by Scott Martin | Dec 11, 2019 | 7am News Flash
As a rollercoaster year winds up, a lot of investors are fighting a preconception that the last few months have been miserable for most stocks outside Utilities, Real Estate and other safe havens. Let's take a little time this morning to test that hypothesis. All...
by Scott Martin | Dec 10, 2019 | 7am News Flash
With barely three weeks left in the market year, investors have shifted into a cool campaign of ignoring news from Washington in order to nibble on stocks and sectors that have missed out on the year's biggest rallies. We don't mind. Reading between the lines...
by Scott Martin | Nov 24, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Another quiet week on Wall Street gave BMR stocks plenty of runway to extend their recent outperformance. The market as a whole receded a bit on the absence of real developments in the trade war or elsewhere. Our recommendations rebounded another...
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 7, 2019 | 7am News Flash
Last night was a watershed with five of our recommendations reporting their 3Q19 performance. Not all were rewarded, but on the whole we're happy with the numbers . . . even though Wall Street's mood clearly leaves a little to be desired. Let's start with the most...
