MARCH 13, 2025
(WCP:CA) Whitecap-Veren Merger: Over 9% Yield And Still Growing – by Andrew Mach (c/o Seeking Alpha)
(TSLA) Tesla Buy Rating: Time For Musk To Return To The Office – by Brett Ashcroft Green (c/o Seeking Alpha)
(TARS) Tarsus Pharma: Strong Execution In Xdemvy Commercialization – by Brendan O’Boyle (c/o Seeking Alpha)
(AI opportunities) Beyond NVIDIA: A New AI Investment Framework – by Uri Omovich (c/o Investment Gems)
(various) Last week in 7 Charts / Tariffs Mentioned By 80% of Company Management Teams – by Charles-Henry Monchau (c/o SYZ Group)
MARCH 12, 2025
(SHEL) Shell: LNG Is An Intermediate Step Towards Clean Energy, Buy Rating – by Ignacio Zorzoli (c/o The Seeking Alpha)
(UPS) What’s Wrong With UPS? Subpar Growth, Backpeddling Valuation, Weak Charts, Trump Tariffs – by Paul Franke (c/o Seeking Alpha)
(GOOG/GOOGL) Alphabet: Track Record Of Achieving Market Leadership Yet Cheapest Among Magnificent-7 – by Kevin Anthony D. Arroyo (c/o Seeking Alpha)
(economy) Rebalancing Public To Private Sector – by Elliott Gue (c/o The Free Market Speculator)
(MRVL) Marvel Technologies: Solid Q4, No Major Issues, Buy Rating – by Johnny Zhang, CFA (c/o Seeking Alpha)
MARCH 11, 2025
(markets) Six Markets Seeing Increased Inflows Amid Rising Global Uncertainty – by Ismael De La Cruz (c/o Investing.com)
(POET) POET Technologies: Revenue Inflection Nears As Market Opportunity Expands – by Ahmed Abdelazim (c/o Seeking Alpha)
(LINC) Lincoln Educational Services: Let Your Winners Run – by Vince Martin (c/o Seeking Alpha)
(QIPT) Quipt Home Medical Could Turn A New Leaf Following Standstill With Activists – by Thomas Niel (c/o The Speculative Investor)
(currency) Trump Is Undermining The Dollar’s Global Financing And Reserve Role – by Steven Kamin/Mark Sorbel (c/o OMFIF)
MARCH 10, 2025
(UHS) United Health Services Is A Bargain With Medicaid Cut Fears Baked Into The Stock Price – by Thomas Lott (c/o Seeking Alpha)
(ISSC) Innovative Solutions And Support: Short-Term Noise Creates An Investment Opportunity – by Fernanda Galvez Jalil (c/o Seeking Alpha)
(economy) The Big Beautiful Delusion – by Andrew Pyle (c/o Pyle Wealth Advisory)
(AISP) Airship AI: Emerging AI Security Stock With Real Potential – by Stephen Tobin (c/o Seeking Alpha)
(economy) No Global Monetary Reflation Yet – by Steven Saville (c/o The Speculative Investor)
MARCH 7, 2025
(commodities) What Trade Tensions (Tariffs) Could Mean For Commodities – by Bart Melek, TD (c/o MoneyTalk)
(EIX) Scandal Stocks: Wait To Buy Edison International – by Vlae Kershner (c/o Seeking Alpha)
(LRN) Stride: School From Home, A Secular Trend – by Ricardo Fernandez (c/o Seeking Alpha)
(economy) ”Burn Down Their House”– by David Rosenberg (c/o Jordan Fleguel, BNNBloomberg)
MARCH 6, 2025
(picks) Rare Stock Picks In February From Discerning Analysts– by Seeking Alpha(economy) Threat Of Stagflation Has Risen Significantly – by Eric Rosengren (c/o CNBC)
(POOL) Pool Corporation Is A Long Term Bet, Not A Short One – by Mario Silva (c/o Seeking Alpha)
(GBX) Greenbrier: Take Advantage Of 20% Share Price Pullback – by Zoltan Ban (c/o Seeking Alpha)
(economy) Fiscal Shocks In Europe And China– by Adrian Pichoud (c/o SYZGroup)
MARCH 5, 2025
(global ETFs) Beyond VXUS: 3 Reasons To Use Single-Country ETFs Instead– by Tariq Dennison (c/o Seeking Alpha)
(markets) Doubling Down On My Pessimism For The U.S. Stock Market– by Leon Laake (c/o Seeking Alpha)
(economy) Warning: Economic Soft Patch Ahead – by Elliott Gue (c/o The Free Market Speculator)
(XYZ) Block’s Margin Expansion Might Just Be Getting Started – by Nelson Alves (c/o Seeking Alpha)
(economy) Will Trump Trigger A Eurozone Debt Crisis? – by Desmond Lachman (c/o American Enterprise Institute)
MARCH 4, 2025
(tariffs) ~Tariff Details, Including De-Minimis Mess – by Greg Iacurci (c/o CNBC.com)
(markets) Hold On, Things Are Getting Worse – by Vladimir Dimitrov, CFA (c/o Seeking Alpha)
