As you can see in the table below, “The Magnificent 7” mega-cap stocks have posted incredible 10-year returns. However, there have recently been some big changes in the market (e.g. interest rate expectations) and to these seven businesses in particular (e.g. maturation, dividends, AI and more). In this report, we provide an update to our January rankings of the Magnificent 7 stocks, with a special focus on Amazon (AMZN) (including its business, four big growth drivers, valuation and risks). We conclude with our strong opinion on investing in Amazon (and each of the Magnificent 7) for the remainder of this year (and beyond).
Top 20 S&P 500 Stocks: YTD and Last 10 Years
Powerful Dividend Growth: Attractive Mega-Cap Stock, Underappreciated
A lot of investors still think of this mega-cap stock as a high-growth opportunity. In reality, it’s a stable value stock with an impressive track record of dividend growth, and the shares are trading at a compelling valuation. The current yield remains low because the share price has risen even faster than the dividend over the years. In this report, we review the business, competitive advantages, growth trajectory, cash flows, dividend, share repurchases, valuation and risks. We conclude with our opinion on who might want to invest.
Top 4 Tech Stocks Worth Considering
In this week's Weekly, we review our top 4 Tech Stocks worth considering. We own shares of all four of the top 4 (we own three in our diversified Blue Harbinger Disciplined Growth strategy, and one in our diversified Blue Harbinger Income Equity strategy). Tech stocks have been beat up since the November election. Without further ado, here is the list...
Apple: Will Trump Extend an Olive Branch?
During Wednesday’s “Tech Summit,” President-Elect Trump will likely extend an olive branch to Apple whereby he’ll offer a tax-break so companies (like Apple) can bring large overseas cash balances back to the US. However, of course there will be strings attached (for example, Trump wants iPhones manufactured in the US, despite daunting economics). This article reviews Apple’s current valuation, its healthy dividend, some of the possible results of the Tech Summit, and our views on whether now is a good time to buy Apple or jump ship!