It’s an age-old question among investors: which is better, growth investing or value investing? After the Federal Reserve’s interest rate cut this week kicked off a highly-anticipated easing cycle, Catalysts hosts Seana Smith and Madison Mills spoke with a panel of experts about how the two investment strategies could play out in the months to come.Vontobel portfolio manager Markus Hansen and Greenwich Wealth’s CIO Vahan Janjigian join Catalysts to lay out their investment thesis.Vahan favors value over growth — but says he’s not a strict value investor. “What I really favor is stocks that are undervalued,” he says, “and in…
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The Puzzle of Sustainable Investment: What Smart Investors Should Know. 2024. Lukasz Pomorski. Wiley. In The Puzzle of Sustainable Investment, Lukasz Pomorski, senior vice president at Acadian Asset Management and an adjunct professor at Columbia University, presents a collection of important tools for the sustainable investor to navigate the fiercely contested subject of environmental, social, and governance (ESG) investing. He analyzes the channels through which sustainability shapes corporate decisions and discusses many practical examples and case studies that provide a succinct summary of the industry’s key issues. Pomorski adeptly discusses the good, the bad, and the unknown of sustainable investing…
The automotive world this week has been a mix of the familiar and the extraordinary. While we haven’t seen a deluge of groundbreaking new models, the offerings that have emerged have certainly captured attention. From Volkswagen’s Taos to Hennessey’s Venom F5-M Roadster, there’s something for every enthusiast. As the summer winds down and the automotive industry adjusts to a post-vacation rhythm, we’ve witnessed a shift in marketing strategies. Instead of grand automotive shows, many manufacturers are opting for more intimate reveals and online launches. Bentley Flying Spur and Hennessey Venom F5-M Lead Week of Powerful Luxury Reveals Across the Automotive…
On Friday, Stephens, a financial services firm, increased its stock price target for Darden Restaurants (NYSE:), the parent company of Olive Garden and other chains, to $164 from $159, while keeping an Equal Weight rating on the stock. This adjustment came after Darden reported its first quarter fiscal year 2025 results, which showed weaker-than-expected same-store sales, restaurant margins, and adjusted earnings per share (EPS). The company’s stock experienced a positive response from the market following the earnings release, buoyed by news of a delivery partnership with Uber (NYSE:), improved quarter-to-date trends, and the reiteration of its fiscal year 2025 guidance.…
Shares of Trump Media & Technology Group slumped to their lowest level ever at the opening bell Friday, the first trading day that its biggest shareholder, former President Donald Trump, is free to sell his stake in the company behind the Truth Social platform.Shares of Trump Media, commonly called TMTG, tumbled almost 7% to $13.73, putting the value of the company at less than $3 billion. Trump owns more than half of it.Trump and other insiders in the company have been unable to cash in on the highly volatile stock due standard lock-up agreements that prevent big stakeholders from selling…
Statistically speaking, long term investing is a profitable endeavour. But unfortunately, some companies simply don’t succeed. To wit, the Stoneridge, Inc. (NYSE:SRI) share price managed to fall 59% over five long years. That is extremely sub-optimal, to say the least. We also note that the stock has performed poorly over the last year, with the share price down 38%. Furthermore, it’s down 20% in about a quarter. That’s not much fun for holders.Now let’s have a look at the company’s fundamentals, and see if the long term shareholder return has matched the performance of the underlying business. See our latest…
Image source: Getty Images When I first started investing to build wealth, I was taught to look at well-known dividend stocks with a good track record and future prospects. With that in mind, I think investors at the start of their journey should consider buying National Grid (LSE: NG.) and Howden Joinery Group (LSE: HWDN) shares for juicy returns. Here’s why! National Grid Being the sole owner and operator of the electricity transmission system in the UK gives National Grid great defensive attributes and earnings visibility. From a defensive view, the business provides a service that is essential, no matter…
Over the past several quarters, Warren Buffett and his team at Berkshire Hathaway have reduced many of their holdings, including selling shares of Apple and Bank of America. However, one stock the conglomerate can’t stop buying lately is Occidental Petroleum (NYSE: OXY).In the second quarter, Berkshire Hathaway purchased 7.3 million shares in the oil and gas producer, bringing its total stake to 255.3 million, worth around $13 billion today. Berkshire Hathaway can’t seem to get enough Occidental, but is the stock suitable for your portfolio?Let’s dive into the business and its long-term opportunity to see if an answer presents itself.Occidental…
Rejoice, movie lovers—your cinematic experience is about to get a whole lot better. On Thursday, a trade organization representing theater operators announced that eight of the biggest theater chains in the U.S. and Canada are planning to invest $2.2 billion to modernize their properties. The changes will reportedly bring better picture quality, better sound, and, in some cases… ziplines. The upcoming renovations, which will take place over the next three years, were announced Thursday by the National Association of Theater Owners, or NATO (not to be confused with the military alliance). In a press release, the trade org stated that…
In a remarkable display of market confidence, shares of Argan , Inc. (NYSE:) have surged to an all-time high, reaching a price level of $95.91. This milestone underscores a period of significant growth for the engineering and construction services company, which has seen its stock value more than double over the past year. Investors have been buoyed by Argan’s strong performance, with the 1-year change data showing an impressive 108.53% increase. The company’s ability to achieve such a high in a volatile market environment speaks volumes about its strategic initiatives and the positive sentiment surrounding its future prospects. In other…