While the Fed's high interest rate regime hasn't done much to slow down the current bull market, investors still celebrated last week's historic interest rate cut from the Federal Open Market Committee (FOMC).

Over the last four quarters, Amazon generated $42 billion from subscriptions and $237 billion from its online store. The company has continued to expand its same-day delivery and grocery delivery to Prime members, which shows the potential to find more ways to increase purchase frequency and grow revenue.

Bad news has brought Hershey stock down, but that's an opportunity for long-term investors willing to go against the grain.

I explored the idea of managing a highly concentrated portfolio. Find out how I narrowed down my highest-conviction dividend investments to just five stocks.