by Scott Martin | Aug 7, 2020 | 7am News Flash
Even in an advertising recession, the numbers keep moving forward at a healthy rate. People who really understand this company all cheered the quarterly results. Even the bears concede this is the kind of dip that investors can comfortably buy. Roku (ROKU: $154,...
by Scott Martin | Aug 2, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Once again, we see Wall Street and Main Street running on extremely divergent tracks. From a pure investment perspective, everything is great, with many key stocks at record-breaking levels and the true leaders in Big Tech and elsewhere racing...
by Scott Martin | Jul 28, 2020 | 7am News Flash
The people who know this company best are cheering to see it turn the corner in a difficult rate environment. Lock in a rising yield while you can. New Residential Investment (NRZ: $8.01, up 5% so far this week) is rebounding fast as investors finally take a break...
by Scott Martin | Jul 19, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Week after week, Wall Street shakes off the persistent impact of the COVID epidemic in order to look resolutely ahead to a healthier and more economically vibrant future. While the Dow Industrials still needs to recover a little ground, the S&P...
by Scott Martin | Jul 8, 2020 | Research Report
Teladoc Health (TDOC: $222) Coverage initiated July 8, 2020 at $222 in the High Technology portfolio Company Overview. Teladoc Health has an ambitious and noble mission: Create more convenient healthcare with a better value, and outcome through a virtual experience....
