Core Viewpoint - The investment strategy focuses on dividend growth rather than the popular "MAG 7" tech stocks, which are not seen as suitable for dividend growth investing [2][3]. Group 1: Investment Strategy - The company emphasizes dividend growth investing, stating that there are no suitable dividend growth names within the MAG 7 [2]. - The MAG 7 is viewed as a collection of individual stocks rather than a cohesive group, with varying performance among them [3]. - The investment philosophy does not align with stocks that trade based on popularity rather than fundamentals [3]. Group 2: Top Stock Picks - **Blackstone**: The company is bullish on Blackstone, which is down over 20% year-to-date, citing its strong asset management capabilities and a trillion dollars in assets under management [3][5]. The negative sentiment in the alternative asset management space is seen as an opportunity to accumulate shares [8]. - **United Healthcare**: The stock is down 40% over the past year, but the company believes the bad news is already priced in, making it an attractive buy for dividend growth investors [9][10]. The consistent dividend growth over 25 years demonstrates the company's resilience [11]. - **Vici Properties**: This real estate investment trust (REIT) is viewed positively due to its strong balance sheet and ability to collect rent from casino operators, offering a dividend yield of over 6% [12][14]. - **Pepsi**: The company has a strong brand portfolio and has consistently grown dividends for 50 years, making it a staple investment despite economic fluctuations [15][16]. The recent price cuts are offset by volume growth, showcasing effective brand management [17]. - **Vail Resorts**: The company has redefined its business model with the Epic Pass, allowing for predictable cash flows regardless of weather conditions, which supports its dividend growth strategy [20][21]. Group 3: Market Sentiment and Tech Stocks - The overall sentiment in the tech sector, particularly for stocks like Apple, Microsoft, and Nvidia, is viewed as negative, with concerns about their low dividend yields and high capital expenditures [24][26]. - The company believes that the current market dynamics present vulnerabilities, particularly regarding AI assumptions and funding models [28].

The answer to why the Nasdaq is up today is simple. Investors bought the dip in mega-cap tech stocks. They leaned into Technology stocks led the rebound. Broader U.S. stock markets showed mixed performance. The S&P 500 traded near the flatline after dropping 1.2% at its session low. The Dow fell modestly as investors rotated away from industrial and travel-linked names. Airlines faced pressure as traders worried about higher fuel costs. At the same time, energy and defense stocks attracted buyers. Exxon ...

Midday Market Overview and MomentumThe U.S. stock market is experiencing significant downward pressure during midday trading on Monday, March 2, 2026. Investor sentiment has been sharply rattled by escalating geopolitical tensions in the Middle East following military strikes over the weekend. This "risk-off" environment has led to a broad-based selloff across major indexes as traders pivot toward safe-haven assets.As of midday, the Dow Jones Industrial Average (DJIA) has plunged approximately 503 points, a ...

The amount of money companies are investing in their artificial intelligence (AI) efforts is truly mind-boggling. Given that many experts believe this technology will unleash productivity gains like the world has never seen before, it makes sense why executive teams are going all in. No one wants to get left behind. From an investing perspective, the course of action is crystal clear. Investors should look to allocate capital behind this powerful secular trend. To do that, here's the best AI exchange-trade ...

Artificial intelligence and computing are all the rage in the stock market these days. With the rapid buildout of AI platforms, companies have been racing to develop new and improved software that leverages the emerging technology. And the best thing about many software stocks is that even though many are mature businesses with secure management and an established business model, the market sees incredible potential for future growth. Will AI create the world's first trillionaire? Our team just released ...

Key Takeaways IBM shares sank 20.6% in three months after Anthropic's Claude Code threatened its COBOL moat.Claude Code can automate COBOL analysis and migration, risking pressure on IBM Consulting margins.IBM banks on hybrid cloud, watsonx and HashiCorp buy to drive growth as estimates edge higher.International Business Machines Corporation (IBM) stock plummeted 20.6% over the past three months, lagging the industry’s 12.8% growth due to a sudden development in artificial intelligence (AI) that could threa ...

Opening Bell: A Sea of Red Amid Global UncertaintyThe U.S. stock market opened sharply lower on Monday, March 2nd, 2026, as investors reacted to a dramatic escalation of geopolitical tensions in the Middle East over the weekend. Major market indexes saw significant downward pressure immediately following the opening bell. The S&P 500 (SPY) fell approximately 1.18%, trading near the 6,798 level, while the tech-heavy Nasdaq Composite (QQQ) led the decline with a 1.46% drop. The Dow Jones Industrial Average (D ...

European gas inventories are below seasonal norms, making the continent particularly vulnerable to any prolonged interruption to Middle East supplies, as it will need to import large volumes of LNG over the summer to refill storage ahead of next winter.LNG tankers had already largely stopped transiting the Strait of Hormuz, the narrow waterway at the mouth of the Persian Gulf through which a significant share of global fuel flows, before the facility shutdown compounded the disruption.Ras Laffan supplies ar ...

以下文章来源于融中财经 ，作者吕敬之 融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体资讯平台、品牌活动、研究服务、专家咨询、投资 顾问等业务，为政府、企业、投资机构提供一站式专业服务。 这回真裁到大动脉了。 文 ｜ 吕敬之 编辑 ｜ 吾人 来源｜ 融中财经（ID：thecapital） 封面来源 ｜ Unsplash 第一批用 AI 代替人力的公司，已经开始后悔了。 在过去两年里，有一批科技公司走在了所有人前面。它们不只是采购 AI 工具、试点 AI 流程，而是直接用 AI 替换掉真实的人——裁掉销售、裁掉客服、 裁掉内容团队，然后向投资者讲述一个利润率改善、效率跃升的动人故事。 Salesforce 是这批公司里最有代表性的那一个。这家全球最大的 CRM 软件公司，由创始人 Marc Benioff 亲自站台布道，高调宣称 AI Agent 将终结传统客 服模式，并以此为由，在 2023 年至 2025 年间持续裁减数以千计的一线员工。与此同时， Benioff 在各种公开场合把他们公司押注的 AI 旗舰产品 Agentforce 描述成一场革命的开 ...

bit, but it pales in comparison to the RSPA ETF's 9.34% annual distribution rate (i.e., yield).So again, we're achieving more than twice the yield of Treasury bonds with the Invesco S&P 500 Equal Weight Income Advantage ETF. Between the monthly payouts, the balanced exposure to hundreds of stocks, and the fabulous yield, you may find it impossible to resist the RSPA ETF.## Featured ReadsOur top personal finance- related articles today. Your wallet will thank you later.[David Beren]| 17 minutes ago## Why Man ...