by Scott Martin | May 30, 2019 | 7am News Flash
Blame China or blame the yield curve, it's been another nervous week for a lot of investors. We aren't thrilled to see so many of our stocks join the market in retreat, but this looks more like a failure of nerve than any defect in the fundamentals. We admit that the...
by Scott Martin | May 24, 2019 | 7am News Flash
Between a flight from high-profile winners and the recent assault from opportunistic short sellers using China to talk the market down, it hasn't been a great week for 70% of all stocks, our recommendations included. The BMR universe as a whole is down less than 2% in...
by Scott Martin | May 12, 2019 | Weekly Newsletter 7pm Sunday
The Weekly Summary China leapt back onto Wall Street’s radar last week after stop-and-start trade negotiations hit another presidential road block. With tariffs back on the table, the S&P 500 dropped 2%, taking all but roughly a dozen of our recommendations with it....
by Scott Martin | Apr 30, 2019 | 7am News Flash
Yesterday was just the warm-up pitch. Today nine BMR stocks will join the 1Q19 game. While we're optimistic, there could be a bit of volatility after Alphabet's numbers last night. We'll say more about Alphabet (GOOG: $1,288, up 2% yesterday but then giving back 7%...
by Scott Martin | Apr 24, 2019 | 7am News Flash
Twitter (TWTR: $40, up 16% this week) hit its quarter out of the park yesterday and got most of our Technology recommendations back in the game for the season. There's a lot of hope in the air that wasn't there a week ago. Part of the thrill of Twitter's big beat was...
