After an insane couple of weeks this one has felt relatively calm. There is still plenty of market-moving news around the election, vaccines, the pandemic’s frightening trajectory, etc. but I think we’ve all become somewhat accustomed enough to alarming headlines – within a range...
Markets steadied this week as the political situation became clearer and prospects for Covid-19 vaccines becoming available in the first half of 2021 seem more promising. The Explorer portfolio performed well this week, with a couple of ideas breaking out to new highs.
Growth – MedTech
Berkeley Lights (BLI)
Rapid Growth - MedTech
e.l.f. Beauty (ELF)
Growth – Personal Care
Farfetch Limited (FTCH)
Rapid Growth - Ecommerce
Kornit Digital (KRNT)
Rapid Growth – Textile Printing
Preparing for the Next Phase of the Pandemic
The current investing climate one...
At Least One Uncertainty Cloud Should be Evaporating
There remains a lot going on. The pandemic, domestic and international economies struggling, zero/negative interest rates, and an unusually high number of other clouds still obscure the investing horizon. But, with election season rapidly approaching its one...
Stocks trading on U.S. markets faced some resistance as hopes for some sort of stimulus bill fade and as mixed earnings report begin rolling in. A key question is whether the pandemic boom stocks will have the revenue and earnings growth to support sharp...
Clarivate PLC (CCC)
Growth – Information Services
Rapid Growth – MedTech
Nuance Comm (NUAN)
Growth - Software
Rapid Growth – Social M./Ad. Platform
Growth – Staffing Platform
Five Stocks That Caught My Attention This Week
Normally, I write about some of...
We’re in Limbo-Land … Now What?
There seems to be so much going on, and yet investors are stuck in the middle with no direction.
We’ve passed the worst (hopefully) of the pandemic, yet there isn’t a clear-cut solution in sight. The domestic economy continues grow...