by David Wagner | Mar 7, 2025 | Equity Case Studies, Equity Research, Research Reports
Before we highlight one of the Aptus Compounder’s holdings (15-stock, high-conviction strategy – shoot me an email if you have any questions on this unpackaged SMA strategy), let’s touch base on two things today: Given the recent volatility, if you have...
by Aptus PM Team | Dec 17, 2024 | Equity Case Studies, Equity Research, Research Reports
Amazon.com Inc. (AMZN) Case Study American Tower Corp (AMT) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case Study JPMorgan Chase & Co. (JPM) Case Study...
by Aptus PM Team | Jul 23, 2024 | Equity Research, Market Updates
U.S. large caps, as measured by the S&P 500, continued their dominance in the first half of 2024, led by the largest mega-cap stocks, coined The Magnificent Seven (“Mag 7”). This year’s first half ranks as the 12th-best start for the S&P 500 since 1950 – the...
by Aptus PM Team | Jul 8, 2024 | Equity Research, Fact Sheets
You may or may not know, but our team manages 3 distinct equity sleeves for use with clients. We see these as a wonderful way to help clients who like owning some individual stocks, giving you a path to integrating ETFs and equities into a single portfolio. Latest...
by Aptus PM Team | Apr 10, 2024 | Equity Research
It causes Aptus much chagrin that the widespread notoriety for bourbon only started in the early 1980s, almost two hundred years after Kentucky started distilling an unlikely combination of corn and limestone water. Nobody knows, definitively, the origin of bourbon,...
by David Wagner | Mar 8, 2024 | Equity Research
Topics for this Musing: Quick Market Commentary Stock of the Quarter Before I start, please remember that we do great individual stock work for concentrated positions of clients. I have opinions and convictions that I’m more than willing to spew. We were very...
