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 2, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary We've been watching and waiting for the Shanghai market to open again after the long Lunar New Year break but it's clearly going to take a little more time for global markets to recover their equilibrium as the ramifications of China's viral...
by Scott Martin | Jan 22, 2020 | 7am News Flash
Earnings season has now formally started for us. Johnson & Johnson (JNJ: $149, flat yesterday and up 1% in overnight trading) has delivered its 4Q19 numbers. On the whole, things look good there. By the time you read this, you know that $1.88 per share in earnings...
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 22, 2019 | 7am News Flash
A few days ago we were prepared to write another earnings season off until Wall Street recovered to appreciate solid numbers. Thanks to yesterday's reports, we're already back in the zone. Admittedly, post-earnings performance across the BMR universe has been...
