Following my coverage on Xerox Holdings (NASDAQ: XRX ) in Oct’24, which I recommended a sell rating due to my view that XRX business is structurally impaired, and I don’t see any potential for positive earnings growth inI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Investors merely glancing at Rivian (RIVN -2.28%) stock might avoid the company in 2025 simply because it doesn't appear to have many catalysts. The next vehicle launch won't be until early 2026 when the R2 goes into production, followed by the R3X and R3. Add uncertainty about the incoming U.S. presidential administration's attitude toward the electric vehicle (EV) industry, and you have a stock that could be stuck in neutral throughout 2025.But closer attention to Rivian shows a couple of dark horse catal ...

These three stocks pay growing dividends, with yields currently among their highest on record.It's difficult for companies to stay at the top of their industries for long. The competition in the global economy is just too fierce. Yet, there are proven winners, such as Nike (NKE 2.94%), Hershey (HSY -0.33%), and PepsiCo (PEP 0.08%), that have stood the test of time due to their beloved brands and the pricing power it gives them.But even the best face adversity from time to time. As magnificent as they are, t ...

XPLR Infrastructure (NEP -11.33%), formerly NextEra Energy Partners, had been an impressive dividend stock. The clean energy infrastructure operator had grown its payout rapidly since its formation over a decade ago. It recently offered a dividend yield in the double digits, mainly because of the more than 85% plunge in its stock price from the peak. However, because of financial constraints, the energy company is suspending its dividend in a surprising move. While a payout cut seemed almost inevitable, an ...

PayPal (PYPL 0.65%) has taken it on the chin over the past several years. The digital payment company has struggled to maintain the rapid growth it saw during the pandemic and has faced scrutiny for its declining margins.However, the past year has been much better for the fintech. It has undergone a transition year to improve its offerings and margins. Today, PayPal trades at a reasonable valuation as the company looks to restart the growth that made it a fintech darling a few years ago. Here's why it could ...

Last week, Chinese startup DeepSeek published a research paper in which it claimed to have trained a large language model rivaling the performance of leading U.S. models, while spending much less money than U.S. companies. Shares of Nvidia (NVDA -4.10%) fell sharply on the news because of its dominant position in artificial intelligence (AI) accelerator chips.However, Wall Street has some good news: Several analysts thinks the efficient training techniques DeepSeek employed may actually benefit Nvidia by re ...

A screen grab captured from a video shows a regional plane collided in midair with a military helicopter and crashed into the Potomac River in Washington, D.C. United States on Jan. 29, 2025.The midair collision of a military helicopter and an American Airlines regional jetliner on Wednesday night brings to an end a streak of commercial air travel safety that was unknown to previous generations.It is the worst air disaster on U.S. soil in more than 15 years.American Eagle Flight 5342 from Wichita, Kansas wa ...

At first glance, there's nothing all that similar between Realty Income (O -1.67%) and Walmart (WMT 0.22%). One is a real estate investment trust (REIT), the other a retailer. But there's an important intersection, since the properties on which Realty Income is focused are largely occupied by retailers. In fact, Walmart is one of the REIT's largest grocery store-related tenants. A comparison between these two related companies is worth close consideration for long-term dividend investors.Walmart vs. Realty ...

Walt Disney (DIS 0.94%) is a global media and entertainment conglomerate that owns incredibly valuable intellectual property (IP) that it's able to monetize in many ways. This could mean making money in movie theaters, on traditional cable channels, or in theme parks and cruises. But going forward, the company's direct-to-consumer (DTC) streaming segment is going to become even more important.After losing billions of dollars in recent years, this division is now generating positive operating income. While t ...