Trade With Jim Cramer With New ETF

Posted on by Matt Thalman

Anyone who regularly watches or has only seen Jim Cramer’s TV show “Mad Money” even just once notices that the former fund manager, now a TV personality, makes a ton of stock recommendations while on air.

So many that it is hard to keep up with what companies he likes and which ones he would sell.

Luckily, you will now never have to worry about trying to keep track of his stock picks while he is on air. Two new Exchange Traded Funds will keep track of his stock picks for you and not only keep track of them but give you an accessible, one-stop investment vehicle you can use to follow his advice.

The Tuttle Long Cramer Tracker ETF (LJIM) buys stocks that Jim Cramer tells his viewers on “Mad Money” that he likes. The fund managers also follow Jim on Twitter, so if he tweets that he is optimistic about a stock, the fund can also track those picks. Furthermore, LJIM will also short stocks that Cramer expresses a negative opinion on.

LJIM began trading on March 2nd of, 2023, with an expense ratio of 1.2%. The fund already has over $254 million in assets. The top ten holdings represent 31% of the fund.

However, the fund prospectus explains that LJIM will have a portfolio of between 20 to 50 stocks.

Therefore, the heavy concentration will likely always be present with LJIM. Finally, the balance between each stock held is very close, with most holdings representing just slightly above or below the 3% mark.

The fund holds a very diverse group of stocks. The largest sector is technology, with 18% of assets. Then electronic technology makes up 14.78% of assets. Health technology, consumer services, and finance round out the top five sectors in LJIM.

LJIM is a worthy investment if you are a disciple of Jim Cramer and want to own the stocks he recommends to TV viewers and social media followers. Continue reading "Trade With Jim Cramer With New ETF" →

Silver Lining For These Two Stocks

Posted on by Taylor Dart

While the price of gold (GLD) has been pummeled over the past month, it’s the silver price (SLV) that has taken the real beating.

This is evidenced by the industrial metal finding itself more than 18% off its recent highs, more than double the ~7% correction of gold in the same period.

The violent decline has pushed the price of silver back near $20.00/oz, which is only marginally above the average all-in cost to produce silver for primary producers, with this cost being all-in-sustaining costs plus growth capital and corporate G&A.

This is not ideal for the silver miners group, and especially not high-cost miners with $25.00/oz plus all-in costs that are now seeing negative margins for every ounce pulled out of the ground and processed on site.

The silver lining, though, is that if the silver price has declined to a point where growth is no longer incentivized, suggesting a steady decline in silver production if prices remain at or near these levels.

This obviously isn’t great for high-cost producers, but it is positive for those producers that will survive the short-term margin compression and are being thrown out with the bathwater.

In this update, we’ll look at two names that are trading at deep discounts to their historical multiples, and dig into their respective low-risk buy zones.

Avino Silver & Gold Mines (ASM)

Avino Silver & Gold Mines (ASM) is a ~$90 million silver producer that operates the Avino Mine in Durango, Mexico, which has more than a dozen named veins on the property and sits on the edge of a caldera.

The mine is unique given that it has silver, gold, and copper instead of just silver and gold like many primary silver mines, and it’s also unique in the sense that it is profitable despite a very small footprint, operating at a rate of barely 700,000 tonnes per annum, translating to production of 3.0 million ounces of silver per year dependent on grades. Continue reading "Silver Lining For These Two Stocks" →

Semiconductors Are Heating Up - Here's The Best One

Posted on by The INO.com Team

Editor’s Note: Our experts here at INO.com cover a lot of investing topics and great stocks every week. To help you make sense of it all, every Wednesday we’re going to pick one of those stocks and use Magnifi Personal to compare it with its peers or competitors. Here we go…

The never-ending demand for more technology creates long-term growth trends for semiconductor businesses. In the short term, however, they are vulnerable to wider economic pressures – demand for chips will fall off as the economy slows down.

In fact, as far as the chip industry is concerned, the world is already in a recession.

For the past three decades, a globalized production model has created a series of semiconductor giants across the world. In other words, in this sector, bigger has been better. Despite recent struggles, the stocks of all the semiconductor companies market caps have at least doubled in the past five years.

Many on Wall Street believe investors are already starting to look beyond the prospect of a recession. The market is becoming more desensitized to negative estimate revisions, as the focus begins to shift towards signs of recovery.

So let’s look past the possible coming recession, and see what semiconductor designer stocks are the most attractive right now. To do that, we used Magnifi Personal’s Compare function to compare Advanced Micro Devices (AMD) and Nvidia (NVDA).

All we had to do was type in “Compare AMD and NVDA.”

To join in, ask for more details, or expand the search by asking something like “Compare AMD to its competitors,” just click here to get a free trial of Magnifi Personal.

Instead of having to pore over financial statements and earnings reports yourself, Magnifi Personal can do this kind of research for you. Here’s what it showed me when I asked it to “Compare AMD and NVDA.” Continue reading "Semiconductors Are Heating Up - Here's The Best One" →

Best Growth Stock? One To Watch Now

Posted on by The MarketClub Team

Twilio Inc. (TWLO) enables developers to build, scale, and operate real-time communications within software applications through a cloud communication platform and a customer engagement platform. The company operates both in the United States and internationally.

Over the past three years, TWLO’s revenues have increased at a 50% CAGR. Its total assets increased at a 34.6% CAGR during the same time horizon.

TWLO has adopted sweeping changes to improve the efficiency of its execution and accelerate its path to profitability. On February 13, the company announced its decision to reduce its workforce by approximately 17% to drive meaningful cost savings. To rationalize expenses further, on December 9, 2022, it announced its voluntary delisting from the Long-Term Stock Exchange (LTSE) to remain solely listed on the NYSE.

TWLO has also announced that, moving forward, it will operate two separate business units: Twilio Communications and Twilio Data & Applications. This strategic realignment enables Twilio to execute each business's key priorities better.

TWLO’s management has expressed its confidence regarding the effectiveness of the abovementioned changes by announcing the authorization of a share repurchase program of up to $1.0 billion of its outstanding Class A common stock.

TWLO’s stock has gained 17.1% over the past month to close the last trading session at $73.88.

TWLO is trading above its 50-day and 200-day moving averages of $57.86 and $70.99, respectively, indicating an uptrend.

Here is what may help the stock maintain its performance in the near term.

Improving Financials

During the fourth quarter of the fiscal that ended December 31, 2022, TWLO’s revenue increased 21.6% year-over-year to $1.03 billion, while its non-GAAP gross profit increased 19.9% year-over-year to $517.78 million. Continue reading "Best Growth Stock? One To Watch Now" →