The "Magnificent Seven" is made up of some of the most dominant tech companies in the world. Every member is a top 10 company by market cap worldwide. They are: All seven have their merits as investments, but which one is the top buy now? I've narrowed my list down to four that represent the best values in the group. Image source: Getty Images. Continue reading
The "Magnificent Seven" is made up of some of the most dominant tech companies in the world. Every member is a top 10 company by market cap worldwide. They are: All seven have their merits as investments, but which one is the top buy now? I've narrowed my list down to four that represent the best values in the group. Image source: Getty Images. Continue reading
Igor Barilo/iStock via Getty Images The last 12 months have certainly been a good time to be a shareholder for Ameris Bancorp ( ABCB ). Its stock has gained over 40.6% in the last 12 months, including a 15.1% gain year-to-date. However, ABCB appeared on a rather unimpressive list earlier this week when it was named as one of the 10 least attractive mid-cap financial stocks in the US on Seeking Alp...
Igor Barilo/iStock via Getty Images The last 12 months have certainly been a good time to be a shareholder for Ameris Bancorp ( ABCB ). Its stock has gained over 40.6% in the last 12 months, including a 15.1% gain year-to-date. However, ABCB appeared on a rather unimpressive list earlier this week when it was named as one of the 10 least attractive mid-cap financial stocks in the US on Seeking Alpha . Ameris received an "F" in valuation, a sign of how expensive its stock is to others in its sector. Seeking Alpha Stocks do not go up 40% in a year without reason, and there are certainly a lot of things to like about Ameris Bancorp and its operations. With its strong presence in the Southeast, I also believe that the bank is operating in some of the most attractive markets in the US, including Tennessee and the Carolinas. However, I think the price run from last year has taken out a good bit of the opportunity for future gains. For the reasons discussed in this analysis, I consider ABCB to be a Hold at the current time. Company Overview Ameris Bancorp is the holding company for Ameris Bank, which operates bank branches in five states in the Southeast - Alabama, Florida, North Carolina, South Carolina, and its home state of Georgia. The company also controls mortgage loan production offices in those states as well as Maryland, Tennessee, and Virginia. A full map of the company's branch locations is provided below . ABCB Q1 2026 Earnings Presentation One of the strengths of ABCB is its geographic footprint, which covers some of the fastest-growing states in the US. South Carolina was the fastest in 2025 with a population increase of 1.46%. North Carolina was third at 1.32%. The highest concentration of Ameris Bank branches can be found around metro Atlanta, which was the sixth largest metropolitan area in the US in 2025, according to the US Census Bureau . As of March 31, Ameris Bank controlled assets valued at $28.1 billion, a 2.2% increase from the end of 2025. Its loa...
An Emerging Market Crisis In Oil-Poor Asia? Authored by Satyajit Das via NewIndiaExpress, Reliable availability of cheap energy is, as the Iran war highlights, essential to modern economies and societies, at least for the foreseeable future. Shocks divide the world into the oil haves and oil have-nots. Alongside higher energy prices, shortages of petrochemical derived chemicals will affect agricul...
An Emerging Market Crisis In Oil-Poor Asia? Authored by Satyajit Das via NewIndiaExpress, Reliable availability of cheap energy is, as the Iran war highlights, essential to modern economies and societies, at least for the foreseeable future. Shocks divide the world into the oil haves and oil have-nots. Alongside higher energy prices, shortages of petrochemical derived chemicals will affect agriculture, mining, plastics, textiles, semi-conductors and construction. Given that even if the conflict was to end with a lasting agreement it would take months or years for restoration of normality, the effects are likely to be severe. Europe, already affected by their decision to cut-off Russian gas supplies, and Japan, are affected. But the major consequences will be felt across oil poor South and East Asia. The extent of the damage depends on pre-existing vulnerabilities, including insufficient currency reserves, poor public finances, trade imbalances, high debt levels, especially foreign currency denominated borrowings, reliance on overseas capital, narrow industrial bases, and poor contingency plans. The Table below sets out some key vital statistics Notes: all figures are mainly for 2025 For energy importers, supply disruptions work through several pathways. Import costs rise flowing through into the economy. It most immediate manifestation is a widening current account deficit. Given the pervasive impact of transport costs, prices increase across the board. Rising input expenses for businesses affect profitability and, ultimately, viability. As essentials cost more, the fall in surplus income decreases consumption slowing the economy with resultant unemployment. Tax revenues fall and welfare spending kick in worsening government budgets. This is frequently aggravated by vote buying subsidies, frequently for fuel costs, and transfers to alleviate cost of living pressures. Financially, the most obvious signs are a weakening of the currency and falling asset prices. Asian ...
