ETFs vs. Mutual Funds: A Quick Primer
by Leslie N. Masonson, MBA Mutual funds have been around for over 100 years, while the first ETF was born only 30 years ago. Most of the former were set-up as active funds (requiring active portfolio management) with accompanying high expenses, but eventually no-load passively managed index funds were offered, as investors balked at paying those annual fees, eating [...]
Is Carvana’s Upbeat Outlook Enough to Earn the Stock a Spot in Your Portfolio? 3 Things to Consider
Carvana (CVNA) is revving up its engines, ready to leave the competition - and all the recent short sellers - in the dust. The virtual car dealer has painted a bullish outlook for the second quarter of 2023 that has investors in a frenzy, driving share prices more than 60% higher yesterday. But what exactly happened? While the auto [...]
Could Apple’s Upcoming Releases be the Missing Pieces to a $4 Trillion Company?
Apple (AAPL) always stirs up commotion when a new product release is teased. But this week, news of the Apple Vision Pro sent shock waves throughout the tech world. And with the upcoming iPhone 15 in just a few months, some analysts suspect the company is rapidly approaching a $4 trillion valuation. Research firm Wedbush’s Dan Ives backs this [...]
Student Loan Restart Could Weaken Target’s Sales – Plus, 3 Other Issues to Make Matters Worse
Just a few weeks ago we talked about the backlash Target (TGT) faced as a result of their LGBTQ+ friendly line - and the subsequent pulling of that line from the shelves. And now, it’s becoming more apparent that the retailer faces another headwind on the horizon. As the student loan restart is scheduled for September 1st, analysts fear [...]
Modine Manufacturing Approaching All-Time High After Earnings Report — Can It Go Higher from Here?
by Leslie N. Masonson, MBA Modine Manufacturing Company (MOD:NYSE), an old-line diversified global leader in heat-transfer systems and components company incorporated in Racine, Wisconsin in 1916, may be on the brink of finally breaking out to a new all-time high. On November 18, 1998, almost twenty-five years ago, it closed at $36.63 before enduring trials and tribulations while the [...]
Palo Alto Networks is up 5% Before Joining the S&P 500 Index: Does it Deserve a Spot in Your Portfolio?
Monday morning’s trading session saw a big boost in Palo Alto Networks stock (PANW). The company is just a few short weeks away from joining the ranks of the S&P 500 index. And as a result, the stock is up 5% so far today. The cybersecurity company is set to replace Dish on June 19th. Every quarter, the S&P [...]
