ClearBridge Global Infrastructure Value Strategy Q3 2023 Portfolio Manager Commentary
By Press Room
8 Mins read
By Charles Hamieh, Shane Hurst, Nick Langley, & Simon Ong Utilities Fundamentals Intact as Market Risks Rise Market Overview General equities as…
By Brian Angerame, Aram Green, Matthew Lilling, CFA, & Jeffrey Russell, CFA Market Overview and Outlook The third quarter was marked by…
On our last work on Bank of America (NYSE:BAC) we focused on the fact that margins were past their peak. These margins…
S&P 500: Risk Of Collapse - Week Starting 23rd October (Technical Analysis) (SP500)
By Press Room
5 Mins read
Last weekend’s article was titled “Make or Break,” and based on this week’s performance, the S&P 500 (SPY) is taking the latter…
I have been negative all year on Curaleaf (OTCPK:CURLF). Most recently, ahead of the potential rescheduling, I predicted that it could break…
Ares Capital: Rock-Solid Despite Recession Fears Heading Into Q3 Earnings (NASDAQ:ARCC)
By Press Room
3 Mins read
Ares Capital (NASDAQ:ARCC) is a leading business development company or BDC. Its market cap of $10.5B gives it a significant scale and…
United Therapeutics: Fundamental And Technical Analyses Justify A Buy Decision (UTHR)
By Press Room
7 Mins read
Investment Thesis United Therapeutics Corporation (NASDAQ:UTHR) has been in a long-term uptrend since 2019, making higher highs and higher lows. The stock…
*April 1st – Dec 31st, 2016 The compounded performance figures represent all realized and unrealized losses and gains in the firm’s brokerage…
Investment Thesis The last time I wrote about Netflix, I mentioned how the actors’ and writers’ strikes were unlikely to have an…
Enterprise Products Partners: A Strong Second Half Expected, FCF Gains Ahead (NYSE:EPD)
By Press Room
4 Mins read
High-dividend stocks have been battered on a relative basis in 2023 as rising interest rates have made big-yielders less attractive. Rebounding oil…