Our 2025 picks trounced the market. Amazon and Visa are among our choices for next year.
Long Read
A new study from Fidelity finds record numbers of Americans are considering financial resolutions to help with financial stress.
3 minute read
Donating precious metals this year is a smart way to dodge the taxman and do good at the same time.
4 minute read
Activists also report to the SEC on Universal Technical Institute, Impinj, Garrett Motion, and NewAmsterdam Pharma.
2 minute read
GE Vernova manufactures turbines, which excited no one when the spinoffs were announced. But now the company is up some 400% making house-size turbines to power data centers.
Long Read
The managing partner of $6.3 billion Douglass Winthrop Advisors thinks higher inflation and tariff uncertainty could trip up the economy, but he’s still bullish on stocks like Microsoft, Berkshire, and Deere.
Long Read
This week was ugly, with big losses for Oracle and Broadcom following earnings reports. Are investors are suffering from FOB—a “Fear of Bubble”?
3 minute read
A stronger economy and Fed rate cuts could provide tailwinds for dividend stocks next year. Consider buying names such as AbbVie, FedEx, and Coca-Cola.
Long Read
Investors must evolve their thinking to adapt to constantly changing market environments, Douglas Eby writes in a guest commentary.
4 minute read
A housing uptick looks to be in the cards—but it doesn’t look priced into homebuilder stocks.
3 minute read
A consumer discretionary name, a media company, and an industrial.
4 minute read
Traditional cap-weighted funds enshrine “buy high, sell low” behavior. Revenue weighting offers a simple potential solution.
3 minute read
The Russell 2000 Value Index is up almost 12% from the low point it hit in late November, while the Nasdaq has gained 6%.
4 minute read
Time is running out to take advantage of tax breaks before year end. Here are some moves to make.
4 minute read
Toyota Motor is trying to buy Toyota Industries. Elliott Management, an activist investor, isn’t happy with the price.
3 minute read
The company is producing record profits, with shares poised to appreciate by almost 20%.
Long Read
Tom Hancock, a portfolio manager at GMO, favors companies that consistently earn a high return on capital and reinvest in the business.
Long Read
Shares look a lot cheaper following a recent selloff, and they are well-positioned to rally however the takeover battle shakes out.
4 minute read
The expected appointment of a Trump-friendly Federal Reserve chair in May could drive stocks higher—but it could also introduce some nasty risks.
3 minute read
Our thesis, that Twilio can take a sizable chunk of its $100 billion market remains intact.
3 minute read
“There is a lot of work to do and the dual initiatives of a top-line rebound and cost cuts will be hard,” wrote Jefferies analyst Kaumil Gajrawala.
3 minute read
As Treasury yields fall, dividend stocks with higher payouts and room to maintain them are becoming an appealing bond alternative.
3 minute read
The crypto skeptics are missing something important, Brian Schreiner writes in a guest commentary.
3 minute read
Private credit, buyout funds, and direct investment strategies can temper tech bets if the market turns.
4 minute read