Mike Zaccardi

1 day ago | seekingalpha.com | Mike Zaccardi

Jun. 05, 2025 11:05 PM ETSummaryI am upgrading iShares Latin America 40 ETF to a buy, citing its strong YTD outperformance and improved momentum versus the S&P 500. ILF offers a compelling combination of low valuation (8.5x P/E), high 6.1% yield, and attractive PEG ratio, despite portfolio cyclicality risks. Technical analysis points to a bullish setup, with a breakout above $27 targeting $33, supported by double-bottom and RSI strength.

1 day ago | seekingalpha.com | Mike Zaccardi

Jun. 05, 2025 2:27 PM ET, , SummaryI am downgrading SDIV from buy to hold due to muted momentum and ongoing concerns about its heavy Real Estate sector exposure. SDIV offers a high 10.7% yield and an attractive valuation, but weak earnings growth and a concentrated value style limit its appeal. Technical analysis shows SDIV stuck in a trading range, with resistance near $24 and support around $20-$21, and only modest bullish signals.

2 days ago | seekingalpha.com | Mike Zaccardi

SummaryI reiterate my buy rating on General Motors, despite lowering my price target due to tariff headwinds and reduced earnings outlook. GM remains attractively valued, trading at a low P/E and boasting a high free cash flow yield, even as EPS estimates decline. Key risks include tariff impacts, volatile trade policy, and dependence on pickup/EV growth, making long-term forecasting challenging.

2 days ago | seekingalpha.com | Mike Zaccardi

Jun. 04, 2025 11:02 PM ET1 CommentSummaryGlobal X MLP ETF continues to deliver strong total returns and a high 7.33% yield, outperforming the S&P 500 year-to-date despite recent technical weakness. The ETF offers focused exposure to midstream energy infrastructure, with a compelling value profile: low P/E, robust earnings growth, and a PEG ratio below one. Technical momentum has softened, with shares now range bound and neutral RSI trends, but the long-term income case remains attractive.

3 days ago | seekingalpha.com | Mike Zaccardi

Jun. 04, 2025 9:15 AM ET, , , , SummaryEWU has outperformed the S&P 500 in 2025, driven by strong momentum, reasonable valuation, and high shareholder yield. Despite rising global valuations, EWU remains attractive with a low P/E of 13.5, a 3.5% dividend yield, and robust liquidity. The ETF's large-cap, financials-heavy portfolio benefits from a weaker US dollar and could outperform if cyclicals and defensives lead.