Palantir Technologies (PLTR 1.22%) has surged in the double-digits this year even as many other tech stocks struggled -- and the artificial intelligence (AI) software company's valuation also has soared. Now, is Palantir set to drop nearly 30% as the average Wall Street forecast suggests? No, Palantir stock isn't necessarily heading for tough times in the months to come.It's true Palantir shares, trading for 237 times forward earnings estimates, are expensive, but it's important to remember this isn't a new ...

Artificial intelligence (AI) stocks have been in fine form on the market in the past few years, and that's not surprising, as this technology has supercharged the growth of many companies.Thanks to huge investments in AI hardware such as semiconductors, as well as the rapidly growing adoption of AI software to boost productivity, it is estimated that overall spending on AI could hit a massive $628 billion by 2028. This explains why investors have been buying AI stocks hand over fist. However, there are cert ...

Core Insights - True value in investments is derived from growth rather than short-term gains, emphasizing the importance of a long-term perspective [1] - Great businesses provide significant societal value and demonstrate durability, which is a key factor in their valuation [1] - Companies that offer products and services significantly superior to competitors are positioned for substantial growth [1] Business Characteristics - Selection, convenience, and value are critical attributes sought in businesses [1] - Durability acts as a multiplier for value, with a preference for non-cyclical businesses [1] - The ability to innovate and maintain competitive advantages is essential for long-term success [1] Revenue and Structure - Multiple revenue streams and anti-fragile business structures are preferred for resilience [1] - A business's ability to recover from adversity is a strong indicator of its durability [1] - Uniqueness is identified as the primary driver of value [1] Cost and Investment Strategy - Low costs associated with maintaining existing operations allow for high leverage in reinvestment and growth [1] - Minimal marketing expenses are advantageous for sustainable growth [1] - Trust and network effects are valuable indicators of a business's durability [1] Management and Leadership - Effective management is crucial, with a preference for executives whose interests align with the business [1] - Companies led by seasoned CEOs, founders, or family businesses are favored [1] - A culture that empowers employees and attracts talent is indicative of a good business [1] Market Timing and Investment Philosophy - The best investment opportunities arise when negative news is already priced in, revealing true value [1] - Companies that can maintain stability during layoffs and adverse conditions are seen as more valuable [1] - Price movements are influenced by expectations, with a focus on undervalued companies amidst negative sentiment [1]

The S&P 500 index (SNPINDEX: ^GSPC) is trading near all-time highs and has a pretty miserly 1.2% or so dividend yield. If you are an income investor, that suggests that you have your work cut out for you right now. But there are great investment options with high yields out there if you take the time to look. Two no-brainer choices today, if you have $2,000 or $20,000 to invest, are Brookfield Renewable (BEP -1.66%) (BEPC -0.28%) and Chevron (CVX -0.46%). Here's what you need to know.Brookfield Renewable is ...

Is home improvement giant Home Depot (HD -0.50%) stock a buy on the dip? If you're looking for a great value stock, Home Depot stock looks priced to buy today.The market is hovering just north of flat for the year, and there's a tentative confidence in the economy. Many tariff issues have been worked out for now, and U.S. companies are demonstrating resilience. However, it's fragile. With interest rates still high and the real estate market still low, many companies, specifically related to the housing mark ...

Group 1 - S&P 500 Dividend Aristocrats added three new companies in January 2025: Erie Indemnity, Eversource Energy, and FactSet Research Systems [1] - The inclusion of these companies highlights their consistent dividend growth, which is a key characteristic of Dividend Aristocrats [1] Group 2 - The article promotes a live video series on Facebook that discusses potential investment candidates, focusing on dividend stocks [2] - The series encourages audience interaction by inviting comments on favorite and least favorite stock tickers for future reports [2]

Group 1 - The article provides a hold rating for Korn Ferry (NYSE: KFY), indicating that while there are early signs of recovery, they are not yet strong enough to warrant a more bullish outlook [1] - The investment approach emphasizes understanding core business economics, including competitive moat, unit economics, reinvestment runway, and management quality, which are crucial for long-term free cash flow generation and shareholder value creation [1] - The focus is on sectors with strong secular tailwinds, suggesting a strategic preference for industries that are expected to grow over time [1] Group 2 - The author identifies as a fundamental, valuation-driven investor with a decade of experience, managing personal funds sourced from friends and family [1] - The motivation for writing is to share investment insights and gather feedback from fellow investors, aiming to help readers focus on long-term equity value drivers [1] - The analysis is intended to be both analytical and accessible, adding value to readers seeking high-quality, long-term investment opportunities [1]

Shares of Visa (V -4.94%), a leading financial services company, are up 12% this year, significantly outperforming broader equities. The company owes that partly to its latest quarterly update, which was strong. Some investors may also feel that Visa is a great stock to own if President Donald Trump's tariff policies lead to inflation, an environment in which Visa can thrive.However, beyond recent financial results and what may or may not happen in the short run, looking at Visa's underlying business reveal ...

Group 1 - The term "anti-fragile" was coined by Nassim Nicholas Taleb in 2012, referring to systems that thrive and grow stronger amid stress, rather than merely being robust or resilient [1] - The analyst specializes in individual stock analysis with a strong educational background in finance and economics, focusing on market trends, particularly in the tech sector [1] - The investment philosophy emphasizes simplicity, suggesting that fundamental financial ratios and metrics often provide clearer insights than complex analyses [1] Group 2 - The article expresses the author's personal opinions and does not involve any stock, option, or similar derivative positions in the mentioned companies [2] - Seeking Alpha clarifies that past performance is not indicative of future results and does not provide specific investment recommendations [3]

Hudson Technologies, Inc. (NASDAQ: HDSN ) deals primarily in the purchase and resale of recycled refrigerants used in commercial HVAC systems, with a 35% market share in the US. Total demand for these refrigerants is driven by demand forJon Gillett manages investments for individual investors through his firm, Wilco Financial. With degrees in accounting and finance and an early career as an investment analyst for a deep-value/distressed investment focused hedge fund, he tends to favor investments in compani ...