Year: 2026

Commentary for February 6, 2026

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The first month of the new Miley Income and Growth funds is complete.  Notice that the Miley Income Fund handily beat the S&P so far this year.  The Miley Growth Fund hasn’t done so well so far, but I think the selling pressure in Arista Networks, Broadcom, Nvidia and Service Now is unjustified (and they are recovering somewhat today).    In Service Now’s case, people think that enterprise software will be displaced by AI.   I think that is not true; companies will need Service Now’s agent force to manage their business, and in fact Service Now has incorporated AI into their offerings.  So, I think that it is now a good opportunity for long-term investors to make a purchase.   read more

2026 Miley Income Fund

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Here is the 2026 Miley Income Fund:

 

Symbol Description Dividend Yield Schwab Rating CFRA Star Ranking Price
ABBV AbbVie Inc 3.03% B 4 Stars $228.49
ADM Archer-Daniels-Midland Co 3.55% A 4 Stars $57.49
BMY Bristol-Myers Squibb Co 4.67% B 4 Stars $53.94
CFR Cullen/Frost Bankers Inc 3.16% A 4 Stars $126.63
DUK Duke Energy Corp 3.63% A 4 Stars $117.21
EGP Eastgroup Properties Inc 3.48% B 4 Stars $178.14
ES Eversource Energy 4.47% A 4 Stars $67.33
HAS Hasbro Inc 3.41% A 5 Stars $82.00
HST Host Hotels & Resorts Inc 4.51% A 4 Stars $17.73
MDT Medtronic PLC 2.96% A 4 Stars $96.06
MRK Merck & Co Inc 3.23% B 4 Stars $105.26
PEP PepsiCo Inc 3.96% B 4 Stars $143.52
PLD Prologis Inc 3.16% B 4 Stars $127.66
PNC PNC Financial Services Group Inc 3.26% B 4 Stars $208.73
PPG PPG Industries Inc 2.77% B 4 Stars $102.46
SPG Simon Property Group 4.75% A 3 Stars $185.38
PSX Phillips 66 3.72% A 4 Stars $129.04
VICI VICI Properties Inc 6.40% B 4 Stars $28.12
VLO Valero Energy Corp 2.78% B 4 Stars $162.79

 

2026 Miley Growth Fund

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I have completed my analysis for my 2026 growth stocks.  Here they are (price as of January 1, 2026):

Symbol Description Revenue Growth Rate Last 5 Years EPS Growth History Last 5 Years Return on Equity (TTM) Est. EPS Growth Long Term (3 to 5 Years) Price
NVDA NVIDIA Corp 64.24% 91.83% 107.36% 46.29% $186.50
LLY Eli Lilly and Co 15.08% 18.77% 96.82% 44.35% $1,074.68
MPWR Monolithic Power Systems Inc 28.58% 72.12% 64.03% 18.80% $906.36
GOOGL Alphabet Inc 16.68% 27.43% 35.45% 18.45% $313.00
TSM Taiwan Semiconductor Manufacturing Co Ltd 22.02% 27.72% 35.31% 27.55% $303.89
ANET Arista Networks Inc 23.77% 27.37% 31.74% 17.30% $131.03
AVGO Broadcom Inc 21.74% 49.75% 31.05% 35.10% $346.10
HCI HCI Group Inc 26.06% 21.85% 30.61% 25.00% $191.69
DOCS Doximity Inc 37.42% 78.76% 24.61% 15.50% $44.28
AMZN Amazon.com Inc 17.86% 36.89% 24.33% 18.92% $230.82
NVMI Nova Ltd 24.49% 36.56% 23.58% 18.80% $328.39
LRN Stride Inc 18.24% 58.07% 23.04% 20.00% $64.93
LPLA LPL Financial Holdings Inc 17.10% 16.23% 21.32% 20.60% $357.17
ARES Ares Management Corp 17.09% 15.75% 20.11% 24.58% $161.63
IBKR Interactive Brokers Group Inc 29.85% 27.01% 19.82% 16.00% $64.31
PODD Insulet Corp 22.92% 98.82% 19.68% 29.80% $284.24
XPEL Xpel Inc 26.47% 26.59% 19.14% 35.40% $49.91
PRIM Primoris Services Corp 15.43% 15.51% 18.56% 18.60% $124.14
DORM Dorman Products Inc 15.18% 19.09% 18.19% 23.20% $123.19
NOW ServiceNow Inc 25.99% 16.56% 16.81% 21.34% $153.19