by Trevor Payne | Oct 5, 2026 | Stock Pick of the Week
Overview Marvell Technology (NYSE: MRVL) is an American-based fabless (outsourcing) semiconductor manufacturer specializing in AI silicon. Founded in 1995 in Santa Clara, California, and a world leader in optical interconnections and storage chips, Marvell is a major...
by Trevor Payne | Sep 21, 2026 | Stock Pick of the Week
The Progressive Corporation is an American P&C (property and casualty) insurance company (yes, the one with Flo in all of its commercials). Founded in 1937 and headquartered in Mayfield, Ohio, Progressive is known for insuring personal and commercial vehicles, as...
by Trevor Payne | Sep 7, 2026 | Stock Pick of the Week
Today’s article is going to be short and sweet, as many of the CFR team members (myself included) are returning to Mayflower Hill and moving back in for another school year! That being said, today’s pick is a classic commodity, and with all of us turning...
by Trevor Payne | Aug 17, 2026 | Stock Pick of the Week
Overview Founded in 1995 and based in Boston, American Tower Corp (AMT) is one of the largest publicly traded global REITs. A REIT (real estate investment trust) is a company that finances, owns, and operates income-generating real estate. REITs can range from...
by Trevor Payne | Jul 27, 2026 | Stock Pick of the Week
Another week, another pick! Except this time we are not buying; we are selling. Not actually selling, as CFR doesn’t have any legal tender in the market, but rather reallocating one of our current positions. This equity has been an absolute eyesore in the portfolio,...
