US equity markets retreated on Friday (July) amid reports President Trump had pushed for greater tariffs on the European Union (EU) - Dow fell -142-points or -0.32%, with Merck & Co (down -1.91%) and UnitedHealth Group Inc (-1.8%) both down ~1.9%. 

Morning Meeting - Monday, 21 July 2025

US equity markets mixed following a fresh flurry of corporate earnings releases with the both the S&P 500 and Nasdaq edging up to fresh record closing highs albeit settling well off their highs of the session - Dow fell -316-points or -0.70%. International Business Machines (IBM) Corp dropped -7.62% despite the company’s headline numbers topping Wall Street’s expectations for the second-quarter after the close of the previous session, with the software segment underwhelming investors’ expectations. UnitedHealth Group Inc fell -4.76% after the health insurer confirmed several reports in recent months that the Department of Justice is probing aspects of its business. The company said it recently "proactively reached out to the Department of Justice after reviewing media reports about investigations into certain aspects of the Company’s participation in the Medicare program," and is now "complying with formal criminal and civil requests from the Department.

Morning Meeting - Friday, July 25 2025

12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks.  By Ron Robins, MBA Transcript &amp; Links, Episode 157, July 25, 2025 Hello,  here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I’m taking some time off. So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast’s webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once!  ------------------------------------------------------------- Humankind 100 rankings I’m beginning this episode with another of my favourite company rankings whose annual list has just been released. It’s the&nbsp; rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on , a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (), Eli Lilly &amp; Company (), Johnson &amp; Johnson (), AbbVie Inc. (), and Pfizer Inc. ().  ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled&nbsp;. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation () provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. () provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions.  3. Alphabet () offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.  4. Broadcom () designs, develops, and supplies...

12 Articles With Great ESG Stock Picks

Sustainable Stock Picks for August 2025. Includes 12 articles featuring sustainable stock and green bond picks from mostly North America.  By Ron Robins, MBA Transcript &amp; Links, Episode 158, August 22, 2025 Hello,  here. Welcome to my podcast episode 158, published on August 22, 2025, titled “Sustainable Stock Picks for August 2025.” Before I begin, I would like to inform you that I’m adjusting the release schedule for these podcasts. So, for the foreseeable future, this podcast will be released on the last Friday of every month. Hence, my next podcast will be on September 26th. This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 12 articles for you in this podcast!  ------------------------------------------------------------- 12 Best Ethical Companies to Invest in 2025 The first article is by someone who has been on this podcast a few times. His name is  and his article is titled&nbsp;. It’s found on fool.com. The methodology underlying his stock selection is fascinating and impressive. Here’s some of what he has to say about it and brief quotes on each of his picks. “To curate our list of the 12 Best Ethical Companies to Invest in 2025, we used Ethisphere’s list of ‘World’s Most Ethical Companies’. Ethisphere’s list relies on its Ethics Quotient, which evaluates companies based on their ethics, compliance, governance, and corporate responsibility across multiple criteria. We then used Insider Monkey’s database to assess hedge fund sentiment on the shortlisted stocks. Finally, we ranked the stocks in ascending order based on the number of hedge funds holding stakes in the respective stocks as of Q1 2025. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. (.) 12. Autodesk, Inc. (NASDAQ:) Number of Hedge Funds: 82 On July 23, Loop Capital started coverage on Autodesk with a ‘Hold’ rating, setting a $320 price target… Autodesk is a global 3D design, engineering, construction, and entertainment software company, offers cutting-edge tools for everything from infrastructure to animation. 11. Workday, Inc. (NASDAQ:) Hedge Funds: 85 On July 14, 2025, Workday was selected by Seattle University as its partner… Serving global corporations, universities, and now, government entities, Workday offers AI-driven enterprise cloud applications, particularly for finance, HR, and student segments. 10. Eaton Corporation plc (NYSE:) Hedge Funds: 85 Investor confidence is growing in Eaton Corporation with KeyBanc increasing its price target on the company from $355 to $410… The company has paid dividends every year since 1923… By designing and delivering electrical, hydraulic, and mechanical solutions, Eaton Corporation has made itself a leader in the intelligent power management solutions market, helping industries improve efficiency, safety, and sustainability. 9. Lam Research Corporation (NASDAQ:) Hedge Funds: 91 On July 21, 2025, UBS increased its price target on Lam Research Corporation from $95 to $120, maintaining a ‘Buy’ rating… Lam Research Corporation, serving major foundries and integrated device manufacturers worldwide, manufactures advanced semiconductor processing equipment for chip production. 8. Intel Corporation (NASDAQ:) Hedge Funds: 91 On July 24, 2025, Intel Corporation reported its financial performance for Q2,...

