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.
Bank of America upgraded J.M. Smucker to a buy rating, lifting its price target to $130, implying a 17.7% upside from the latest close. The analyst team cited reduced risk from the 2023 Hostess Brands acquisition after the company ended certain promotions and streamlined its manufacturing footprint. Management’s stance against further acquisitions and hints of future stock buybacks were also viewed positively. BofA highlighted the company’s strong fundamentals in coffee, pet food, and peanut‑butter segments, which are insulated from emerging GLP‑1 health concerns.
Emerging markets portfolio manager Juan Torres on: * Where the Real Emerging Markets Value Is * If US Stocks Fall, What Happens to Emerging Markets? * Should You Hedge Emerging Markets Currency Risk? * Is Buying the Dip Still Smart? * Emerging Markets Outlook: Cheap or...
Wells Fargo upgraded Alphabet to overweight, raising its price target to $387, implying over 22% upside from the latest close. Analyst Ken Gawrelski highlighted three AI‑winner traits—data, distribution and massive compute capacity—that position Google to dominate the sector. The bank...
Warren Buffett: “Success in investing doesn’t correlate with IQ once you’re above a certain level.” Takeaway: Temperament outweighs raw intelligence. Most investors don’t fail from low IQ — they fail from low discipline. 📉
Imagine selling a security barely above net cash because of industry overhang/listing deficiency while it trades at <2x EV/TTM FCF with massive impending regulatory tailwinds? https://t.co/HZIgUsuHYT
Vishal’s new book *The Long Game* is now available for pre‑order, featuring reflections from thirty investors who have survived multiple market cycles. It introduces the concept of the “second self,” the emotional persona that emerges during market downturns and can...
Still tons of complacency out there for what is developing as an outright crash in software stocks $IGV
Quite the investment from SoftBank. SoftBank is up 160% since April 6, 2025 when I wrote it up specifically because of its investment in OpenAI. $9984 $SFTBY
Joe Koster’s Feb 22 2026 "Links" newsletter delivers a concise reminder that successful investing requires disciplined policies rather than gut instinct. The post features a quote emphasizing the need for pre‑established rules and procedures before any decision. It also serves as a...
Trump's tariff drama intensifies while markets await key inflation data and Fed signals. The plot thickens on every front this week. 🟢 Open https://t.co/8tpXkyVt89
"Mean reversion applies to margins, multiples, and market sentiment." 🚀 Markets always swing, but smart investors know: extremes don’t last. Mean reversion isn’t just a theory—it drives margins, valuation multiples, and market sentiment.
OpenAI disclosed that its adjusted gross margin on inference dropped to 33% in 2025, down from 40% the previous year, as inference costs quadrupled. The company also projected training expenditures to rise sharply, reaching $32 billion this year and $65 billion next...
There were 55 companies that increased dividends last week 17 of them have managed to increase dividends for at least ten years in a row The list is below:
“Low put/call = euphoria” is an outdated shortcut. Equity put/call: 0.65 (Feb 20, 2026). VIX: 20.23 (Feb 19). That’s selective hedging, not carefree positioning.
TrendInvestorPro, a subscription‑based platform, markets systematic trading strategies and market‑timing models for stocks and ETFs. The service bundles video tutorials, trade setups, momentum scores, and alerts behind a paid login or free trial. It targets active retail investors seeking data‑driven...
Warren Buffett on wealth building: Small sums grow fast with effort, but massive portfolios need smart investing, discipline, and patience. Discover how his timeless strategies in value investing and compounding wealth can guide your financial journey. Small amounts can snowball into...
Benjamin Graham: “The market is a pendulum that forever swings between unsustainable optimism and unjustified pessimism.” Takeaway: Expect extremes and prepare to act rationally. Markets are wild—but that’s where opportunity lives. ⚡
Peter Lynch sat down for a reflective interview, reiterating his “invest in what you understand” mantra, while Berkshire Hathaway released its final 13‑F of the Warren Buffett era, showing modest portfolio tweaks—adding Chevron and Domino’s, trimming Apple and Bank of...
"Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1." ~ Warren Buffett Stop losing money before you even think about making it.
Mergers & Acquisitions 101 M&A and how you can profit from it Here’s what you’ll learn: • What Is M&A? • Why M&A? • Types of M&A Deals • How M&A Works • Benefits of M&A • The Risks • Who Drives M&A? • The Hard Truth • Serial Acquirers 📚 Grab...
