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Inflation and the better than feared earnings season dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. Inflation is softening in July and markets have started to rally again. U...
Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...
This month I had a total of 11 transactions. I sold my positions in Power REIT and Reinsurance Group of America. I reached over €1,000 in forward dividends. In contrast to the first half a year of 2022, July was a good month when it comes to stock returns. July wa...
This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. It's always a good idea to keep your wish list ready by separating the wheat from the chaff. ...
The semiconductor industry is going to keep growing. While we view that it is moving from cyclical to secular, that won't happen overnight. The wildcard of a China invasion of Taiwan also looms over the industry. We provide 2 buys and 1 sell. Written by Sam Kovacs ...
William von Mueffling's 13F portfolio value decreased this quarter from $14.01B to $11.98B. Cantillon increased Microsoft, BlackRock, Interactive Brokers, and Endeavor Group Holdings during the quarter. They also added Adobe Systems and Hayward Holdings. The portfolio continues to...
AMD's stock has been on a tear this month, gaining close to 25% despite growing recession fears. AMD stock gains also defied Intel's shortfall last week, which substantiated investors' confidence in its resilient market-share growth. The combination of limited direct exposure to c...
My portfolio, built specifically for my retirement ~20+ years from now, benefits from a surprise Petrobras gift. Making monthly contributions, even though they seem small at the time, makes all the difference in the world over time in helping create a valuable retirement egg. A po...
The iShares Core Dividend Growth ETF is a low cost, benchmark hugging way to tilt a US large cap portfolio towards dividend payers. Despite its name, this ETF has reported historic dividend growth no higher than that of a broader US broad market benchmark, and yields barely over 2%. ...
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...