by Scott Martin | Nov 14, 2019 | 7am News Flash
The Streaming Video Wars have officially started. Disney is on the offensive. Netflix is down 3% this week. HBO's corporate parent AT&T is too large to notice. And while Roku remains the winner either way, its latest gains raise questions of how long it survives as an...
by Scott Martin | Nov 13, 2019 | 7am News Flash
Big stocks need big ambitions to reach the next level. It's clear that a lot of players in Silicon Valley see Healthcare as their route to further success . . . and now is a great moment to weigh their moves against a few smaller BMR recommendations caught in the...
by Scott Martin | Nov 10, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Lingering Fed relief was enough to push the Banks and other once-neglected market groups up last week, leaving a lot of BMR stocks in the shade. After so many weeks of outperformance, we are willing to let the laggards narrow the gap . . . all in...
by Scott Martin | Oct 29, 2019 | 7am News Flash
Yesterday was big. Today is a bit of a break, but don't get complacent. Apple is coming tomorrow night. For now, of course, we're looking for reaction to Shopify as well as the BMR stocks that reported their 3Q19 numbers yesterday. Spotify (SPOT: $140, but down...
by Scott Martin | Oct 27, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary So far, so good. Unlike last quarter, investors are paying attention to the fundamentals this earnings season, giving most BMR stocks a healthy buzz. While a few reports we thought were fairly decent earned an icy shoulder, on the whole the...
