by Aptus PM Team | Apr 2, 2024 | 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 Broadcom Inc. (AVGO) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy,...
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...
by Aptus PM Team | Jan 17, 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 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 | Jul 25, 2023 | Equity Case Studies, Equity Research, Research Reports
On recent travels, I’ve been doing some thinking on the overall valuation of the domestic market – alongside reading a few differentiated thoughts on the matter. I don’t want to go as far as saying that investors need to be discounting a revolutionary change in the...
by David Wagner | Jul 19, 2023 | Equity Research
Market Update During the second quarter, the Mega-Cap Tech stocks told the rest of the market that if you’re not first, you’re last, as investors either owned technology exposure and outperformed or owned everything else and underperformed. Basically, investors...