(AEM/GDX) Slowly Taking Profits After Gold’s Record Run – by Philip MacKellar (c/o Contra The Heard)
(FTDR) Frontdoor: Always Bet On The Leader, Especially In An Industry Where Scale Matters – by Kevin Anthony D. Arroyo (c/o Seeking Alpha)
(AHCO) My Sleep Apnea Has Led Me To Profits With AdaptHealth – by Jeffrey Fischer, CFA (c/o Seeking Alpha)
***Note: The author of above article on AHCO is affiliated with The Investment Editor’s Cut
MARCH 3, 2025
(markets) Growing Risk Of A Correction – by Elliott Gue (c/o The Free Market Speculator)
(POR) Portland General Electric: Small-Cap Dividend Gem – by Ray Merola (c/o Seeking Alpha)
(economy/gold) The Potential Results Of An Official U.S. Gold Revaluation – by Steven Saville (c/o The Speculative Investor)
(ALSN) Buy Rating For Allison Transmission With Modest Growth Expected In 2025 – by Robert F. Abbott (c/o Seeking Alpha)
(economy) Mirage-A-Lago – by Andrew Pyle (c/o Pyle Wealth Advisory)
FEBRUARY 28, 2025
(markets) Near Term Caution Warranted – by SYZGroup
(GOOGL) Waymo Is Worth Way More For Alphabet Than Most Think – by Michael McGrath (c/o Seeking Alpha)
(LIN) Linde: Oligopoly Leader, Further Profitability Increase Ahead – by Marcel Knoop (c/o Seeking Alpha)
(NVDA) Shoals Technologies Q4: I’m Sticking With My Buy Rating – by Robert J. Lake (c/o Seeking Alpha)
FEBRUARY 27, 2025
(housing/economy) Government Spending Cuts Further Headwind For Real Estate In Canada And The U.S. – by Danielle Park (c/o Juggling Dynamite)
(FSLR) First Solar: A Buy Beyond The Numbers – by Vince Martin (c/o Seeking Alpha)
(LHA.DE/DLAKY Lufthansa As A Bet On Russia Opening Its Skies To European Airlines – by Zoltan Ban (c/o Seeking Alpha)
(NVDA) Nvidia Q4 Earnings Signal Continued Dominance – by Kenio Fontes (c/o Seeking Alpha)
FEBRUARY 26, 2025
(economy) What Is Mar-a-Lago Accord And What Might It Mean For Your Portfolio? – by Larry Berman (c/o BNNBloomberg)
(HON) Honeywell: The Wait Is Over, It’s Time To Buy – by Charles Manih, CFA (c/o Seeking Alpha)
(YOU) Clear Secure: Is This Identity Verification Company At An Inflection Point? – by Sean Daly (c/o Seeking Alpha)
(crypto) Why Bitcoin Will Not Replace The U.S. Dollar – by Michael Lebowitz (c/o Investing.com)
FEBRUARY 25, 2024
(economy) Germany’s Center Won’t Hold. Economic Trouble Is Coming. – by Desmond Lachman (c/o MSN.com)
(MELI) Mercadolibre Showcasing Its Quality With A Strong Q4 – by Daan Rijnberk (c/o Rijnberk InvestInsights)
(markets) Why Market Volatility Remains Low Despite High Economic Uncertainty (VIDEO) – by Hafiz Noordin (c/o MoneyTalk)
(CCL) Carnival Corp Is Shaping Up Value, Shipping Out Debt – by Uttam Dey (c/o Seeking Alpha)
(markets) Kite In A Tree – by Jeff Thomas (c/o International Man)
FEBRUARY 24, 2024
(gold) Gold Rally Starting To Look Tired After Eighth Weekly Gain – by Fawad Razaqzada (c/o Investing.com)
(PLTR) I Love Palantir But Am Not Too Stubborn To Drop My Rating – by Marc Gerstein (c/o Seeking Alpha)
(BITI) BITI Is One Of The Easiest And Lowest-Risk Ways To Bet Against Bitcoin – by Paul Franke (c/o Seeking Alpha)
(WELL:CA) WELL Health Technologies: Spin Offs And Strategic Clarity Make This A Buy Ahead Of Earnings – by Nikola Lapena (c/o Seeking Alpha)
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To help investors find worthwhile investment ideas, this newsletter FILTERS-OUT:
- High-volume authors
- Low Quality
- Anonymous authors (we only post from real people/real investment firms)
- Repeat or generic ideas
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-DISCLAIMER: Investing involves risk. There is no guarantee that a certain investment will perform well and not suffer losses. The above articles do not constitute investment advice, and IEC may not share the opinions of the authors featured. Readers are encouraged to consult a professional financial advisor before investing.
The IEC filters out ~80% of investment articles and delivers just 4-5 thoughtful, discerning, focus pieces of investment literature per day.