by David Wagner | Dec 5, 2023 | Equity Case Studies, Equity Research, Research Reports
In today’s report, we’ll be covering Chemed Corporation (“CHE”) – in our opinion, one of the last, great remaining publicly traded conglomerate companies. Conglomerates were in vogue for the majority of the 20th century. They came about because most of the mergers in...
by David Wagner | Dec 5, 2023 | Blog, Market Updates
November ’23 Market Recap: After a 20% drawdown in many stocks between July and October, equities staged an impressive rebound in November thanks to the sharp reversal in interest rates. A good portion of this reversal was due to the pricing of a much more...
by David Wagner | Nov 15, 2023 | Blog, Macro Updates
I want to start here: “Given that the stock market tends to go up more than down (60-70% of the time), odds are the current trading range is a prelude to another advance. Corrections can be in the form of price and/or time, and this one seems to be both. Usually, the...
by David Wagner | Nov 2, 2023 | Blog, Market Updates
October ’23 Market Recap: In a part of the year, in which the market tends to witness some seasonal weakness, the S&P notched its first negative three-month performance since 2020. The S&P 500 was down -2.10%. This has been a stressful few months for...
by David Wagner | Oct 25, 2023 | Blog, Macro Updates
Catching up This past weekend, Aptus held our 4th annual Uncle Rico 2v2 Basketball tournament. As many of y’all know, we have a slew of former college and professional basketball players on our investment roster — it gets pretty competitive. We have tons of videos...
