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Alphabet reported mixed Q4 earnings. Click here to read why GOOG stock is becoming a no-brainer in my view and upgraded to Strong Buy...
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The ClearBridge Global Value Improvers Strategy outperformed its MSCI World Value benchmark during Q4 2024. Click here to read the full commentary...
Continue ReadingSetting aside a rather brief hiccup mid-quarter, the bull market in global equities continued in force during Q4 2024. Click here to read the full commentary...
Continue ReadingDonville Kent Asset Management's DKCI Fund returned 102.75% in 2024. The fund has performed well since bottoming in October 2023. Click here to read the full letter...
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Embrace a Judo-like strategy by leveraging a stock's momentum. Read why investors should consider adding to investments when stocks fall below cost basis...
Continue ReadingLyrical had a respectable year in 2024 with our CS composite generating a 13.4% net return. Click here to read the full commentary...
Continue ReadingJanuary CPI expected to have risen 0.3% on the month. McDonald's investors looking for earnings inflection. Elliott takes BP stake...
Continue ReadingAppleâs brand loyalty and cash flow mitigate risks. Read why AAPL stock is a good buy-and-hold investment, even with its rich valuation and competition...
Continue ReadingMetaâs Reality Labs saw 301% YoY growth, signaling AI glasses potential. Find out why META stock could thrive in 2025 despite higher capex plans...
Continue ReadingAlphabet's Q4 2024 earnings showed solid performance despite slower Cloud growth. Learn why GOOG stock is a compelling buy with strong fundamentals...
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