Sustainable Stock Picks for August 2025

Sustainable Stock and ETF Picks September 2025. Includes reviews of solar, wind, green and sustainable stocks, dividend stocks, and ETFs.  By Ron Robins, MBA Transcript &amp; Links, Episode 159, September 26, 2025 Hello,  here. Welcome to my podcast episode 159, published on September 26, 2025, titled “Sustainable Stock and ETF Picks September 2025.” This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode’s podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 15 articles for you in this podcast! Note: Some companies are covered more than once.  ------------------------------------------------------------- Can Solar Power the AI Boom? Top Stocks to Watch This podcast edition is going to be heavy on solar stocks. And for good reason! I’m beginning with this article titled . It’s by  and originally published on zacks.com. Here are some quotes. “It’s hard to overstate how attractive solar stocks look right now, even without considering the potential AI infrastructure catalyst… the stocks highlighted here have already shown powerful momentum year-to-date. 1. SolarEdge Technologies () With shares trading at depressed valuations and demand for utility-scale inverters likely to rebound, SolarEdge Technologies offers contrarian upside if execution improves. Though it isn’t yet reflected by the Zacks rank, SolarEdge Technologies currently has a&nbsp;Zacks Rank #3 (Hold)&nbsp;rating, it has experienced some significant revisions higher to its earnings estimates… Sales are also projected to grow by more than 24% both this and next year. 2. Nextracker Inc. () As the leading provider of solar trackers, Nextracker directly benefits from the shift to utility-scale projects. Its technology boosts panel efficiency and lowers costs, making it a natural winner as large-scale solar buildouts accelerate. The stock has moved significantly higher this year, up 85%, yet the company still trades at just 16.6x forward earnings. 3. Sunrun () A pure play on residential solar Sunrun has struggled under higher interest rates. But as financing conditions ease and consumer adoption of solar-plus-storage grows, Sunrun could be positioned for a strong recovery. Based on recent revisions, earnings are expected to inflect meaningfully positive over the next year. 4. Array Technologies () Like Nextracker, Array builds solar tracking systems that enhance utility-scale efficiency. With a global footprint and strong backlog, Array offers solid exposure to the utility-scale solar buildout at a reasonable valuation. With earnings projected to grow 21.6% annually over the next three to five years and a forward earnings multiple of 14.2x, Array boasts a Price/Earnings to Growth ratio of 0.66. The combination of strong growth and reasonable valuation offers a compelling risk reward opportunity. 5. Shoals Technologies Group () Shoals specializes in balance-of-system components — wiring, connectors, and infrastructure that every solar farm needs. Its recurring demand base and high margins make it a steady, less flashy way to play the solar boom. Shoals Technologies Group is in an especially advantaged vertical and is the only name in the group with a&nbsp;Zacks Rank #2 (Buy)&nbsp;rating, reflected by upward trending earnings revisions. Solar’s Role in Powering the AI Revolution If AI data centers really do scale toward hundreds of gigawatts of demand, solar will almost certainly claim a portion, and...

Sustainable Stock and ETF Picks September 2025


All three (3) major U.S. stock indexes closed lower on Thursday. Dow fell -243-points or -0.52%.


Morgans AM - Friday 10 October 2025

US equity markets fell sharply while US Treasury yields dropped and the U.S. dollar weakened on Friday (10 October) after President Trump said he was weighing a "massive increase" in tariffs on Chinese goods - Dow dropped -879-points or -1.90% to 45,479.60. ‘Magnificent Seven’ mega-capitalisation technology stocks Amazon.com Inc (down -4.99%) and Nvidia Corp (-4.89% to US$183.16, hitting a record intra-day of ) both fell over >4.5% to be the worst performers in the 30s-stock index, while Nike Inc fell -4.17%. 

Morgans AM - Monday 13 October 2025

US equity markets rebounded after President Trump appeared to soften his initial hardline on China that saw him say last Friday (10 October) that he was weighing a "massive increase" in tariffs, and with investors eying the unofficial beginning of the third quarter earnings season tonight AEST   - Dow rose +588-points or +1.29%, clawing back ~67% of last Friday’s (10 October) decline. Nike Inc rebounded +3.31% (after dropping -4.17% in the previous session) to be the leading performer in the 30-stock index, while Goldman Sachs Group Inc and Salesforce Inc both gained +2.93% and were among nine Dow components that gained over >2%. JPMorgan Chase & Co rose +2.35% after the world's biggest bank said it was planning to pump US$1.5 trillion dollars over 10 years into industries seen as critical to U.S. national interests under a programme called the Security and Resiliency Initiative. The plan will focus on four key areas: Supply Chain and Manufacturing; Defence and Aerospace; Energy Independence and Resilience; and Frontier and Strategic Technologies.

Morgans AM - Tuesday, 14 October 2025

US equity markets mixed as investors digested the first major earnings of the third quarter reporting season, the latest developments in the US-China trade tensions and comments from Federal Reserve Chair Jerome Powell - Dow rose +203-points or +0.44% Walmart Inc rallied +4.98% to be the leading performer in the 30-stock index after the biggest brick-and-mortar retailer said it is partnering with OpenAI to allow customers to buy goods from Walmart through ChatGPT. Caterpillar Inc climbed +4.50%. Nvidia Corp (down -4.40%) was the weakest Dow component overnight. 

Morgans AM - Wednesday, 15 October 2025

Morgans AM - Wednesday, 22 October 2025

Morgans is Australia's largest national full-service retail stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices across all states and territories in Australia.

New tracks tagged #S&amp;P

New tracks tagged #S&P