1001Love/iStock via Getty Images I simply love predictability. I'm not just talking about routine. My wife even teases me about ordering the same dish at the same restaurants. I watch the same movies and have the same friends. I think there's no better life, and many of my readers must agree with me on this point. After all, you clicked to read an article about royalty funds, didn't you? I've been...
1001Love/iStock via Getty Images I simply love predictability. I'm not just talking about routine. My wife even teases me about ordering the same dish at the same restaurants. I watch the same movies and have the same friends. I think there's no better life, and many of my readers must agree with me on this point. After all, you clicked to read an article about royalty funds, didn't you? I've been covering names like Pizza Pizza ( PZA:CA ) and Boston Pizza ( BPZZF ), but I think none of them are as predictable as Diversified Royalty ( DIV:CA ). Nine businesses (including the Cheba Hut deal ) pay a relatively stable royalty stream to Diversified. And here—unlike the two restaurants I mentioned—they range from automotive repair centers to real estate services. The fund's idea is to create a counter-cyclical portfolio. Seeking Alpha Despite all the noise surrounding tariffs and soaring oil prices, my call here delivered a total return of ~25% compared to just over 3.8% for the S&P. And this in only eight months! Not all of my royalty fund picks beat the S&P, but most are doing quite a bit better. It seems to me that the market continues to actively look for bond-like investments to offset volatility in times like these. And, since I have a price targe t of ~$4.70 per unit ( upside of more than 20% from here), I think this recent bottom was perfect for another article. But I'm not naive. Even after babysitting this thesis for almost a year, I've noticed some things (good and bad) that I want to share with you. I think it's best to start with those. Sutton and Air Miles: Rotten Apples You could probably smell the rotten apples in the portfolio just by looking at the royalty stream. And yes, I'm talking about Air Miles and Sutton. Author In my last article (I hope you followed the coverage, huh?) I showed you what brought down Air Miles. Trust was gone, and so was the money. Simple as that. Sutton’s issue is different. It’s not some trust break like Air Miles; it’s more l...
Key Points Palantir's revenue soared 70% year over year in its most recent quarter. Its commercial business in the United States continues to expand at a staggering pace, jumping 137% year over year. The stock's price-to-earnings ratio is 255, but its forward price-to-earnings ratio is much lower. 10 stocks we like better than Palantir Technologies › It has been a wild ride for Palantir Technologi...
Key Points Palantir's revenue soared 70% year over year in its most recent quarter. Its commercial business in the United States continues to expand at a staggering pace, jumping 137% year over year. The stock's price-to-earnings ratio is 255, but its forward price-to-earnings ratio is much lower. 10 stocks we like better than Palantir Technologies › It has been a wild ride for Palantir Technologies(NASDAQ: PLTR) shareholders recently. The data analytics company's stock has rebounded sharply over the last 30 days, rising about 23%. But, zooming out, the growth stock is still down almost 10% year to date. This recent surge in buying interest comes as geopolitical conflicts may have some investors concluding that demand for intelligence tools that aid governments and military operations -- Palantir's specialty -- is accelerating. Driven by intense enterprise demand for its artificial intelligence (AI) platform, Palantir's business is scaling powerfully in recent quarters. But that doesn't automatically make it a great investment. To be a good investment, shares have to be appropriately priced. And even the fastest-growing businesses can be mispriced. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » So, is Palantir stock overvalued after its recent run-up, or is its momentum just the beginning? Staggering top-line momentum Looking at Palantir's fourth-quarter update, the business's momentum is downright spectacular. The software provider's total revenue reached $1.41 billion -- up 70% year over year. And a closer look at the quarterly numbers reveals that domestic commercial adoption is the AI data company's main driver. Palantir's U.S. commercial revenue skyrocketed 137% year over year to $507 million. And while the domestic commercial sector is booming, the company's U.S. government revenue still gr...
It has been a wild ride for Palantir Technologies (PLTR +6.74%) shareholders recently. The data analytics company's stock has rebounded sharply over the last 30 days, rising about 23%. But, zooming out, the growth stock is still down almost 10% year to date. This recent surge in buying interest comes as geopolitical conflicts may have some investors concluding that demand for intelligence tools th...
