by Scott Martin | Sep 15, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Every so often, investors benefit from a simple gut check. When our stocks are going up, it's nice to verify that the gains are truly justified and there's room for more upside when the market winds blow in the right direction. And when our stocks...
by Scott Martin | Sep 13, 2019 | 7am News Flash
A confused and relatively quiet week for Wall Street closes with subtle signs of a much more straightforward market mood emerging. While we may not reap instant rewards here, the longer view looks a whole lot healthier now. In the last few days we've seen a classic...
by Scott Martin | Sep 12, 2019 | 7am News Flash
We've talked a lot about how BMR stocks with clear year-over-year comparisons blew away the market as a whole last quarter in terms of earnings. But it's good to take a look at top-line progress as well. First, some closure on the quarter now that all of our companies...
by Scott Martin | Sep 10, 2019 | 7am News Flash
In our view the market made a big mistake last night on Zscaler but dissecting the lapses in logic is instructive whether you've soured on the stock or not. After all, as Apple shows, a warning can turn into a win in the blink of an eye. So Zscaler (ZS: $49 in after...
by Scott Martin | Sep 10, 2019 | 7am News Flash
Sometimes a market wound too tight makes strange moves. That happened yesterday. And it's probably going to continue over the next few weeks. We heard from a few BMR subscribers wondering what happened to Twilio (TWLO: $112, down 10%). You weren't alone. A lot of...
