Know What's Happening in Stock Investing
Know What's Happening in Stock Investing
Seven S&P 500 Dividend Leaders Poised for 32% Gain by Next Year
Seeking Alpha recommends adding seven dividend‑heavy S&P 500 stocks—VICI, Verizon, Benson Hill, Ford, Host Hotels, AT&T, KeyCorp and RF Industries—to portfolios in April 2026. Analysts project an average 32.58% net return by April 2027, albeit with volatility about 5% higher than the broader market. Expected upside ranges from 25.96% to 44.73% according to their forecasts.
Japan’s equity rally, driven by robust corporate earnings, is now under pressure as the Iran‑Israel conflict lifts crude prices. Brent crude sits around $104 a barrel, roughly 50 % above last year’s average, and a 10 % jump in Brent could shave 1 %‑2 % off Japanese companies’ net income. The country imports almost all of its oil, making the market especially sensitive to energy cost spikes. Analysts at Daiwa Asset Management warn that rising oil costs could erode profit momentum.
Hedge funds Altimeter Capital and Chilton Investment have markedly increased their Microsoft holdings, with Altimeter expanding to over $601 million and Chilton boosting its stake by roughly 4%, making the stock its largest position at about 10% of assets under management....
Palantir posted a 70% year‑over‑year revenue surge in Q4 and a 250% jump in net income, but its market cap of over $360 billion translates to a sky‑high 240× trailing‑12‑month earnings multiple. The company’s total contract value growth is decelerating, hinting...
The equity risk premium (ERP) is an essential ingredient in hurdle rates in corporate finance, discount rates in valuation and expected returns in financial planning. In 2009, I pulled together everything I know about the ERP, in a paper that...
Cintas Corp (CTAS) trades around $204 per share, with trailing and forward P/E ratios of 43.3 and 37.2 respectively. Its route‑based uniform and facility‑services model generates recurring revenue and enables highly profitable cross‑selling during a single delivery. Earnings have consistently...
General Mills (GIS) shares were $43.57 on March 5, with a trailing P/E of 9.37 and forward P/E of 11.86, suggesting a low valuation relative to peers. The company commands leading market share in cereals, snacks, baking and pet food, leveraging...
Growth stocks have lost momentum in 2026, with the Vanguard Growth ETF slipping 7% year‑to‑date, lagging both the Vanguard S&P 500 ETF’s 3% loss and the Invesco S&P 500 Equal‑Weight ETF’s 1% gain. Persistent inflation near 3% and a stalled labor market...
Lumentum Holdings (LITE) is being pitched as a high‑growth optical‑hardware play, with analysts forecasting at least 50% year‑over‑year revenue growth and a forward sales multiple of roughly 13 times. The company’s operating leverage has delivered expanding margins and strong cash‑flow conversion,...
LyondellBasell Industries (LYB) trades at $65.88, with a trailing P/E of 98.77 and forward P/E of 20.83, highlighting a steep valuation discount. The company leverages low‑cost U.S. natural‑gas feedstock to dominate polypropylene and polyethylene markets, sustaining strong margins. An 11.2%...
The First Trust Materials AlphaDEX Fund (FXZ) earned a buy rating thanks to its quant‑driven, diversified stock selection that outperformed traditional materials ETFs. The fund delivered a 17% year‑to‑date gain and a 37% return over the past twelve months, while...
Oklo and Centrus Energy announced a joint venture to develop HALEU de‑conversion services and strengthen related fuel‑cycle supply chains. Oklo is advancing its Aurora sodium‑cooled fast‑reactor platform, backed by a Meta‑prepaid 1.2 GW power campus in Ohio slated for 2030‑34. Centrus,...
Apple’s stock trades near $260 with a trailing P/E of 32.9 and forward P/E of 30.4, reflecting premium valuation despite modest revenue growth. The company’s integrated hardware‑software ecosystem generates high switching costs, double‑digit net margins, and roughly $100 billion in annual...
Bill Nygren, Oakmark CIO, explained that value investors look five to seven years ahead, estimating a company’s future worth and buying at a discount regardless of geopolitical or energy‑related market shocks. He emphasized that short‑term macro events rarely alter a...
