Netflix (NASDAQ: NFLX) shares have climbed a tremendous amount over the years. That makes it easier for investors to ignore any downside scenarios that could interrupt what has been a jaw-dropping ascent. The smartest investors, however, are always thinking about what could go wrong. How might this streaming stock perform in a mild recession, and in a severe one? Let's see. Image source: The Motle...
Netflix (NASDAQ: NFLX) shares have climbed a tremendous amount over the years. That makes it easier for investors to ignore any downside scenarios that could interrupt what has been a jaw-dropping ascent. The smartest investors, however, are always thinking about what could go wrong. How might this streaming stock perform in a mild recession, and in a severe one? Let's see. Image source: The Motley Fool. Continue reading
Monty Rakusen/DigitalVision via Getty Images Shares of Medpace ( MEDP ) have taken a plunge following a disappointing quarterly earnings report. The reason is simple: a continued weak booking number, which now involves larger cancellations as well, eating into the backlog. This creates concerns, as this trend has been going on for a while. At best, this is attributed to unlucky timing or competiti...
Monty Rakusen/DigitalVision via Getty Images Shares of Medpace ( MEDP ) have taken a plunge following a disappointing quarterly earnings report. The reason is simple: a continued weak booking number, which now involves larger cancellations as well, eating into the backlog. This creates concerns, as this trend has been going on for a while. At best, this is attributed to unlucky timing or competitive forces, but at worst, this is already an impact seen from AI. A setback makes shares trade at a very reasonable low twenty times earnings multiples, a very reasonable multiple for an unleveraged business with a strong track record. The uncertainty and ambiguity here make investors rightfully cautious, as I am not yet willing to consider the current dip yet. Other serial value compounders and special situations are discussed more extensively at Value In Corporate Events . A Soft Start To 2026 Medpace reported a 26% increase in first-quarter sales to $706 million, as any headline number similar to this seems strong, with revenue growth rates reported at a similar percentage in constant currency terms. So far so good, as the backlog rose by just 3% from the year before to $2.93 billion, following a quarterly new business award number of just $618 million, for a book-to-bill ratio of 0.88 times. EBITDA margins were flat at 21%, which meant that EBITDA in terms of dollar numbers rose by a similar percentage as topline sales, with adjusted EBITDA reported at $149 million. Amidst minimal depreciation expense and other adjustments, GAAP operating profits came in at more than $141 million, with net earnings of $124 million being equal to $4.28 per share. The company operates with a large net cash balance of $653 million here, yet investors fear the impact and read-through of the softer order numbers. That is clearly seen in the full-year outlook, with sales seen largely up between 9 and 13%, with revenues nearly seen between $2.75 and $2.85 billion. Adjusted EBITDA of $605-$635 m...
Hong Kong’s new ban on possessing e-cigarettes, commonly known as vapes, and related products in public places will take effect on April 30. Residents and visitors caught violating the rule could face a fine of up to HK$50,000 (US$6,380) and a maximum of six months in jail. The South China Morning Post looks into the details of the ban, its penalties and what both residents and visitors who use th...
Hong Kong’s new ban on possessing e-cigarettes, commonly known as vapes, and related products in public places will take effect on April 30. Residents and visitors caught violating the rule could face a fine of up to HK$50,000 (US$6,380) and a maximum of six months in jail. The South China Morning Post looks into the details of the ban, its penalties and what both residents and visitors who use the products should keep in mind to avoid trouble. 1. What is the new ban? From April 30, an...
Narong KHUEANKAEW/iStock via Getty Images Gold ( GLD ) is once again back in vogue. It is 46% over the past year alone: Data by YCharts And it is up 169% over the past 5 years: Data by YCharts As a result of its recent surge, Gold has even outperformed the broader stock market, as measured by the S&P 500 ( SPY ), over the past decades: Data by YCharts Investors are piling into gold as a safe haven...
Narong KHUEANKAEW/iStock via Getty Images Gold ( GLD ) is once again back in vogue. It is 46% over the past year alone: Data by YCharts And it is up 169% over the past 5 years: Data by YCharts As a result of its recent surge, Gold has even outperformed the broader stock market, as measured by the S&P 500 ( SPY ), over the past decades: Data by YCharts Investors are piling into gold as a safe haven because we live in an extremely uncertain world. Governments are running on extreme deficits, wars are breaking out, inflation could surge again, and the broader economy is itself on shaky legs. Therefore, investors see lots of value in the diversification that gold offers. What if I told you that there is a similar but potentially better asset to diversify your portfolio? Farmland is often referred to as "gold with dividends," and there are good reasons for it. Both share clear similarities in that they are real assets that are limited in supply, have great long-term track records, and can offer valuable diversification benefits to investors. I don't think that your gold allocation should be replaced by farmland, but if you worry about diversification enough to own some gold, then I think that you probably should also consider owning some farmland. I will first highlight 3 reasons why, and then discuss how you can invest in farmland today. Farmland Partners Reason #1: More Stable Than Gold Gold can offer diversification benefits to a stock portfolio as it will often move independently from it. However, that does not mean that its value is stable. On the contrary, gold can be extremely volatile, and its recent performance is a good illustration of that. There are also good reasons for this volatility. The precious metal is used by speculators globally as a trading vehicle. The gold market is now very liquid with countless ETFs, allowing investors to buy in or pull out at a moment's notice, including with leverage and options. This naturally leads to high volatility, especi...
Microsoft (NASDAQ: MSFT) will reveal critical information for investors to digest. *Stock prices used were the afternoon prices of April 22, 2026. The video was published on April 24, 2026. Continue reading
Microsoft (NASDAQ: MSFT) will reveal critical information for investors to digest. *Stock prices used were the afternoon prices of April 22, 2026. The video was published on April 24, 2026. Continue reading
For most aging workers, Social Security benefits aren't a luxury. It's income that retirees would struggle to make do without. For nearly a quarter century, Gallup has surveyed retirees to gauge their reliance on Social Security income and has found that 80% to 90% of retired workers rely on their monthly payouts, in some capacity, to make ends meet. Strengthening the financial foundation of Ameri...
For most aging workers, Social Security benefits aren't a luxury. It's income that retirees would struggle to make do without. For nearly a quarter century, Gallup has surveyed retirees to gauge their reliance on Social Security income and has found that 80% to 90% of retired workers rely on their monthly payouts, in some capacity, to make ends meet. Strengthening the financial foundation of America's leading retirement program should be of the utmost importance for lawmakers. However, decades of reports show the short- and long-term financial outlook for Social Security is worsening. Continue reading
It's been a topsy-turvy market this year, with the war with Iran injecting a lot of uncertainty. Meanwhile, the closure of the Strait of Hormuz has brought higher oil prices and potential supply shortages of important resources like helium and sulfur. That said, you ultimately have to look past the short-term impacts of the war and find good stocks for the long term. With $10,000, you can take sol...
It's been a topsy-turvy market this year, with the war with Iran injecting a lot of uncertainty. Meanwhile, the closure of the Strait of Hormuz has brought higher oil prices and potential supply shortages of important resources like helium and sulfur. That said, you ultimately have to look past the short-term impacts of the war and find good stocks for the long term. With $10,000, you can take solid positions in three stocks. Let's look at great growth stocks to buy right now with solid long-term catalysts. Image source: Getty Images. Continue reading