Author: Tony Daltorio

Deere and the New Age of Agriculture

Deere and the New Age of Agriculture

One of my favorite investors (other than Warren Buffett) is Jim Rogers. He and many other high-profile investors have been talking up the prospects for investments in agriculture for the past 20 years. It’s easy to see why. The United Nations estimates that, by 2050, we will need to feed an additional 1.82 billion people […]

Forget Tesla—Here Are the Real Winners in the EV Race

Forget Tesla—Here Are the Real Winners in the EV Race

When someone says electric vehicles (EVs), many people immediately think of Tesla (TSLA). But from an investment viewpoint, there’s a lot more to the industry than just one company. My favored EV subsector is the supply chain. Without batteries, there is no EV industry. And without the necessary raw materials, there would be no batteries. […]

Apple: the First $3 Trillion Company

Apple: the First $3 Trillion Company

Apple (AAPL) became a $1 trillion company in August 2018, and two years later—August 19, 2020—became the first company to be valued at $2 trillion. Then, the tech giant started out 2022 with a bang. On Monday, January 3, AAPL shares rose by 3% intraday, taking it past the latest milestone—$3 trillion. Apple had briefly […]

Toyota Joins the EV Race

Toyota Joins the EV Race

Another big global automaker has set off in hot pursuit of Tesla (TSLA): the world’s largest carmaker, Toyota Motors (TM). The company has said it will pour $35 billion into its shift toward electric vehicles (EVs), with the sum split more or less evenly between vehicle development and battery improvement. Toyota’s investment in electric car […]

Friendly dog and cat resting over green grass background

Why This Petcare Stock Is Hitting Record Highs

One of my favorite long-term macroeconomic plays is the worldwide growth of the pet care industry. The sector was already growing rapidly, but the coronavirus pandemic has only accelerated its growth. There was, for example, a 13% year-over-year net increase in dog adoptions in 2020, based on consolidated shelter data and American Kennel Club records. […]

Pandemic or No, Mettler Toledo Is a Winner

Pandemic or No, Mettler Toledo Is a Winner

One of the least well-known companies in the S&P 500 is Mettler Toledo (MTD), the global market leader in laboratory and industrial scales and balances. Mettler Toledo also holds a leading position in product inspection. In its other segments, the company holds an average share of about 25% across most product lines. The company’s laboratory […]

Now Is the Time to Buy This AI Healthcare Company

Now Is the Time to Buy This AI Healthcare Company

There is perhaps no more exciting trend in technology today than the growing use of artificial intelligence (AI) in healthcare. And what is especially exciting is the fact that my favorite stock in this sector has been beaten down by Wall Street from a high of over $35 a share to around $15 a share […]

Visa: A Bargain Growth Stock

Visa: A Bargain Growth Stock

One of the most well-known names in finance is Visa (V). The company operates the world’s largest electronic payments network, providing processing services and payment product platforms, including credit, debit, prepaid, and commercial payments. Visa traces its roots back to the issuance of the first Bank of America credit cards in the late 1950s. Visa […]

Will Netflix’s Gaming Strategy Be a Success?

Will Netflix’s Gaming Strategy Be a Success?

Wall Street has been very excited lately about an old darling, Netflix (NFLX), thanks to its very successful series, Squid Game. Approximately 142 million member-households watched the show in just the first four weeks of its release. That news drove the stock to an all-time high at just above $700 a share, rising about 23% […]

Metaverse Winner: Facebook or Roblox?

Metaverse Winner: Facebook or Roblox?

Roundhill Ball Metaverse ETF (META) has doubled its net asset value from $130 million to $260 million since Facebook (FB) changed its name to Meta Platforms two weeks ago. Volumes have also soared on the ETF. It may have been a serendipitous case of being in the right place at the right time for the […]