This analysis examines their cost structures, recent performance, risk profiles, and portfolio characteristics to help investors weigh which fund may appeal more for their needs. Portfolio size, cost, and risk profiles could be selling points for investors seeking a growth-focused fund. Both the Vanguard Growth ETF (VUG +0.59%) and the iShares Russell Top 200 Growth ETF (IWY +0.55%) aim to give investors exposure to large-cap U.S. growth stocks, but they do so by tracking different indexes and using distinc ...

Core Viewpoint - Oil prices are rising due to concerns over potential supply disruptions from Iran amid escalating protests, despite efforts to restore oil exports from Venezuela [1] Group 1 - Oil prices extended gains on Monday, indicating a bullish trend in the market [1] - The intensifying protests in Iran are raising fears of supply disruptions from this OPEC producer [1] - Efforts to quickly resume oil exports from Venezuela are ongoing, but the impact on overall supply remains uncertain [1]

Core Insights - Infosys Ltd risks losing over a third of its $400 million annual revenue from Daimler due to the German automaker seeking a new vendor for software and equipment following execution delays [1][2] - The loss primarily concerns the contract for IT services, including the provision of iPhone cases, laptops, and Microsoft 365 subscriptions for Daimler's IT operations [2] - Infosys ended FY25 with $19.28 billion in revenue and now needs to backfill $150 million, or 0.7% of its business, amid macroeconomic uncertainties and client spending pressures [3] Contractual Details - Infosys signed a $3.2 billion, eight-year IT transformation deal with Daimler in December 2020, covering six business divisions [4] - The contract includes services such as network services, cybersecurity, and data centers, but the workplace solutions segment is pending renewal [5][6] - Daimler owes Infosys nearly $47 million in dues since 2021, highlighting ongoing issues with execution and billing [6] Competitive Landscape - Another Indian IT services provider is eyeing a portion of Infosys' contract with Daimler and has already made a bid [7] - The Daimler contract is one of the largest for Infosys, which has secured multiple mega deals since CEO Salil Parekh took over in January 2018 [8] Financial Performance - Revenue from Infosys Automotive and Mobility GmbH, created for the Daimler project, declined by 8.5% to $418 million in FY25, marking the first decline after two years of growth [12][13] - The overall revenue for Infosys grew 42% to $19.28 billion in FY25, with the Daimler project significantly contributing to this growth [10] Industry Trends - The trend of clients terminating contracts with IT service providers mid-way through deals is becoming more common, as seen with other companies like Transamerica and HCL Technologies [14][15]

Core Insights - The article emphasizes the importance of tracking performance in managing a concentrated stock portfolio, suggesting that understanding the portfolio's composition is crucial for effective management [3][4] - The author shares the performance of their family's retirement savings, which yielded a total return of 16.71% in 2025, slightly below the S&P 500's return of 17.88% and significantly below the S&P/TSX Composite Index's return of 31.68% [5] - The article discusses the long-term performance of the S&P/TSX Composite Index, which has underperformed the S&P 500 over the last two decades, with compound total returns of 10.95% versus 14.81% [6] Portfolio Management - The portfolio has been consistently allocated 100% to common stocks for the past 24 years, with minimal turnover [8] - The asset mix has shifted to include roughly 10% more Canadian stocks compared to U.S. stocks, reversing a previous trend where U.S. stocks made up 66% of the portfolio [13] Performance Metrics - The total compounded return on the family's retirement savings since January 1, 1973, is 13.35%, outperforming the S&P 500's 10.93% over the same period [5] - The average CPI inflation rate in the U.S. over this period was 3.88% [5] Sector Performance - The S&P/TSX Composite Index's strong performance in 2025 was largely attributed to the heavy weighting of gold and precious metals stocks, which contributed approximately 30% to the index's return [5] - The financial sector, which constitutes around 33% of the index, rose by approximately 40% in 2025 [5] Investment Philosophy - The author advocates for a value investing approach, emphasizing that investing should always seek value sufficient to justify the amount paid [12] - The portfolio consists of stocks purchased for long-term growth, with a focus on buying at prices well below intrinsic value, following the principles of Ben Graham and Warren Buffett [12] Company Holdings - The portfolio includes significant U.S. holdings such as Amazon.com Inc (9.93% of total holdings) and Salesforce Inc (9.80%), both of which have been held for over five years [15][19] - Canadian holdings include CCL Industries Inc (4.98%) and Colliers International Group Inc (9.12%), with both companies demonstrating solid growth and strong management [25][26] Conclusion - The portfolio is managed according to the principles discussed in the article, with a focus on self-directed investment strategies and a behavioral edge over professional investors [35]

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T. Rowe Price Investment Management, Inc. et Braidwell LP sont de nouveaux investisseurs. Stephen Williams, MD, Ph.D., devient directeur scientifique. Alamar a également annoncé des ajouts importants à son équipe de direction et à son conseil d'administration afin de soutenir la croissance continue de l'entreprise et son engagement en faveur de l'excellence opérationnelle. Rebecca Chambers et Frank Witney, Ph.D., nommés au conseil d'administration FREMONT, Calif., 12 janvier 2026 /PRNewswire/ -- Alamar Bios ...

Shanghai's city skyline as seen from observation deck at Shanghai Tower in China. Asia-Pacific markets opened higher Monday, tracking Wall Street's gains after a U.S. job report showed fewer jobs were created in December than expected, even as the unemployment rate fell, signaling resilience in the labor market. Investors will be keeping an eye on oil prices as Iran entered a third week of protests, which have killed more than 500 people, according to a U.S.-based rights group. President Donald Trump is rep ...

Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the sale of Sun Country Airlines Holdings, Inc. to Allegiant Travel Company, which involves a transaction of 0.1557 shares of Allegiant common stock and $4.10 in cash for each Sun Country share [1] Company Summary - The sale price for each Sun Country share includes 0.1557 shares of Allegiant common stock and $4.10 in cash [1] - The investigation aims to determine if this transaction is fair to Sun Country shareholders [1] Legal Rights and Options - Sun Country shareholders are encouraged to learn more about their legal rights and options regarding the sale [1] - Contact information for legal representatives Daniel Sadeh and Zachary Halper is provided for further inquiries [1]

Core Viewpoint - Oil prices increased during the early Asian trading session due to escalating tensions in the Middle East, which may result in supply disruptions [1] Group 1 - The rise in oil prices is attributed to geopolitical instability in the Middle East [1] - Potential supply disruptions are a significant concern for the oil market [1]

Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the merger between Allegiant Travel Company and Sun Country Airlines for Allegiant shareholders, as they will own approximately 67% of the combined entity upon completion of the transaction [1]. Group 1: Investigation Details - The investigation focuses on whether Allegiant and its board violated federal securities laws or breached fiduciary duties by not securing the best possible consideration for shareholders and failing to disclose all material information necessary for assessing the merger [3]. - Halper Sadeh LLC may seek increased consideration for Allegiant shareholders, additional disclosures, and other forms of relief related to the proposed transaction [4]. Group 2: Legal Rights and Options - Allegiant shareholders are encouraged to learn more about their legal rights and options regarding the merger through Halper Sadeh LLC [2].