Category: Investing

Apple CEO Tim Cook speaks during Apple’s annual Worldwide Developers Conference in San Jose, California, June 6, 2022. Peter Dasilva | Reuters Using a market downcycle to accumulate shares of companies with strong fundamentals and prospects can lead to good returns when the market goes up. To that end, keeping an eye on which stocks…

Violetastoimenova | E+ | Getty Images ESG has been an incredible movement. It has had a momentum and acceleration that was seemingly unstoppable, and for good reason. Everyone wants to save the climate and support treating employees, customers and communities with respect. Everyone is for good corporate governance. Yet, for several years, many people, particularly…

Pixelseffect | E+ | Getty Images Offices are busier now than they’ve been at any point since Covid first sent employees home in March 2020. But companies are still in the thick of adapting to a more distributed workforce, creating an opportunity for workplace technology companies like Condeco and iOffice + SpaceIQ. The two companies…

The Federal Reserve’s aggressive rate hike path – an attempt to tamp down the highest inflation in decades – is set to cause damage to the global economy if the central bank keeps going, according to billionaire Barry Sternlicht. “They are going to cause unbelievable calamities if they keep up their action, and not just…

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, August 29, 2022. Brendan McDermid | Reuters Am I becoming rueful that 2022 will end soon, and we will embark on the unknowns of 2023? Are you joking? The market is more skittish than my dogs in a thunderstorm…

In this article GXO NVMI NVMI-IL SNX GOOGL Follow your favorite stocksCREATE FREE ACCOUNT The logo of Alphabet Inc’s Google outside the company’s office in Beijing, China, August 8, 2018. Thomas Peter | Reuters With an ugly September in the rear-view mirror, it’s tempting for investors to make impulsive decisions. The three major indexes ended…

In this article FRPT Follow your favorite stocksCREATE FREE ACCOUNT Inti St Clair | Tetra Images | Getty Images Company: Freshpet (FRPT) Business: Freshpet manufactures and markets natural fresh meals and treats for dogs and cats in the United States, Canada and Europe. The company sells its products under the Freshpet brand, along with Dognation…

Dan Ivascyn, PIMCO, at CNBC’s Delivering Alpha, Sept. 28, 2022. Scott Mlyn | CNBC The U.S. is likely headed toward a recession but there’s a chance for the downturn to be comparatively mild due to strong underlying fundamentals, according to Pimco bond expert Dan Ivascyn. In remarks echoed by other speakers Wednesday at CNBC’s Delivering…

Lauren Taylor Wolfe, center, Roy Swan, left, and Shundrawn Thomas at CNBC’s Delivering Alpha, Sept. 8, 2022. Scott Mlyn | CNBC ESG and sustainable investing generally have come under fire recently, with critics pointing to a lack of transparency and differing definitions sparking confusion around what investors are actually buying. Adding to the confusion is…

Jim Umpleby, CEO of Caterpillar Inc. Adam Jeffery | CNBC This year has already been a tough one, and 2023 isn’t looking much better, with economic growth expected by the Federal Reserve to come in at just 1.2%. Given this dour outlook, investors will have to carefully choose where to put their money to work.…

In this article WIX Follow your favorite stocksCREATE FREE ACCOUNT Marco Vdm | E+ | Getty Images Company: Wix.com (WIX) Business: Wix.com is an Israeli information technology company that develops and markets a cloud-based platform that enables users to create a website or web application. Their platform consists of three web creation products, each with…

(Click here to subscribe to the Delivering Alpha newsletter.) According to Deloitte, global ESG assets under professional management could be worth $80 trillion by 2024. But this growth in popularity combined with a global energy crisis has the sector facing increasing polarization. Critics worry that capital dedicated to ESG investments will further one value system at the…

(Click here to subscribe to the Delivering Alpha newsletter.) Inflation, a hawkish Fed, fears of a recession have all made 2022 a tough environment for investing.  A traditional portfolio of stocks and bonds is deeply in the red, leaving investors to seek diversity elsewhere.  Ares Management, however, has been a beneficiary of the current environment. With hundreds…

FTX CEO Sam Bankman-Fried has been shopping for bargains amid the industry’s recent carnage and said he still has cash to spend if opportunity knocks. It may seem strange. Other multibillion-dollar crypto giants spiraled into bankruptcy this year. FTX’s main competitor, Coinbase, has seen its shares plunge 70% and has laid off a fifth of…

Lukas Walton Builders Vision, the investing and philanthropy platform of billionaire Lukas Walton, has shifted its $1 billion endowment into what it calls “impact investments,” leading a broader shift in family offices to connect their investing and giving. Chicago-based Builders Vision will announce today that its Builders Initiative Foundation has moved 90% of its endowment…

Apple CEO Tim Cook presents the new iPhone 14 at an Apple event at their headquarters in Cupertino, California, U.S. September 7, 2022.  Carlos Barria | Reuters The market outlook is becoming increasingly uncertain, given unwieldy inflation and a slowing economy. Stocks ended Friday with losses. They were ultimately unable to bounce back from a…

Artistgndphotography | E+ | Getty Images Company: Griffon (GFF) Business: Griffon operates through two segments. Consumer and Professional Products (“CPP”) conducts its operations through AMES. Founded in 1774, AMES is the leading North American manufacturer and a global provider of branded consumer and professional tools and products for home storage and organization, landscaping and enhancing…

Traders work the floor of the New York Stock Exchange during morning trading on August 15, 2022 in New York City. Michael M. Santiago | Getty Images Economists, Wall Street analysts, hedge fund managers and public prognosticators have been all over the map lately in trying to divine the ways of Wall Street. Some have…

Cathie Wood, chief executive officer and chief investment officer, Ark Invest, gestures as she speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 7, 2022 in Miami, Florida. Marco Bello | Getty Images Cathie Wood, Wall Street’s most vocal proponent of deflation, is getting a few high-profile supporters even as price…

In this article GS The weakest American borrowers are starting to miss payments and default on their loans, and that is showing up at a surprising place: Goldman Sachs. While competitors like Bank of America enjoy repayment rates at or near record levels, Goldman’s loss rate on credit card loans hit 2.93% in the second…