Dividend Investing and Portfolio Management by Mark Roussin
Q3 earnings season officially begins with key U.S. banks reporting, Mark Roussin notes
Several major U.S. banks, including JPMorgan Chase, Goldman Sachs, Citigroup, and Wells Fargo, are set to report their quarterly results before the market opens tomorrow, marking the official ...
Mark Roussin: Investors consider top AI stocks for $10,000 allocation
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, asks investors which single AI-related stock they would choose if they had $10,000 to invest today. Roussin ...
Falling or rising rates impact valuations, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights a key principle in market investing: do not fight the Federal Reserve. Roussin explains that when ...
Mark Roussin: Top stocks for long-term holding strategy
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, shares his preferred stocks for long-term investment. The selection includes ABBV, AMD, AMZN, AVGO, GOOGL, SCHD, ...
Stock movement alone is not a valuation metric, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, argues that changes in stock price—whether a drop of 30% or a rise of 100%—do not inherently make a stock ...
Mark Roussin: AI is not ending software sector gains
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, challenges the claim that artificial intelligence is ending the era of software. Roussin highlights recent ...
Investing Pro enables deeper stock analysis, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, shares his preferred tool for stock research. He highlights Investing Pro as a resource not only to find data ...
Mark Roussin: Strong Nvidia report seen as positive for AMD and TSMC
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights that a strong Nvidia report with robust guidance is beneficial for semiconductor peers including AMD, ...
Buy simple ETFs for different exposures, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, outlines ways for investors to access different market exposures through select exchange-traded funds. Roussin ...
Mark Roussin: Technology sector versus equal weight S&P 500 in next 12 months
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, poses a question to investors on whether they would choose the technology sector or the equal weight S&P 500 over ...
CRWV reports $104B backlog and NBIS climbs nearly 9 percent, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights recent momentum in key neocloud stocks. CRWV reported a $104B backlog and narrowed its losses, while ...
Mark Roussin: AI boom driving unprecedented earnings growth in markets
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, believes investors continue to underestimate the scale of the ongoing AI boom. He emphasizes that earnings growth ...
BRK.B puts part of cash to work, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, observes that BRK.B appears to have started using some of its billions of cash on hand to make purchases. Roussin ...
Mark Roussin: Diverging stock and business performance creates opportunity in markets
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, comments on market opportunities arising when business fundamentals and stock prices diverge. Roussin observes ...
PLTR delivers standout earnings and bullish bets, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlighted that PLTR reported impressive earnings results. He also shared his bullish position on the stock, ...
Mark Roussin: CELH shows major growth potential as its stock trades well below recent highs
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights CELH as a standout opportunity in consumer stocks due to its substantial growth potential. He notes ...
First 9 August trading days historically underperform for S&P 500, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights that the first nine trading days in August have historically shown weakness in what is considered one ...
Mark Roussin: HOOD diversifies with 13 businesses achieving $100 million or more in ARR
Mark Roussin, founder / senior portfolio manager at Roussin Capital Management, highlights that HOOD now operates 13 businesses each generating annual recurring revenue of more than $100 million. ...
BE stock remains unchanged after tough six months, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, observes that BE stock has been flat over the past six months despite ongoing heavy selling pressures. Roussin ...
Mark Roussin: Market bubble claims questioned given current earnings multiples
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, questions the notion of a market bubble by highlighting the current earnings multiples of major technology ...
Investors are urged to look for errors before validating stock purchases, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, encourages investors to prioritize self-critique when making investment decisions. According to Roussin, a ...
