Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Russell 1000 Value ETF (Symbol: IWD) where we have detected an approximate $1.7 billion dollar inflow -- that's a 2.5% increase week over week in outstanding units (from 315,800,000 to 323,800,000). Among the largest underlying components of IWD, in trading tod...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Russell 1000 Value ETF (Symbol: IWD) where we have detected an approximate $1.7 billion dollar inflow -- that's a 2.5% increase week over week in outstanding units (from 315,800,000 to 323,800,000). Among the largest underlying components of IWD, in trading today Berkshire Hathaway Inc New (Symbol: BRK.B) is up about 0.1%, JPMorgan Chase & Co (Symbol: JPM) is up about 2.1%, and Exxon Mobil Corp (Symbol: XOM) is up by about 0.8%. For a complete list of holdings, visit the IWD Holdings page » The chart below shows the one year price performance of IWD, versus its 200 day moving average: Looking at the chart above, IWD's low point in its 52 week range is $163.19 per share, with $226.39 as the 52 week high point — that compares with a last trade of $215.01. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the SPDR S&P Aerospace & Defense ETF (Symbol: XAR) where we have detected an approximate $673.1 million dollar inflow -- that's a 11.5% increase week over week in outstanding units (from 22,675,000 to 25,275,000). Among the largest underlying components of XAR, in trading ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the SPDR S&P Aerospace & Defense ETF (Symbol: XAR) where we have detected an approximate $673.1 million dollar inflow -- that's a 11.5% increase week over week in outstanding units (from 22,675,000 to 25,275,000). Among the largest underlying components of XAR, in trading today Karman Holdings Inc (Symbol: KRMN) is up about 5.2%, ATI Inc (Symbol: ATI) is up about 6.1%, and Northrop Grumman Corp (Symbol: NOC) is lower by about 1.6%. For a complete list of holdings, visit the XAR Holdings page » The chart below shows the one year price performance of XAR, versus its 200 day moving average: Looking at the chart above, XAR's low point in its 52 week range is $137.0942 per share, with $295.39 as the 52 week high point — that compares with a last trade of $266.45. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Russell 1000 Growth ETF (Symbol: IWF) where we have detected an approximate $1.2 billion dollar inflow -- that's a 1.1% increase week over week in outstanding units (from 259,050,000 to 261,900,000). Among the largest underlying components of IWF, in trading to...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Russell 1000 Growth ETF (Symbol: IWF) where we have detected an approximate $1.2 billion dollar inflow -- that's a 1.1% increase week over week in outstanding units (from 259,050,000 to 261,900,000). Among the largest underlying components of IWF, in trading today NVIDIA Corp (Symbol: NVDA) is up about 3%, Apple Inc (Symbol: AAPL) is up about 1.8%, and Microsoft Corporation (Symbol: MSFT) is up by about 0.9%. For a complete list of holdings, visit the IWF Holdings page » The chart below shows the one year price performance of IWF, versus its 200 day moving average: Looking at the chart above, IWF's low point in its 52 week range is $308.67 per share, with $493 as the 52 week high point — that compares with a last trade of $438.05. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the AB US Equity ETF (Symbol: XCHG) where we have detected an approximate $186.6 million dollar outflow -- that's a 23.1% decrease week over week (from 34,200,000 to 26,300,000). Among the largest underlying components of XCHG, in trading today Vanguard Index Funds - Vangu...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the AB US Equity ETF (Symbol: XCHG) where we have detected an approximate $186.6 million dollar outflow -- that's a 23.1% decrease week over week (from 34,200,000 to 26,300,000). Among the largest underlying components of XCHG, in trading today Vanguard Index Funds - Vanguard Total Stk Mkt ETF (Symbol: VTI) is up about 2.1%, Walt Disney Co. (Symbol: DIS) is up about 0.6%, and GE Vernova Inc (Symbol: GEV) is up by about 7.2%. For a complete list of holdings, visit the XCHG Holdings page » The chart below shows the one year price performance of XCHG, versus its 200 day moving average: Looking at the chart above, XCHG's low point in its 52 week range is $23.62 per share, with $25.63 as the 52 week high point — that compares with a last trade of $23.63. