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Insider Monkey Blog

Clorox’s 5.8% Dividend Yield: Bargain or Warning Sign?

The Clorox Company (NYSE:CLX) offers investors a high dividend yield, but investors should weigh that income against deteriorating profitability and the costs of restoring growth...

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October 17 - Dividend Stocks, Hedge Funds, News

Nvidia (NVDA) Trades Far Below Its Usual Multiple, Is Customer Debt the Real Risk?

Chip stocks had a rough week, and the trouble didn’t start at a chipmaker.

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October 17 - News, Stock Analysis

Pentair’s Dividend Looks Sustainable. What Could Go Wrong?

Pentair plc (NYSE:PNR) gives investors access to the sectors of water treatment, fluid management, and pool equipment, since demand in these areas is steady in the residential...

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October 17 - Dividend Stocks, Hedge Funds, News

This Stock Has a Tempting 7% Dividend Yield, but Is It Sustainable?

General Mills, Inc.

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October 17 - Dividend Stocks, Hedge Funds, News

Mosaic’s 4.6% Yield Could Be a Trap if Earnings Keep Struggling

The Mosaic Company (NYSE:MOS) lets investors tap into global demand for fertilizer while providing a steady quarterly dividend.

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October 17 - Dividend Stocks, Hedge Funds, News

Investors Love VICI Properties’ Juicy 8% Dividend, but Is the Stock a Buy?

VICI Properties Inc. (NYSE:VICI) gives income investors a straightforward way to invest in casinos, resorts, and other leisure spots.

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October 17 - Dividend Stocks, Hedge Funds, News

Comcast’s 6% Yield Looks Like an Income Investor’s Dream. Is There a Catch?

Comcast Corporation (NASDAQ:CMCSA) gives income-focused investors a chance to earn a solid dividend while picking up shares at a low earnings multiple.

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October 17 - Dividend Stocks, Hedge Funds, News

American Express Pays a Small Dividend, but There’s More to the Story

American Express Company (NYSE:AXP) stands out in the payments world.

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October 17 - Dividend Stocks, Hedge Funds, News

10 Best 52-Week Low Dividend Stocks to Invest In

In 2026, investors are turning to dividend strategies because of the high levels of stock valuations and the continued geopolitical uncertainty in order to obtain income, achieve...

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October 17 - Dividend Stocks, Hedge Funds, News

10 Best US Stocks to Buy Under $20: Ranked by Hedge Funds

Rising bond yields have put pressure on small-cap stocks, driving the Russell 2000 Index’s longest weekly losing streak since May 2022.

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October 16 - News

Stock Market Movers: Top and Worst Performers of 16 October 2026

10 Top Performers 10. PR: Permian Resources (PR) up 4.15% on Scotiabank’s outperform rating. 9. KMI: Kinder Morgan (KMI) jumps 4.20% ahead of Q3 earnings. 8.

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October 16 - Market Movers

Nvidia (NVDA): Can Paid Software Make Its Earnings Less Dependent on Hardware Sales?

NVIDIA Corporation (NASDAQ:NVDA) sells AI chips, networking, and systems to cloud providers and enterprises.

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October 16 - Hedge Funds, News

Verizon (VZ): Can Fixed Wireless Grow Without Squeezing Mobile Network Returns?

Verizon Communications Inc. (NYSE:VZ) earns mobile and broadband service fees from consumers and businesses.

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October 16 - Hedge Funds, News

Cisco (CSCO): Can Software Renewals Outlast the Networking Upgrade Cycle?

Cisco Systems, Inc. (NASDAQ:CSCO) sells networking equipment, software, and support to enterprises and service providers.

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October 16 - Hedge Funds, News

Coca-Cola (KO): Is Zero Sugar Creating New Demand or Shifting Existing Sales?

The Coca-Cola Company (NYSE:KO) earns revenue from beverage concentrates and finished drinks through its bottling network.

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October 16 - Hedge Funds, News

Pfizer vs. AbbVie: Is the Cheaper Pharma Stock Really the Better Investment?

Pfizer Inc. (NYSE:PFE) trades at a considerable discount to AbbVie Inc.

