by Scott Martin | Jan 24, 2020 | 7am News Flash
Our favorite Technology companies (and the rest of them, for that matter) are always focused on the future. They're at the forefront of tomorrow, which means they don't have a lot of time to fret about day-to-day headlines or what's happening on Twitter. Mark...
by Scott Martin | Jan 23, 2020 | 7am News Flash
Today we learned that Paycom Software (PAYC: $303, up 2% so far this week and then jumping another 5% overnight to the $317 level) was the most dynamic mid-cap company on Wall Street. It really isn't surprising. Paycom is soaring now because it's joining the S&P 500...
by Scott Martin | Jan 22, 2020 | 7am News Flash
Earnings season has now formally started for us. Johnson & Johnson (JNJ: $149, flat yesterday and up 1% in overnight trading) has delivered its 4Q19 numbers. On the whole, things look good there. By the time you read this, you know that $1.88 per share in earnings...
by Scott Martin | Jan 20, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Last week was great. Major indices and BMR stocks surged about 2%, bringing the YTD paper return on our active universe to 6% in barely three weeks. The market tone resembles last January as far as the force of the rally goes, but where stocks...
by Scott Martin | Jan 17, 2020 | 7am News Flash
It seems like yesterday that investors were fretting about whether stocks would ever recover their 2018 highs. That was nine months ago, before the S&P 500 put 16% of record-breaking rally on the books. Early 4Q19 earnings reports reveal that this is no fluke. Just...
