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Commentary for March 6, 2026

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Well, the second month of the new Miley funds is complete.   First, a brief comment on the action in the Middle East.  All I can say is that the US has survived WWI, WWII, Korea, Vietnam, 9/11, and 2 gulf wars, so it will survive this one.  So, for investors, this is a good opportunity to buy, not to sell.  And notice that some of the unfairly punished software stocks like ServiceNow are recovering – and as I mentioned last month, ServiceNow is using AI, it will not be supplanted by it.  As for the rest of the stocks in the Miley Growth Fund, be patient, and you will be rewarded.  The Miley Income Fund is providing ballast and income, and it is outperforming the S&P.  So, in that fund, as usual, sit back and collect your dividends and reinvest them if you can.  Or, if you are like me and are retired, take your dividends in cash as supplemental income.  Finally, as the British say, “keep calm and carry on!”.  read more

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

New Positions for 2026 are coming

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I apologize for not posting any new picks yet.  I have been busy with some personal issues, but they should be resolved soon.    And since it almost year end, it will make more sense to wait until year end to publish my picks for 2026 in late December.  So, please be patient, the best is yet to come! read more

Silver and Gold

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Have you been paying attention to gold and silver prices? Silver has doubled this year! Gold is up about 57% too. So, if you have some silver and gold, you may want to take some profits and buy my Christmas gift! Just kidding. I am glad I started collecting American Silver and Gold Eagles! You can buy them from the US Mint in proof form, or you can get graded coins from a reputable coin dealer. You can also buy gold thru an ETF (I like IAU rather than GLD – its expense ratio is lower) or silver via the SLV ETF. The boom will probably not last forever but is still a good idea to allocate some of your portfolio to precious metals and a little to crypto too. read more

I’m back!

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I know it has been quite a while.  I have spoken to Mark about posting and creating new “funds” for you review and comment.  I will be preparing them over the weekend of October 11-12 and post on Monday, October 13th.  Be sure to check back then! read more

Mark Chaikin on NVDA and ANET

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Chaikin has a Q&A coming in August.  I sent him a question on how he scared people out of NVDA because hedge fund managers were dumping their shares.  He told people to buy ANET instead. We know how that pick turned out.  I kept my small position in NVDA, but I did buy ANET, much to my chagrin.  Chaikin is more in the business of pushing high priced services instead of real advice (I have said “no thank you” many times to him!).    I still have ANET, and it will probably perform, but I just had to hold Chaikin’s feet to the fire on an incredibly bad call on NVDA. read more