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.
James Choi, a Yale finance professor, introduced a formula that tailors asset allocation to age, income, savings, and risk tolerance. The Wall Street Journal highlighted that the model often recommends a more aggressive, stock‑heavy mix than conventional rules such as the 100‑minus‑age guideline. For a 66‑year‑old couple, the formula suggested a 75% equity exposure, prompting a shift in their target‑date fund allocations. The spreadsheet accompanying the article details the risk‑aversion component and compares outcomes with Vanguard’s target‑date series.
Yes, altho if you look at flows since Jan 2024 it STILL ranks #5 overall (only superhuman Vgrd ETFs did more), even after all this destruction. All told bitcoin ETF flows are still net net +$55b altho you'll be hard-pressed...
ETF inflows up to $304b YTD, which is DOUBLE the all-time record pace from last year. $VOO at $30b, also ahead of its record pace by 6b while Vanguard as whole is already at $100b, a $3b/day pace, and double...
Schaeffler India announced a Rs 35 per share dividend for FY 25, payable within 30 days of its AGM on 30 April 2026. The company posted a 36% jump in Q4 net profit to Rs 322 crore and revenue rose 28% YoY to Rs 2,724 crore. Profit after...
Passive and thematic ETFs are funneling large inflows into market‑cap‑weighted indices, disproportionately boosting the biggest and most volatile stocks and creating a systemic risk that may outpace liquidity. In Canada, strategist Michael Green warns that this distortion decouples prices from...
Tesla’s price‑to‑earnings ratio has climbed to roughly 380, the highest since 2021, even as the stock slipped about 20% from its December peak. The surge in valuation stems more from last year’s rally and a strategic shift toward AI and...
i'd like to think i've learned a lot about investing over the years... there were times that i was very discouraged as profits disappeared and/or losses grew... it happens so fast... there've been times of great excitement & enthusiasm, which have coincided...
The median stock in the S&P500 Index is up 6.7% so far in 2026. The median stock on the NYSE (> $300M Market-cap) is up 6.3% YTD. Meanwhile, the median stock in the Nasdaq100 Index is up 1.3%, while the...
Archer Aviation’s shares swung from a near‑$9 rally in January to about $6.93 by late February, a 20% drop driven by short‑seller allegations of certification delays. The decline was cushioned by BlackRock’s increased passive stake to 8.1% and a strategic...
The AI trade isn’t peaking. It’s rotating. Leadership is shifting from chips to control of data + distribution. Most will chase yesterday’s winners. The next phase is structural. Read before consensus catches up: https://t.co/PmCr4t3wZc @ckaiwu @Mela_Schaffer
Charlie McElligott at Nomura says that the market is being driven by 'Doomers and Boomers' https://t.co/PbuzHGo8VF
Microsoft shares have fallen roughly 20% year‑to‑date as investors worry about the company’s massive AI‑focused capital expenditures. The tech giant spent $37.5 billion on AI‑centric data centers in Q2 FY 2026, while also maintaining a strong free‑cash‑flow position. Insider activity surfaced when...
Pretty cool that $AAPL has become the two year note of the modern age. Risk off equals appl rally.
Forward P/E Ratios... Colgate $CL: 23.4x Proctor & Gamble $PG: 22.5x Netflix $NFLX: 19.9x 🤔 https://t.co/3B4ig8yjTW
WisdomTree has launched the WisdomTree India Earnings UCITS ETF (EPI), an earnings‑weighted fund tracking the proprietary WisdomTree India Earnings Index with a 0.55% total expense ratio. The ETF debuted on Xetra, Borsa Italiana and SIX, and will add a London...
It is a Big Trap - Avoid the Rotation trade The rotation trade is making the rounds on social media, but this trend is based on what worked in 2025 and might not work in 2026. Dow theory suggests it...
Everyone assumes Apple’s lead is secure. But 2026 may test that narrative. Leadership isn’t about new products. It’s about what’s already priced in. Expectations are the real risk. Read closely: https://t.co/L377mvJehE @willrhind @graniteshares
Bill Ackman's Pershing Square disclosed a roughly $2 billion, 10%‑of‑capital stake in Meta Platforms while exiting its long‑held investment in Hilton Worldwide. The move reflects a shift from a fully priced, mature hotel compounder to what Ackman sees as undervalued AI‑enabled...
Successful stock picking isn’t just picking winners. It also means picking out the losers in your portfolio. The greatest advantage in public markets is “You can sell”. But you must know when to sell. https://t.co/iL6AHqtOyR
The number of core goods in the PCE basket with >2% inflation is clearly on the rise https://t.co/zfnw5c3Qnr
Mario Gabelli highlighted at the Barron’s Roundtable 2026 that value investors should target mispriced experiential assets such as media, sports franchises, and entertainment companies. He cited Madison Square Garden Sports as trading at roughly half its calculated intrinsic value and...
National Bank of Canada just sold 1.04M MSTR shares valued at $127.8M. Now holds 1M shares worth $122.7M. https://t.co/w8ishlNKSE
#TPX raised Guidance and says has momentum. ShareScope showing fwd p/e 9.3 falling to 7.9; could be cheap still. I don't hold.
Recent 13F filings show several top hedge funds and institutional managers expanding their stakes in Linde plc, underscoring confidence in the industrial gases leader. AQR Capital more than doubled its holding to roughly 430,000 shares, while Point72 and Gotham also...
#BTG (used to be #BEG ) "in line with expectations". "Challenging" backdrop helping them. ShareScope has fwd p/e 10.8 falling to 10.2 with fwd Divvy 3.8% rising to 4%; lot to like. I don't hold.
