As a result of stock selection and allocation decisions, the fund underperformed its benchmark as seven out of 11 equity sectors detracted. Read more here...
Continue ReadingSMH's top holdings like Nvidia, Broadcom, and TSMC are well-positioned to partake in the next growth phase. Read why I maintain my buy rating for the fund...
Continue ReadingThe ProShares UltraPro QQQ ETF's underlying portfolio is trading at a nosebleed valuation, while the fund itself is levered to an extreme degree. Read more here...
Continue ReadingThe GreensKeeper Value Fund finished the year 2024 +23.6% net of fees and expenses. Click here to read the full fund letter...
Continue ReadingApple's lack of iPhone revenue growth and disappointing new product launches are key issues. Read why cautious investors should avoid AAPL stock...
Continue ReadingAppleâs valuation is running hot, and its high forward P/E ratio may not be justified without significant earnings growth. Click for this AAPL update...
Continue ReadingThe Heartland Value Fund outperformed its benchmark for Q4 2024 and also the past 1, 3 and 5 years. Click here to read the full commentary...
Continue ReadingOur Fund is the second-best performer since its inception in November 2010 in the Investment Association Global sector of 162 funds. Read more here...
Continue ReadingApple's decision to sidestep the AI arms race is a winning move. See why I think AAPL stock may be the safest investment among the magnificent seven...
Continue ReadingJPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. Hot CPI could slash odds of rate cuts further. L.A. wildfires could be most costly ever...
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