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The purpose of this note is to share with our investors the evolution of our thinking on Spotify (SPOT) throughout our investment journey. Click here to read more...
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Verizon stock has struggled since its September 2024 peak, although its valuation bifurcation has narrowed markedly. See why I continue to rate VZ stock a buy...
Continue ReadingThe BNY Mellon Global Stock Fund underperformed its benchmark, the MSCI World Index, for the third quarter of 2024. Read more here...
Continue ReadingIBM is expected to outperform the S&P 500 in 2024, driven by its GenAI advancements and strong management decisions. Read why IBM stock is a Buy...
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After 9 years, the Project $1M portfolio has achieved its objective, outperformed S&P 500 by nearly 3% annualized. Read more to see the full portfolio update...
Continue ReadingOne concern darkening the longer-term outlook is uncertainty about whether the AI boom can continue...
Continue ReadingEQIN is diversified, well-balanced across sectors and doesnât sacrifice growth for value. Learn more about EQIN ETF and my recommendation...
Continue ReadingHitachi says renewables are the new power source, and it is focused on key issues needed for the rapid energy transition. Read why HTHIF stock is a Buy...
Continue ReadingLooking at history, there are some dominant companies today that have compounded shareholder capital in a remarkable fashion. In fact, here are three stocks that have turned a $1,000 initial investment into $1 million (or more). Amazon (NASDAQ: AMZN) is first on this list...
Continue ReadingThe stock market offers the opportunity to invest your savings in the best businesses in the world. Investing in a group of well-chosen growth stocks can pave the way for a happy retirement. Here are two quality growth stocks that can exponentially grow your savings in the decades to come...
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