Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the po ...

Core Insights - Electrolux (ELUXY) has faced significant challenges in profitability, rising debt, and a difficult macroeconomic environment over the past years [1] - The company's stock has declined over 63% in the last five years [1] Company Challenges - Profitability issues have been a major concern for Electrolux, impacting its overall financial health [1] - Rising debt levels have added to the financial strain on the company [1] - The macroeconomic environment has posed additional challenges, affecting the company's performance [1]

I am a value-oriented investor who seeks out high-quality companies with long histories of dividend growth. I believe that patient investors who build a core portfolio of dividend paying equities can achieve their retirement goals without taking on unnecessary risk. Dividend growth profiles are the best indicators of management's commitment to returning cash to shareholders. Dividend growth investing involves identifying quality companies with competitive advantages that provide visibility towards future ca ...

Last December, I argued that Viavi Solutions Inc. ( VIAV ) was becoming more structurally durable. Now, the company’s results for Q2 FY26 are out, and we can see some tangible progress around its growth drivers. The quarter wasI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets ...

Last December, I argued that Viavi Solutions Inc. ( VIAV ) was becoming more structurally durable. Now, the company’s results for Q2 FY26 are out, and we can see some tangible progress around its growth drivers. The quarter wasI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meets ...

Group 1 - Vanda Pharmaceuticals Inc. reported a disappointing 4Q25 with a GAAP EPS of -$2.39, missing consensus by approximately $1.07 [1] - The company's revenue for the quarter was $57.22 million, which fell short of expectations by about $2.05 million [1] Group 2 - The article emphasizes the importance of evaluating the science behind drug candidates, the competitive landscape, clinical trial design, and potential market opportunities in the biotech sector [1] - It highlights the need for careful scrutiny in biotech investments, where breakthrough science can lead to significant returns but also carries inherent risks [1]

Core Insights - CION is an externally managed Business Development Company (BDC) that has recently issued new debentures in a baby bond format with a $25 par value and a listing on the NYSE [1] Group 1: Company Overview - CION focuses on providing investment opportunities through its newly issued debentures, which are structured to attract investors looking for fixed-income securities [1] - The company is associated with Binary Tree Analytics (BTA), which has a background in investment banking and aims to enhance transparency and analytics in capital markets [1] Group 2: Investment Strategy - BTA specializes in Closed-End Funds (CEFs), Exchange-Traded Funds (ETFs), and Special Situations, targeting high annualized returns while maintaining a low volatility profile [1] - The firm has over 20 years of investment experience, emphasizing a strong educational background in finance from a top university [1]

Group 1 - Ares Capital (ARCC) is facing multiple headwinds, with its base dividend yield nearing a five-year high [1] - The company's shares are trading at a significant discount to their net asset value [1] - The equity market's daily price fluctuations contribute to long-term wealth creation or destruction [1] Group 2 - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Company Overview - La-Z-Boy, Incorporated (LZB) has experienced a value increase of over 20% in just three months, despite a cautious market outlook [1] Analyst Background - The analyst has nearly two decades of experience in the logistics sector and almost ten years in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] Investment Strategy - The analyst emphasizes portfolio diversification, having transitioned from traditional savings in banks and properties to investing in various industries and market cap sizes, including blue-chip companies and stocks for retirement and trading profits [1] Market Engagement - The analyst entered the US market in 2020, gaining insights through a trading account managed for a relative before opening their own account, and has been utilizing analyses from Seeking Alpha to compare with the Philippine market [1]

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] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens for stocks that have undergone recent sell-offs, particularly those influenced by non-recurrent events, to identify potential buying opportunities [1] - Insider buying at lower prices serves as a key indicator for selecting stocks, reflecting confidence from company executives [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off to ensure credibility and assess motivations [1]