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October 16 - Hedge Funds, News

AbbVie vs. Merck: Which Pharma Stock Offers Better Value?

AbbVie Inc. (NYSE:ABBV) and Merck & Co., Inc.

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October 16 - Hedge Funds, News

Strong Top-Line Growth and AI Innovation Lifted Meta Platforms (META) Higher

Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 16 - Hedge Fund Investor Letters, News

Microsoft (MSFT) Remains a High-Quality AI Leader

Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 16 - Hedge Fund Investor Letters, News

Wedgewood Partners’ Q3 2026 Investor Letter

Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter.

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October 16 - Hedge Fund Investor Letters, News

What Makes Chevron Corporation (CVX) an Investment Bet?

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.

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October 16 - Hedge Fund Investor Letters, News

Strong 2027 Guidance and Generative AI Drive Salesforce’s (CRM) Revenue Reacceleration

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.

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October 16 - Hedge Fund Investor Letters, News

Danaher’s Stock Is Pricing in a Recovery. Can Its Earnings Deliver?

Danaher Corporation (NYSE:DHR) has built its reputation on acquiring businesses with durable market positions and improving their performance through its Danaher Business System...

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October 16 - Hedge Funds, News

Revenue Decline Expectations Pressure Builders FirstSource (BLDR) Shares

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.

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October 16 - Hedge Fund Investor Letters, News

Eli Lilly’s Growth Is Exceptional. Is Its Valuation Asking Too Much?

Eli Lilly and Company (NYSE:LLY) has become one of the pharmaceutical industry’s most important growth stories, but its valuation presents a harder question than whether demand...

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October 16 - Hedge Funds, News

Thermo Fisher Scientific Outperforms on Strong Results and Life Sciences Recovery

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.

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October 16 - Hedge Fund Investor Letters, News

Strong Azure Results Powered Microsoft Corporation’s (MSFT) Rally

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.

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October 16 - Hedge Fund Investor Letters, News

Diamond Hill Large Cap Strategy’s Q3 2026 Investor Letter

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”.

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October 16 - Hedge Fund Investor Letters, News

Merck’s Rally Reflects Renewed Confidence, but Has the Market Priced in Too Much?

Merck & Co., Inc. (NYSE:MRK) has surged over 38% in 2026 so far, outperforming the broader market.

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October 16 - Hedge Funds, News

Novo Nordisk’s Growth Story Is Under Pressure as Eli Lilly Gains Ground

Novo Nordisk S/A (NYSE:NVO)'s investment story has changed dramatically. The stock has declined by over 25% since the start of 2026.

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October 16 - Hedge Funds, News

AstraZeneca’s Shares Have Fallen, but Is 14.6x Forward Earnings a Buying Opportunity?

AstraZeneca PLC (NYSE:AZN) is lagging the broader market this year so far, with shares declining by over 8%.

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October 16 - News

AbbVie is Outperforming the Market this Year So Far. Is Its 16.4x Valuation Attractive?

AbbVie Inc. (NYSE:ABBV) is delivering strong returns this year, with shares surging by over 23% year-to-date.

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October 16 - Hedge Funds, News

High Switching Costs Protect Microsoft Corporation (MSFT) in the AI Era

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...

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October 16 - Hedge Fund Investor Letters, News

Intuitive Surgical is Down this Year Despite Double-Digit Growth. Is Its 33x Valuation Still Justified?

Intuitive Surgical, Inc. (NASDAQ:ISRG) is underperforming the broader market, with shares declining by nearly 24% since the start of 2026.

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October 16 - Hedge Funds, News

Tenet Healthcare’s Rally Raises a Key Question About Its Valuation

Tenet Healthcare Corporation (NYSE:THC) is outperforming the broader market this year, with shares gaining nearly 38% since the start of the year.

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October 16 - Hedge Funds, News

Zoetis’ Valuation Has Fallen Sharply, but Has the Market Overreacted?

The investment case for Zoetis Inc. (NYSE:ZTS) has changed significantly since declining demand in its U.S.

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October 16 - Hedge Funds, News

Bristol Myers Squibb’s Rally Has Momentum, but Can Its New Drugs Justify More Upside?