"Capital-light models amplify the power of reinvested cash flows." 💡 Want your money to work harder without tying up massive capital? Capital-light investment models are game-changers.l
New Zealanders watching their KiwiSaver balances see declines as oil prices jump above $100 per barrel following the US‑Israeli attack on Iran. Higher oil costs drive inflation, interest‑rate hikes and reduced corporate profits, pushing global equity markets lower, including the...
DataTrek Research reports that the technology sector is trading at a 9.3% discount to its five‑year average valuation, while the broader S&P 500 benchmark carries a 6% premium over recent history. All other S&P 500 sectors remain above their five‑year averages, meaning...
The 80/20 rule is just a Power Law in disguise. Often, in a portfolio: 📈 20% of your holdings will drive 80% of your returns. 📉 80% of your stress will come from 20% of your "average" bets. The secret to long-term success? Cutting...
We covered a lot of ground this week on @excessreturnpod with new interviews featuring Jim Paulsen, Vitaliy Katsenelson, and Joseph Shaposhnik. @CultishCreative and I highlight the best moments and break down the biggest lessons. https://t.co/Hklp9wx0tH • The growing gap between tech and the...
The author has released an updated financial model for Veeva Systems, incorporating the latest quarterly data and revised assumptions. The update follows a series of prior deep‑dive analyses published in September 2024 and December 2023. The new model adjusts growth...
This is crazy: If you are 35 and start investing $5k/yr and stop at 60, you will have ~$431,754 (8%/yr assumption) But if you are 25, start investing $5k/yr and stop at 35, you will have ~$615,580 at 60 (8%/yr assumption) $75k less...
As Charles Mackay observed in 1841, "Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one." We are social creatures whose...
Restaurant stocks are lagging in 2026, with the S&P 500 Hotels, Restaurants & Leisure index down about 4% while the broader market falls 1.8%. Weight‑loss GLP‑1 drugs, lingering inflation and a softening labor market are depressing away‑from‑home spending, especially for quick‑service...
The only reason why stocks have a higher long-term return than bonds and cash is to compensate investors for taking on the greater risk of uncertainty, volatility and drawdowns along the way. Without this risk there would be no higher reward....
Foreign value stocks are cheap but nobody owns any, which is probably why they are cheap, which is probably why nobody owns any. https://t.co/xW57r2cQMq via @followMFS https://t.co/CPa6Gwx7K8
Bill Ackman filed to list Pershing Square Capital Management on the NYSE and raised its stake in Howard Hughes Holdings to about 47%, aiming to turn the REIT into a Berkshire‑style conglomerate. Piper Sandler says the venture’s success hinges on acquiring...
Vanguard forecasts US large caps to return 4.8% annually over the next decade. Large-cap growth: 3.9% https://t.co/THci6XvvJc
New writeup: Shift4 Payments: A Fintech Compounder Trading Like a Melting Ice Cube 7x free cash flow for a business compounding at 20%+ $FOUR Link in bio https://t.co/R6SWOw4hoQ
Veteran investor Chuck Akre’s “three‑legged stool” framework isolates three essential pillars—high‑quality business, trustworthy management, and the ability to reinvest cash at high returns—to spot companies that can compound wealth over decades. The model, popularized in a Talks at Google presentation,...
'Investors' Chronicle' p39 this week mentions UBS expectation of a 9.5% yield from #AV. for 2028, comprising Dividend payment and Share Buybacks.
How a "total portfolio approach" that groups investments by risk and performance characteristics (rather than asset class) could lead to a smoother ride for investors (@JasonKephart | @MorningstarInc) More curated articles on investment planning this #WeekendReading: https://t.co/L80cXNYxuT
The article outlines the author’s suite of market‑timing models, highlighting the “Ultimate Market Timing Model” as a long‑term framework that produces only a few actionable signals each decade. It contrasts this with shorter‑horizon models that generate more frequent alerts. The...
Taiwan Semiconductor Manufacturing (TSMC) is on the brink of joining the exclusive $2 trillion market‑cap club, having surged 97% over the past year and briefly touching the threshold in February. The company commands roughly 70% of AI‑related chip spending in 2025,...
