by Scott Martin | Mar 18, 2020 | 7am News Flash
We expected a bounce after Monday's historic rout and the afternoon White House press conference promising relief for the Airlines and other quarantine-impacted companies. As always, the real excitement was in the details. Yesterday's biggest winners included...
by Scott Martin | Mar 15, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The last few days have been extreme by any stretch of investors' imagination and now that the Fed has cut short-term interest rates to zero we are almost guaranteed more volatility ahead. It's a good thing we spent time last week discussing the...
by Scott Martin | Feb 13, 2020 | 7am News Flash
Even when all the companies on your radar hit their quarterly targets, applause will rarely be universal. The only thing that matters in the long term is making sure your hits speak louder than the scattered misses . . . and that's where we are at this point in the...
by Scott Martin | Feb 11, 2020 | 7am News Flash
The week started on a high note with our stocks edging past the market as a whole once again. Risk has receded into the background with the Aggressive portfolio taking the lead thanks to a rebound for TPI Composites (TPIC: $24, up 7%). This bodes well for earnings in...
by Scott Martin | Feb 11, 2020 | 7am News Flash
The week started on a high note with our stocks edging past the market as a whole once again. Risk has receded into the background with the Aggressive portfolio taking the lead thanks to a rebound for TPI Composites (TPIC: $24, up 7%). This bodes well for earnings in...
