Foundation Leader: Jpb's Deepak Bhargava To Deliver ‘lightning Bolt’ To Philanthropy
2024-03-07T12:01:06.293188-05:00https://www.thetrustedinsight.com/investment-news/activist-to-foundation-leader-jpbs-deepak-bhargava-to-deliver-lightning-bolt-to-philanthropy-p6joendQjUk2cFshxD2Agd-20240307987/
As longtime progressive movement organizer Deepak Bhargava takes the reins of the multi-billion-dollar JPB Foundation, he is unveiling an ambitious plan to give big to democracy strengthening efforts.
Activist To Foundation Leader: Jpb's Deepak Bhargava To Deliver ‘lightning Bolt’ To Philanthropy
2024-03-07T09:31:17.840184-05:00https://www.thetrustedinsight.com/investment-news/activist-to-foundation-leader-jpbs-deepak-bhargava-to-deliver-lightning-bolt-to-philanthropy-20240307981/
As longtime progressive movement organizer Deepak Bhargava takes the reins of the multi-billion-dollar JPB Foundation, he is unveiling an ambitious plan to give big to democracy strengthening efforts. The New York City-based foundation, which says it has assets of about $4.2 billion, announced it will increase grantmaking this year by 20% to about $510 million.