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Laggards Take The Lead

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...

Revenue Winners Will Rebound

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...

Hedging The Fed Knocks Aggressive Growth Stocks

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...

Rotation Turns BMR Laggards Into Leaders

It's always a little hectic after a long market holiday weekend so we'll keep this News Flash short. As the trade war's shadow recedes once again, money is rotating into stocks that were previously either under pressure or simply unloved. A lot of BMR names are in...