Corporate Insights

Case Study: How Options Investing Can Go Right (and Wrong) Using ARKK As an Example

In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies - tomorrow's most promising companies - through an active approach managed by Kathy Woods, a well-known and established portfolio manager that the Street loves to hate.

Opportunities in the Corporate Buyback Environment

There have been extensive debates about corporate stock buyback programs. Some critics argue that companies create inequity and do not focus on improving employee benefits, business strategies, and R&D programs. On the other hand, proponents argue that allocating capital to shareholders allows the capital to be reinvested in productive facets. Therefore, advocates believe that buybacks have, in some regards, taken the place of ordinary dividends to return cash to shareholders.

Athleisure Has Become Everyday Clothing

Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.

Athleisure Has Become Everyday Clothing

Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.

Audio Content, Streaming Music, and Concerts are a Huge Consumption and Investment Opportunity

In this blog post, I’d like to dig into one of my favorite long-term themes and opportunities for investors: music and audio entertainment. I’ve written about this theme a few times before and made Spotify my favorite 2020 brand in the December 19, 2019 blog post.

Brand Investor Discusses Portfolio Benefits of Going on the Offensive with Consumer Defensive Stocks

We know the consumer drives 70% of U.S. economic output and drives 60% of world GDP or roughly a $44 trillion yearly addressable market...

Should the Global Consumer Spending Theme be a Sector Allocation or the Core of Every Portfolio?

One of the most asked questions in my meetings with clients is whether an allocation to the global consumer should be viewed as a...

Building Client Portfolios via Brand Recognition and Dedication to Important Spending Categories

I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.

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Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

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.