The Ivy

Ivy Investment Alert: Buy Equifax Under $200/share

Disclaimer: Ivy Investment Alerts have a medium to long-term time horizon. These do not constitute financial advice and you should contact a financial advisor before deciding whether it is appropriate for your individual circumstances.

Key Points

1. Equifax has a sustainable competitive advantage with a “wide moat”

 » Read more about: Investment Alert: 26.1% Upside In Wide Moat Buffett Style Stock  »

When you think of Apple (AAPL), key people and products come to mind. Steve Jobs, iPhones, and MacBooks. And while these certainly represent Apple, they only scratch the surface of what the company is today and what it plans to become.

From iCloud to Apple Podcasts and Apple TV+,

 » Read more about: Apple’s Next Billion Dollar Opportunity  »

In this Ivy Investment Alert, I cover why Cenovus Energy (CVE) is a good buy under $19 per share.

A summary of compelling tailwinds to justify the buy include:

• Aggressive management share buyback, suggesting leadership believes shares are undervalued
• Strong cash flows and earnings to cover dividend payments to shareholders and interest on balance sheet respectively
• Valuation: 32% upside

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 » Read more about: Ivy Investment Alert: Energy Stock 32% Upside  »

Some of the old adages from the Oracle of Omaha, Warren Buffett, include “Buy for the long-term”, “You can’t time the market” and “Never bet against America.”

 With that backdrop, Buffett’s latest moves – or at least those of Buffett and his lieutenants – should create shock waves across the investment community.

 » Read more about: Buffett Sell-to-Buy Ratio Reveals Terrifying Omen  »

When the market crashed in 2020, COVID was cited as the cause. A contagious virus was contaminating people across the globe. Businesses were shut down. In some nations, travel restrictions extended to being unable to drive more than 3 miles without encountering checkpoints. In anticipation of a global collapse of enterprise and transactions of goods and services,

 » Read more about: Market Crash to Start NOW?  »

It’s been a brutal twelve months for Palantir shareholders with the stock dropping 34.9%. But on Valentine’s Day loyal shareholders finally were rewarded with good news that spiked PLTR share price by 21.1% after the company reported profit of a single penny per share in Q4 (a loss of $0.03 was expected). Better yet, the company forecast a profitable 2023.

 » Read more about: AI Stock Finally Turns Profitable: Buy, Buy, Buy?  »

Nelson Peltz is a billionaire whose net worth is estimated at $1.7 billion. We took a deep dive into his portfolio and found an astonishing finding. He bet over 30% of his portfolio on a single stock, a plumbing and heating products distributor.

If you’re looking for dividend stocks to buy, you want to look for some key factors: a stable and rising dividend, a sustainable payout ratio, and ideally a business with a competitive moat. One company that ticks the boxes is Tractor Supply Company, a retail chain that sells products for home improvement,

 » Read more about: 3 Top Dividend Stocks To Hold Forever  »

 » Read more about: 3 Stocks That Pay Buffett $2.7 Billion a Year  »

Sometimes it’s best to sell first and ask questions later. When insiders dump shares at a fast pace, the odds are something sits over the horizon that will derail the share price, but it isn’t yet obvious to public investors. 

The information asymmetry insiders enjoy can only be glimpsed through insider transactions,

 » Read more about: Sell This Stock Now, Ask Questions Later  »