Retailers report earnings this week. We will see Walmart ( WMT ), which I think will do just fine, but whose stock suffers from a cry wolf rally . Then we will have TJX Companies ( TJX ), Ross Stores (I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on investe ...

Exploring upstream the supply chain required by the massive AI infrastructure build cycle has brought me to find several interesting stocks I have talked about on Seeking Alpha. One is theI’m a long-term growth and dividend-growth investor covering both US and European equity markets. I seek undervalued stocks and high-quality dividend growers that generate dependable cash flow for reinvestment. I share one of my portfolios on eToro where I qualified as a popular investor. Through years of experience, I’ve ...