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Invesco QQQ Trust (Symbol: QQQ) where we have detected an approximate $814.9 million dollar inflow -- that's a 0.2% increase week over week in outstanding units (from 644,350,000 to 645,750,000). Among the largest underlying components of QQQ, in trading today Amazon.c...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the Invesco QQQ Trust (Symbol: QQQ) where we have detected an approximate $814.9 million dollar inflow -- that's a 0.2% increase week over week in outstanding units (from 644,350,000 to 645,750,000). Among the largest underlying components of QQQ, in trading today Amazon.com Inc (Symbol: AMZN) is up about 3.3%, Meta Platforms Inc (Symbol: META) is up about 2%, and Alphabet Inc (Symbol: GOOGL) is up by about 1.1%. For a complete list of holdings, visit the QQQ Holdings page » The chart below shows the one year price performance of QQQ, versus its 200 day moving average: Looking at the chart above, QQQ's low point in its 52 week range is $402.39 per share, with $637.01 as the 52 week high point — that compares with a last trade of $594.40. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Amazon (AMZN +3.27%) once relied heavily on the United States Postal Service (USPS) to fulfill its "last mile" deliveries. That partnership was mutually beneficial: Amazon secured bulk shipping discounts from the USPS, while the USPS filled its unused delivery capacity. Amazon's delivery speeds also accelerated after the USPS started delivering its packages on Sundays in 2013. By delivering more p...
Amazon (AMZN +3.27%) once relied heavily on the United States Postal Service (USPS) to fulfill its "last mile" deliveries. That partnership was mutually beneficial: Amazon secured bulk shipping discounts from the USPS, while the USPS filled its unused delivery capacity. Amazon's delivery speeds also accelerated after the USPS started delivering its packages on Sundays in 2013. By delivering more packages, the USPS offset its declining letter mail revenues. But over the past decade, the e-commerce leader has expanded its first-party logistics network, Amazon Logistics, to reduce its dependence on USPS, UPS (UPS +3.29%), and other third-party couriers. That expansion transformed Amazon from a partner to a competitor, giving the company even more leverage to negotiate lower delivery rates with its third-party partners. Amazon plans to reduce its USPS shipments by at least two-thirds when its current contract with the postal service expires on Oct. 1. The two parties were in talks to negotiate more favorable terms for a new contract -- but Amazon recently disclosed that those negotiations abruptly collapsed last December after the USPS backed out at the "eleventh hour". That retreat was surprising, since the USPS could run out of cash this year as its total deliveries decline. Will these crumbling negotiations hurt Amazon's stock? Amazon generates most of its revenue from its e-commerce business, but most of its profits come from its cloud infrastructure platform, Amazon Web Services (AWS). Both businesses are under pressure right now as the Iran War drives up energy prices, throttles consumer demand, disrupts deliveries in certain regions, and drives companies to rein in their cloud spending. Expand NASDAQ : AMZN Amazon Today's Change ( 3.27 %) $ 6.71 Current Price $ 212.08 Key Data Points Market Cap $2.2T Day's Range $ 209.51 - $ 212.80 52wk Range $ 161.38 - $ 258.60 Volume 16M Avg Vol 48M Gross Margin 50.29 % Since Amazon's e-commerce business already operates at low...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Broad USD Investment Grade Corporate Bond ETF (Symbol: USIG) where we have detected an approximate $182.9 million dollar outflow -- that's a 1.1% decrease week over week (from 325,600,000 to 322,000,000). The chart below shows the one year price performance of ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Broad USD Investment Grade Corporate Bond ETF (Symbol: USIG) where we have detected an approximate $182.9 million dollar outflow -- that's a 1.1% decrease week over week (from 325,600,000 to 322,000,000). The chart below shows the one year price performance of USIG, versus its 200 day moving average: Looking at the chart above, USIG's low point in its 52 week range is $49.10 per share, with $52.7199 as the 52 week high point — that compares with a last trade of $51.12. