My top-down strategy targets 'mission-critical' sectors where capital is forced by secular and cyclical tailwinds—data centers, energy, AI, defense, and infrastructure. AI-driven data center and energy spending, defense modernization, and industrial reshoring are creating robust, non-cyclical investment opportunities across select equities. I highlight actionable picks in each segment, includin...
AbbVie has proven its ability to adapt to changes and challenges and continue to thrive. This ability to evolve is arguably the most important trait for a company to possess.
AbbVie sued the U.S. Department of Health and Human Services on Wednesday, challenging a decision by the Centers for Medicare & Medicaid Services to impose price controls for Botox.
Abbvie sued the U.S. Department of Health and Human Services on Wednesday, challenging a decision by the Centers for Medicare & Medicaid Services to select Botox for prescription drug price controls established by the federal Inflation Reduction Act of 2022.
One thing I've learned is the pendulum always swings. It is in our best approach to sell high and buy low. This has worked well for us, as our returns suggest.
Dividend Kings remain broadly overvalued, with only a handful approaching fair price despite elevated yields. Three Dividend Kings—Canadian Utilities, Fortis, and Hormel—currently meet the dogcatcher 'ideal' but face dividend safety concerns due to negative free cash flow margins. Analyst projections estimate 14.16% to 27.77% net gains for top-yielding Dividend Kings by February 2027, with ABBV...
When the price of a high-quality stock such as AbbVie NYSE: ABBV declines after a report revealing growth, outperformance, and better-than-expected guidance, it's almost always a good time to buy.
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