MGK

Apple: $200 Per Share at the High End of the Fair Value Estimate Range

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—– NOW READ — ALERT: Big Yield Additions to Dividend Growth Newsletter Portfolio and High Yield Dividend Newsletter Portfolio NOW READ — ALERT: Going to “Fully Invested” in the Best Ideas Newsletter Portfolio  NOW READ — Expect Huge Equity Returns This Decade, Much More Volatility However NOW READ — There Are No Free ‘Income’ Lunches ———- It’s Here!  The Second Edition of Value Trap! Order today!   —– Brian Nelson owns shares in SPY, SCHG, QQQ, DIA, VOT, BITO, RSP, and IWM. Valuentum owns SPY, SCHG, QQQ, VOO, and DIA. Brian Nelson’s household owns shares in HON, DIS, HAS, NKE, DIA, and RSP. Some of the other securities written about in this article may be included in Valuentum’s simulated newsletter portfolios. Contact Valuentum for more information about its editorial policies.  Valuentum members … Read more

Apple Reports Record Services Revenue in Calendar First Quarter 2022, We Still Love Shares!

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Image Shown: Apple Inc put up another strong earnings report for the quarter ended March 2022. We continue to like Apple as an idea in our newsletter portfolios. By Callum Turcan On April 28, Apple Inc (AAPL) reported earnings for its second quarter of fiscal 2022 (period ended March 26, 2022) that beat both consensus top- and bottom-line estimates by a wide margin. Apple also increased its dividend by 5% on a sequential basis and authorized an additional $90.0 billion in share repurchases in conjunction with its latest earnings update. We are big fans of Apple and include shares of AAPL as an idea in both our Best Ideas Newsletter and Dividend Growth Newsletter portfolios. Shares of AAPL yield ~0.5% … Read more

Microsoft Closes Out Fiscal 2020

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Image Shown: An overview of Microsoft Corporation’s financial performance during the fourth quarter of fiscal 2020. The company reported strong year-over-year revenue growth across its three main business segments. Image Source: Microsoft Corporation – Fourth Quarter Fiscal 2020 Earnings PowerPoint Presentation By Callum Turcan On June 12, 2020 (link here), we added Microsoft Corporation (MSFT) back to the Best Ideas Newsletter and the Dividend Growth Newsletter portfolios. We strongly appreciate Microsoft’s net cash position, high quality cash flow profile, and its long-term outlook, which is underpinned by secular growth tailwinds. On July 22, Microsoft posted fourth quarter fiscal 2020 (period ended June 30, 2020) that beat both consensus top- and bottom-line estimates, though its guidance for the current fiscal quarter … Read more

Mutual Fund Tragedy, ROE, and the Time Horizon

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Comparisons between growth versus value stocks may never go away, but President of Investment Research Brian Nelson explains why you should know better than to think stocks can easily be divided up as such. He talks about this, as well as the pitfalls of ROE (return on equity) and how to think about the time horizon. Running time: ~10 minutes.