Bram de Haas

1 week ago | seekingalpha.com | Bram de Haas

May 05, 2025 10:53 AM ET, , SummaryCelestica's Q1 results beat expectations, with revenue and EPS exceeding consensus, leading to an upgraded rating from Buy to Strong Buy. Management's conservative guidance has been raised, and they see opportunities to gain market share despite tariff challenges, showcasing their ability to navigate complexity. Margins are expanding, particularly in the high-growth CCS segment, driving significant earnings growth and adding value.

1 week ago | seekingalpha.com | Bram de Haas

SummaryGeopolitical tensions, especially Russia's invasion of Ukraine and rising concerns about China, are driving global defense spending, creating a favorable environment for defense investments. The Global X Defense Tech ETF offers focused exposure to defense spending, excluding non-defense sectors and certain countries, making it a solid investment choice. Technological advancements in AI and drones require new answers, further supporting the long-term growth potential of defense companies.

2 weeks ago | seekingalpha.com | Bram de Haas

Apr. 30, 2025 11:16 AM ETSummaryGuggenheim Strategic Opportunities Fund trades at a 27.84% premium, leveraging opportunistic credit with a high 15.15% distribution rate and significant leverage of ~23%. Despite impressive historical returns, GOF's premium poses a risk, especially in volatile markets, potentially leading to severe drawdowns. The portfolio includes high-risk assets like distressed debt and CLO equity, which could be problematic during economic downturns or credit spread blowouts.

2 weeks ago | seekingalpha.com | Bram de Haas

Apr. 28, 2025 3:55 AM ET, , SummaryTesla's Q1 2025 earnings call highlighted challenges in vehicle deliveries due to factory updates and brand hostility, but Musk's partial return to Tesla is seen positively. Musk's ambitious timelines for robotaxis and Optimus robots face significant technological, regulatory, and supply chain hurdles, casting doubt on near-term growth projections.

3 weeks ago | seekingalpha.com | Bram de Haas

Apr. 22, 2025 11:24 PM ET, , , SummaryTSMC's Q1 2025 earnings beat expectations, with EPS at $2.12 and revenue at $25.53B, but the stock moved only 0.05%. Management's robust Q2 revenue forecast and commitment to CapEx suggest confidence in long-term growth despite tariff uncertainties. AI revenue is expected to double in 2025, with a mid-40s percentage CAGR over the next five years, highlighting strong market demand.