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Thesis On July 28, 2023, I began coverage of McGrath RentCorp (NASDAQ:MGRC) with a ‘Buy’ rating and analysis discussing how Q2 earnings indicated the Mobile Modular segment and the Vesta acquisition were able to hit targets. While TRS-RenTelco had some weakness due to lower semiconductor demand, I thought that the…

A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox.Family offices are expected to add over $2 trillion in assets by 2030, as an increase in wealth concentration…

Billionaire investor Mark Cuban on Thursday insisted that Democratic presidential nominee Kamala Harris would not tax unrealized gains as president.”Every conversation I’ve had is that it’s not going to happen,” Cuban said on CNBC’s “Squawk Box.”Cuban’s remarks could signal another break on tax policy between Harris and President Joe Biden,…

Kiwetinohk Energy (OTCPK:KWTEF) (TSX:KEC:CA) is still concentrating on the natural gas business. Previous articles have noted that there is a long-term plan to develop a power business as well (and maybe a carbon hub business). However, right now, developing cash flow is likely important and rich gas has been the…

Prime Medicine, Inc. (NASDAQ:PRME) is a gene-editing biotech. Its main platform is Prime Editing, a next-generation technology that can deliver accurate, adaptable, and safer one-time treatments for genetic diseases. This approach can potentially correct specific mutations without the disruptive double-stranded breaks produced by other systems. The company has a diverse…

Performance Summary Cumulative Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/ LOF 1 Fidelity Freedom 2065 Fund (MUTF:FFSFX) Gross Expense Ratio: 0.76% 2 1.81% 10.20% 17.90% 3.82% 10.23% 10.23% S&P 500 Index (SP500, SPX) 4.28% 15.29% 24.56% 10.01% 15.05% 15.05% Fidelity Freedom 2065 Composite Index 2.04%…

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