The message this week is to stay invested but don’t go crazy on the buy side and don’t get scared on the sell side. Just be measured and try not to do anything that’s uncharacteristic of what you would do in a “normal” market.
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The big thing on most investors’ minds is whether or not this market can go higher.
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This portfolio stock has gone vertical today after the company announced that management sees Q4 revenue near $69 million (+44%) versus expectations of $59 million and billings near $100 million versus previous guidance of $82 million to $88 million.
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The market is off to a superb start to 2020 with many growth sectors finding their groove and ripping higher. The S&P 600 Small Cap Index continues to trade above the all-important (my opinion) 1,000 level and we’re seeing participation from a wider of...
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Our first move in 2020 is going to be to modestly reduce our exposure by dropping a few stocks that are looking weak right now.
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The Big Idea
If you want to find markets where purpose-built software can make life a lot easier look no further than life sciences and high tech.
Both are defined by the ever-present need to develop new products, launch them into the market, appropriately manage through...
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The S&P 600 Small Cap Index, which hadn’t broken above 1,000 for most of 2019, is now comfortably above that level and appears to be heading higher.
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The upward trajectory for growth stocks that was smooth sailing in November has turned far bumpier in December.
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Especially with small caps, it’s not always an efficient market in the short-term. So sometimes the best thing to do is nothing. Just sit back and think it over.
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The Big Idea
How psyched would you be if you went to your healthcare provider and they said the following:
“I can make a health optimization recommendation for you, informed not only by the latest clinical trials, but also by local and regional data about like...
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Small caps have been lagging, and have failed to return to their 2018 highs, for too long. If the asset class can get back in gear, we’ll have more things working in the market for risk-tolerant investors (that’s us!).
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Both large and small growth stocks continue to advance off their October lows despite all the political turmoil from the impeachment hearings.
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The S&P 600 Index just made another run but called it quits at 990 and has turned south.
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One portfolio stock reports good earnings and another moves to Hold.
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I wasn’t expecting that of the seven companies we had reporting Monday through Thursday this week that the average gain would be nearly 9% though. What an intense week. As you’ve no doubt noticed, our portfolio has done well this week.
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Two more portfolio stocks report good earnings.
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Three more portfolio stocks report good earnings.
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Two stocks blastoff after reporting earnings.
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Additional thoughts on one portfolio stock after reporting
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THE BIG IDEA
In its 2017 infrastructure report card the American Society of Civil Engineers (ASCE) gave America’s infrastructure a grade of “D+”.
America received the same grade in 2013. That was an improvement over 2009 (and 2005) when we received a “D”.
Suffice to say, room...
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