This 9.4% Dividend is Offering a Once-in-8-Year Buy Window
It’s a ‘one-stop shop’ for US market access holding names like NVIDIA (NVDA) and Apple (AAPL), as well as smaller companies like Halozyme Therapeutics (HALO) and Moog (MOG.A).
Read MorePosted by Michael Foster, Contrarian Outlook | Oct 13, 2026
It’s a ‘one-stop shop’ for US market access holding names like NVIDIA (NVDA) and Apple (AAPL), as well as smaller companies like Halozyme Therapeutics (HALO) and Moog (MOG.A).
Read MorePosted by Michael Foster, Contrarian Outlook | Oct 9, 2026
The poster child for something else we’ve discussed many times… it has the trifecta we love to see: strong performance, a wide discount, and a dividend well supported by NAV returns.
Read MorePosted by Michael Foster, Contrarian Outlook | Oct 6, 2026
Holding names like Alphabet (GOOGL), Apple (AAPL), Amazon.com (AMZN), and Caterpillar (CAT), it’s a tidy ‘one-stop shop’ for stock and fixed-income exposure.
Read MorePosted by Michael Foster, Contrarian Outlook | Oct 2, 2026
It has a widening discount, and holds names like Bloom Energy (BE), NVIDIA (NVDA), Alphabet (GOOGL), Apple (AAPL) and Microsoft (MSFT).
Read MorePosted by Michael Foster, Contrarian Outlook | Sep 25, 2026
Trading at an 11.9% discount to its NAV, it’s positioned for future upside.
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