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Franklin DynaTech Fund Q4 2024 Commentary

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...

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AAPL TSLA

SMH: My Take On A Top Rebound Play For 2025

SMH'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...

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AAPL AMZN MSFT TSLA

TQQQ: Risks Have Gotten Extreme (Rating Downgrade)

The 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...

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GreensKeeper Value Fund Q4 2024 Letter

The GreensKeeper Value Fund finished the year 2024 +23.6% net of fees and expenses. Click here to read the full fund letter...

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Apple: High Valuation Makes No Sense

Apple's lack of iPhone revenue growth and disappointing new product launches are key issues. Read why cautious investors should avoid AAPL stock...

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AAPL

Apple: Can The ‘iPhone 17 Air’ Justify Its $3.6T Market Cap? (Rating Downgrade)

Apple’s valuation is running hot, and its high forward P/E ratio may not be justified without significant earnings growth. Click for this AAPL update...

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Heartland Value Fund Q4 2024 Commentary

The 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...

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Fundsmith Equity Fund 2024 Annual Letter To Shareholders

Our Fund is the second-best performer since its inception in November 2010 in the Investment Association Global sector of 162 funds. Read more here...

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Apple’s Bold Move: Avoiding The AI Arms Race

Apple'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...

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AAPL

Wall Street Brunch: All Aboard The Earnings Train

JPMorgan, 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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