It has been a wild ride for Palantir Technologies (PLTR +6.74%) shareholders recently. The data analytics company's stock has rebounded sharply over the last 30 days, rising about 23%. But, zooming out, the growth stock is still down almost 10% year to date. This recent surge in buying interest comes as geopolitical conflicts may have some investors concluding that demand for intelligence tools that aid governments and military operations -- Palantir's specialty -- is accelerating. Driven by intense enterprise demand for its artificial intelligence (AI) platform, Palantir's business is scaling powerfully in recent quarters. But that doesn't automatically make it a great investment. To be a good investment, shares have to be appropriately priced. And even the fastest-growing businesses can be mispriced. So, is Palantir stock overvalued after its recent run-up, or is its momentum just the beginning? Staggering top-line momentum Looking at Palantir's fourth-quarter update, the business's momentum is downright spectacular. The software provider's total revenue reached $1.41 billion -- up 70% year over year. And a closer look at the quarterly numbers reveals that domestic commercial adoption is the AI data company's main driver. Palantir's U.S. commercial revenue skyrocketed 137% year over year to $507 million. And while the domestic commercial sector is booming, the company's U.S. government revenue still grew at an accelerated rate, rising 66% year over year to $570 million. This compares to U.S. government year-over-year revenue growth of 52% in the prior quarter. Profits and cash flow are surging Growth is important, but Palantir's ability to turn that top-line expansion into tangible profit is particularly impressive. In its fourth quarter, Palantir produced a 41% operating margin on a generally accepted accounting principles (GAAP)-basis during the quarter, translating to $575 million in operating income. Generating that level of profitability while simultaneously ...
It has been a wild ride for Palantir Technologies (NASDAQ: PLTR) shareholders recently. The data analytics company's stock has rebounded sharply over the last 30 days, rising about 23%. But, zooming out, the growth stock is still down almost 10% year to date. This recent surge in buying interest comes as geopolitical conflicts may have some investors concluding that demand for intelligence tools t...
It has been a wild ride for Palantir Technologies (NASDAQ: PLTR) shareholders recently. The data analytics company's stock has rebounded sharply over the last 30 days, rising about 23%. But, zooming out, the growth stock is still down almost 10% year to date. This recent surge in buying interest comes as geopolitical conflicts may have some investors concluding that demand for intelligence tools that aid governments and military operations -- Palantir's specialty -- is accelerating. Driven by intense enterprise demand for its artificial intelligence (AI) platform, Palantir's business is scaling powerfully in recent quarters. But that doesn't automatically make it a great investment. To be a good investment, shares have to be appropriately priced. And even the fastest-growing businesses can be mispriced. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » So, is Palantir stock overvalued after its recent run-up, or is its momentum just the beginning? Image source: The Motley Fool. Staggering top-line momentum Looking at Palantir's fourth-quarter update, the business's momentum is downright spectacular. The software provider's total revenue reached $1.41 billion -- up 70% year over year. And a closer look at the quarterly numbers reveals that domestic commercial adoption is the AI data company's main driver. Palantir's U.S. commercial revenue skyrocketed 137% year over year to $507 million. And while the domestic commercial sector is booming, the company's U.S. government revenue still grew at an accelerated rate, rising 66% year over year to $570 million. This compares to U.S. government year-over-year revenue growth of 52% in the prior quarter. Profits and cash flow are surging Growth is important, but Palantir's ability to turn that top-line expansion into tangible profit is particularly impressive. ...
Key Points Palantir's revenue soared 70% year over year in its most recent quarter. Its commercial business in the United States continues to expand at a staggering pace, jumping 137% year over year. The stock's price-to-earnings ratio is 255, but its forward price-to-earnings ratio is much lower. 10 stocks we like better than Palantir Technologies › It has been a wild ride for Palantir Technologi...