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the SPDR Gold Shares (Symbol: GLD) where we have detected an approximate $98.2 million dollar outflow -- that's a 0.1% decrease week over week (from 305,200,000 to 304,800,000). The chart below shows the one year price performance of GLD, versus its 200 day moving average:...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the SPDR Gold Shares (Symbol: GLD) where we have detected an approximate $98.2 million dollar outflow -- that's a 0.1% decrease week over week (from 305,200,000 to 304,800,000). The chart below shows the one year price performance of GLD, versus its 200 day moving average: Looking at the chart above, GLD's low point in its 52 week range is $177.535 per share, with $247.37 as the 52 week high point — that compares with a last trade of $244.78. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Core High Dividend ETF (Symbol: HDV) where we have detected an approximate $1.5 billion dollar inflow -- that's a 11.5% increase week over week in outstanding units (from 97,850,000 to 109,100,000). Among the largest underlying components of HDV, in trading tod...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares Core High Dividend ETF (Symbol: HDV) where we have detected an approximate $1.5 billion dollar inflow -- that's a 11.5% increase week over week in outstanding units (from 97,850,000 to 109,100,000). Among the largest underlying components of HDV, in trading today Johnson & Johnson (Symbol: JNJ) is trading flat, Philip Morris International Inc (Symbol: PM) is up about 0.7%, and ConocoPhillips (Symbol: COP) is up by about 0.3%. For a complete list of holdings, visit the HDV Holdings page » The chart below shows the one year price performance of HDV, versus its 200 day moving average: Looking at the chart above, HDV's low point in its 52 week range is $106.005 per share, with $140.89 as the 52 week high point — that compares with a last trade of $133.24. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the MOAT ETF (Symbol: MOAT) where we have detected an approximate $2.4 billion dollar inflow -- that's a 19.1% increase week over week in outstanding units (from 128,750,000 to 153,400,000). The chart below shows the one year price performance of MOAT, versus its 200 day m...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the MOAT ETF (Symbol: MOAT) where we have detected an approximate $2.4 billion dollar inflow -- that's a 19.1% increase week over week in outstanding units (from 128,750,000 to 153,400,000). The chart below shows the one year price performance of MOAT, versus its 200 day moving average: Looking at the chart above, MOAT's low point in its 52 week range is $75.43 per share, with $99.48 as the 52 week high point — that compares with a last trade of $98.86. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs had notable inflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares S&P Small-Cap 600 Value ETF (Symbol: IJS) where we have detected an approximate $149.0 million dollar outflow -- that's a 2.1% decrease week over week (from 61,550,000 to 60,250,000). Among the largest underlying components of IJS, in trading today Eastman Chem...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the iShares S&P Small-Cap 600 Value ETF (Symbol: IJS) where we have detected an approximate $149.0 million dollar outflow -- that's a 2.1% decrease week over week (from 61,550,000 to 60,250,000). Among the largest underlying components of IJS, in trading today Eastman Chemical Co (Symbol: EMN) is up about 4.3%, LKQ Corp (Symbol: LKQ) is up about 3.2%, and Celanese Corp (Symbol: CE) is lower by about 1.3%. For a complete list of holdings, visit the IJS Holdings page » The chart below shows the one year price performance of IJS, versus its 200 day moving average: Looking at the chart above, IJS's low point in its 52 week range is $82.0972 per share, with $127.8474 as the 52 week high point — that compares with a last trade of $117.70. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
chameleonseye/iStock Editorial via Getty Images PayPal: The Great Algorithmic Mistake and the Valuation Paradox with a P/E of 8 If you open the page of PayPal Holdings ( PYPL ) on any major financial aggregator today, the first thing that catches the eye is a bright-red banner warning about the high risk of further downside. Over the last year the capitalization of the company shrank by almost 35%...
