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529 plans have become the most popular college savings option for American families for good reason. The plans offer tax-deferred growth with tax-free withdrawals...
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Tessa RomeroJPMorgan Chase & Co, Research Division Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Tessa Romero, and I’m one...
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Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin...
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This article was written by Follow With a background as a RN, I analyze healthcare-related stocks by evaluating clinical data, treatment guidelines, and market...
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Investment Thesis Tesla, Inc. (NASDAQ:TSLA) managed to beat earnings estimates for Q2 2023 after establishing a new milestone in vehicle deliveries for the quarter,...
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Performance to 30 June 2023 Class A (Unhedged – base fee option) inception 26 March 2018 June Quarter 1 Year Since Inception p.a.* Portfolio...
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Investment Thesis Carter’s (NYSE:CRI) has limited upside, trading at 13x and 12x consensus F2023 and F2024 estimates, respectively. As a mid-tier apparel brand for...
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Written by Nick Ackerman. Recently, a new report has come out that both telecommunication companies could be on the hook for liabilities due to...
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Getting a first or second chance to build credit with a credit card has been easier in recent years because financial technology companies have...
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A heavier load may not always signify a positive. But in the context of the freight environment, J.B. Hunt (NASDAQ:JBHT) could benefit from more...
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The 2024 BMW 8 Series lineup consists of coupe, convertible, and Gran Coupe styles, all adorned with luxury features, fantastic engines, and tons of...
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Merion Road Small Cap Fund IWM (Russell 2000) Barclay Hedge Fund Index Annualized Since Inception 16.6% 8.6% 5.2% Q2 2023 5.2% 5.3% 2.1% 2023...
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Readers often ask why I am so negative on closed-end funds. The problem I find is that many closed-end funds lure unsuspecting investors with...
