As the excitement around artificial intelligence (AI) has faded this year (particularly as uncertainty from Trump tariffs takes center stage), top growth stocks have also faded (see table) as low-beta and high-dividend stocks have dominated. This report reviews Nvidia’s business, growth, valuation and risks, and then concludes with a strong opinion on whether this year’s fearful growth-stock selloff has created an opportunity (or if there is still a lot more pain to come).
Texas Pacific Land Corp: Wide Moat, Strong Cash
If you like unique businesses that stand out for wide-moat competitive advantages, strong cash flows and secular tailwinds, then you may want to consider Texas Pacific Land Corp (TPL). This unique “oil & gas” company blends real estate (Permian basin land), energy royalties and water resources, and the shares have pulled back despite ongoing strong fundamentals. This report reviews the business, growth, valuation, risks and competitive advantages, and then concludes with a strong opinion about investing.
PIMCO Big-Yield CEFs, Ranked (Distribution Coverage Edition)
If you are an income-focused investor, you have a lot of opportunities to chose from (as we recently wrote about here). But if you are focused on the “big yield” space, you have a lot to choose from too, and PIMCO is the perennial leader in this space when it comes to bond-focused Closed-End Funds (or CEFs). Here is a look at recent current yields, and distribution coverage ratios, followed by a discussion (and ranking) of these 11 big-yield opportunities (including popular tickers like PDI, PDO, PTY, PAXS, PTY and more). Enjoy!
Vertiv Holdings: A Volatile AI Beneficiary, Down Big
Vertiv Holdings (VRT) makes electrical components for data centers. The company has emerged as a leader in the ongoing (early inning) cloud migration and artificial intelligence (“AI”) megatrend. But the shares have recently pulled back hard (as part of a broader market selloff). This report reviews Vertiv’s business model, growth trajectory, valuation metrics and risks, and then concludes with a strong opinion on who might want to consider investing.
Tesla: Despite Selloff, Valuation High, Growth Speculative
Tesla is one of the most hated stocks in the world, as CEO Elon Musk has infuriated much of his automobile customers politically, and ticked off a lot of investors financially (the shares are down big). This report considers the business model, growth trajectory, valuation metrics, risks, and then concludes with a strong opinion on investing.
3 Top Big Yields: Is 10%+ Safe? (REIT, BDC and CEF Edition)
There are lots of yields over 10% to choose from (such as those in the table below), and some of them are actually worth considering (especially 2 of the top 3 specifically highlighted in this report). But how safe is it really to own such massive income-producing investments? (especially at this point in the market cycle). We’ll build up to that answer (in the conclusion) by reviewing three specific big yielders (one REIT, one BDC and one CEF). Enjoy!
Is Private Equity Even Worth It?
A lot of investors think Private Equity (“PE”) is some magical, uncorrelated, rich-person recipe for wealth. But in reality, it’s based on the same economy as public equities (i.e. stocks), the low correlation is largely a mirage (PE just provides less frequent/delayed valuations), the fees and expenses are higher, and the operational and opportunity costs (of inconvenient capital calls and lockup periods) are a royal pain.
YTD Returns: MAG 10 vs S&P “490”
As you can see in the chart below, this year has been a tale of two markets—with the 10 largest US stocks (by market cap) decisively underperforming the other “490” S&P 500 stocks (even though both groups have somewhat similar combined market caps—i.e. MAG 10 is more than 35% of the S&P 500—even after the large decline). There is a lesson in this, and it’s probably not what you think…
Forget Growth: 5 Big Safe Yields Worth Considering
It’s going to get worse. That’s how many people feel about the current stock market selloff, and based on history—they could be right. But before going down the pointless rabbit hole of attempting to perfectly time the bottom, there is another way to invest. It’s called income investing. And in this report, I share 5 big-yield investment strategies (plus a handful of individual top ideas) that some investors may want to consider as a critical component of their long-term investment strategy.
Trump Tariffs: Cancel Your Retirement
One secret to great investing is to ignore the day-to-day noise; but with Trump tariffs now wrecking stocks, you may NEVER retire.
That’s how a lot of investors feel right now with the Nasdaq 100 (QQQ) down 13% in 3 weeks (that’s more than the entire stock market typically gains in a year!).
So now what?
Panic sell all your stocks? Cancel retirement and work forever?…
AI: The Right Way to Invest
Palantir: Fantastic Business, Tempting Stock (Down Big)
If you like to invest in high-growth megatrend companies, then big-data and AI software leader, Palantir, is hard to ignore. And considering the shares are down more than 30% (from fresh all-time highs) in recent weeks (on AI market fears), investing in Palantir just got a lot more tempting (especially considering the AI megatrend is still in its early innings). After reviewing what Palantir does (and why the business is so attractive), this report discusses 3 major risk factors, and then concludes with a strong opinion on investing.
Top 10 Growth Stocks: AI Fear Creates Opportunity
As you can see in the 10-day return column (below), Artificial Intelligence (“AI”) stocks have been particularly volatile. Much of this volatility is fear-driven and has thereby created select attractive opportunities, as the AI megatrend is still fully intact (i.e. it’s in its early innings). In this report, I share my top 10 AI growth stock rankings, starting with #10 and counting down to my very top ideas.
Super Micro Computer: More Big Upside Ahead
Artificial Intelligence (“AI”) has been hot. From semiconductors, to software and social media end users, and especially datacenter infrastructure and energy demand, we have seen stock prices soaring (see table below). However, one name that stands out for both massive AI growth and an extremely low valuation, is Super Micro Computer (SMCI). Obviously, SMCI has warts on it (e.g. their auditor resigned, they’ve been dropped from the Nasdaq 100 and volatility has been extraordinary). However, SMCI has remained a critical part of the AI megatrend, and CEO Charles Liang believes 2025 could be a banner year (thanks, in large part, to the accelerating shift from Hopper to Blackwell GPUs). After reviewing the AI landscape and the SMCI particulars, I conclude with my strong opinion on investing.
New Trade: Sold 100% of this High-Flying AI Software Stock
This is a quick note to let readers know I have just sold 100% of my shares in this high-flying big-data software AI company. It has been an incredible ride (the shares are up several hundred percent since purchasing, but the valuation has just gotten to high, and it appears a new sell-off may intensify.
Super Micro: Epic Rally Ahead
5 Big Yield Portfolios, $2 Million Nest Egg Edition
There are a lot of people that demand “big yield” from their investment portfolios. And they demand it, pursue it and define it, in widely different ways. In this report, I review 5 different big-yield portfolio strategies (ranging from 10%+ yields, monthly-pay strategies, and dividends versus distributions) for investors with $2 million in investable assets (or thereabouts), as well as a handful of risks and mistakes to avoid. I conclude with my strong opinion on which strategy is best.
Palo Alto Networks: 25 Powerful Software Stocks, Big Upside
Software stocks have been on fire lately, with names like Palantir, Fortinet and Atlassian posting big post-earnings gains. Here is a look at the most highly-rated software stocks set to report earnings over the next 3-weeks, with the potential for more big post-earnings surprise gains ahead (below), plus a closer look at Palo Alto Networks in particular.
Palantir: Earnings Update, Valuation, Big Growth Ahead 🚀
Updated: Top 10 Big-Yields + High Income NOW Portfolio
As markets get volatile, income-focused investing continues to deliver the steady cash flow many investors want and need. We're sharing our updated Top 10 Big Yields and High Income NOW Portfolio. The ratings have changed as market prices have moved, but the opportunities and "buy under" prices remain fairly consistent and so does the big steady income. Current Yield: 9.3%.