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Guidewire Software (GWRE): 3 Reasons We Love This Stock
StockStory15d agoneutral
Guidewire Software (GWRE): 3 Reasons We Love This Stock

Over the past six months, Guidewire Software’s stock price fell to $143.50. Shareholders have lost 8.5% of their capital, which is disappointing considering the S&P 500 has climbed by 7.7%. This may have investors wondering how to approach the situation.

Should You Add KKR & Co.’s (KKR) to Your Portfolio?
Insider Monkey15d agoneutral
Should You Add KKR & Co.’s (KKR) to Your Portfolio?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?
Insider Monkey15d agoneutral
What Makes Thermo Fisher Scientific (TMO) an Attractive Long-Term Bet?

Dodge & Cox Fund, an investment management company, released its second-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund’s […]

Madison Dividend Income Fund is Bullish on ExxonMobil Holdings Corporation (XOM)
Insider Monkey15d agoneutral
Madison Dividend Income Fund is Bullish on ExxonMobil Holdings Corporation (XOM)

Madison Dividend Income Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund aims to generate income and capital appreciation from a high-quality, high-dividend portfolio. The Fund (class I) returned +1.8% in the second quarter, which compared to the S&P 500 Index, Russell […]

Investing.com15d agobullish
Foreign buying surge may signal trouble ahead for the S&P 500

Investing.com -- Capital Economics Chief Economic Adviser John Higgins said in a note Wednesday that a surge in foreign buying of U.S. equities could be another warning sign for the S&P 500, noting that similar surges preceded the bursting of the dotcom bubble, the global financial crisis, and the 2022 market drawdown.

1 S&P 500 Stock with Solid Fundamentals and 2 We Ignore
StockStory16d agoneutral
1 S&P 500 Stock with Solid Fundamentals and 2 We Ignore

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

1 S&P 500 Stock for Long-Term Investors and 2 We Find Risky
StockStory16d agoneutral
1 S&P 500 Stock for Long-Term Investors and 2 We Find Risky

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.