So what do you do in the meantime during this financial eternity where suddenly there's a question about whether Main Street gets some of the stimulus. And frankly, Wall Street is struggling with questions around artificial intelligence. So not to be too wonky, but one of the things we say we want you to go up in quality.So higher quality companies, good balance sheets, good stewards of capital. In addition to that, we don't think it's the time to go bottom fishing, Right. The chart can't look bad.Sure, it ...

January's in the books. Joining me is Kenny Pulcari, partner and chief market strategist of Slatestone Wealth with five names to add to your February playbook. Kenny, great to have you here.>> Well, thank you for having me back. I love coming home to the New York Stock Exchange. >> Well, it's great to have you. And you have five names that we need to add.They're a mix of growth and value. So, all Dow components >> across a range of sectors, right. Talk about diversification.So, it's all good. >> And uh all ...

His ability to consistently beat the market has drawn big money, with the Contrafund's assets under management recently above $176 billion. Danoff, however, plans to step away from the fund: He is set to retire at year's end, though he will stay with Fidelity in an advisory capacity, per documents filed this week. What makes Danoff a remarkable portfolio manager is that "his success wasn't narrowly confined to one part of his career," Morningstar analyst Robby Greengold told Investopedia. Some portfolio man ...

Core Insights - The article highlights the investment strategies of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and the development of a system called "Victory Formation" for identifying stocks based on supply/demand imbalances [1] Group 1: Investment Strategies - Paul Franke suggests using 10% or 20% stop-loss levels on individual stock choices to manage risk effectively [1] - A diversified approach is recommended, advocating for ownership of at least 50 well-positioned stocks to achieve consistent outperformance in the stock market [1] - The "Bottom Fishing Club" articles focus on deep value candidates or stocks that are experiencing significant upward momentum reversals [1] Group 2: Analytical Approach - Franke employs daily algorithm analysis of fundamental and technical data as part of his investment strategy [1] - The "Volume Breakout Report" articles discuss positive trend changes that are supported by strong price and volume trading actions [1]

Market Sentiment - The market currently feels uncomfortable due to elevated valuations, indicating potential overvaluation concerns [1]. Investment Strategy - The focus is on identifying durable businesses with strong cash-flow potential through a combination of macro analysis and bottom-up stock research [1].

With 2026 starting the S&P 500 index ( SPX ) already up 1.5%, it is time for us stock pickers to look for companies that could outperform the broader market this year and beyond.Hi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from time to time. While I have a slight bias toward technology companies, I ...

Group 1 - The S&P 500 index (SPX) has started 2026 with a 1.5% increase, indicating a favorable market environment for stock pickers to identify companies that may outperform the broader market this year and beyond [1] Group 2 - The focus is on identifying great businesses at reasonable prices for long-term investment, with a slight bias towards technology companies while also considering opportunities in crypto and global markets [2]

Group 1 - Warren Buffett has officially stepped down as CEO of Berkshire Hathaway, passing the role to Greg Abel, who will now be responsible for the conglomerate's stock picks [1] - The change in leadership raises questions about how Berkshire's stock-picking strategy may evolve under Abel's guidance [2] - Abel's background in the energy sector may influence Berkshire's investment decisions, particularly regarding Occidental Petroleum, where the company already owns 27% [4][5] Group 2 - Buffett's historical aversion to technology stocks may not be shared by Abel, who could consider increasing Berkshire's stake in Alphabet, which is currently valued at over $5 billion [6][8] - The existing position in Alphabet represents less than 2% of Berkshire's total stock portfolio, suggesting potential for further investment [6] - Abel's approach may focus on consolidating positions in well-established growth companies like Alphabet, contrasting with Buffett's previous strategy [8]

Core Insights - A small group of technology stocks, referred to as the "Magnificent Seven," has dominated market returns in 2025, continuing a trend observed for nearly a decade, leading to increased frustration among investors [1][9] - Approximately $1 trillion was withdrawn from active equity mutual funds throughout the year, marking the steepest net outflow in the current cycle, while passive equity exchange-traded funds attracted over $600 billion [2][9] - The concentration of returns among a few stocks has made it challenging for active managers to outperform, as deviating from benchmark weights can lead to underperformance [3][10] Market Participation - In the first half of the year, less than 20% of stocks rose in tandem with the broader market, indicating narrow participation, which can negatively impact relative performance when gains are driven by a limited number of stocks [6][10] - The S&P 500 outperformed its equal-weighted counterpart throughout the year, presenting a dilemma for investors: either underweight the largest stocks and risk underperformance or align closely with the index and struggle to justify the costs of active management [7][10] Performance Metrics - 73% of equity funds in the US underperformed their benchmarks in 2025, the fourth highest rate of underperformance since 2007, exacerbated by a recovery from April's tariff concerns and a surge in enthusiasm for artificial intelligence [7][10] - Dimensional Fund Advisors LP's International Small Cap Value Portfolio, valued at $14 billion, achieved a return of over 50% this year, significantly outperforming both its benchmark and major indices like the S&P 500 and Nasdaq 100, by focusing on a diverse range of approximately 1,800 stocks primarily outside the US [8][10]

Bloomberg The last thing a diversified fund manager wants is to run a portfolio dominated by just seven technology companies — all American, all megacap, clustered in the same corner of the economy. Yet as the S&P 500 pushed to fresh records this week, investors were again forced to confront a painful reality: Keeping pace with the market has largely meant owning little else. A small, tightly linked group of tech super stocks accounted for an outsize share of returns in 2025, extending a pattern in plac ...