News
Carlyle Secured Lending: A Perfect Portfolio Addition On A Pullback (NASDAQ:CGBD)
Introduction Carlyle Secured Lending (NASDAQ:CGBD) is a BDC that I've haven't written on but have kept close tabs on in…
YETI Holdings: Return To Solid Growth And Consistent Margin Expansion (NYSE:YETI)
While the stock market has risen robustly this year, the rising tide has not lifted all boats. Many companies in…
Block Isn’t Dead Money As A Growth Inflection Could Be Close (NYSE:SQ)
Block Stock Plunged Into A Bear Market Block, Inc. (NYSE:SQ) investors aren't new to intense market volatility. As a reminder,…
Wells Fargo: Adding Duration To My Portfolio With A 6.3% Yielding Preferred (NYSE:WFC)
Introduction As mentioned in some of my previous articles, I’m trying to add some duration to my fixed income portfolio.…
Inditex: No Stopping The World’s Premier Fast Fashion Compounder (OTCMKTS:IDEXY)
Apparel retailer Industria de Diseño Textil, or ‘Inditex,’ (OTCPK:IDEXY) continues to go from strength to strength. Despite intense competition from…
Qualcomm: Generative AI & Impressive Diversification Signal New Growth (NASDAQ:QCOM)
We previously covered QUALCOMM (NASDAQ:NASDAQ:QCOM) in March 2024, discussing why it remained a Buy, thanks to its growing diversification across…
Aegis Value Fund H2 2023 Portfolio Manager’s Letter (AVALX)
Table 1: Performance of the Aegis Value Fund as of December 31, 2023 Annualized Six Month One Year Three Year…
CenterPoint Energy Stock: Poised For Steady Long-Term Growth (NYSE:CNP)
Shares of CenterPoint Energy (NYSE:CNP) have been a modest performer over the past year, rising just 7%, and lagging the…