by Aptus PM Team | Feb 8, 2023 | Equity Case Studies, Equity Research, Research Reports
Adobe, Inc. (ADBE) Case Study Alphabet, Inc (GOOGL) 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 Dollar General (DG) Case Study JPMorgan Chase & Co....
by Aptus PM Team | Jan 1, 2023 | Equity Research
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 | Sep 5, 2022 | Equity Case Studies, Equity Research, Research Reports
With this Aptus Musing focusing on the stock of the month, I thought I’d review the stock that has the least amount of U.S. exposure in our Compounders Portfolio – NVIDIA Corporation (NVDA). See the compliance approved Case Study here. But, before we start our dive on...
by David Wagner | Jul 12, 2022 | Equity Research
It’s no secret that the S&P 500 is off to one of its worst starts ever. With price data only going back to 1927, the first six months have produced the fourth worst start to any year on record, only beating 1932, 1962, and 1970. During this stretch, the more...
by David Wagner | Jun 29, 2022 | Equity Case Studies, Equity Research, Research Reports
It’s been quite some time since we highlighted a single stock in our Aptus Compounders sleeve. To be quite honest, it makes complete sense given the level of market uncertainty here. We know that volatility creates opportunities – especially in the equity world, as...
by David Wagner | Feb 10, 2022 | Equity Case Studies, Equity Research, Research Reports
Who-Dey Fans- I am writing this with a smile on my face. The Cincinnati Bengals are going to the Superbowl – something I never thought I’d say – I’ve re-watched the game thrice. I keep my “Joey Burrow Prayer Candle” next to my laptop, as I don’t want to let it out of...
