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Recent Articles
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How Does 37% Sound?
Dec 29, 2024
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Image: The Schwab U.S. Large Cap Growth ETF (SCHG) is up more than 37% so far in 2024.
So what’s the playbook for 2025? You can probably guess that I think large cap growth and big cap tech will continue to lead the markets to new heights. 2024 was a boring year, if a 37% return can be considered boring for large cap growth. Frankly, with the market focusing on macro data and the Fed during 2024, there wasn’t much material to write about. We all already know the story: Inflation is under control, the job market remains healthy, the Fed is cutting, and artificial intelligence will be the name of the game this decade.
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Nike’s Revenue Under Considerable Pressure; Turnaround Will Take Time
Dec 27, 2024
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Image: Nike’s shares have been under considerable pressure as sales results disappoint.
Nike’s outlook for the near term doesn’t provide us with much confidence. As we have noted before, Nike has a storied brand that is unmatched by rivals, but it may take more than a new CEO to turn things around. Competition remains fierce and the promotional environment intense, while consumer discretionary spending remains a big wild card. We like Nike, but we continue to stay on the sidelines until we start to see some improvement on the top line, not just better than feared results.
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Alert: Changes to the Newsletter Portfolios
Dec 27, 2024
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Image Source: Mike Cohen cc by 2.0.
We are making some changes to the newsletter portfolios. We continue to believe that large cap growth and big cap tech is the place to be, and we’ll be further tilting the portfolios in that direction.
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Dividend Increases/Decreases for the Week of December 27
Dec 27, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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