GlobeInvest Capital Management
Latest Top Picks
Very strong results this morning. 3 to 2 stock split. Increasing dividend by 12%. Successful at fundraising. Infrastructure and renewables have done really well. A leader in alternative assets. Lots of capital. Wait for weakness to add.
Very strong results this morning. 3 to 2 stock split. Increasing dividend by 12%. Successful at fundraising. Infrastructure and renewables have done really well. A leader in alternative assets. Lots of capital. Wait for weakness to add.
Low rates will compress margins. Wealth management is a source of growth. If you own, continue to hold. She owns JP Morgan instead based on management and historical track record.
Low rates will compress margins. Wealth management is a source of growth. If you own, continue to hold. She owns JP Morgan instead based on management and historical track record.
Still on the sidelines. CEO is respected. Its engine business is being impacted with Boeing. Not sure what earnings and cash flow profile will be a year from now.
Still on the sidelines. CEO is respected. Its engine business is being impacted with Boeing. Not sure what earnings and cash flow profile will be a year from now.
MSFT vs. AMZN Prefers this one to Amazon. Can justify the valuation at these levels. Wait for a pullback of 5-10% to buy. Very strong balance sheet and net cash position. Transitioning to subscription model. Cloud business is growing well. For 1-2 year horizon, will continue to do well.
MSFT vs. AMZN Prefers this one to Amazon. Can justify the valuation at these levels. Wait for a pullback of 5-10% to buy. Very strong balance sheet and net cash position. Transitioning to subscription model. Cloud business is growing well. For 1-2 year horizon, will continue to do well.
AMZN vs. MSFT Prefers Microsoft, and can justify the valuation at these levels, but wait for a pullback of 5-10% to buy. MSFT has a very strong balance sheet and net cash position. It's transitioning to a subscription model. Cloud business is growing well. For 1-2 year horizon, MSFT will continue to do well.
AMZN vs. MSFT Prefers Microsoft, and can justify the valuation at these levels, but wait for a pullback of 5-10% to buy. MSFT has a very strong balance sheet and net cash position. It's transitioning to a subscription model. Cloud business is growing well. For 1-2 year horizon, MSFT will continue to do well.