The software industry's payroll has been flat since ChatGPT launched. The AI productivity boom may be eliminating the workers who created it first. 🔒 Members-Only https://t.co/xRx5vLZILo
The market’s next move hinges on several key catalysts slated for Tuesday. Home Depot will release its quarterly earnings, while Amer Sports reports its results, both after notable three‑month price gains. Consumer confidence data, expected at 86.8, and an Apple...
Terex completed its merger with REV Group, forming a standalone specialty vehicles segment and unlocking $75 million in annual run‑rate synergies. The company delivered Q4 2025 net sales of $1.3 billion, a 6% year‑over‑year increase, and an operating margin of 9.3%. Full‑year...
New Mountain Finance Corp reported Q2 2025 adjusted net investment income of $0.32 per share, fully covering its quarterly dividend and underscoring the effectiveness of its dividend protection program through 2026. Net asset value slipped to $12.21 per share, a...
Masco Corp reported fourth‑quarter 2025 results with net sales down 2% and operating profit of $259 million, yielding a 14.4% margin. The plumbing segment posted a 3% sales increase and a 16.3% margin, while the Decorative Architectural segment fell 15% with...
Leveraged fund and options trading volumes have accelerated sharply since the COVID‑19 pandemic, with Direxion projecting average daily leveraged‑fund turnover of $1.41 billion in 2025—up more than 130% from 2024 and 250% from 2020. Options activity is expected to hit 58 million...
Uber announced it will acquire parking‑reservation platform SpotHero, integrating spot‑booking directly into the Uber app. The transaction, expected to close in the first half of 2026, does not disclose financial terms. SpotHero operates in over 400 U.S. and Canadian cities,...
$AMC 10K firmly puts bankruptcy back on the table. To quote: In order to achieve net positive cash flows from operating activities, revenues will need to increase from current levels to levels at least in line with pre-COVID-19 revenues. However, there...
"Financial leverage increases equity volatility, not business quality." Leverage doesn’t make a business better — it just makes the stock wilder. ⚠️📈 Financial leverage amplifies equity volatility. When debt is added to the capital structure, small changes in operating performance translate into...
Former U.S. national security adviser Susan Rice, a Netflix board member, publicly criticized President Donald Trump on a podcast, prompting the president to demand her removal from the board. The outburst coincides with Netflix’s $82.7 billion bid to acquire Warner Bros....
Cybersecurity stocks slumped after Anthropic unveiled Claude Code Security, a code‑scanning AI tool, prompting the iShares Cybersecurity ETF to fall more than 3% and major names like CrowdStrike, Okta and Cloudflare to lose 8‑9% in a single day. The sell‑off continued, with...
Paramount Skydance, led by David Ellison, is still courting Warner Bros. Discovery (WBD) even though a shareholder vote is set for March 20. Netflix, the rival bidder, gave WBD a one‑week waiver on exclusivity, allowing direct talks with Paramount but...
Technology production (green) * ~50 in 2000 * ~190 today Nearly a 4x increase over 25 years This is the only category with powerful long-term structural growth. It recovered strongly after 2008 and exploded again post-2020. Everything else? Mostly flat. Industrial Production: Consumer Goods (2017...
The author revisits his deep‑dive model on Alphabet, highlighting the company’s transition from a search‑centric giant to an AI and emerging AGI powerhouse. After selling the stock in 2023 over post‑ChatGPT search concerns, he re‑entered in early 2025 and now...
Russell 2000 $IWM slightly ahead of Nasdaq $QQQ since 2000 and now ahead year-on-year. But the path was dramatic. From 2000–2006 → Small caps crushed tech after the dot-com bust Since 2006, small caps have underperformed large-cap growth for two decades, and severely...
Warren Buffett teaches the ultimate investing lesson: Real investing is about assets that produce value—farms, apartment buildings, businesses—not hype or hot crypto. Focus on fundamentals, build long-term wealth, and avoid speculation. Most people invest backwards. 💸 Warren Buffett teaches a simple truth:...
MercadoLibre, the dominant e‑commerce and fintech platform in Latin America, will report its Q4 2025 results on Tuesday, with analysts forecasting roughly $28.6 billion in revenue for the full year. The company posted a 39% year‑over‑year revenue jump to $7.41 billion in Q3 2025,...
AI winners aren’t who you think. Dell’s margin shift changes the AI narrative. Infrastructure, not software, may drive the next leg of leadership. Most investors are looking the wrong way. Read this: https://t.co/nY4GbIKIfM @graniteshares @willrhind
As a friend dm'd me, $SNDA just pulled the "Andrew Walker" special (big merger followed by a massive PSU grant with ambitious stock price versting targets) https://t.co/iEnOdITDX3
UBS upgraded commercial‑real‑estate adviser CBRE to Buy, lifting its 12‑month price target to $185, implying about 21% upside from the current price. The upgrade follows a sharp 20% two‑day plunge in February as investors feared AI could erode office‑space demand....
Today was a solid day of relative outperformance for the all-weather portfolio thanks once again to our yellow rock. https://t.co/o0Q3fVP5ux
No Cheap Squeeze-Outs: My Process Letter to the Weedmaps Board The settlement AIP cleared the path for insiders to strike. With a renewed take-private looking imminent before the proxy, I just served formal notice to the $MAPS Special Committee. See full presentation,...
This is not specific to OWL, but today’s sell-side discourse reminds me of some excellent advice I got when I was just starting in this biz: “you don’t need sell-side analysts in a bull market, and in a bear market...
ASML Holdings quietly floating higher in a sea of uncertainty seen here on @IBDinvestors MarketSurge. Consistent earnings execution and already up 38% YTD. $ASML #IBDPartner https://t.co/6bDmMq5jpN
"in tech, momentum’s performance has moved into the 100th percentile. To see similar levels of performance differential between winners and losers go back to 2000 as the dot-com bubble was bursting and the semis were holding up relative to the...
