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Dec 9, 2024 | 
seekingalpha.com | Ryan Ang
Dec. 09, 2024 10:50 AM ETSummaryNewLake Capital Partners (NLCP) is a promising cannabis-focused REIT with strong financials, high dividend yields and no debt. Comps show that NLCP stands out in profitability and dividends too. NLCP and IIPR are also sole players in a highly competitive specialty of leaseback-based REITs (instead of mortgage-based REITs), allowing both to coexist.
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Dec 2, 2024 | 
businessandamerica.com | Ryan Ang
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Dec 2, 2024 | 
seekingalpha.com | Ryan Ang
Dec. 01, 2024 11:47 PM ETSummaryAbercrombie & Fitch's Q3 results exceeded expectations with 14.4% YoY revenue growth and a 6.4% EPS beat, leading to raised full-year guidance. ANF's strong financials, strategic focus on digital innovation, omnichannel strategies, and localized marketing have driven broad-based growth across brands and regions, displaying its quality playbook. Risks include cautious consumer confidence, cyclical headwinds, and uncertainties from tariff policies.
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Nov 25, 2024 | 
seekingalpha.com | Ryan Ang
SummarySchlumberger has 4 key revenue streams and operates globally. Its narrative is focusing on capital discipline, operating efficiency and margins as it improves margins. Schlumberger's strong cash flows provides flexibility to give back to shareholders through share repurchases and dividends. Its optimized, de-levered financials brings more synergies through strategic acquisitions for future development.
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Nov 12, 2024 | 
seekingalpha.com | Ryan Ang
Nov. 12, 2024 11:22 AM ET, SummaryT-mobile is one of the leading wireless network operators in the USA. It is known for its strong customer service, a wide reaching network reaching over 99% of Americans. T-mobile is a good buy opportunity due to its attractive bundling and customer-centric approach, ambitious plans supported by a dynamic business model and ironclad financials and margins for strategic acquisitions.
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Oct 11, 2024 | 
seekingalpha.com | Ryan Ang
SummaryIn a world where diversification is preached, REITs offer a unique take. Instead of a basket of many REITs, hand-picking particular REITs from each sector is optimal. Equinix is an ideal buy due to its immense global reach, flexible balance sheets, and initiatives enhancing portfolio occupancy and energy efficiency. A precedent transactions analysis and a discounted cash flow analysis gives me a weighted par value of $884.67, a 0.9% upside from Equinix's share price at the time.
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Aug 28, 2024 | 
seekingalpha.com | Ryan Ang
Recap on OPRA Opera Limited (NASDAQ:OPRA) is a web browser company developed by OPRA Software. With the Original Opera's inception in April 1995, it remains one of the oldest web browsers still actively developing. Yet, it is certainly trying to keep things fresh by boasting its unique features to stand tall amidst its much larger competitors.
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Aug 6, 2024 | 
seekingalpha.com | Ryan Ang
Introduction GlaxoSmithKline plc (NYSE:GSK) is a pharmaceutical company that engages in the R&D of vaccines and medicines (general and specialty). It works in 3 key segments - namely, vaccines (turnover breakdown indicated in red in the chart below), specialty medicine (blue) and general medicine (green), contributing 28%, 36.4% and 35.6% respectively (YTD).
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Jun 30, 2024 | 
seekingalpha.com | Ryan Ang
Introduction From worries last year of potential recession in 2024 due to elevated interest rates to core, the current economic landscape is a unique one. The Federal Reserve's most recent rate decision penciled in one rate cut in 2024, and 5 projected rate cuts in 2025. Such hawkishness came amidst modest progress towards the committee's 2% soft landing inflation target, compelling them to wait for clearer signs of disinflation, albeit positive news on core CPI.
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Jun 2, 2024 | 
seekingalpha.com | Ryan Ang
Introduction AirBnb (NASDAQ:NASDAQ:ABNB) has always been a unicorn in the accommodation sector, paving the way with its first mover advantage into the peer-to-peer accommodation sharing industry in 2009. Since then, it has opened up opportunities for homeowners who want to interact with travelers of various walks of life via subletting, to homeowners that own multiple properties and rent them out frequently to travelers for profit generating.
