China continues to dominate market headlines, as global tariff wars heat up. Many companies are benefitting from growing domestic consumption and spending power in China and the rest of Asia.
China continues to dominate market headlines, as global tariff wars heat up. Many companies are benefitting from growing domestic consumption and spending power in China and the rest of Asia.
Founded in 1894 as the Hershey Chocolate Company, Hershey is a global confectionery manufacturer specializes in chocolate. Hershey offers a wide variety of product include chocolate and non-chocolate sweets, gum and min refreshment products, pantry items and snacks.
Founded in 1894 as the Hershey Chocolate Company, Hershey is a global confectionery manufacturer specializes in chocolate. Hershey offers a wide variety of product include chocolate and non-chocolate sweets, gum and min refreshment products, pantry items and snacks.
Altice USA is a communications and media company. Altice provides pay television, broadband, telephony and advertising services to both residential and business customers through two acquired businesses: Optimum (Cablevision) and Suddenlink (Cequal).
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
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