The big-picture story out there continues to be the battle between bad news (rising infections, high unemployment, too many crumbling businesses) and good news (progress toward vaccines, therapeutics, etc.; accommodative policies from the Fed; improving fundamentals for some businesses arising from the pandemic). there’s...
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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As we move into the third quarter, analysts at Goldman Sachs write that their baseline forecast is for the S&P 500 to gain 5% in the second half of the year. In their “vaccine upside” scenario, stocks rise by 14% from here; in “virus...
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How to Learn More about the Companies You Own
As the new Chief Analyst for the Undervalued Stock Advisor, I’d like to thank you for reading this month’s letter. I know you have many sources of investment ideas and advice, and I appreciate your in...
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The big news affecting the market this week is the upward trend in coronavirus cases in some states and the resulting concern that an economic rebound will be curbed sooner than hoped.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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The market continues to recover from last week’s short but intense decline. In our portfolio there’s been a dearth of news flow. That’s fine with me. I think we could all use a little less stimulation and step back from our computers and devices...
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U.S. and global markets continue to be fueled by substantial amounts of liquidity washing over the world. According to Lipper, the amount in American money market funds has reached $4.6 trillion. This is a record going back to 1992.
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Stock Name
Market Cap
Price
Investment Type
Bill.com (BILL)
$5.69 billion
76.57
Rapid Growth – Software
OneWater Marine (ONEW)
$312 million
21.43
Growth – Boats
Purple Innovations (PRPL)
$935 million
17.34
Rapid Growth – Mattresses
SelectQuote (SLQT)
$4.52 billion
27.26
Rapid Growth – Insurance Broker
Tela Bio (TELA)
$219 million
19.18
Rapid Growth – MedTech
Keep An Open Mind
If this year has taught us anything it is the...
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We’re finally starting to see signs that investors are realizing that risk actually does exist in the market (I think).
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Why are markets continuing to move upward in the midst of economic and political upheaval? The short answer is don’t fight the Fed, which has made it abundantly clear that it will do anything necessary to keep this economy and market moving.
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How to Monitor Future Trouble in the Housing Market
U.S. stock markets continue to rise, carrying the majority of our portfolio stocks upward. There’s price resistance on the S&P 500 index at about 3,200, so that’s where I will anticipate an end to the run-up...
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In the market, there seems to be some rotation going on. Or at least that was my sense of things over the first two and a half trading days of the week.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Enjoy the current strength but be aware of the environment we’re in, and why. Accept that we could see a significant retreat in the prices of many of our stocks in the near term, but that the fundamental reasons behind their current strength persist...
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Despite a Chinese economy that has grown three times faster than America’s every year over the past three decades, it has been a bit of a challenge to consistently make money in Chinese stocks.
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Stock Name
Market Cap
Price
Investment Type
DraftKings (DKNG)
$9.2 billion
29.57
Rapid Growth – Sports Betting
Enphase (ENPH)
$8.4 billion
67.02
Rapid Growth – Solar
Formula One Group (FWONK)
$7.6 billion
31.17
Growth – Auto Racing
GFL Environmental (GFL)
$5.8 billion
17.78
Rapid Growth – Waste Services
Viela Bio (VIE)
$2.7 billion
54.21
Clinical Stage Biotech
Dot Com Bubble 2.0 or Rational Exuberance?
When then-Fed Chairman Alan publicly...
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Under normal market conditions growth investors like to get pulled into strong stocks and buy them as they head higher. This is anything but a normal market, however!
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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