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Day: March 22, 2021

Dan Fuss on Re-Engineering a 60/40 Portfolio
5 years ago
Dan Fuss on Re-Engineering a 60/40 Portfolio

In today’s rising interest rate environment, Loomis Sayles Vice Chairman Dan Fuss says he would tilt the stock-bond mix toward equities. This according to a recent article in Financial Advisor…

What Has Really Driven the Rebound in Value Stocks? (Ep. 77)
5 years ago
What Has Really Driven the Rebound in Value Stocks? (Ep. 77)

There is a popular narrative out there that value investing is back. And it makes sense given the huge run that many value funds have had off the market bottom.…

Could Now Be Buffett’s Moment to Lend America a Hand?
5 years ago
Could Now Be Buffett’s Moment to Lend America a Hand?

It’s “never been more clear that America is consumed with the need to invest heavily across a variety of industries to power growth in the years to come,” according to…

Recent Original Research
October 22, 2025
Ten Top Peter Lynch Stocks – October 2025
Peter Lynch stands among the most celebrated fund managers in financial history, transforming Fidelity's Magellan Fund from a modest $18 million portfolio into a colossal $14 billion powerhouse during his tenure from 1977 to 1990. His extraordinary...
October 14, 2025
Ten Top Dividend Aristocrats
The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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