AVGOP News and Press, Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock Series A From 07/28/22

Slowdown in economic activity and accelerating inflation are the main short-term risks. Long-term outlook for the industry remains positive. SOXX's top holdings are poised for the long-term growth. I believe that SOXX is quite undervalued and investors' pessimism is too excess...

Hardware is the best ranked tech industry regarding value and quality scores. Telecommunication and semiconductors look fairly valued. Entertainment, software and IT services are much less attractive. IYW, an alternative to XLK. This monthly article series shows a da...

Check Point Software Technologies is a cybersecurity firm. The competition in the market for information and network security solutions is fierce, and I believe that, due to the attractiveness of the industry outlook, it will only get fiercer. I believe that Check Point Software o...

Akoustis is an (as yet) unprofitable speculative growth company - obviously not a popular choice during the current 2022 bear market. As a result, the company's stock is down ~56% over the past year. However, the investment thesis (i.e., disruption of the global RF-filter market) appe...

The equity correction has brought stock prices and sentiment closer to levels where risk/reward becomes asymmetric to the upside. We believe a pickup in merger & acquisition activity would be an early signal that undervalued assets are becoming monetized. Steadily growing, highly ...

Inflation and the just started earnings season dominate market movements. Markets remain very volatile and record inflation readings paired with an aggressive Fed and negative consumer sentiment are starting to hammer stocks and hopefully lead to a prolonged bear. I am never a bea...

Steadily growing, highly free-cash-flow-generative companies enabled the Strategy to outperform through a sharp market pullback. Positioning moves during the quarter, which included additions in health care and materials as well as reductions in consumer discretionary and technology, ...

Steadily growing, highly free-cash-flow-generative and more moderately valued companies enabled the Strategy to outperform through a sharp market pullback. Heightened volatility provided opportunities to purchase shares in growth companies on our watchlist, as well as add to existing ...

This month I had a total of 5 transactions. Dividends were up $62.57 YoY. Forward dividend yield is now approximately $965. Next month, I will look into European real estate, Small-cap REITs, Broadcom, Inditex and my insurance companies. The end of June marks the end...

My passive income was up by 23.32% during June. I made 13 trades during the month; 11 purchases and 2 sales. During June I took advantage of market weakness to establish 2 new positions: ARE and SHW. Long-term followers of mine know how these things go…another mon...