Tim Cook bought $3 million of Nike stock recently, adding to his existing position. Nike has been struggling badly in recent years due to inflation, tariffs, and rising competition.
On Holding AG demonstrates strong pricing power, sustaining demand despite price hikes and tariff pressures, validating its premium brand strategy. ONON's rapid revenue growth outpaces peers, with management guiding for a 30%+ CAGR through 2026 and 20–25% post-2026. Gross margins exceed larger rivals, and management targets adjusted EBITDA margins above 20%, with forward EPS growth expected to ...
My high-yield dividend watchlist aims for quality stocks at attractive valuations, with a long-term CAGR target of 12%. In December 2025, the watchlist gained 0.03%, outperforming VYM and SPY, though annual performance lagged benchmarks. The Quality portfolio variant has outperformed recently, with all three variants beating benchmarks over the past two months.
My Top 15 High-Growth Dividend Stock list delivered a 0.83% gain in December, outperforming SPY and VIG. The Value-tilted portfolio variant led with a 2.17% December return, suggesting undervaluation may drive near-term alpha. Collectively, the January 2026 list offers a 1.35% yield, 16.87% five-year dividend growth, and appears 29% undervalued.
Beyond the biggest chains, the past few years have largely been ones to forget for retailers, as shoppers have remained wary about spending amid a battle with higher living costs. Yet some analysts see a path toward a slightly better 2026.
Tim Cook joined Apple just as it was starting a massive turnaround in the late 1990s. He sees another major turnaround opportunity for a great American brand, and he recently doubled his position.
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