ETMarkets analyst Ritesh Presswala identified eight Nifty 500 stocks that could deliver 65‑75% price appreciation over the next 12 months. The list includes Inox Wind, Sapphire Foods, Lemon Tree Hotels, Eternal, Kalyan Jewellers, Latent View Analytics, AWL Agri Business and Sagility, each backed by at least three analysts and consensus...
The article spotlights twelve financial stocks that appear undervalued relative to historic multiples, citing resilient credit conditions and higher net interest margins driven by elevated rates. It references McKinsey’s view that operational precision will outweigh sheer balance‑sheet size in generating...
Lazard (NYSE:LAZ) slipped 0.37% as UBS and Goldman Sachs trimmed price targets to $48 and $46 respectively, shifting to neutral and sell ratings. The firm reported $277.7 billion in assets under management, buoyed by $8.9 billion of market appreciation and $4.2 billion of...
The article lists the 12 most profitable blue‑chip stocks, selected by net income, margins and hedge‑fund ownership as of Q3 2025. It highlights JPMorgan Private Bank’s Stephen Parker urging diversification, volatility‑focused option strategies, and building a “shopping list” amid short‑term market...
Academy Sports and Outdoors (ASO) trades around $55.50 with a trailing P/E of 10.2 and forward P/E of 8.5. The retailer operates over 300 stores in 21 states, generating roughly $6 billion in revenue and tapping a $175 billion addressable market. Strong...
Lionsgate Studios (LION) trades around $9.86 with a forward P/E of 46.9, positioning it as a high‑multiple media stock. The company’s 20,000‑title library generates roughly $1 billion annually at about 50% cash margin, providing a stable earnings base. After a weak...
NewMarket Corporation (NEU) is a specialty‑chemical firm whose revenue comes almost entirely from petroleum additives used in motor oils and fuels. The stock trades around $588 with a trailing P/E of 13.5, but a bearish thesis points to a structural...
Berkshire Hathaway’s stake in Moody’s, acquired when the ratings firm spun off from Dun & Bradstreet in 2000, now represents about 3.6% of its portfolio and is valued near $11 billion. The original cost basis of $248 million has ballooned 4,400%, while...
Mark Hulbert’s MarketWatch column identifies 11 stocks that historically generate profits during geopolitical upheavals, including the current Iran conflict, the June Iran bombing, and the early days of Russia’s invasion of Ukraine. The selection is based on empirical performance when...
$IREN 2028 Estimates: - Revenue $4B - EBITDA $3.1B $16.6B market cap, means $IREN trades 5x 2028 EBITDA. What is a fair multiple for $IREN?
In this episode, Robert Brokamp outlines eight strategies to help retirees avoid outliving their savings, emphasizing realistic withdrawal rates, flexible spending, and the use of tools like Social Security optimizers and annuities. He also examines the current "E-shaped" economy, where...
It’s important to reallocate and manage your portfolio correctly as your positions grow. A lot of retail investors fail to crystallize profits. Manage your money correctly and remember the first rule is always preserve capital. Follow @thelonginvestor #investsmart #howtoinvest #stockmarkettips
Reading SEC filings that clarify an inside view others remain willfully blind to... how's your Saturday going?
ProShares’ S&P 500 Ex‑Technology ETF (SPXT) removes the core GICS IT sector but still holds notable communication‑sector tech stocks, resulting in a risk profile similar to the broader S&P 500. Historical data shows SPXT has underperformed the iShares Core S&P 500 ETF (IVV)...
Yes, we are overweight equities, but it is the other stuff that has really helped our models. @sonusvarghese wrote this back in August on how we were thinking about gold, capital efficiency, and managed futures in a portfolio.
Small-cap growth dominated for years on speculation and unprofitable names. That trade is stalling. Q4 2025: small-cap value quietly outperformed growth for the first time in years. Insurance. Regional banks. Business services. The boring stuff is waking up. @InfraCap @JDHatfield_ICAP break it down: https://t.co/atAM4Pmj2y
Amplify CWP Growth & Income ETF (QDVO) aims to blend tech growth with monthly option income, but its total return trails passive rivals like QQQM by about 4% over the past year. The fund offers a 10.63% yield, comparable to...
$HIMS at $15 in 2026 will prove to be one of the best opportunities in the market this year. 💪🏻🚀
