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A 13% Yield Whose Safety Is in the Eye of the Beholder

Energy stocks are on investors’ radars these days as tensions rise in Iran.
So today, we’re looking at an energy producer that we’ve never analyzed before in this Safety Net column.
Vermilion Energy (NYSE: VET) is based in Calgary, but it also has operations in the U.S., the Netherlands, Germany, France and Australia.
The company has paid a monthly dividend for nearly 17 years. It has never cut the dividend and has raised it four times.
Vermilion currently pays a CA$0.23 per share monthly dividend, which comes out to about $0.18 in U.S. dollars. That equates to a 13% annual yield.
Impressive. But will that …read more […]

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How Did Ambarella Inc (AMBA) Perform In Comparison to Hedge Fund Favorites in 2019?

Hedge funds and other investment firms that we track manage billions of dollars of their wealthy clients’ money, and needless to say, they are painstakingly thorough when analyzing where to invest this money, as their own wealth also depends on it. Regardless of the various methods used by elite investors like David Tepper and David […] …read more […]

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American Eagle Outfitters Inc. (AEO) vs. Top 20 Hedge Fund Stocks in 2019

While the market driven by short-term sentiment influenced by the accomodative interest rate environment in the US, increasing oil prices and deteriorating expectations towards the resolution of the trade war with China, many smart money investors kept their cautious approach regarding the current bull run in the third quarter and hedging or reducing many of […] …read more […]

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Coupa Is Gunning for SAP Concur’s Share of the Travel Expense Business

SAP Concur has a target on its back. After all, the unit of the German software giant boasts the largest market share for helping the world’s largest companies manage their travel expenses. Yet new rivals — Coupa, an expenses management company, and a group of brands including Certify and Chrome River that a private equity […] …read more […]

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How We Knew Advanced Micro Devices Stock Would Be Lower Today

What a crazy 24 hours it’s been in the markets…
I don’t know if you kept an eye on the aftermarket futures, but the Dow futures were indicating a move of negative 400 after Iran retaliated for the U.S. killing its top general by launching more than a dozen ballistic missiles at multiple bases housing U.S. troops in Iraq.
But then this morning, reports said that no U.S. service members were hurt in the attacks, which sparked a major turnaround.
As the market opened today, that 400-point loss on the Dow was trimmed to only 43 points. That was quite a major turnaround.
And …read more […]