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January 20, 2020 November 26, 2019

Big Wins To Start A Short Week

The holiday week started with little news but the market's intrinsic mood gave us plenty of reason to be thankful. Our stocks gained an aggregate 1% yesterday, with many BMR names that suffered through the summer coming back strong now.   What's exciting is the speed...
November 7, 2019

Square Is A Hit, Roku and Others Step Back

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...
November 6, 2019 November 3, 2019