AMI Asset Management Investment Perspective

This week's discussions centered around various industries and notable company performances. We discuss how many consumer staples are navigating growth pressures, prompting companies to focus on maximizing their portfolios and shedding non-growth assets. In the energy sector, recent deregulation efforts are addressed, including the opening of Alaska for drilling which aims to increase U.S. ene...

This week’s episode discussed economic updates, highlighting modest inflation progress and surprising growth in housing starts, despite ongoing affordability challenges. In healthcare, IRA drug price negotiations featured Ozempic and Wegovy, with potential impacts on Novo and Lilly. Apple faced a stock dip amid demand concerns, while Taiwan Semiconductor reported strong AI chip demand. The Supreme...

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In this week's episode, we delve into key economic developments, including the market volatility sparked by the Fed's "hawkish cut" on Wednesday. We also explore significant events and trends across various sectors, such as Novo's GLP results, Google's latest AI initiatives, retail sales, Nike's results, recent food company earnings, and spin-off activity at major industrial players like FedEx, wh...

In this week’s episode, we explore key economic data points and developments across various sectors. In healthcare, we delve into GLPs, while in tech, we cover Google’s quantum computing breakthrough and the implications of new FTC chair appointments for pro-business growth. We also analyze Broadcom’s XPU market size estimates. In the consumer sector, we examine recent M&A trends, insights fro...

In this week’s episode, we dive into the latest jobs report and explore key developments across various sectors. We discuss the resurgence of the software industry, Trump’s recent cabinet appointments and their potential implications, and the significance of Black Friday for consumer health. Additionally, we cover mergers and acquisitions in the food industry, Trump’s stance on U.S. steel, and the...

In this episode, we covered Nvidia’s latest earnings and their impact on related sectors, highlighting the growth in AI and tech. We also discussed Amazon’s significant new investment in AI and its implications for the industry. Economic updates included recent cabinet appointments and their potential effects on healthcare policy. Lastly, we analyzed developments among major retailers, examining w...

In this week’s episode, we review key events from the past week that have impacted financial markets. We examine how recent cabinet appointments by the new Trump administration could affect healthcare and consumer companies. Additionally, we discuss whether AI may be approaching a short-term plateau.

In this week's podcast, we discuss the major market events of the past week, including the recent Fed rate cut and the impact of Trump's election on various sectors such as healthcare, tech, consumer, industrials, utilities, and energy. We also explore the recent rise in rates, what’s driving it, and why the equity market may be looking past this traditional headwind.

In this week’s podcast, we discuss key economic data and significant earnings releases in the enterprise software space, including updates from ServiceNow. We also cover major developments in the consumer sector, such as Tesla’s earnings, Starbucks' preannouncement, and a foodborne illness issue at McDonald's. Additionally, we examine the halted merger between Tapestry and Capri, which was blocked...

Welcome to the AMI Investment Perspective podcast. In this week’s episode, we dive into the latest market action, spotlighting key tech stocks like Netflix, ASML, Nvidia, and Taiwan Semiconductor. We also analyze the performance of consumer favorites such as Procter & Gamble and Lamb Weston. Plus, we touch on recent economic data points that could influence market trends. Join us for insights...