Latest

MLPX, AMZA: No More Alpha On Mid-Stream O&G (Archive)

Midstream O&G ETFs face subdued demand and I now rate MLPX and AMZA ‘hold’.

SCHD: The Alpha Party Is Over (Archive)

SCHD is less defensive than many dividend investors might initially assume.

Petrobras: Value Destruction Ahead (Archive)

Petrobras’ new regime threatens minority shareholders with politicized strategy and value destruction.

Global Ship Lease: Riding Against The Currents (Archive)

Container supply headwinds and fading pricing power erode GSL’s margin of safety.

VHT: You Won't Get Defensive Healthcare Exposure Here (Archive)

VHT’s pharma and biotech tilt undermines its typical defensive healthcare profile.

KARS: EVs Are Accelerating (Archive)

KARS gives diversified exposure to the EV value chain without overweight Tesla risk.

CIBR: Enterprises Are Not Prioritizing Cybersecurity (Archive)

Cybersecurity tailwinds strong, but delayed enterprise adoption and rich valuations keep CIBR a hold.