The latest 13F filings from Berkshire indicate some further net selling and possible motives. Read more to see my thoughts...
Continue ReadingThe new administration's impact on M&A is uncertain, with JNPR and HPE facing regulatory challenges. Learn more about the mergers here...
Continue ReadingStock Market At Pivotal Level; AI Giants Amazon, Broadcom Near Buy Points...
Continue ReadingHoliday shortens this week's earnings reports. U.S. housing data is to be released this week, with housing starts on Wed., and existing home sales on Friday...
Continue ReadingA tax-efficient ETF strategy can beat the S&P 500. Read why this portfolio offers diversified exposure and superior free cash flow for steady returns...
Continue ReadingMicrosoftâs AI integration strengthens its position. Read why MSFT stock remains a solid buy despite the impact of DeepSeekâs breakthrough in AI...
Continue ReadingBerkshire Hathaway's Q4 2024 portfolio shifts include a new stake in Constellation Brands, notable disposals, and increased stakes in key companies. See more...
Continue ReadingThe Janus Henderson Responsible International Dividend Fund returned -6.46% for Q4 2024. Click here to read the full commentary...
Continue ReadingThe Janus Henderson Research Fund returned 5.54% and the Russell 1000® Growth Index returned 7.07% for Q4 2024. Click here to read the full commentary...
Continue ReadingThe Janus Henderson Opportunistic Alpha Managed Account Portfolio returned -0.81% (gross) during Q4 2024. Click here to read the full commentary...
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