Defense Stocks on the Rise: A Dual-Benefit Play Amid Global Tensions
Aerospace and defense stocks are gaining traction as strategic investments amid rising geopolitical tensions and economic growth.
Riding Out the Storm: Why Defensive Stock Strategies Are Gaining Traction Now
As volatility rises, investors are flocking to defensive stocks — utilities, staples and health names — for steadier cash flows and downside…
Beyond Sectors: Finding True Defensive Stocks in 2026's Volatile Market
Sector labels can mislead. This guide outlines how patient investors can screen for genuinely defensive stocks on the NYSE, Nasdaq and TSX.
Decoding Baron Opportunity Fund's 25-Year Success: A Growth‑Meets‑Value Masterclass
A data-first look at how Michael Lippert’s Baron Opportunity blends growth and value, outperforming the S&P 500 since 2004 with a tech‑heavy…
Beyond Sectors: A Systematic Approach to Screening for Defensive Stocks in 2026
Don't just look at sector names. Find defensive stocks with predictable demand, strong cash flow, and conservative balance sheets using key …
The Lippert Playbook: Decoding Baron Opportunity Fund's 25-Year Run in a Tech-Driven Market
A deep dive into the Baron Opportunity Fund's strategy, dissecting Michael Lippert's approach to tech investing for actionable insights.
Globe and Mail's Value Stock Picks: A Deep Dive for Canadian Investors
Analyzing the Globe and Mail's value investing portfolios for Canadian markets, examining potential opportunities and risks for investors.
ARCC: Is This High-Yield Dividend Champ Still a Winner?
Ares Capital (ARCC) has crushed the S&P 500 since 2004. But can this BDC maintain its high-yield dividend in today's economy?
25 Years of Outperformance: Decoding the Baron Opportunity Fund's Growth Strategy
Michael Lippert's Baron Opportunity Fund survived two decades of market chaos by betting on disruption and resisting the urge to trade.
Blood in the Snow: Why Canadian Value Hunters Are Loading Up While Others Panic
Canadian value investors are finding bargains amid TSX turbulence, deploying Free Cash strategies and deep value screens while navigating se…
Cash Flow Archaeology: Digging for TSX Value in Volatile Markets
The Globe and Mail's value investing framework highlights free cash flow screening as a key strategy for navigating Canadian market turbulen…