by Scott Martin | Feb 17, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another market holiday gives us time to reflect on what's become a great earnings season and a solid 2020 so far. While the S&P 500 as a whole faltered at the end of January, we haven't seen the coronavirus outbreak get in the way of the stock...
by Scott Martin | Jan 30, 2020 | 7am News Flash
On the whole we're pleased with the way the 4Q19 earnings cycle is playing out, at least as far as the raw numbers go. Investor reaction, as always, will take a little time to align with the fundamentals . . . and a fresh round of reports will hit us today. Facebook...
by Scott Martin | Jan 29, 2020 | 7am News Flash
The giant has spoken and life is good: Apple (AAPL: $320, up $9 yesterday and up 1-2% overnight) has shifted its sales mix and is once again growing faster than we expected or even hoped. Equity Residential (EQR: $82, flat this week) also did well. While we...
by Scott Martin | Dec 15, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Wall Street is cooling off a little as the unusually late Thanksgiving feeds into a short holiday season. The Federal Reserve's last policy decision of the year and hints of a trade deal with China moved the market up nicely. As we discussed...
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...
