by Scott Martin | Oct 20, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary Earnings season started on a high note with the Banks and a few key Consumer names like Netflix and Johnson & Johnson. We welcome the market's return to a fundamentally-oriented mindset, even if the initial rally was on the tentative side. ...
by Scott Martin | Oct 17, 2019 | 7am News Flash
Earnings season continues with big wins. Netflix (NFLX), which we cut from our universe back in July at $320, is rebounding (all the way back to $310 overnight) after proving to Wall Street that despite all the recession rumbling the business hasn't imploded. We...
by Scott Martin | Oct 4, 2019 | 7am News Flash
September was a long month for BMR subscribers waiting patiently for the market winds to blow our way again while some of our favorite stocks retreated from lofty peaks. So far October has been a relative breeze. We first started to see the most beaten down BMR...
by Scott Martin | Oct 3, 2019 | 7am News Flash
We've been talking about "rotation" every day for weeks as other investors figure out how they really feel about the economy and the amount of risk they're willing to endure in the next few months. Our view hasn't budged, but we admit that everyone else's dithering is...
by Scott Martin | Oct 2, 2019 | 7am News Flash
Stocks looked fragile yesterday even before word started to spread about manufacturing data weakening. While the numbers are meaningful, we have to question the way some investors are lining up cause with effect . . . and we're looking to exploit the strategic errors...