Key Points Palantir's revenue soared 70% year over year in its most recent quarter. Its commercial business in the United States continues to expand at a staggering pace, jumping 137% year over year. The stock's price-to-earnings ratio is 255, but its forward price-to-earnings ratio is much lower. 10 stocks we like better than Palantir Technologies › It has been a wild ride for Palantir Technologies (NASDAQ: PLTR) shareholders recently. The data analytics company's stock has rebounded sharply over the last 30 days, rising about 23%. But, zooming out, the growth stock is still down almost 10% year to date. This recent surge in buying interest comes as geopolitical conflicts may have some investors concluding that demand for intelligence tools that aid governments and military operations -- Palantir's specialty -- is accelerating. Driven by intense enterprise demand for its artificial intelligence (AI) platform, Palantir's business is scaling powerfully in recent quarters. But that doesn't automatically make it a great investment. To be a good investment, shares have to be appropriately priced. And even the fastest-growing businesses can be mispriced. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » So, is Palantir stock overvalued after its recent run-up, or is its momentum just the beginning? Staggering top-line momentum Looking at Palantir's fourth-quarter update, the business's momentum is downright spectacular. The software provider's total revenue reached $1.41 billion -- up 70% year over year. And a closer look at the quarterly numbers reveals that domestic commercial adoption is the AI data company's main driver. Palantir's U.S. commercial revenue skyrocketed 137% year over year to $507 million. And while the domestic commercial sector is booming, the company's U.S. government revenue still g...
格隆汇3月24日｜据魅族科技消息，在“魅族科技战略转型公告”发出后，消费电子、智能座舱、IoT 等领域的多家软硬件厂商，已经和魅族科技就Flyme生态合作的相关事宜展开洽谈，目前推进顺利。魅族科技还表示，Flyme持续开放系统及AI能力，面向多品类智能终端提供Powered by Flyme合作方案。
格隆汇3月24日｜据魅族科技消息，在“魅族科技战略转型公告”发出后，消费电子、智能座舱、IoT 等领域的多家软硬件厂商，已经和魅族科技就Flyme生态合作的相关事宜展开洽谈，目前推进顺利。魅族科技还表示，Flyme持续开放系统及AI能力，面向多品类智能终端提供Powered by Flyme合作方案。
(RTTNews) - The Australian stock market is paring its early gains in mid-market trading on Tuesday, snapping a three-session losing streak, following the broadly positive cues from Wall Street overnight. The benchmark S&P/ASX 200 is moving up to near the 8,400 level, with gains in mining and technology stocks partially offset by weakness in energy and financial stocks. The benchmark S&P/ASX 200 In...
(RTTNews) - The Australian stock market is paring its early gains in mid-market trading on Tuesday, snapping a three-session losing streak, following the broadly positive cues from Wall Street overnight. The benchmark S&P/ASX 200 is moving up to near the 8,400 level, with gains in mining and technology stocks partially offset by weakness in energy and financial stocks. The benchmark S&P/ASX 200 Index is gaining 32.30 points or 0.39 percent to 8,398.20, after touching a high of 8,504.60 earlier. The broader All Ordinaries Index is up 37.10 points or 0.43 percent to 8,589.70. Australian stocks closed notably lower on Monday. Among the major miners, BHP Group and Fortescue are advancing almost 4 percent each, while Mineral Resources is jumping almost 6 percent and Rio Tinto is gaining more than 3 percent. Oil stocks are mostly lower. Origin Energy is gaining almost 2 percent, while Woodside Energy is declining almost 2 percent, Santos is slipping more than 1 percent and Beach energy is down almost 1 percent. Among tech stocks, Afterpay owner Block is advancing more than 3 percent, while Zip and Appen are gaining almost 2 percent each. WiseTech Global and Xero are losing almost 1 percent each. Gold miners are mostly higher. Evolution Mining and Northern Star resources are advancing almost 3 percent each, while Genesis Minerals is jumping more than 6 percent, Newmont is surging more than 5 percent and Resolute Mining is gaining almost 2 percent. Among the big four banks, Commonwealth Bank is down almost 1 percent, Westpac is edging down 0.1 percent, ANZ Banking is gaining more than 1 percent and National Australia Bank is losing more than 1 percent. In economic news, the manufacturing sector in Australia continued to barely expand in March, the latest survey from S&P Global revealed on Tuesday with a manufacturing PMI score of 50.1. That's unchanged from the February reading and it remains just barely above the boom-or-bust line of 50 that separates expansion from contra...