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...
by Scott Martin | Nov 20, 2019 | 7am News Flash
We talked yesterday about all the strong things people are saying about Splunk. Now the praise is spreading to a few of our Aggressive recommendations as well. D.A. Davidson is not as well known as the big banks like Morgan Stanley or Goldman Sachs, but they have a...
by Scott Martin | Nov 19, 2019 | 7am News Flash
The week started on a strong note for us even though the market as a whole had a little trouble getting moving. One of our biggest hits was Splunk (SPLK: $123, up 3%), which is now bouncing back after a rough couple of months. We blame the broad flight from Small...
