by Scott Martin | Sep 8, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary The week after a market holiday is usually frenetic and this one was no exception, packing at least five days of volatility into an abbreviated calendar. Relief was the strongest note driving the S&P 500 and our stocks up close to 2%, with news that...
by Scott Martin | Aug 30, 2019 | 7am News Flash
Nothing demonstrates Wall Street's schizoid response to the fundamentals better than two of the last BMR companies we need to review. One started well and went sour. The other remains to be seen. But in both cases, the numbers themselves were worth cheering. It's been...
by Scott Martin | Aug 29, 2019 | 7am News Flash
This is the kind of season where cheers or jeers follow objectively good quarterly results. It hasn't depended on the numbers. It's almost entirely been a factor of the market's mood on the day of the 10-Q release. We've seen this pattern play out a lot lately. A...
by Scott Martin | Aug 27, 2019 | 7am News Flash
Here it is: The last major Earnings Preview until October. The next few days will give us a fresh look at two of our Technology names and one of our few Consumer-oriented recommendations. We can't wait to see how they do. ...
by Scott Martin | Aug 14, 2019 | 7am News Flash
A three-month grace period for consumer-oriented imports worked wonders on the market's mood yesterday, with nearly 90% of the market rebounding. Admittedly, we love a day when the overwhelming majority of BMR stocks surge. But we suspect that this isn't really about...
