MI Investments Articles
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Industry Spotlight: Homebuilding
The housing market and its corresponding stocks have had a rough time over the last two years. Homebuilding equities fell substantially because high interest rates and low affordability cooled a once red-hot housing market. Meanwhile, the broader stock market indices kept going up. That difference has led to a situation where housing fundamentals and sentiment […]
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Marvell Technology
Data centers and semiconductors are market-driving narratives right now because they are the backbone of AI computing. Marvell Technology is a “picks and shovels” play, meaning it provides the tools that support AI development. And though the AI boom may be recent, Marvell Technology has been in the game for over 30 years. It has […]
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MI Investments: Old Republic International Corp
Many companies chase headlines with flashy growth stories. Old Republic International (NYSE: ORI) has built something different: a quiet record of resilience. With more than a century of operations, a Fortune 500 listing, and one of the longest dividend streaks in U.S. corporate history, Old Republic shows how consistency and discipline can carry weight for […]
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MI Investments: Dell Technologies
While flashy AI software companies grab headlines, Dell has quietly built a multi-billion-dollar AI infrastructure business, converting its long-standing enterprise hardware expertise into a strategic advantage in computing’s next frontier. Company Overview Michael Dell founded his company in 1984, selling custom-built PCs directly to customers. Over four decades, Dell underwent major changes — going public […]
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Boeing: The Grounding of an Iconic Aerospace Company
Boeing was once widely known for its engineering excellence and rose to prominence as a cornerstone of the global aerospace industry. But how the mighty have fallen. In recent years, Boeing has been beset with one financial disaster and controversy after another. It would have been difficult to predict this kind of turmoil for an […]
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MI Investments:
JAZZ PharmaceuticalsSince its inception in California in 2003, the company has evolved into a leading global biopharmaceutical manufacturer with an especially compelling presence in both oncology and neuroscience. A History of Strategic Expansion Jazz Pharmaceuticals’ growth trajectory has been marked by strategic acquisitions with a consistent, forward-looking focus on the expansion of its portfolio of therapeutic […]
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Sector Spotlight: Industrials
Although it may not be flashy, the industrials sector is one of the broadest and most influential parts of the economy. Investments in this sector can play a pivotal role in a diverse portfolio. Here’s what you need to know about the industrials sector from an investment perspective. Understanding Industrials The industrials sector, or industrial […]
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Industry Spotlight: Regional Banks
In the investment world, we’re constantly reminded that everything cycles. When the FDIC closed Silicon Valley Bank in March 2023, the regional banking industry was left for dead. It was widely assumed that unrealized losses on bank balance sheets would take years for banks to recover. While there were extensive losses, the new political climate […]
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MI Investments: Brookfield Renewable Partners, LP
Company History Brookfield Renewable Partners, LP (NYSE: BEP, BEPC) operates one of the largest publicly traded renewable power platforms in the world. Investing in Brookfield gives you a substantial portfolio of renewable energy assets, including: Renewable Power Assets: From Brookfield May 2024 Corporate Profile Almost 200,000 MW of renewable power. How much is this? For […]
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MI Featured Stock: PayPal
As preference for online shopping continues to grow, transactions between businesses and consumers have seen a radical shift. PayPal has been at the forefront of this innovation since the very beginning. With various companies under its umbrella and a strong presence in 200 markets around the globe, PayPal has become a household name in the […]