by Scott Martin | May 19, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Once again, the week started with a lurch to the downside as looming trade talk deadlines drove investors away from global markets. While Wall Street was able to dig partially out of the hole left behind, the mood remains brittle and the BMR...
by Scott Martin | May 17, 2019 | 7am News Flash
On Monday morning, it looked like BMR stocks would need to give up a little ground before getting back to work. Here we are on Friday and our universe is already making progress. Clearly things weren't so awful after all. You have a new Research Report to study and...
by Scott Martin | May 16, 2019 | Research Report
JBG SMITH (JBGS: $41) Coverage initiated May 16, 2019 at $41 in the REAL ESTATE portfolio. Company Overview. JBG SMITH is a Maryland-based REIT that invests in both commercial and multifamily real estate. The $6 billion company has 61 commercial assets and 4,500...
by Scott Martin | May 16, 2019 | 7am News Flash
A funny thing happened while Wall Street was chasing smoke signals from China: Slower, "boring" and more defensive stocks took over from Big Tech. Investors aren't fleeing the market. They're just rolling profit from high-growth names back to economic bedrock. This...
by Scott Martin | May 15, 2019 | 7am News Flash
Evidently trade policy is a threat to the market's mood only until investors realize that the world hasn't actually ended and record earnings are strong enough to support stocks within sight of record levels. Our latest 1Q19 report proves that. CyberArk (CYBR: $123,...
