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BIZD: Attractive Double-Digit Yields For Income Investors (Archive)

Moderately concentrated BDC ETF offering double-digit yields but limited margin of safety today.

Super Micro Computer: Make Sure You Buy Before Feb 25 (Archive)

SMCI’s liquid-cooled AI servers offer powerful growth, attractive valuation, and improving sentiment.

Energy Transfer: Buy Now Before It Signs More Deals With Data Centers (Archive)

Energy Transfer is quietly becoming a major beneficiary of AI data center power demand.

Realty Income: 2 Reasons That Stop Me Short Of Buying This High Yield REIT (Archive)

High-yield REIT with improving fundamentals, but technicals and impairment risks temper conviction.

Pfizer: 3 Key Risks That Warrant A Sell (Archive)

Patent cliffs, weak margins, and bearish technicals justify maintaining a Sell stance.

Uber's Hype Vs Reality: What Investors Need To Consider Before Buying In (Archive)

Dissecting Uber’s narrative, I find unimpressive results, premium valuation, and balanced risk-reward.

Amazon: Why You Shouldn't Miss Out On Buying The Post-Earnings Dip (Archive)

Buying Amazon’s post-earnings dip to capture long-term margin and growth tailwinds.