winhorse/iStock Unreleased via Getty Images G-III Apparel Group, Ltd. ( GIII ) reported the company's fiscal Q1 results from the February-April period on the 5th of June. The company's sales continue to shrink due to license losses, but underneath, G-III's remaining brands have shown clear strength. The $500 million Marc Jacobs acquisition bolsters G-III's scale, offsetting licensed revenue losses...
winhorse/iStock Unreleased via Getty Images G-III Apparel Group, Ltd. ( GIII ) reported the company's fiscal Q1 results from the February-April period on the 5th of June. The company's sales continue to shrink due to license losses, but underneath, G-III's remaining brands have shown clear strength. The $500 million Marc Jacobs acquisition bolsters G-III's scale, offsetting licensed revenue losses, but its financial impact remains to be seen. G-III has clear upside potential as an investment, but such upside is clouded in uncertainty. I upgraded my rating to Buy in my previous June 2024 article on the stock, titled " G-III Apparel: Q1 Positive Margin Surprise, AWWG Deal Should Aid Growth ". The stock has since returned 26%, underperforming against the S&P 500's 38% gain. My Rating History on GIII (Seeking Alpha) G-III's Underlying Strength is Hidden by PVH License Loss G-III's Q1 report continued a negative trend from the company's past few quarters . Revenues came in at $536 million for the quarter, reflecting an -8% year-on-year decline. The revenue decline has continued at a consistent pace as FY2026 showed a similar -7% revenue decline. The first quarter top line came in nearly in line with Wall Street's consensus estimate . Author's Illustration Using TIKR Data The reason for G-III's revenue decline is clear; the company's licenses with PVH Corp. ( PVH ) for the Tommy Hilfiger and Calvin Klein brands began expiring from December 2024 forward in late FY2025 on a staggered basis as PVH decided to move many product categories back in-house. Tommy Hilfiger and Calvin Klein accounted for 34% of total sales in FY2025 and 28% of FY2026 sales but will gradually drop to zero as the last licenses with PVH are set to expire in December 2027. Licenses with PVH that accounted for $436 million, or 15%, of G-III's total FY2026 sales, expired in December 2025 and caused significant pressure on the FY2027 outlook. When excluding the impact of PVH license losses, G-III's underly...
PM Images/DigitalVision via Getty Images Overview When I previously covered the Eaton Vance Tax-Advantaged Dividend Income Fund ( EVT ), I issued a strong buy rating because of the large discount to NAV valuation at the time. Since then, the fund has risen in value, and the total return has outpaced the S&P 500 Index over the same time frame. However, I wanted to revisit the fund to reassess its l...
PM Images/DigitalVision via Getty Images Overview When I previously covered the Eaton Vance Tax-Advantaged Dividend Income Fund ( EVT ), I issued a strong buy rating because of the large discount to NAV valuation at the time. Since then, the fund has risen in value, and the total return has outpaced the S&P 500 Index over the same time frame. However, I wanted to revisit the fund to reassess its latest annual report and the outlook through the rest of 2026. EVT continues to trade at a compelling valuation, but the fund still has some negative tradeoffs that investors should consider before initiating a position. Despite the market rally over the last year, EVT still trades at a deep discount to NAV of 9.36%. Referring to the red line on the graph below, we can see that EVT still trades at the bottom end of its historical price to NAV range. For reference, the fund has traded at an average discount to NAV of 5.38% over the last five years. With this in mind, I believe that it is still an attractive time to accumulate shares for investors that want a deal in this market. The fund has historically done well for buy-and-hold investors. CEFData.com The fund now offers investors a starting dividend yield of about 7.4% while issuing those payouts on a monthly basis. According to the latest annual report, the dividend is well supported by earnings. If the positive momentum of the technology sector continues, EVT is directly aligned to participate in this growth and achieve NAV growth. However, the fund is also highly vulnerable to a market turnaround. If EVT cannot capture net realized gains, the fund may be faced with a scenario of paying out more than it earns. Fund Strategy According to the latest fund overview , EVT now has total assets of $2.2B that are spread across 76 different positions. The fund's primary objective is to provide a high total return while putting an emphasis on dividend income and capital appreciation. In order to achieve this goal, the fund impleme...