Why Leveraged ETFs May Not Be the Best Choice
Leveraged exchange-traded funds, which employ derivatives to generate a multiple of a reference asset’s daily return, have been popular. We estimate they gathered around $13 billion in net inflows from investors over the year ended Jan. 31, 2025. As of that date, leveraged ETFs held roughly $134 billion in aggregate, up 51% year over year. […]
Following Earnings: Should You Buy, Sell, or Hold Coca-Cola Stock?
Coca-Cola KO released its fourth-quarter earnings report on Feb. 11. Here’s Morningstar’s take on Coca-Cola’s earnings and stock. What We Thought of COKE’s Earnings Coca-Cola KO delivered strong 2024 results, including increases of 12% in organic sales and 7% in comparable EPS. Notably, global unit case volume expanded by 1% for the year despite consumer […]
3 Undervalued Stocks Positioned for Growth…
The steep decline in the value of the Canadian dollar against the US dollar has raised economic alarm bells. However, for some stocks, it could be good news. Canadian businesses with a strong US presence, or those that report earnings entirely in US dollars, may be particularly well-placed to benefit, as the rising US dollar […]
Fort Knox: The Importance of Verifying US Gold Reserves
US gold reserves have been getting more attention than they have in decades as renewed skepticism about the actual quantity of gold stored within its vaults has driven President Donald Trump and the head of Department of Government Efficiency, Elon Musk, to announce a visit to the Fort Knox Bullion Depository and even potentially live-streaming […]
Key Factors for an Exceptional Dividend Fund
Dividend funds have a strong following, and it’s easy to understand their appeal. Dividends provide tangible cash flow to a fund’s investors and often provide regular income, and a number of dividend-oriented funds have the characteristics of great long-term investments. However, different dividend funds use different strategies to reach their goal. Income-oriented funds seek a […]
US Stocks Stagnant: What Might Propel the Market Forward?
Investors hoping for another steady stream of record highs for US stocks in 2025 have instead found a market hemmed in by uncertainty. US stocks gained 24% in 2024, with the final months seeing the market repeatedly pushing to fresh all-time peaks despite stretched valuations, political uncertainty, and elevated interest rates. That bull market has […]
What to Anticipate at Apple’s Annual Meeting
Investors get the chance to vote on diversity, artificial intelligence, child safety, and charitable giving at Apple’s AAPL annual meeting on Feb. 26, 2025. You can read the full text of the independent shareholder proposals here in Apple’s proxy statement as well as management proposals about electing directors, ratifying an independent auditor, and executive compensation. […]
Warren Buffett Addresses Worries Over Cash Reserves
Berkshire Hathaway BRK.A BRK.B Chairman Warren Buffett released his closely watched annual letter to shareholders on Saturday. In his 60th year at the helm of the massive conglomerate, Buffett offered reassurance to investors concerned about Berkshire’s massive cash pile along with insight into the firm’s Japanese holdings and the strong performance of its insurance business […]
JV Video: Streamlining the Adoption of Green Processes with Dundee Sustainable Technologies
Dundee Sustainable Technologies president and CEO Jean-Philippe Mai at the Global Mining Symposium in Toronto. Credit: Erik Rotter Photography. Dundee Sustainable Technologies (CSE: DST) offers eco-friendly alternatives to traditional mining practices with its Chlorination Leach in a Vat Reactor (CLEVR) process and the GlassLock process, which safely stabilizes arsenic from mining waste. While these innovative technologies represent a […]
Midcaps and Defense Stocks Surge Following Conservative Trends
European equities were steady on Monday morning after Germany’s parliamentary elections yielded a result in line with polling, paving the way for a centrist coalition between the conservative victors and Social Democrats. Ahead of Sunday, markets had braced for risky scenarios including a stronger-than-expected showing of the far-right Alternative for Germany or an outcome enabling […]