Category: Archives

This trio of names all have competitive advantages that are obviously built to last.

Trading at a 4% discount (down from a 3% premium) to the NAV, it’s led by the guru we want coaching up our fixed-income portfolio.

The timing looks cold-blooded.

Here are today’s upgrades and downgrades: CoreWeave, Dollar General, Etsy, Dropbox, BMW, Synopsys, Welltower, Nebius, VICI Properties and more.

A hot stock for the last few years, it’s taking a ‘break’ in 2026 and still up 20.4% year-to-date.

The latest bond panic has blown its discount to 9%, a level not seen in four years.

History shows we shouldn’t expect this bull market to end soon.

Here are today’s upgrades and downgrades: Microsoft, BP, TotalEnergies, Amphenol, Marvell, CoreWeave, Teva, HCA Healthcare, PG&E and more.

One name offers steady growth, acquisitions, and a reliable dividend, the other, membership growth, strong sales, and rising shareholder returns.

It’s well-diversified across a variety of industries and, crucially, is not overexposed to the crowded tech sector.

Earning estimates are creeping down lower…

Here are today’s upgrades and downgrades: Danone, LVMH, Burberry, Ericsson, MetLife, Adidas, Fifth Third, SanDisk, Valero, Marathon Petroleum and more.