Dividend Investing and Portfolio Management by Mark Roussin
Mark Roussin: SPCX to be added to Nasdaq 100 with under 1 percent weighting
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, comments on SPCX as it is set to be included in the Nasdaq 100 index via both QQQ and QQQM. Roussin notes that ...
QCOM price experienced sharp swings between April and July, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights the volatility in QCOM investment. According to Roussin, QCOM's price rose from $179 on April 30 to ...
Mark Roussin: Healthcare, industrials and financials lead sector performance past month
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, reports on sector performance over the past month. According to Roussin, healthcare led with a 7 percent gain, ...
NVDA delivers $81.6B revenue with net income up 211%, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, points to strong financial performance from NVDA. The company reported earnings per share of $2.39, up 214% ...
Mark Roussin: Selling GOOGL over company concerns is a mistake
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, discusses the decision to take profits in GOOGL. He notes that while rebalancing is understandable, selling the ...
Steps to create a new investment portfolio, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, shares his approach to building a new investment portfolio from the ground up. The update provides insights for ...
Mark Roussin: Twelve stocks to consider owning for the next decade
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights twelve stocks investors may want to own over the next five to ten years. The companies mentioned ...
Major tech stocks post notable declines, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, observes that several high quality businesses have experienced significant price drops over the past 12 months. ...
Mark Roussin: Boeing deliveries rise to 60 in May as recovery continues
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, points to a recovery for Boeing as its aircraft deliveries increased to 60 in May, up from 51 the previous month. ...
Investing can be simplified by choosing ETFs for different exposures, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, outlines a simplified approach to investing. Roussin highlights various exchange-traded funds as options for ...
Mark Roussin: Microsoft unveils new quantum chip targeting commercial use by 2029
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, reports that Microsoft has introduced Majorana 2, a quantum chip claimed to have qubits 1,000 times more reliable ...
Berkshire Hathaway set to buy Taylor Morrison for $6.8 billion, Mark Roussin reveals
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, reports that Berkshire Hathaway is set to acquire homebuilder Taylor Morrison for $6.8 billion. Following this ...
Mark Roussin: HOOD, SOFI, NOW among recent investments in community portfolio
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights ongoing accumulation of stocks HOOD, SOFI, and NOW within his investing community. He encourages ...
ZS beats on earnings and revenue but guidance disappoints, Mark Roussin notes
Mark Roussin, founder / senior portfolio manager at Roussin Capital Management, analyzes the recent earnings from cybersecurity company ZS. ZS reported earnings per share of $1.08 and revenue of ...
Mark Roussin: Nvidia shares often move after hyperscaler earnings
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights another strong quarter for Nvidia. Roussin points out that the stock tends to experience more ...
Ackman sells Google and adds Microsoft after market moves, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, shares recent portfolio moves by Bill Ackman. Ackman began buying Microsoft, sold nearly all shares in Google, ...
Mark Roussin: Berkshire Hathaway exited Amazon, now holds $400 billion in cash
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, observes that Berkshire Hathaway had exited its position in Amazon by the end of March and is now sitting on $400 ...
CrowdStrike reaches new record after AI fears, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, observes that CrowdStrike has reached a new all-time high only a month after market conversations suggested the ...
Mark Roussin: PLTR stock declines despite $250 million revenue growth and sales acceleration
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights that PLTR recently reported strong earnings, posting 85% revenue growth and raising its guidance. ...
NVDA may generate over $400 billion in free cash flow between 2026 and 2027, Mark Roussin estimates
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, shares that Bank of America estimates NVDA will generate over $400 billion in free cash flow from 2026 to 2027. ...
Mark Roussin: Stock market pullback expected after record highs and Trump attention
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, warns investors to prepare for a potential stock market pullback. Roussin notes President Donald Trump has been ...
