In a person, company, country, or stock, resiliency matters. For example, with disruptions related to the pandemic and supply-chain chaos all around us, some will navigate better than others. U.S. stocks have been rising despite coping with the effects of inflation, a slowing economy...
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Rapid Growth - Software
Rapid Growth – Software
GFL Environmental (GFL)
Rapid Growth – Waste Management
SiteOne Landscape (SITE)
Growth – Landscape Supply
Rapid Growth – Software
It’s All About Earnings
There are a lot of things investors could focus these...
A few weeks ago, at the annual Morningstar Investment Conference in Chicago, two investing icons debated the merits of value versus growth. On the value side was Rob Arnott, founder and head of Research Affiliates, with Cathie Wood, founder and head of ARK Management,...
Bitcoin has been red-hot, shattering records by the day over the last few weeks. But is bitcoin a good long-term investment? Let's examine.
Uncovering good REITs to invest in will have you looking at the type of real estate property and the location it’s based in, among other qualities.
Feeling ready to step away from the traditional investing formats of 401(k)s with your employer? The real estate is...
Today is the expiration of October options and three of our positions will likely expire for profits. The details are below, but the headline is we are simply going to let these situations play themselves out today, and then will revisit where we Monday/Tuesday...
The unemployment-stock market correlation is a picture-perfect inverse. What does that mean with an improving but still-high jobless rate?
The biggest stories this week weren’t all that different from last week, namely supply chains, interest rates/inflation, and Covid. But this week has a decidedly different feel to it, possibly because we’ve added earnings season into the mix and, so far, that’s going well...
Last week, we wrote about how lower quality, in both home appliances and tangible money, debases value and is a form of inflation. Today’s note includes some of our current views on inflation and capital markets, and what investors can do to help inflation’s...