Wednesday the Fed went 25bp to 3.75–4.00%, first since 2023. Thirty-day cash pays about 3.96% and that's what most of the threads are about. Wrong number, I think. The 10-year went through 5% the same day, highest since 2007. That's …
**Store brands like Kirkland are winning the war for consumers’ wallets, squeezing out national brands** From razors to pet food, private label keeps eating retail. For many consumer packaged-goods companies, there’s no point fighting it. Key Points \- U.S. private-label …
Rather new in investing, this is the first rate hike for me For those who are here long enough, do you have any game plan?
A lot of people here treat a fund's distribution rate as a quality signal — 11%, 12%, must be doing something right. I wanted to know if that was true in any forward-looking sense, so I pulled the history on …
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I own about 100 shares at a cost basis of $71. I bought because it seems undervalued (from a pure valuation standpoint it almost certainly is at a fwd PE of \~15.5, the EPS growth and over $10B in FCF, …
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I’ve noticed that reducing my stock watchlist to just a few high conviction stocks is pretty beneficial. It makes it less likely for you to deviate and buy something speculative that may end up losing you money.
What are people’s thoughts on Topicus with Robin van Poelje retiring and the new CEO taking over? Also curious how people see Topicus’ valuation compared to Constellation Software at current prices. Is Topicus still attractive relative to CSU, or is …