Brookfield Corporation and Brookfield Asset Management remain top holdings due to their global scale, strong management, and significant undervalued assets offering multi-year growth potential. Wynn Resorts is compellingly valued, with growth prospects in Las Vegas, Macau, Boston, and a transformative UAE project, supported by insider share purchases. Prologis, despite short-term leasing headwinds, offers a high-quality portfolio, secular growth drivers, and attractive long-term appreciation potential after a recent price correction.
Key Points in This Article: President Trump's surprise 100% tariff on imported semiconductors announcement yesterday aims to boost U.S.
Barron's recently had a piece on Walt Disney Co (NYSE:DIS), in which they point out that the stock price is flat over the past ten years.
In the height of earnings season, investors typically watch many of the biggest names across industries for an essential update on how these key businesses—and the broader market—have fared. Only following major firms when it comes to earnings reports may cause an investor to miss out on potential opportunities for gains to be found in lesser-known companies as well.
Who doesn't love a comeback story? While the most significant stock gains in 2025 have gone to AI hyperscalers, the market has rallied hard off the April lows, and investors are feeling more optimistic despite trade war headwinds and job market uncertainty.
Much has been made about the current state of affairs of the U.S. dollar. The greenback's slump in 2025's first six months is the currency's worst first-half showing in 52 years.
The S&P 500 is trading at around record levels, and so too are many stocks. But that doesn't mean that valuations can't continue to go higher.
UBS recently revealed some of its top retail stock picks that could outperform the S&P 500 for 2025.
PEGA, MYRG, DAVE and FERG are standing out with strong relative price strength and bullish earnings revisions.
Earnings season has come and gone, and many prominent companies surprised analysts with impressive Q1 earnings strength. Despite unpredictable tariffs, a weakening dollar, and ISM survey comments that suggest Armageddon is imminent, the S&P 500 continues to chug along toward its February all-time high.
Lingotto Innovation's James Anderson and Morgan Samet favor companies with explosive growth potential and a focus on innovation.
The three market indexes fell Thursday morning as the S&P 500, down 0.2%, is on track to have its three-day winning streak end. The Nasdaq lost 0.5% and the Dow Jones Industrial Average dropped 119 points, or 0.2%, as Walmart's shares fell by 3% after the company warned of higher prices in response to tariffs, while UnitedHealth's shares plummeted 17%.