Enrique Abeyta of HX Research says independent power producer Talen Energy is his #1 stock. He chats with CIO James Early about why.
Miller/Howard has a report out on the powerful effect stock-based compensation has had on the Mag 7’s free cash flow. Does it make sense?
Trade fears spook semiconductor stocks, market surprisingly rallies after Trump’s near-assassination, Fed rate cut coming soon.
The equal-weight S&P 500 suddenly breaks its trend, low P/Es in international stocks don’t make them buys (yet), pollution pays off.
Former hedge fund portfolio manager Rich McDonald loves Vodafone stock. Here’s why he feels it could rise 40% or more.
Nvidia isn’t the only way to play the AI trend. Independent power generation companies are on a tear. Here’s why – and here’s how the industry works.
2024 looks to end on a bang per prior statistics. Is 24-hour trading good? And EV stocks haven’t been the place to be.
Markets are already responding to a higher chance of a Trump victory. Here are the specific trades analysts are mentioning.
Stock market performance in election years is usually muted, but not this year, Americans have spent through their COVID cash, and CME Group’s ROIC.
Nvidia is a growth stock, but this former hedge fund manager’s trade would have generated great income on it. You can apply this trade to other stocks, too.
Momentum is driving US stocks more than ever before. What does that mean, and should you invest using a momentum strategy?
Small caps have looked cheap for years – but they keep getting cheaper. And new data shows current high PEs are backed by high cash flows.