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Recent Articles
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Alert: Changes to the Newsletter Portfolios
Dec 27, 2024
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Image Source: Mike Cohen cc by 2.0.
We are making some changes to the newsletter portfolios. We continue to believe that large cap growth and big cap tech is the place to be, and we’ll be further tilting the portfolios in that direction.
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Dividend Increases/Decreases for the Week of December 27
Dec 27, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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Dividend Increases/Decreases for the Week of December 20
Dec 20, 2024
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Let's take a look at firms raising/lowering their dividends this week.
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Shares of UnitedHealth Group and Vertex Pharma Sour
Dec 19, 2024
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Image Source: Rodrigo Senna cc by 2.0.
As of right now, we continue to monitor the situation with UnitedHealth, but the risks have substantially increased. We have no plans to remove it from the Best Ideas Newsletter portfolio at this time as we await news flow to settle down. As for Vertex, we continue to like its established position in cystic fibrosis and its opportunity in gene-editing therapies as well as a new class of medicine for acute pain that’s without the limitations of opioids. Though the news regarding suzetrigine wasn’t what the market was hoping for, the company’s pipeline is progressing nicely.
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