Workflow
Strategy: Yes On STRF, Hard Pass On MSTR
Seeking Alpha· 2025-05-03 12:30
Group 1 - The article discusses the author's personal investment strategies in crypto, specifically focusing on Bitcoin miners and related equities [1][2] - The author has a beneficial long position in shares of STRF, BTC-USD, MARA, and CLSK, indicating a positive outlook on these assets [2] - The article emphasizes that the views expressed are personal opinions and not investment advice, highlighting the author's independent analysis [2][3] Group 2 - The author has experience as a media research analyst, which may provide insights into market trends and investment opportunities in the crypto sector [1] - The article mentions the Heretic Speculator newsletter, suggesting a commitment to sharing investment insights and analysis beyond the platform [1] - The author clarifies that there is no business relationship with any mentioned companies, reinforcing the independence of the analysis [2]
Trump posts AI image of himself as pope on Truth Social
Sky News· 2025-05-03 12:21
Core Points - Donald Trump posted an AI-generated image of himself in papal attire shortly after the death of Pope Francis, which has drawn significant criticism but also garnered over 100,000 likes across social media platforms [1][5][6] Group 1: Social Media Reaction - The image was shared on Trump's Truth Social account and subsequently on White House X and Instagram, receiving over 58,000 likes on Instagram and over 78,000 likes on X [5][6] - User comments on social media were predominantly negative, with many describing the image as "disgusting," "disturbing," and "offensive" [5][6] Group 2: Context of the Post - The post came just days after Trump jokingly expressed a desire to be the next pope during a press interaction [3][7] - The conclave to select a new pope is scheduled to begin on May 7, following Pope Francis's death due to a stroke and heart failure at the age of 88 [7] Group 3: Trump's Religious Background - Trump's religious views have been a topic of speculation; he was raised as a Presbyterian but later identified as a non-denominational Christian [10][11] - Despite questions regarding the depth of his faith, Trump has successfully appealed to conservative Christians and evangelicals, which has played a role in his electoral success [11]
These S&P 500 Stocks Soared During Trump's First 100 Days in Office. Are They No-Brainer Buys Today?
The Motley Fool· 2025-05-03 12:21
Core Insights - The S&P 500 index fell 7.1% and the Nasdaq Composite index dropped 11.1% in the first 100 days of the second Trump administration, indicating a challenging market environment [1][2] - Despite the overall market decline, 161 out of 502 S&P 500 stocks posted positive returns during this period, highlighting pockets of resilience [2] Company Performance - **Palantir Technologies**: Achieved a 100-day price gain of 65% and a 1-year total return of 428.9%, with a market cap of $274.1 billion. The company reported a 36% year-over-year revenue increase and improved free cash flow margins from 50% to 63% [4][8] - **Philip Morris International**: Recorded a 100-day price gain of 40.9% and a 1-year total return of 87.2%, with a market cap of $264.7 billion [4] - **Dollar General**: Experienced a 100-day price gain of 36.9%, despite a previous negative total return of 47% over the past year. The company reported a 4.5% year-over-year revenue increase and positive same-store sales growth [4][13][14] - **VeriSign**: Achieved a 100-day price gain of 34.5% and a 1-year total return of 65%, with a market cap of $26.3 billion [4] - **Netflix**: Saw a 100-day price gain of 31.9% and a 1-year total return of 105.8%, with a market cap of $482.4 billion. The company reported strong earnings growth and industry-leading profit margins [4][10][11] Market Trends - The performance of low-priced retailers like Dollar General tends to improve during economic uncertainty, as consumer confidence declines [15] - Companies like Netflix have shown resilience and growth independent of government policies, indicating a strong business model [10][12]
2 Stocks, 2 Decades, $200. Is This the Long-Term Dividend Play for Your Portfolio?
The Motley Fool· 2025-05-03 12:20
Investing in excellent dividend stocks can be a great strategy to mitigate risk and boost long-term returns. Companies that can dispense regular payouts to their shareholders -- especially those that have done so for a long time -- generally have stable and steadily growing businesses that can perform relatively well even amid downturns. And opting to reinvest the dividend will significantly boost long-term returns.However, there's a long list of dividend stocks on equity markets. Which ones should investor ...
Eledon: A Company With Good Early Data In Kidney Transplant Rejection And A Full Balance Sheet
Seeking Alpha· 2025-05-03 12:15
Eledon Pharmaceuticals (NASDAQ: ELDN or the Company), is a small cap, development-stage biotech company whose lead candidate, tegoprubart, inhibits CD40 ligand (CD40L, or CD154) binding of T-cells with CD40 receptors on B-cells and dendritic cells, which serves to reduce the T-cell mediated immuneAnalyst’s Disclosure: I/we have a beneficial long position in the shares of ELDN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am no ...
Blue Bird Looks Quite Cheap Even After Factoring In Policy Uncertainties
Seeking Alpha· 2025-05-03 12:14
Over the last year, Blue Bird Corporation ( BLBD ) has given up most of the gains that it generated in May 2024 due to uncertainty regarding a key industry tailwind for the EV school buses. Although theI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and have a catalyst in the near future. My investment horizon ranges from a q ...
5 Stocks I'm Buying As The Economy Dims And Dividends Shine
Seeking Alpha· 2025-05-03 12:05
Group 1 - The article emphasizes the importance of holding two contradictory thoughts simultaneously as investors [1] - It promotes a 2-week free trial for access to the entire portfolio and current top picks [1] - The company claims to be the largest real estate investment community on Seeking Alpha, with over 2,000 members and a perfect rating of 5/5 from over 400 reviews [1] Group 2 - A limited-time offer is available for joining at a deeply reduced rate [1] - The article encourages potential investors to start their 2-week free trial today [1]
SM Energy: FCF Generation Remains Solid At High-$50s Oil
Seeking Alpha· 2025-05-03 12:00
We are currently offering a free two-week trial to Distressed Value Investing . Join our community to receive exclusive research about various companies and other opportunities along with full access to my portfolio of historic research that now includes over 1,000 reports on over 100 companies.SM Energy's ( SM ) Q1 2025 production ended up near the high-end of expectations, although its lease operating expenses have also been trending higher. Oil prices have dropped into the mid-to-high $50s, but it doesn' ...
PBF Energy: Shares Can Recover As Cash Pressures Ease
Seeking Alpha· 2025-05-03 12:00
Group 1 - PBF Energy's shares have declined significantly, losing 68% of their value over the past year [1] - Following the recent earnings release, PBF Energy's stock dropped by 3% [1] - The company has been identified as a poor performer in the market, indicating potential challenges in its operational or financial performance [1]
Should Investors Buy Amazon Stock Right Now in May?
The Motley Fool· 2025-05-03 11:45
Core Viewpoint - Amazon reported quarterly financial results that alleviated concerns regarding tariffs and revenue loss [1] Financial Performance - The financial results indicated a positive outlook, addressing previous worries about the impact of tariffs on the company's revenue [1]