Quick Note: Sharing some data on over 100 top growth stocks with at least 15% expected sales growth for this fiscal year and next, and rated “buy” or “strong buy” by Wall Street analysts.
Top 10 "High Income NOW" Securities Tear Sheet (June Update)
Quick Note: The Top 10 “High Income NOW” Tear Sheet has been updated for July (and it can be accessed below). There were a few minor updates. For example, we added to a big-yield municipal bond CEF (as an honorable mention) because of management’s announced efforts to reduce the price discount), and we added to a top BDC that recently sold off (as it presents an attractive buying opportunity after a price decline). Disciplined, goal-focused, long-term investing continues to be a winning strategy.
Updated: Top 10 Growth Stocks, Disciplined Growth Portfolio
Paylocity: +14% on Strong Earnings Results
Quick Note: Aspen Aerogels +25% on Strong Earnings
ServiceNow Earnings Note: Great Business, But What About the Valuation?
Meta Earnings Note: 5 Takeaways
Quick Note: Celsius - Pepsi Partnership
Pure Storage: AI Growth Accelerating
New Sale: Sold Half of this Aggressive Growth Stock
Quick Note: I sold half of my shares of this highly successful aggressive growth stock. The reason is mainly because the price has run up so fast and the number of short-sellers (people betting against it) is extremely high. This could be an epic mistake on my part, but it feels like this one has gotten way ahead of itself (despite the fact that it is backed by an enormous mega trend.
Quick Note: Top Performing Stocks with Highest Short Interest
Quick Note: The following table shows stocks that have returned at least 50% over the last 1-year, but also have at least 5% short interest (i.e. people “betting against the shares”). The table is sorted by market cap, and we also included the “Magnificent 7” for comparison purposes. Lots of good data in the table, including analyst ratings, upside versus price targets and various valuation metrics, to name a few.
Top Growth Stocks, Most Upside (per Wall Street Analysts)
Quick Note: Meta Up +15% on Earnings
Investing on Sabbatical: 5 Huge Tax Savings Tips
Donor Advised Funds: 5 Big Tax Benefits
Quick Note: Updated BDC Data
Quick Note: Sharing some updated BDC data as of today’s close. Yields remain attractively high, yet valuations are not particularly low, as much of the group is benefiting from increased investment income from floating rate loans while their own debts are fixed rate with some time before much of it resets higher.