Artificial intelligence has been dominating investment discussions, with some claiming it will revolutionize industries and others warning of a speculative bubble. As a disciplined, long-term investor, I take a measured approach—assessing AI’s impact on businesses while ensuring I don’t overpay for future potential. While AI is transforming certain industries, I evaluate its impact on individual companies with the same rigorous analysis I apply to any investment. Rather than chasing the latest AI-driven rally, I focus on how companies integrate AI into their operations to enhance productivity, expand margins or improve competitive positioning. Some companies, like Cisco Systems (CSCO), a stock…

Week in Review Asian equities were mixed but mostly higher for the week as Hong Kong’s Hang Seng Tech Index was the region’s top-performing benchmark, up +8.43%, followed by Indonesia, while Australia and Korea underperformed. China’s National People’s Congress, also known as the “Two Sessions,” kicked off this week. Leaders from five separate ministries held a preliminary joint press conference to provide more details on how expanding the fiscal deficit will boost consumption, investment, and confidence in the stock market. JD.com reported earnings that beat expectations for both top-line revenue and bottom-line net income as management noted increasing demand for…

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. JPMorgan Chase presently has an excellent rank, in the top 25% of the coverage universe, which suggests it is among the top most “interesting” ideas that merit further research by investors. 10 Oversold Dividend Stocks » But making JPMorgan Chase & Co an even more interesting and timely stock to look at, is the fact that in trading on Friday, shares…

An acquaintance who lives in a suburb of Philadelphia remembers the day in August 2021 when the first Amazon Fresh store opened in Pennsylvania, sporting the company’s bright, modern graphic signage. In the seven miles between the town where he lived and the new Amazon Fresh, there were four major grocery chain outlets (Acme, Weis, Giant, and Wegmans) plus a Target and a locally owned produce store with wholesale prices for bulk fruits and vegetables. Less than a mile beyond Fresh was a BJ’s Wholesale Club with its deep-discounted gas, a full-scale Walmart, and an Aldi’s. The hype for Amazon…

Earnings season and economic news got you feeling flipped upside down? Throw in the latest GDP data and the Fed’s newly cautious approach to rate cuts moving forward, and it’s enough datapoints to make your head spin. Looking for ideas you can trust during earnings season? I’ve got you covered. My firm cuts through the cheerleading and hype from the media and Wall Street. I dig past the headiness with the first and best AI for investing. My firm’s proven-superior Stock Ratings find undervalued gems even in a market filled with overvalued stocks. There are not many good stocks left…

Hewlett Packard Enterprise has been named as a Top 25 dividend stock, according the most recent Dividend Channel ‘’DividendRank’’ report. The report noted that among the coverage universe, HPE shares displayed both attractive valuation metrics and strong profitability metrics. The report also cited the strong quarterly dividend history at Hewlett Packard Enterprise , and favorable long-term multi-year growth rates in key fundamental data points. The Top 25 DividendRank’ed Stocks » The report stated, ”Dividend investors approaching investing from a value standpoint are generally most interested in researching the strongest most profitable companies, that also happen to be trading at an…

Trump’s tariffs have become a flashpoint of controversy as opposing sides battle it out. Is Trump leading the U.S. into an economic dark age? While that may be the message from Democrats, Republicans are singing a very different tune. Who is correct? What’s really going on? Trump’s Tariffs: Why Now? Trump ran on a platform of reducing the size and scope of the federal bureaucracy. Most understand that Congress needs to reduce its spending, and that the U.S. cannot thrive economically if Washington continues to run massive budget deficits ($1.8 trillion in fiscal year ending Sept. 30, 2024). In addition…

In a recent meeting with clients, I used my reverse DCF model to quantify the future revenue and cash flow expectations in Spotify (SPOT) at $622 per share. The results astounded me, and I think they will astound you. The point of this report is to show you how to identify a stock that has likely seen its best days; so you can avoid losing money and start looking for stocks that will make you money. First, let me show you how much downside risk is in a stock as hyped up as Spotify. Expectations Investing Analysis on SPOT As…

In what amounts to a master class on high-stakes negotiation strategy, President Donald Trump’s first several weeks back in office have transformed global diplomacy into a public boardroom. With characteristic directness, he has positioned himself as America’s Chief Executive Officer, wielding executive authority with the singular focus of a corporate turnaround specialist. His administration’s approach mirrors that of a Fortune 500 CEO—prioritizing the satisfaction of customers (citizens) while delivering returns to shareholders (taxpayers). Through decisive action on international trade and security matters, Trump has articulated a coherent philosophy: America achieves peace and prosperity only through military strength and economic markets…

Europe’s plan to save its automotive industry allowed some CO2 relief for manufacturers but the EU’s decision to retain the 2035 ban on new combustion powered vehicle sales spurred criticism from some politicians and carmakers. The EU Commission published its Strategic Dialogue Wednesday, designed to rescue an industry struggling to meet mandated electric vehicle sales, and likely to flounder under the assault from Chinese EVs. For 2024, the EU mandated a target of 22% market share for EVs and plug-in hybrids, but it slid to 19.6%, according to the European Automobile Manufacturers Association (ACEA). EV’s accounted for 13.6%. The target…