It's been a mild down week for the major indexes, most of which are down in the 0.5% to 1% range, though it felt a bit worse to us for a couple of reasons. First, early in the week, we saw the sellers up...
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Seeing More Setups, but Still in the Spin Cycle
Two-plus months ago, speculation was running rampant and most growth stocks had made giant moves over the prior six to nine months. So when the sellers finally stepped up and cracked the intermediate-term uptrend in growth...
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In the last 48 hours I have received two unsolicited offers to buy property we own. The first was for our second home in Vermont, a handyman’s special I bought in 2004 and sank nearly a decade of blood, sweat and tears into completing...
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I believe the market’s churn over the last month or so is understandable given its sharp rebound over the last year. Investors and analysts alike are now assessing valuations of stocks relative to expected growth. In some cases it is giving pause; in it...
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The market still looks strong. But it’s getting a little harder to figure out.
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Today, for a change, I’ll cover the news first, and the investing advice second. In Illinois, marijuana taxes exceeded alcohol taxes in the first three months of 2021. Marijuana tax revenue amounted to $86,537,000 while alcohol taxes brought in $72,281,000. I expect the to...
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Proxy season is moving into full gear. As a shareholder, you are one of the owners of your companies, so you get to vote on major decisions. Shareholder votes are, of course, much like public government elections, but in most cases your vote a..
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Stock Name
Market Cap
Price
Investment Type
AtriCure (ATRC)
$3.10 billion
68.00
Rapid Growth – MedTech
Bentley Systems (BSY)
$13.6 billion
49.71
Growth – Software
Endava (DAVA)
$4.48 billion
82.29
Rapid Growth – Digital Transformation
HubSpot (HUBS)
$23.1 billion
497.7
Rapid Growth – Software
Vail Resorts (MTN)
$12.5 billion
310.3
Growth – Hospitality & Leisure
Going Once, Going Twice, Gone!
In the last 48 hours I have received unsolicited...
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Even the S&P 500 is back near all-time highs. So why does it feel like there’s been a pullback in the market? Because there has … if you’re a micro-cap investor. The Russell Micro-cap index has pulled back and has underperformed the S&P by...
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It is a stink fest out there in the market today and Fisker (FSR) has looked like a hot pile of garbage for weeks. But today we see another big bank jumping in with a buy rating. Bank of America says FSR is worth 30.
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The bull market rolls on—but it’s not a perfect bull market. In fact, it’s showing signs of age, with divergences and rotations that alternately reward and retard various sectors from time to time.
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The major indexes are selling off today on various news items. As of 1 pm, the Dow is down 195 points and the Nasdaq is also off 195 points, while the average stock we own or are watching is off around 2.5%.
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Porch Group (PRCH) has been very weak recently and moves to hold today. This move hasn’t been unique to PRCH, in fact most SPAC IPOs have been soft for a while now. However, we saw a sizeable decline on Friday and follow-through softness today.
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The market has hit an air pocket over the last few sessions and SPAC IPOs have been particularly soft for a few weeks now. Today we’re taking partial gains in a few positions and cutting losses short in another.
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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This remains an “on the one hand, on the other hand” type of market. On the one hand, we continue to see more and more setups among growth stocks along with a lack of major selling, and starting on Wednesday, even some of stalled-out...
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We’ve seen a big improvement in the way many growth and early-stage stocks are acting over the last two weeks. Many of our stocks that sold off in March have been gaining some altitude back, and many of those that were acting well to...
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Markets seem to be pausing a bit, with some stocks losing momentum while a few show surprising strength.
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It’s been another mostly constructive week as many of our stocks inch higher and the economic picture continues to improve.
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