|
|
Recent Articles
-
Best Ideas Visa, Alphabet Hit 52-Week Highs
Jan 10, 2024
-
Image: The top weightings in Valuentum’s Best Ideas Newsletter portfolio just hit 52-week highs.
The first week of trading in 2024 gave investors some pause, as it was filled with profit taking from a strong 2023, but we think this bull market continues to have legs. We’ve outlined 12 reasons as to why we think investors should stay aggressive during 2024, and while key inflation data looms, we continue to like how the Best Ideas Newsletter portfolio is positioned heading into what could be another strong year in 2024. Visa and Alphabet remain two of our favorite ideas on the market today, and we point to the high end of their respective fair value estimate ranges as reasonable targets for optimistic, risk-seeking investors.
-
Boeing In Negative Headlines Again; Part of 737 Max Fuselage Blows Out During Commercial Flight
Jan 8, 2024
-
Image: Boeing's shares have been quite volatile the past couple years.
On January 6, Boeing received some more bad news. Part of a fuselage installed on one of its new eight-week old 737 Max 9 aircraft blew out on an Alaska Airlines flight. Boeing had been working hard to get back on track with customer perception of the safety of its 737 MAX line-up, and we view the incident as yet another hiccup in the firm’s relations with the public.
-
In the News: Apple, Nvidia, ANSYS
Jan 6, 2024
-
The first week of trading in the new year wasn't very welcome, but we think it is far too early to draw any conclusions about how the rest of the year will be. The Dow Jones Industrial Average, S&P 500, and NASDAQ faced selling pressure in the first week due in part to investors waiting until the new year to book the huge gains garnered during 2023. The market continues to digest critical employment data, as it watches movements in the 10-year Treasury closely, a key benchmark rate for asset pricing that now stands just north of 4%. Many bulls are saying 2024 may be a difficult year after the worst start in the S&P 500 for a new year since 2008, but we remain bullish on our positioning in the newsletter portfolios.
-
Dividend Increases/Decreases for the Week of January 5
Jan 5, 2024
-
Let's take a look at firms raising/lowering their dividends this week.
|
