Featured Reports
Top 5 Credit Stocks: 9% Yields And Up
While our previous report (Top 15 New Reality Stocks) focused on companies that have been sailing through the coronavirus crisis, this report focuses on stocks that have sold-off, but have significant price appreciation potential, and that is in addition to their big, mostly double-digit yields. The Top 5 Credit Stocks in this report are all involved in the lending businesses (whether through small small business loans or mortgage securities, for example), and they are all attractive and worth considering. We count down the ideas from number five to number one.
Qualcomm: 5G + Patent Portfolio = Big Upside
Despite the strong performance over the last year, Qualcomm shares have a lot more upside potential ahead. Specifically, the continuing wave of 5G connectivity, combined with Qualcomm’s significant competitive advantages, make the shares attractive. In this report, we review the business, the unique licensing model, the Nuvia acquisition, valuation and risks, and then conclude with our opinion on investing.
Farfetch: Post-Pandemic Upside
Farfetch (FTCH) is one of the largest e-commerce solutions for luxury goods, and it is growing rapidly thanks to its significant, technology-enabled platform that is not easy to replicate. Further, the company is well placed to benefit from the ongoing digital shift, which is accelerating because of the ongoing global pandemic. Despite near-term economic uncertainties, the asset-light business model remains intact and is quite valuable. This article reviews the business, the opportunity, profitability, valuation and risks. We conclude with our opinion on investing.