When I last wrote about the cruise operator Carnival Corporation (NYSE: CCL ), it was clear that the stock "could continue to surprise upwards in the short term." This reading was based on the company's strong financial performance, upgraded outlook, and a positive turnManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the ...

Since I last wrote about the weight loss giant Eli Lilly and Company (NYSE: LLY ) in April, its price has corrected slightly. This is in stark contrast with the S&P 500 ( SP500 ), which is up byManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants , takes the theme a ...

Core Insights - The article emphasizes a versatile investment strategy suitable for various investor profiles, including dividend investors, value seekers, and those looking for growth opportunities [1]. Group 1 - The author, Alberto, possesses a Master's degree in Business Economics and has a strong managerial and economic background, complemented by a solid quantitative foundation [1]. - The investment strategy described is applicable across all sectors and types of stocks, indicating its broad relevance [1].

Group 1 - The year 2025 has been challenging for equities, particularly impacting consumer discretionary stocks which have seen a year-to-date pullback [1] - Certain stocks within the consumer discretionary sector are more adversely affected than others, indicating a disparity in performance [1] - Norwegian company NCLH is highlighted as a specific example of a stock that may present investment opportunities in the current market environment [1]

Group 1 - The article discusses the significant opportunities in the green economy as the world seeks to reduce carbon emissions, highlighting a market-beating model portfolio and actionable research on undercovered stocks [1] - British American Tobacco (BAT) is mentioned, with previous valuations indicating approximately 12% price upside for 2025, suggesting potential for a larger increase amid current uncertainties [2] - The investing group Green Growth Giants, led by a macroeconomist with over 20 years of experience, focuses on generational opportunities in the green economy, providing deeper insights into this sector [2]

Group 1 - The global push to reduce carbon emissions presents significant opportunities in the green economy sector [1] - Agnico Eagle Mines Limited (NYSE: AEM) has seen its stock price double since April of the previous year, indicating strong performance in the gold mining sector [2] - The investing group Green Growth Giants focuses on identifying generational opportunities within the green economy, building on insights from the Long Term Tips profile [2]

When I last wrote about cruise operator Carnival Corporation & plc (NYSE: CCL ) in March, the case for a Buy rating on the stock was clear despite its dismal recent performance on the stock markets. With ongoing uncertainties for the globalManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing ...

Group 1 - Amazon's stock price has increased by approximately 12% in May 2025, following a weak start to the year [1] - Despite the recent rise, the stock price has not recovered sufficiently from earlier weaknesses experienced in 2025 [1] Group 2 - The article mentions a macroeconomist with over 20 years of experience in investment management, stock broking, and investment banking [1] - The macroeconomist runs a profile focused on generational opportunities in the green economy, indicating a potential area of investment interest [1]

The real estate investment trust [REIT] Bluerock Homes Trust, Inc. (NYSE: BHM ) has performed rather poorly year-to-date [YTD] with a ~22% fall in price. To be fair, the market uncertainty of 2025 hasn't done the real estate sector any favoursManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investi ...