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AAPL MSFT

SCHG: Expecting A Pause In The Growth Trade, Eyeing A Buying Opportunity

I have a hold rating on SCHG due to stretched valuations and technical signals suggesting potential consolidation or correction...

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MSFT

Energy Transfer: Now You See Why AI Is A Game Changer

Discover how AI and data center growth are fueling Energy Transfer LP's success, with strong pipeline positioning and a 6.7% yield. Click for my ET update...

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AAPL MSFT

DLN: Dividend ETF Leading Its Competitors

WisdomTree U.S. LargeCap Dividend Fund ETF provides value with 300 dividend stocks. Read why DLN is better for total return, despite lower yields and growth...

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AAPL AMZN MSFT TSLA

VUG: Mag 7, Still Room To Run

The Vanguard Growth Index Fund ETF outperformed the S&P 500 by 11%. See why VUG’s focus on the Mag 7 positions it for long-term gains...

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AMZN

CVS Health: An Attractive 5.8% Safe Yield For Now

CVS faces strong competition from Amazon, Walmart, and Costco, impacting market share. Read why I maintain a Hold rating for CVS stock...

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AMZN GOOGL MSFT

Celestica: Ready To Excel Further In 2025

Celestica has surged 80% since October 2024, driven by AI growth and strong management. Learn why CLS stock offers 38% upside with continued growth...

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AMZN GOOGL MSFT

Cloud Provider Parent Companies Reorganize As AI Adoption Ramps

The cloud units of Amazon, Alphabet, and Microsoft are maintaining their operating margins as they forge ahead with record capital investments to finance AI infrastructure buildouts...

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AMZN MSFT

Bitcoin ETF’s and the race to institutionalise crypto

2024 was pivotal for bitcoin and the crypto market, fuelled by a surge in institutional adoption through bitcoin and ether exchange-traded funds...

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TSLA

Tesla debuts major model update in China for first time

Tesla has taken the unprecedented step of debuting a major model update in China as the US electric-car maker counters intense local competition.....

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AAPL AMZN TSLA

ClearBridge Appreciation Strategy Q4 2024 Commentary

The Strategy outperformed its benchmark during a volatile quarter, as strong contributions from our financials and energy holdings overcame detractors in consumer staples...

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