by Scott Martin | Mar 1, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary You know what the market did last week. Whether it started with political malaise or the spread of viral outbreak fears, the selling was savage, almost universal (93% of all stocks lost ground, most by 11% or more) and the BMR universe was as...
by Scott Martin | Feb 7, 2020 | 7am News Flash
It's been a volatile and divisive earnings week but on the whole the quarterly numbers and the news flow coming from China have been good to us. The last report of the week was the best. Expectations were low around Twitter (TWTR: $38, up 18% this week) and in the...
by Scott Martin | Feb 5, 2020 | 7am News Flash
It's been a great couple of days for BMR stocks. Our overall universe has rebounded 3% this week, with Technology and the Aggressive portfolio once again leading all but a handful of our recommendations higher. Now let's see what the next wave of 4Q19 earnings reports...
by Scott Martin | Jan 26, 2020 | Weekly Newsletter 7pm Sunday
The Weekly Summary The joke on Friday was that investors had just witnessed "the worst day of the decade." With the 2010s barely three weeks in the rear view, the bar is still extremely low. At one point, the Dow industrials were down 317 points or a full 1.1%,...
by Todd Shaver | Dec 30, 2019 | Free Newsletter (Sent Weekly Monday at 12pm)
The Weekly Summary As the year winds up, the only question left for 2019 to answer is how far back you need to go to get a stronger year. The market this year is close to what we saw in 1998, and we would settle for matching that ultra-bullish dot-com boom. Beyond...
