S&P Global Stock: I Am Buying More After The FactSet-Induced Pullback (NYSE:SPGI)

Group 1 - The article discusses the underperformance of financial services toll booth companies in the market recently [1] - The author emphasizes a long-term investment strategy focused on undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is highlighted as a more reliable driver of returns than valuation alone [1] Group 2 - The author has a beneficial long position in the shares of FICO and SPGI, indicating a strategic investment approach [2] - The decision to sell FICO and use the proceeds to buy SPGI suggests a shift in investment focus [2] - The article does not provide specific performance metrics or forecasts for the companies mentioned [2]