I find the analysis of US stocks and ETFs by The Spill newsletter excellent. I am compiling those I find particularly interesting. They are organized alphabetically according to the Stocks and ETFs.
Table of Contents
Stocks
Adidas
The Real Winner of the World Cup
Apple (AAPL)
Add AAPL to your portfolio, just not now.
Cleveland-Cliffs (CLF)
Revenues up Triple Digits in the Past 3 Years
Coupang (CPNG)
Stealing a Page from Amazon’s Playbook
Franco-Nevada (FNV)
Huntington Bancshares (HBAN)
M&T Bank (MTB)
MacDonald’s (MCD)
Safety and growth rolled into one.
Merck
Last Year’s Top Performer Looks to Repeat.
Meta Platforms
Microsoft (MSFT)
Google may not be King much longer.
Taiwan Semiconductor Manufacturing (TSM)
Tesla (TSLA)
Buy Tesla Now, Even After the Rebound.
Transocean
Truist Financial (TFC)
VICI Properties (Reit)
A Different Real Estate Angle.
ETFs
iShares Core U.S. Aggregate Bond ETF (AGG)
JPMorgan Equity Premium Income ETF (JEPI)
Rated 9/10 by The Spill on 13 Jan 2023. Read the full analysis: An ETF with a One-Two Punch.
Conclusion: It offers investors a chance at capital appreciation while generating monthly income. It outperformed the S&P 500 and Dow Jones Industrial Average over the last 12 months when dividends are factored in. While it’s a relatively new ETF, launched in 2020, it has an experienced team behind it. We like JEPI in this market environment and believe investors should consider adding it to their portfolios.
SPDR S&P 500 ETF (SPY)
SPDR S&P Homebuilders ETF (XHB)
With Home Sales Down, Is It Time to Buy This Homebuilder ETF?
Let me know what you think