For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 20 on my first day on Bay Street. I will forever remember. I had worked so hard to get there, from a small French-speaking town in Québec. Getting my CFA and CAIA designations by 25 was another important milestone. I was a young man with a dre ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months [1] - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] Group 2: Stock Selection Criteria - Stocks are screened based on recent sell-offs, with a preference for those where insiders have purchased shares post-decline [1] - Professional background checks are conducted on insiders who buy shares after sell-offs [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, primarily using multicolor lines for support and resistance levels on weekly charts [1] - Trend lines are drawn in multicolor patterns to aid in analysis [1]

Group 1 - The article discusses a bearish perspective on Blue Owl Capital (OBDC), contrasting with the prevailing bullish sentiment among analysts [1] - Key metrics and performance indicators were highlighted, suggesting a divergence from the consensus view [1] Group 2 - Roberts Berzins is noted for his extensive experience in financial management, particularly in shaping financial strategies for top-tier corporates [1] - His contributions include institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - Berzins has also worked on developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]

Core Insights - Nvidia Corp. (NVDA) remains a focal point of discussion among analysts, highlighting its significance in the current investment landscape [1] Group 1: Company Overview - Nvidia is recognized for its strong performance and potential in the tech sector, particularly in areas related to data-driven investment strategies [1] - The company is positioned as a leader in the semiconductor industry, with a focus on high-conviction investment opportunities [1] Group 2: Investment Philosophy - The investment approach emphasizes the importance of holding idiosyncratic positions, suggesting that successful investing often requires taking unconventional risks [1] - The concept of "information alpha" is introduced, indicating a strategy to identify trends before they become mainstream [1]

I was on the Investing Experts Podcast this week, and, as with any time a group of young analysts meet, we talked about Nvidia Corp. ( NVDA ). Not only is it stillNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots that others don't see (or want to see), expressing ...

Core Viewpoint - The analyst maintains a hold rating on Apple Inc. (AAPL) due to solid results, justified valuation, and a lack of catalysts for growth [1] Group 1: Company Performance - Apple Inc. has shown solid results, which supports the hold rating [1] - The stock has performed well under the neutral stance of the analyst [1] Group 2: Valuation and Investment Strategy - The valuation of Apple Inc. is considered justified, indicating that the current stock price reflects its intrinsic value [1] - There are no immediate catalysts identified that would prompt a change in the investment stance [1]

Kayne Anderson Energy Infrastructure Fund ( KYN ) offers investors exposure to a wide range of companies in the different sub-sectors within the energy sector. Traditionally, we think of energy companies as the boring providers of powerFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that ...

Core Insights - The Transportation sector experienced a decline in mid-February due to an AI-related sell-off, impacting various companies within the industry [2]. Group 1: Industry Analysis - The aerospace, defense, and airline sectors are highlighted as having significant growth prospects, with ongoing developments that could affect investment strategies [2]. - The investing group, The Aerospace Forum, aims to identify investment opportunities in these sectors, leveraging data-informed analysis to provide context for industry developments [2]. Group 2: Analyst Background - Dhierin-Perkash Bechai, an analyst with a background in aerospace engineering, leads the analysis for The Aerospace Forum, focusing on the complexities of the aerospace, defense, and airline industries [2].

Market Overview - The market indices have had a challenging start in 2026, with uncertainty in the technology sector leading to sideways trading [1] - Technology stocks have experienced a sell-off from their previous highs, indicating a shift in market sentiment [1] Investment Strategy - The company emphasizes the importance of a diversified investment approach, combining classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income [1] - This hybrid investment strategy aims to achieve total returns comparable to traditional index funds, specifically the S&P [1]

Core Insights - All negative news regarding PayPal Holdings (PYPL) appears to be fully reflected in the stock after a challenging Q4 performance, which included leadership changes, a significant slowdown in branded checkout growth, reduced near-term guidance, and the retraction of previous long-term targets [1] Group 1: Company Performance - PayPal experienced a sharp slowdown in branded checkout growth, indicating potential challenges in maintaining market share and customer engagement [1] - The company has lowered its near-term guidance, suggesting a more cautious outlook for upcoming financial performance [1] - Prior long-term targets have been withdrawn, reflecting a shift in strategic focus and possibly indicating difficulties in achieving previously set goals [1]