Three comprehensive investment approaches that offer potential growth beyond the common 'buy the dip' method. By diversifying strategies, investors can achieve more consistent and resilient returns in varying market conditions.
News & Press
Bloomberg – Blue-Chip Spinoffs Fall Flat as Investors Flee to Safer Bets
Oct 6, 2023
By Bailey Lipschultz (Bloomberg) -- A group of highly-anticipated spinoffs stumbled out of the gate this week as a wave of selling across the market took a heavy toll on household names. Frosted Flakes maker WK Kellogg Co.’s split from Kellanova was met with a thud as investors dumped consumer staples stocks, while environmental-solutions firm Veralto Corp. — separated from Danaher Corp. — and Aramark’s Vestis Corp., which runs a uniforms and workplace supplies business, spiraled downward..
Barchart - Buy Veralto The Spinoff from Danaher Is A Good Bet
Oct 4, 2023
Spinoffs often reveal hidden market gems, and Veralto, Danaher's latest spinoff, is no exception. Historically, spinoffs have unveiled obscured value, with the new entity showcasing enhanced operational efficiency and growth. Market dynamics, like institutional sell-offs, can lead to initial undervaluation, offering investors prime entry points. Danaher's strategic decision to spin off its Environmental & Applied Solutions division into Veralto aligns with its healthcare focus, promising.
Forbes - Invest Like A Pro: Strategies To Supercharge Your 401(k)
Oct 2, 2023
Stock Picking: Not Always the Answer While I'm drawn to stock picking, it's evident that it's not a universal fit. Selecting stocks can be clouded by emotional biases and unpredictability. Many investors struggle with the in-depth analysis, from evaluating company health to understanding economic shifts. Plus, frequent trades can increase transaction fees, diminishing returns. On the other hand, index investing offers diversification across many stocks, reducing risks tied to any single.
Forbes - How To Minimize Your Losses In The Stock Market
Sep 30, 2023
Investors must heed Warren Buffett's wisdom that "Risk comes from not knowing what you're doing." While the allure of stock market gains is powerful, underestimating risk can lead to financial turmoil. Investors often embrace greater risks for the promise of higher returns, driven by behavioral biases and a lack of knowledge. To make informed investment choices, it's crucial to focus on risk assessment before profit potential. Market risk, or systematic risk, looms over all investments, driven.
Barchart - Three Spinoff Companies That Are Seriously Undervalued
Sep 24, 2023
I look for value anywhere, but one space that I have devoted a lot of my years to with investing is the Spinoff space. It is the most lucrative hunting ground for great companies that are in some way dislocated from the market and do not garner much attention. In a Spinoff corporate transaction, a parent company separates one of its business entities or divisions into an independent, stand-alone company. By distributing shares of the Spinoff company to the current owners of the parent company,.
Forbes - The Rales Brothers Are Doing It Again: How They Turned Danaher Into A Spinoff Machine
Sep 23, 2023
The Rales brothers, Steven M. Rales and Mitchell P. Rales, are renowned American businessmen and investors who have left an indelible mark on the corporate landscape, primarily through their association with Danaher Corporation. Their journey to prominence began in the 1980s, when they, along with a group of investors, acquired Danaher, a struggling conglomerate. Under their astute leadership, the company underwent a remarkable transformation, evolving into a highly successful, diversified.
Forbes - America’s Most Polarizing Business Family Is Your Next Smart Investment
Sep 21, 2023
Someone once said, “Success is not about being liked; it's about being effective, about doing what needs to be done even if it ruffles feathers along the way.” My firm, The Edge Consulting Group analyzes investments that are slightly off the beaten path and mostly undiscovered. Back in 2010, we went to visit several money management firms in NYC with a view to presenting an investment idea. I remember the trip very well for a majority backlash against investing in the company because the.
Barchart - Shielding Your Portfolio: Spinoff Stocks As A Risk-Resilient Strategy
Sep 17, 2023
Investing is never without risk, but success lies in managing that risk effectively. The ultimate goal? Achieving the highest returns possible for a given level of risk. How? Diversify your portfolio across various asset classes, industries, and regions while investing in assets with long-term market-beating potential. And where can you discover this winning formula? Look no further than the Spinoff space. High returns with lower risk await those who explore the untapped potential of Spinoff.
CNBC - The Edge Group’s Jonathan Morgan - Out of ARM'S REACH
Sep 13, 2023
Jonathan Morgan, The Edge Group, joins CNBC’s “Fast Money” to discuss the ARM IPO and that Investors should be cautions before buying ARM.