Investment Thesis Simultaneously incorporating into your investment portfolio one company that offers a relatively attractive Dividend Yield and one that provides dividend growth brings investors the benefits of blending dividend income with dividend growth. I have applied this strategy with the recent acquisitions of Nike (NYSE:NKE) and Exxon Mobil (NYSE:XOM).…

Today, Brunello Cucinelli (OTCPK:BCUCY) is one of Italy’s most influential contributors to the prestige of the “Made in Italy” label. Based in Solomeo, a small village in Umbria, Brunello Cucinelli uses the rich regional expertise in craftsmanship to produce the best cashmere products and simultaneously carry the Italian dream into…

A Great Paradox What would you think if I told you a major American tech business that is growing its core operations while enjoying numerous tailwinds has dramatically underperformed the market in the past 5 years? While the market is great at allocating capital to good businesses over time, sometimes…

Following our initiation of coverage of On Holding AG (NYSE: NYSE:ONON), today we are back to comment on the company results based on the Nike Q2 2024 readout and the latest news on the Sporting Goods sector. In this update, there are at least three takes on the read across…

Phinia Inc. (NYSE:PHIN) recently reported lower EPS GAAP than expected, and the company is a recent spinoff. However, I do not see why the company could trade at close to 4x EBITDA. I also believe that further improvements of the commercial vehicle market and potential adoption of hydrogen solutions could…

In our last article, we gave (NYSE:BAC) a rare buy rating. We had the coupling of extreme valuations alongside some other factors that setup extraordinary returns. Our point is that the bond bear story, even if it pans out longer term, will take time to do so. There are no…

Brookfield Infrastructure (NYSE:BIP) (NYSE:BIPC) is a high-quality global infrastructure-focused player. Its assets portfolio generates “contracted and regulated revenues,” providing holders with “predictable and stable cash flows.” It’s structured as an LP for holders choosing to invest in BIP or as a corporation for investors choosing to invest in BIPC. Brookfield…

Investment Thesis Not all investors have the time and willingness to build a portfolio that consists of an extensive number of companies to ensure a good level of diversification. Doing so implies a diminished risk-profile for your portfolio and an elevated chance of favorable investment results. For this reason, in…

The best revenge is not to be like your enemy.” Marcus Aurelius. Today, we are revisiting Bicycle Therapeutics plc (NASDAQ:BCYC) for the first time since our initial article on this small developmental company in October of 2022. We passed on making any investment recommendation on the stock at that time…

Snap Inc. (NYSE:SNAP) shares have doubled in the last quarter, and the stock likely has much more upside. A lot of small and mid-cap stocks were crushed during the last couple of years, providing substantial upside to just return to more normal valuations. My investment thesis remains Bullish on the…