$BABA - Alibaba Remains A Value Buy Here - Rich Upsides Ahead. https://t.co/AyAnfTlZV5 #economy #business #markets
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Alibaba Remains A Value Buy Here - Rich Upsides Ahead
Discover why Alibaba (BABA) is a compelling value buy with robust e-commerce growth, AI-driven cloud revenues, share buybacks, and international expansion.
$NVDA - Nvidia: The Jensen Magic May Be Fading (Rating Downgrade). https://t.co/MbYV4Ub4AJ #stockmarket #trading #finance
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Nvidia: The Jensen Magic May Be Fading (Rating Downgrade)
Nvidia faces growth challenges as hyperscaler CapEx peaks, data center risks rise, and geopolitical factors impact.
$NBIS - Nebius: Rally Occurred Overly Fast, Reversing Momentum May Be Painful (Rating Downgrade). https://t.co/GnPGWMCki6 #stocks #business #finance
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Nebius: Rally Occurred Overly Fast, Reversing Momentum May Be Painful (Rating Downgrade)
Discover NBIS's strong FY2025 outlook, efficient capital strategy, and growth prospects in neocloud and edtech.
$ET - Energy Transfer Has A Strong Yield And Growth Potential. https://t.co/XzqyQ4tHUs #business #stockmarket #finance
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Energy Transfer Has A Strong Yield And Growth Potential
Energy Transfer offers a secure 7.5% dividend yield & $5B growth plans for 2025.
$NFLY - NFLY: High-Yield Monthly Income On NFLX Options. https://t.co/hG5EIdZhGw #business #investing #economy
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NFLY: High-Yield Monthly Income On NFLX Options
NFLY offers exposure to a high-yield approach to Netflix shares, with a focus on dividend income. Read why the ETF presents an alternative for investors seeking income sources.
$LKFN - Lakeland Financial Corporation: Upside Is Difficult To Justify. https://t.co/Rkxg7lWK0F #business #markets #investing
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Lakeland Financial Corporation: Upside Is Difficult To Justify
Lakeland Financial shows strong asset quality, but declining profitability and high valuation suggest a 'hold' rating.
The Fed's Problem And The Interest Rate Forecast. https://t.co/azgip4f1wW #investing #stocks #business
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The Fed's Problem And The Interest Rate Forecast
In 2025, the Fed is coping with tremendous changes in policy, plus swings back and forth on tariffs. The latest Fed meeting minutes shed some light on the difficult decision. Read more here.
$MPLX - Change Of Distribution Scenery At MPLX (Rating Upgrade). https://t.co/kAlk1fYL4M #business #finance #stockmarket
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Change Of Distribution Scenery At MPLX (Rating Upgrade)
MPLX shifts to EBITDA-tied distribution growth, focuses on NGL & gas projects. Read more here.
$SP500 $NDX $DJI - Hot May Data May Trigger Further Yield Curve Bear Steepening. https://t.co/ReNMntqM9o #trading #markets #economy
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Hot May Data May Trigger Further Yield Curve Bear Steepening
Unless data meaningfully disappoints, higher long-term interest rates are justified, reflecting a stronger economy and a shallower path for Fed rate cuts.
$MMCRX $MDCIX $GTSGX - Madison Mid Cap Fund Q1 2025 Investment Strategy Letter. https://t.co/2lwfLdkK54 #finance #trading #investing
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Madison Mid Cap Fund Q1 2025 Investment Strategy Letter
The Madison Mid Cap Fund (class I) decreased 4.15% in the first quarter of 2025, compared to the 3.40% decrease in the Russell Midcap Index. Read more here.
$CGDV - CGDV: Forget The Yield, This Active Dividend Value ETF Just Works. https://t.co/KY0Yp16xyr #stockmarket #markets #investing
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CGDV: Forget The Yield, This Active Dividend Value ETF Just Works
Explore CGDV, a $16.68B actively managed fund offering strong total returns with a diversified factor mix.
$PAGS - PagSeguro: Back On Its Feet But Playing Catch-Up. https://t.co/mzZLg1QUVs #investing #business #markets
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PagSeguro: Back On Its Feet But Playing Catch-Up
PagSeguro has potential for moderate growth but lacks a strong competitive edge in its main businesses.
$GBLI - Global Indemnity: Getting Its House In Order. https://t.co/unQRD980Io #economy #stocks #finance
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Global Indemnity: Getting Its House In Order
Recent California wildfires caused record-breaking insured losses, directly impacting Global Indemnity's Q1 2025 results.
$FIX - Comfort Systems USA: Initiate Hold Amid Peak Valuation And Macro Risks. https://t.co/w1pGXLh6Y6 #markets #economy #investing
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Comfort Systems USA: Initiate Hold Amid Peak Valuation And Macro Risks
We initiate coverage on Comfort Systems USA at Hold, praising the best-in-class operational momentum, but recognizing that upside and risk are priced into...
$AGRO - Adecoagro Trades Cheap, But Lacks Near-Term Catalysts. https://t.co/1ENHPbCdTL #finance #trading #stockmarket
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Adecoagro Trades Cheap, But Lacks Near-Term Catalysts
Adecoagro's Q1 results showed 24% revenue growth driven by ethanol sales, but margins were weak due to mark-to-market losses. Read why I rate AGRO stock a Hold.
$AVGO $CRWD - Wall Street Brunch: Has Tariff Uncertainty Hit The Labor Market?. https://t.co/48UMCFrOTH #business #economy #stockmarket
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Wall Street Brunch: Has Tariff Uncertainty Hit The Labor Market?
May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. Jamie Dimon sees crack in bond market coming. BofA sees major market inflection point.
$MSCRX $MSCIX $BVAOX - Madison Small Cap Fund Q1 2025 Investment Strategy Letter. https://t.co/HlqYi4Ty03 #trading #economy #investing
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Madison Small Cap Fund Q1 2025 Investment Strategy Letter
The Madison Small Cap Fund (class I) delivered a negative 8.9% return, slightly better than the 9.5% decline of the Russell 2000 Index and trailing the Russell 2500 Index decline of 7.5%.
$BLX - Bladex: Growing Nicely, But In Riskier Economies. https://t.co/WMl0A4jYty #finance #stocks #investing
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Bladex: Growing Nicely, But In Riskier Economies
I maintain a Hold rating on Bladex as shares now trade near intrinsic value, removing the previous discount and margin of safety.