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Continue ReadingHalloween may be a tricky day or a treat for investors...
Continue ReadingDespite the AI hype, Microsoft's real value lies in these cloud services, including its SaaS, IaaS, and PaaS solutions. Read why I'm bullish on MSFT stock here...
Continue ReadingMicrosoft accuses Google of shadow campaigns. DOJ throws wrench into J&J bankruptcy plan to settle talc suits. Campbell's wants your home to smell like mashed potatoes all year long...
Continue ReadingThrough Monday’s close, Tesla stock was up 5.7% in 2024, trailing the S&P 500 by about 14 percentage points, while shares of EV start-ups Lucid and Rivian Automotive are down 40% and 54%, respectively. Investors are worried about slowing growth in electric vehicles, especially after companies invested so much money to build them. While Wall Street believes a Harris win means business as usual, with no big changes to emissions policy or EV tax credits, a Trump victory has the potential to shake things up...
Continue Reading‘Expectations are high. These names carry significant weight across the broader market,’ Ido Caspi, research analyst at Global X ETFs, told Barron’s...
Continue ReadingParnassus Growth Equity Fund (I) returned 3.29% (net) for the quarter, outperforming the Russell 1000 Growth Indexâs 3.19%. Click here to read the full fund letter...
Continue ReadingParnassus Core Equity Fund (I) returned 5.50% (net) for the quarter, slightly underperforming the S&P 500 Indexâs 5.89%. Click here to read the full fund letter...
Continue ReadingOakmark U.S. Concentrated Strategy finished higher during Q3 2024, with 10 of 11 GICS sectors posting positive returns. Click here to read the full fund letter...
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