Visa continues to deliver double-digit revenue and value-added services growth, supported by its robust payments network VisaNet. The company enhances shareholder returns through buybacks and dividends. A detailed discounted cash flow and scenario analysis suggests Visa's intrinsic value is around $400 per share. Despite ongoing litigation and regulatory challenges, the strong profit generation and raised guidance present a favorable risk-reward profile, leading to a Buy rating.
The 4-Factor Dividend Growth Strategy, inspired by the Schwab US Dividend Equity ETF (SCHD), targets high-quality dividend stocks using four specific metrics. Since its inception, it has delivered an average 12-month return of 16.94%, outperforming S...
In the first half of 2026, smart beta strategies showed mixed results, with momentum and low-volatility funds lagging, while dividend growth funds struggled due to rising yields. However, funds emphasizing companies with strong free cash flow and hig...
An investor who previously recommended ETFs VOO and QQQ is pausing new purchases because of extreme valuations and high concentration risks in these funds. The S&P 500's price-to-earnings ratio is at historically high levels, with forecasts of earnin...