chameleonseye/iStock Editorial via Getty Images PayPal: The Great Algorithmic Mistake and the Valuation Paradox with a P/E of 8 If you open the page of PayPal Holdings ( PYPL ) on any major financial aggregator today, the first thing that catches the eye is a bright-red banner warning about the high risk of further downside. Over the last year the capitalization of the company shrank by almost 35%, dropping to $40 billion, a humiliating mark for a fintech pioneer. The current price dangles in the neighborhood of $44-45 per share. On Wall Street, conventional wisdom dictates that the market is efficient and everything is priced in. The dominating narrative states the golden days of PayPal are behind it, Apple Pay ruthlessly takes away market share, the transaction margin (take rate) steadily shrinks because of the shift of focus to unbranded processing (Braintree), and the company turned into a "value trap." However, when investment decisions begin to be dictated by quantum algorithms reacting exclusively to negative price momentum (momentum) and forecast revisions (revisions), common sense often leaves the chat. Algorithms punish the stock for the fact that it ceased to be a classic story of rapid growth (growth). But they are absolutely blind to the fact that in front of us is a phenomenally profitable business, which right now trades with the multipliers of a troubled regional bank. The time has come to put aside the price charts and look at the harsh mathematics of the balance reports . PayPal Stock Overview (SA) The Illusion of Stagnation: Decoding the Income Statement You know, I think that the bearish narrative is largely built on the premise that PayPal's business hit a ceiling and began to degrade. Partly this is so, because if one looks at the dynamics of annual revenue and profit for the last five years, we will not see explosive growth there, as it was in the pandemic. But instead we will see stable indicators of resilience. In 2021, when there was wild e...
Polymarket has moved to squash some types of insider trading after the prediction markets platform came under scrutiny for suspected manipulation . The exchange updated its rules on Monday to clarify that certain kinds of trades are prohibited: users cannot act on stolen confidential information, wager using illegal tips, or bet if they are in a position to influence the outcome of an event. The c...
Polymarket has moved to squash some types of insider trading after the prediction markets platform came under scrutiny for suspected manipulation . The exchange updated its rules on Monday to clarify that certain kinds of trades are prohibited: users cannot act on stolen confidential information, wager using illegal tips, or bet if they are in a position to influence the outcome of an event. The changes affect Polymarket’s offshore venue, where the bulk of its trading occurs, and its fledgling US-regulated exchange. Both platforms debuted market integrity pages on Monday, providing users with information on how the rules work and ways to report suspicious activity. “Markets thrive on clarity,” Neal Kumar, Polymarket’s chief legal officer, said in a statement. “These rule enhancements make our expectations abundantly clear for every participant across both platforms and highlight the compliance infrastructure we have already built.” Polymarket and its main rival Kalshi have seen trading volumes explode since last year, driven in large part by sports-related contracts. But questions have arisen over how to monitor and prevent insider trading on everything from elections to geopolitics and sports. Earlier this month, Polymarket signed a deal with firms including Palantir Technologies Inc. to help police its sports contracts. Read More: Polymarket Iran Bets Hit $529 Million as New Wallets Win Big Polymarket has been dogged by accusations of insider activity, particularly on contracts related to geopolitics and war. Six accounts made around $1 million in profit by betting the US would strike Iran by Feb. 28. An Israeli military reservist and a civilian were indicted for allegedly using secret operational information to place Polymarket wagers on security operations last year, earning roughly $150,000.
Lock Stock/DigitalVision via Getty Images Investment thesis I am initiating Palisade Bio ( PALI ) with a speculative buy rating. In my view, Palisade Bio represents an attractive asymmetric opportunity in the inflammatory bowel disease (IBD) space, which is analogous to ABIVAX ( ABVX ) back in 2023. My thesis centers on the differentiated design and potential clinical utility of the company's lead...
