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AAPL

Taiwan Semiconductor: AI-Related Revenues Will Be Significant In 5 Years Time

The weakness in Taiwan Semiconductor's guidance was the main disappointment, but is TSM stock a buy due to AI demand? Click here to read my take...

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AAPL

Is a Beat Likely for Paycom Software (PAYC) in Q2 Earnings?

Paycom Software's (PAYC) second-quarter 2023 results are likely to reflect the benefits of new client additions, business wins and market share gains...

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AAPL AMZN

Cell Tower REITs: Toxic Telecom?

Cell Tower REITs have been the weakest-performing property sector since the start of 2022. Learn more about cell tower REITs here...

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AAPL AMZN GOOGL MSFT TSLA

Portfolio Offense And Defense; Trade Based On What You See With Rob Isbitts And Matthew Tuttle

Rob Isbitts and Matthew Tuttle discuss the SPY, QQQ and DIA - trade based on what you see, whether Elon Musk is worthy of our attention and portfolio allocation...

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AAPL MSFT

Building The Dividend Growth Portfolio In 2023

My US dividend growth portfolio, constructed in 2015, has outperformed the market by over 2% annually. Check out my dividend growth portfolio in 2023...

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AAPL GOOGL

Facebook’s ad rebound gives Meta CEO Mark Zuckerberg freedom to pursue far-out bets

Meta's improved financial picture is allowing the company to invest in the money-losing metaverse, while rival Snap is under increased pressure...

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AAPL GOOGL MSFT

Jim Cramer lists ten market themes to watch after the Fed’s July hike

CNBC's Jim Cramer said investors can use market volatility created by the Fed meeting to buy stocks in line with ten themes from this quarter's earnings season...

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AAPL AMZN GOOGL

Meta Platforms Q2: Flying Higher On Massive Margin Growth

Meta Platforms, Inc. reported strong Q2 earnings, beating estimates and showing significant margin improvement. Click here for my full META Q2 earnings review...

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AAPL MSFT

Meta Platforms: Mark Zuckerberg Delivers A Comeback

Meta Platforms, Inc. had a solid Q2 earnings report, as revenues and net income increased at a fast rate. But is META stock a buy? Click for my earnings review...

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AAPL AMZN GOOGL IBM MSFT TSLA

Claret Asset Management Q2 2023 Quarterly Letter

For the first 6 months of 2023, S&P 500 gained a whopping 15.91%, the second-best first half of this century. SPTSX, having advanced only a modest 4.56% in Q1, barely budged in Q2...

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