Vishal announces his new book, *The Long Game*, now available for pre‑order, featuring reflections from 30 seasoned long‑term investors. The book explores how self‑awareness, patience, and philosophical inquiry can help investors navigate market cycles and avoid emotional pitfalls. Pre‑orders start...
If you gave Jim Simons $1,000 in 1988 and never touched it, you'd have $4 billion after 30 years—before fees. After Simons takes his $1.76 billion cut, you’re still left with $2.24 billion.
On theme with the Olympics. The goal is to bring the world of microcap together. 16 countries represented so far... 🇺🇸🇨🇦🇬🇧🇪🇸 🇦🇺🇧🇪🇧🇷🇨🇱🇩🇪🇮🇱🇲🇽🇵🇦🇸🇬🇨🇭🇦🇪🇧🇸
Booking Holdings reported a 12% year‑over‑year revenue increase in Q4 2025, reaching $4.3 billion, while Airbnb posted a 9% rise to $2.1 billion. Both companies saw higher gross booking value, but Booking’s net profit margin grew to 8.5% versus Airbnb’s 6.2%. Occupancy rates...
The equal-weight S&P 500 keeps hitting new highs while the market-weight index loops below 7000. Same stocks, completely different story. 🔒 Members-Only https://t.co/tKGVSNbdyK
For the avoidance of doubt the marketer cited a 99.99% loss, which requires a 99,900% gain to get back to breakeven. Start w 100 drop 99.99% = a penny To return to 100 from 0.01, you capital must increase 9,900-fold. Avoid big drawdowns....
Benjamin Graham taught that investing success hinges on a proper psychological attitude, famously quoting Spinoza’s “sub specie aeternitatis” to stress an eternal perspective. The lesson, recalled by his disciple Marshall Weinberg, urges investors to detach from daily market noise and...
There are a bunch of small stocks that will 10x over the next five years that are waiting to be found. Institutions can’t buy them. Only you can. https://t.co/yI75FFwGuc
Gemini's view on $MLCI's 10b5-1 impact post tender heading into their next quarterly update in March. Getting back to 0.75x BV after these assumptions would put the stock at nearly $8... which sounds miles away (+55%) and yet would still...
Vishal Niveshak announces his new book *The Long Game*, now available for pre‑order with shipping slated for the end of February 2026. The work distills lessons from 30 seasoned investors on cultivating patience, resisting short‑term market noise, and building a...
I analyzed this company twelve years ago You will never guess what happened next https://www.dividendgrowthinvestor.com/2014/07/deere-co-de-dividend-stock-analysis.html
Airbnb Q4 FY25 letter: "We ended 2025 with over nine million active listings around the world. During Q4 FY25, active listings grew relatively in-line with the YoY increase of Nights and Seats Booked [+10% YoY.]"
Greenlight Capital highlighted Global Payments (GPN) after re‑acquiring shares at $77.85, noting its two‑step deal to sell issuer processing and acquire Worldpay. The firm projects $5 billion of free cash flow by 2028 and plans to return roughly $7 billion to shareholders,...
There were a record 76 companies that increased dividends last week 33 of these companies have also managed to increase dividends for at least a decade The companies include:
The Security Analysis Podcast’s Feb 14, 2026 episode reviews Mark Mahaney’s book *Nothing But Net*, which distills ten timeless stock‑picking lessons from a veteran tech analyst. Mahaney, an early internet‑era analyst, survived both the dot‑com bubble and the 2008 financial crisis while...
This week’s Value Investing World roundup highlighted several investment themes. Ian Cassel’s “From Disaster to Triumph” case studies underscored resilient micro‑cap turnaround strategies, while Ben Thompson’s conversation with John Collison explored AI‑driven advertising and its implications for SaaS. Multiple analysts—including...
Tactical Asset Allocation (TAA) strategies have outperformed the traditional 60/40 benchmark throughout 2025 and into early 2026. A detailed attribution shows 57% of the excess return stems from the diversified asset mix TAA typically holds, while 43% comes from active...
The author has refreshed his proprietary Amazon valuation model using the company’s latest 10‑K filing, projecting financial performance through 2026. The update incorporates recent trends in e‑commerce, cloud services, and advertising revenue streams. Detailed assumptions and calculations are hosted behind...
In May 2008 Warren Buffett concluded a four‑day European roadshow in Milan, where he fielded questions from MBA students about investing, management, and life. The trip was part of Berkshire Hathaway’s hunt for family‑owned businesses to add to its decentralized...
