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Recent Articles
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Call Me Unconcerned
May 23, 2023
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Image: Large cap growth has dominated returns the past five years. The Best Ideas Newsletter portfolio continues to have significant exposure to this area.
We’re taking it slow this time of year. With the area of large cap growth nearly doubling since the beginning of 2018, trouncing the return of the broader market, dividend growth strategies, the area of small cap value and general REIT indices, it’s just hard to find much wrong with staying pat. The proliferation of artificial intelligence will likely propel big cap tech and large cap growth to new highs, while small cap value may continue to be weighed down by the banks--and dividend-oriented strategies may face continued pressure from rising interest rates and tired real estate markets. Things were a bit murky during 2022, but thanks for keeping the faith.
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Nice! -- NASDAQ-100 Follows Through on Breakout
May 22, 2023
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Image: NASDAQ-100 breaks through August 2022 resistance.
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Earnings Roundup: DE, WMT, CSCO, HD, FL
May 19, 2023
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Let's get Nelson's thoughts on five stocks recently reporting their first-quarter fiscal 2023 results: DE, WMT, CSCO, HD, FL.
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Dividend Increases/Decreases for the Week of May 19
May 19, 2023
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Let's take a look at firms raising/lowering their dividends this week.
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