Lock Stock/DigitalVision via Getty Images Investment thesis I am initiating Palisade Bio ( PALI ) with a speculative buy rating. In my view, Palisade Bio represents an attractive asymmetric opportunity in the inflammatory bowel disease (IBD) space, which is analogous to ABIVAX ( ABVX ) back in 2023. My thesis centers on the differentiated design and potential clinical utility of the company's lead asset, PALI-2108, which is a microbiome-activated oral prodrug that targets PDE4 signaling locally within the colon. Company IR deck (Company IR deck) I believe PDE4 inhibition is a well-validated (analogs such as apremilast ) anti-inflammatory mechanism of action. However, the systemic PDE4 inhibitors historically faced major challenges around tolerability, most importantly, nausea, vomiting, and neuropsychiatric adverse events, which have limited their use and further investigations in IBD. I believe Palisade's strategy endeavors to overcome this limitation through targeted local activation of the active drug within the lower gastrointestinal tract, and if it is successful, it can retain the anticipated anti-inflammatory efficacy of PDE4 and minimize the unwanted systemic adverse events. Encouraging phase 1a/b data Company IR deck (Company IR deck) The early phase 1 studies, including a small open-label cohort in ulcerative colitis, suggest a positive signal in clinical activity and tolerability. The study was designed as a single ascending-dose and multiple-ascending-dose study, and it also demonstrated favorable pharmacokinetics consistent with targeted intestinal exposure. Furthermore, the systemic exposure levels appear low, consistent with the intended pro-drug design. PK data - company IR deck (PK data - company IR deck) Also, in a small phase 1b ulcerative colitis trial, clinical response was reported in all treated patients (5/5), and clinical remission occurred in ~40% of the patients. Most importantly, no serious adverse events were reported. On the translation...
Guido Mieth/DigitalVision via Getty Images Introduction The last time I covered W. P. Carey ( WPC ), I highlighted their strong AFFO growth, solid and very sustainable dividend yield, and compelling valuation, advancing on their pivot away from office real estate and focusing on industrial and retail instead. Following a strong year and continued pivot with record-breaking investment volumes and s...
Guido Mieth/DigitalVision via Getty Images Introduction The last time I covered W. P. Carey ( WPC ), I highlighted their strong AFFO growth, solid and very sustainable dividend yield, and compelling valuation, advancing on their pivot away from office real estate and focusing on industrial and retail instead. Following a strong year and continued pivot with record-breaking investment volumes and significant dispositions, WPC still trades at an attractive valuation, standing to benefit from these moves combined with eventual macro improvements and a long-term expansion into Europe. Pivot Advances With Record Investments W. P. Carey IR WPC reported a very strong Q4 and 2025 as a whole, as their pivot is paying out so far, beating the market's revenue and FFO estimates following very strong investments and issuing even better guidance than expected, with the AFFO reaching $1.098 billion throughout the year, meaning $4.97 per share, delivering a very strong 5.7% increase compared to 2024. Their portfolio recycling initiatives also advanced very well in 2025, with a record $2.1 billion in investments (26% into Europe) and a whopping ~$1.5 billion in dispositions, while the company boasted a solid 98% occupancy rate and a weighted-average lease term of 12 years, with over 370 tenants across their 1682 properties in the net lease portfolio and 11 self-storage properties that still hold a solid 87.6% average occupancy rate. For 2026, WPC expects a solid AFFO of $5.13 to $5.23 per share, expecting a smaller investment volume of $1.25 billion to $1.75 billion against $250 million to a massive $750 million in dispositions, continuing their pivot and portfolio recycling into better-rate properties. Compared to 2025's level, this would mark another solid ~4.23% increase on a per share basis, which remains very solid given the current environment. W. P. Carey IR Based on WPC's latest report , we can see a solid financial position, although the debt remains somewhat elevated compa...