investment
Here’s Part One of the most-recent letter I sent to our Portfolio Management clients in November 2024:
“Note: The views of Robert Francis Kennedy Jr. (better known as RFK Jr.) make up a large part of references in this letter to the quality of the food, health and medical industries in the U.S....
“Note: The views of Robert Francis Kennedy Jr. (better known as RFK Jr.) make up a large part of references in this letter to the quality of the food, health and medical industries in the U.S....
Andrew Peller yields 6.1% as it improves its operational efficiency and outperforms with 9% revenue growth in the most recent quarter.
Discover how American Depositary Receipts simplify investing in foreign stocks, offering easy U.S. market access and transparency.
High-yielding Allied Properties REIT shows resilience with 87.2% occupancy amid market recovery as it continues with strategic asset sales and developments.
VULCAN MATERIALS CO., $277.54, symbol VMC on New York, operates mostly in the U.S. and is the nation’s largest supplier of construction aggregates. These are raw materials extracted from pits and quarries, and primarily include crushed stone, sand and gravel....
J.P. MORGAN CHASE & CO., $264.84, New York symbol JPM, is a buy.
Morgan is the largest banking firm in the U.S., with total assets of $4.00 trillion as of December 31, 2024.
With the October 2024, payment, Morgan increased your quarterly dividend by 8.7%, to $1.25 a share from $1.15....
Morgan is the largest banking firm in the U.S., with total assets of $4.00 trillion as of December 31, 2024.
With the October 2024, payment, Morgan increased your quarterly dividend by 8.7%, to $1.25 a share from $1.15....
NORDSTROM INC. $24 is a hold. The retailer (New York symbol JWN; Consumer sector; Shares outstanding: 164.9 million; Market cap: $4.0 billion; Dividend yield: 3.2%; Takeover Target Rating: Highest; www.nordstrom.com) owns and operates 381 stores in the U.S.....
Activists have targeted these two companies as they plan to replace their long-serving CEOs. While that pressure has helped spur their shares, we feel CAE is the better choice for your new buying.
CAE INC. $35 is a buy. The company (Toronto symbol CAE; Manufacturing & Industry sector; Shares outstanding: 318.6 million; Market cap: $11.2 billion; Dividend suspended in March 2020; Takeover Target Rating: Medium; www.cae.com) is a leading maker of flight simulators for commercial and military aircraft....
For 2025, we have selected Honeywell as your #1 Spinoff Buy.
Following a long series of acquisitions over the past few decades, the company is now a major conglomerate with many businesses spread across a variety of industries. That makes Honeywell a prime candidate for a breakup to simplify its operations and unlock the value of those businesses.
The company agrees and recently announced the spinoff of one of its smaller businesses....
Following a long series of acquisitions over the past few decades, the company is now a major conglomerate with many businesses spread across a variety of industries. That makes Honeywell a prime candidate for a breakup to simplify its operations and unlock the value of those businesses.
The company agrees and recently announced the spinoff of one of its smaller businesses....
You Can See Our Current Power Recommendations For February 2025 Here.
Understanding our recommendations: Power Buy—These stocks are our top choices for new buying now....