by Aptus PM Team | Oct 12, 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 Broadcom Inc. (AVGO) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy,...
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...
by David Wagner | May 4, 2023 | Equity Case Studies, Equity Research, Research Reports
With the Kentucky Derby scheduled for this weekend, I’ve been thinking about the multiple similarities between horse racing and stock picking. The market for common stocks is like the pari-mutuel betting system at the racetrack. Patrons go to the track to make bets on...
by Aptus PM Team | Jan 1, 2023 | 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 | Dec 6, 2022 | Equity Research, Research Reports
Our team does serious work on the names we own, summarized briefly here. Quantitative screening is great, but we see it as a first step, mostly to eliminate companies we won’t consider no matter the “value”. As you may know, we run 4 equity sleeves...
