Key PointsThe Schwab U.S. Dividend Equity ETF will complete its annual reconstitution in March.It's not unusual to see 15-20 names change in the 100-stock portfolio.I expect to see

Key PointsThere are certain qualities to look for in a good dividend stock. Coca-Cola, the beverage company, is one of the most consistent dividend stocks you can buy. Sonoco Produ

Key PointsBerkshire Hathaway recently resumed repurchasing its own stock after a nearly two-year hiatus.The stock's valuation looks reasonable relative to its full-year operating e

Key PointsApple is notoriously not spending a ton on building AI infrastructure, in contrast to its peers.Apple is seen as an alternative investment in tech for those who are skept

Key PointsDespite concerns about timelines and cash burn, eVTOL start-up Archer Aviation continues to make steady progress.A recent asset sale strengthens the SSR Mining bull case.

Key PointsIntuitive Surgical's fourth-quarter revenue increased 19% year over year.Management guided for a notable deceleration in worldwide da Vinci procedure growth in 2026.The g

Key PointsHook Mill bought 635,060 shares of Floor & Decor for an estimated $41.16 million in the fourth quarter.The position value rose by $33.75 million over the quarter, reflect

Key PointsHigher oil prices and lower stock prices are an almost predictable outcome of the geopolitical conflict in the Middle East. History shows that most big market events reve

Key PointsBloom Energy is providing on-site power generation to data center operators. The company has posted record revenue growth, but profitability is thin. The stock carries a

Key PointsClifford Capital added 95,326 shares of WEX in the fourth quarter.The quarter-end value increased by $14.20 million as a result.WEX is a new holding, representing 2.41% o

Key PointsClifford Capital added 414,006 shares of Thermon Group in the fourth quarter. the estimated trade size was $13.59 million.Meanwhile, the quarter-end position value increa

Key PointsAI stocks have soared since ChatGPT was launched.Software stocks have tumbled on fears of disruption. Axon is rolling out some exciting new AI products. 10 stocks we like

Key PointsLodge Hill Capital bought 800,000 shares of H&R Block in the fourth quarter.The quarter-end position value rose by $34.86 million as a result.The new position represents

Key PointsThe last few year's of Warren Buffett's tenure as Berkshire Hathaway CEO saw him stockpiling cash.New CEO Greg Abel thinks the market is providing one of the best opportu

Key PointsAngelo Gordon & Co. acquired 2,339,915 shares of Enviri in the fourth quarter for an estimated $34.87 million.Meanwhile, the quarter-end NVRI position value rose by $48.1

Key PointsAngelo Gordon & Co. acquired 2,054,770 shares of NX in the fourth quarter.The quarter-end position value increased by $31.60 million as a result.The NX position represent

Key PointsDemand exceeds supply for Oracle's AI infrastructure.The software colossus is quickly scaling capacity while maintaining impressive profit margins.10 stocks we like bette

Key PointsRivian achieved a major milestone in 2025 by delivering its first full year of positive gross profit.Tesla's core automotive business is struggling, with full-year vehicl

Key PointsBrookfield Renewable is a pure-play clean energy business that could be a one-stop shop for investors. NextEra Energy is a fast-growing utility that is leaning hard into

Key PointsBitcoin's recent price drop could be the result of significant profit-taking by long-term holders. Investors should pay attention to Bitcoin's fundamentals as well as cha

Tracking the Market TrendMajor U.S. stock indices were mixed on Wednesday (March 11), S&P 500 fell 0.08% to 6,775.8, while the Nasdaq Composite rose 0.08% to 22,716.14, and the Dow Jones Industrial Av

Key PointsThe company's free cash flow is surging.The transition to autonomous vehicles poses a serious risk to Uber's growth prospects, but could also serve as a massive margin-ex

Key PointsNuScale Power is the only company with a small modular reactor design certified by the U.S. Nuclear Regulatory Commission.The company recently received a green light from

Key PointsThis came almost a week after the food retailer posted its latest results.The company didn't exactly have a spectacular fourth quarter.10 stocks we like better than Groce

Key PointsDevon Energy and Diamondback Energy are large, independent U.S. energy producers.The U.S. has plenty of oil, so the financial benefit may not be as big as hoped for these

Key PointsCapital One Financial became a payment processing company after acquiring Discover.The company now competes more directly with Visa and Mastercard.10 stocks we like bette

Key PointsHunting Hill sold 743,332 shares of ETHA in the fourth quarter.As a result, the quarter-end position value decreased by $23.42 million.The position previously accounted f

Key PointsGreg Abel took over for Warren Buffett at the start of 2026, managing the bulk of Berkshire's portfolio.Abel said there are nine stocks where Berkshire will exhibit limit

Key PointsLead Edge Capital Management acquired 1,425,420 shares of Remitly Global for an estimated $20.71 million in the fourth quarter.Meanwhile, the quarter-end position value r

Key PointsNvidia is investing $2 billion in Nebius.The two companies will work together to build AI factories.10 stocks we like better than Nebius Group › Shares of Nebius Group (N