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The article discusses the volatility in electric vehicle (EV) stocks in 2024, with some companies experiencing significant valuation changes.

Portfolio Pulse from

January 15, 2025 | 9:30 am

WIX

Wix.com (WIX) saw a 5.3% increase in its share price during the last trading session, accompanied by above-average trading volume. However, current trends in earnings estimate revisions do not indicate sustained strength for the stock.

Portfolio Pulse from

January 15, 2025 | 9:30 am

MDB

MongoDB's stock is currently under pressure due to concerns about weak consumption growth and limited AI exposure. However, the company is stabilizing growth, improving margins, and expanding its customer base. AI-driven infrastructure modernization could be a future growth driver.

Portfolio Pulse from

January 15, 2025 | 9:30 am

BSY

Bentley Systems is considered an undervalued stock with strong operational efficiency, presenting a buying opportunity. Its valuation is lower than its historical range, despite strong margins and a unique product suite in infrastructure engineering. The company benefits from the growing adoption of digital twin technology and strong account retention.

Portfolio Pulse from

January 15, 2025 | 9:15 am

RPRX

Royalty Pharma has announced key strategic updates including the acquisition of RP Management LLC, a $3 billion share repurchase program, and a 5% dividend increase. These moves aim to simplify the corporate structure, reduce costs, and enhance shareholder alignment, with a potential 30% upside in valuation.

Portfolio Pulse from

January 15, 2025 | 9:00 am

THRY

Thryv Holdings is undergoing a transformation into a SaaS-based CRM software company. Despite initial negative investor reactions due to shareholder dilution, the market's skepticism presents an opportunity for potential high upside as the stock prices in future growth.

Portfolio Pulse from

January 15, 2025 | 9:00 am

JBHT

J.B. Hunt Transport Services has seen an 8% stock decline over the past year due to disappointing revenues and earnings. Investors are advised to hold the stock ahead of the Q4 earnings report, focusing on tariff threats, gross margins, and CAPEX spend as potential catalysts or headwinds for 2025. Risks include fuel costs, labor, and potential inflation affecting operations in Canada and Mexico.

Portfolio Pulse from

January 15, 2025 | 8:45 am

UTG

The Reaves Utility Income Fund (UTG) offers a high yield of 7.23% with consistently rising distributions. It focuses on utilities and infrastructure, outperforming its sector benchmark despite higher volatility. A slight premium is acceptable unless it exceeds 2%.

Portfolio Pulse from

January 15, 2025 | 8:30 am

AUNA

Auna, a key player in the Latin American healthcare sector, has faced stock price challenges post-IPO due to regulatory selling by local institutional investors. The company focuses on high-complexity diseases in a fragmented market.

Portfolio Pulse from

January 15, 2025 | 8:30 am

O

Realty Income offers a 6% dividend yield, supported by 30 years of growth, making it a strong choice for income investors. The retail real estate sector's resilience and low vacancy rates bolster its fundamentals. Despite rising bond yields, Realty Income's valuation is attractive, trading below historical averages, with significant upside potential.

Portfolio Pulse from

January 15, 2025 | 8:30 am