HeyJaredKevin Simpson
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 29, 2026
- Outlet visibility, for cnbc.com
- Top 5K sites
- Earliest in this view
- Aug 28, 2026
Latest articles
I sold UnitedHealth shares when the business stumbled. Here's why I'm buying again (opens the original)
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UnitedHealth Group is back in our dividend income portfolio. We owned it in the past, but sold the stock last year when its fundamentals deteriorated. Since then, I've been waiting for evidence that the business was actually getting better rather than trying to call the exact bottom. I think we're finally starting to see it. Based just outside Minneapolis, UnitedHealth is one of the largest health-care companies in the U.S. Its UnitedHealthcare business provides insurance to individuals and empl
AI is fueling copper demand. Kevin Simpson thinks this volatile miner is worth the risk (opens the original)
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Freeport McMoRan Inc. is one of our newest positions in our dividend income portfolio, and it's a good example of where I'm absolutely willing to take on more risk when the potential reward makes sense. As a major copper producer, Freeport's earnings and stock price can swing sharply with copper prices. But I believe the metal has one of the strongest long-term supply-demand stories in commodities. The Phoenix-based company is one of the world's largest publicly traded copper producers, with min
Kevin Simpson is buying this play on America's reindustrialization at a 'very attractive' price (opens the original)
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CF Industries is one of our newest positions in our dividend income portfolio, and it fits into a theme I've been investing around for some time: the reindustrialization of America and the push to bring critical supply chains back to the U.S. The 80-year-old company based just outside of Chicago is one of the world's largest producers of ammonia, which it converts into nitrogen products used primarily as fertilizer, and it has a large production and distribution network across North America. Key
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