Over the last year, Bristol-Myers Squibb Company (NYSE:BMY) has done better than the overall market, with its shares increasing by nearly 40% as a result of new medicines contributing...

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October 16 - Hedge Funds, News

Academic and Government Spending Powers Thermo Fisher (TMO)

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...

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October 16 - Hedge Fund Investor Letters, News

ASML (ASML) Declines 8.9% Despite Dominant Moat in EUV Lithography Technology

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...

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October 16 - Hedge Fund Investor Letters, News

Why Long-Term Conviction Remains Intact for Broadcom (AVGO)?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...

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October 16 - Hedge Fund Investor Letters, News

How Deep System Roots Protect ServiceNow (NOW) in AI Era

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...

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October 16 - Hedge Fund Investor Letters, News

Emerald Wealth Partners – Focused Equity Strategy’s Q3 2026 Investor Letter

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The Focused...

Keep Reading →

October 16 - Hedge Fund Investor Letters, News

How Oracle Corporation (ORCL) Captures Mission-Critical Hyperscaler Workloads?

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy”.

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October 16 - Hedge Fund Investor Letters, News

Here’s Why the Strategy Exited Uber Technologies (UBER)

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy”.

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October 16 - Hedge Fund Investor Letters, News

Meta Platforms (META): Distribution Reach and Muse AI Catalyst Bridge the Capex Return Gap

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy”.

Keep Reading →

October 16 - Hedge Fund Investor Letters, News

Zscaler (ZS): Capitalizing on Cybersecurity Relative Value

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy”.

Keep Reading →

October 16 - Hedge Fund Investor Letters, News

Emerald Wealth Partners – Growth Equity Strategy’s Q3 2026 Investor Letter

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy.

Keep Reading →

October 16 - Hedge Fund Investor Letters, News

Here’s Why F&G Annuities & Life’s (FG) Pre-Announced Q3 Earnings Fell Below Expectations

Middle Coast Investing, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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October 16 - Hedge Fund Investor Letters, News

President Trump and Nancy Pelosi’s AI Data Center Stock Pick: Vistra (VST) 

Vistra Corp. (NYSE:VST) generates electricity from natural gas, nuclear and other power plants and sells it to homes and businesses.

Keep Reading →

October 16 - News, Stock Analysis

Nancy Pelosi and Trump Like This Top AI Stock 

Amazon.com (NASDAQ:AMZN) ranks second on our list of President Trump and Nancy Pelosi Portfolio: Top 4 Picks.

Keep Reading →

October 16 - News, Stock Analysis

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10 Best Farmland and Agriculture Stocks to Buy Now

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10 Best American Mining Stocks to Buy Right Now

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10 Best Beverage Stocks to Buy According to Analysts

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10 Best Cybersecurity Stocks to Buy According to Analysts

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10 Best Metal Recycling Stocks to Buy

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10 Best Penny Stocks That Could Skyrocket in 2026

11 Best 52-Week Low Penny Stocks to Invest In

11 Best 52-Week Low Penny Stocks to Invest In

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10 Best Affordable Stocks to Buy According to Wall Street Analysts

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Top 10 Medical AI Companies to Buy According to Analysts

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10 Best Bank Stocks to Buy According to Billionaires

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10 Best Battery Stocks to Buy According to Billionaires

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10 Best Battery Stocks To Buy According to Analysts

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10 Best Mortgage Finance Stocks To Buy According to Billionaires

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10 Best Stocks Near All-Time Highs to Buy According to Wall Street

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10 Best Chinese Stocks to Buy According to Hedge Funds

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10 Best Bear Market Stocks to Invest In Right Now

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10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts

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10 Best Aluminum Stocks To Buy According to Billionaires

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20 Best Performing Stocks Over the Last 20 Years

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10 Best Growth Stocks to Buy Now According to Billionaires

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10 Best AI Energy Stocks to Buy in 2026

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10 Best AI Stocks to Buy Before They Explode

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10 Best Cloud Computing Stocks to Buy According to Billionaires

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10 Stocks That Will Change the World by 2030

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11 Best AI Penny Stocks to Buy According to Hedge Funds

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10 Stocks With High Short Interest and Improving Fundamentals

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