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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One of our portfolio stocks reported this morning and will host a conference call at 8:30 a.m. I’m including a quick overview now and will detail any learnings from the conference call later.
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This bioprocessing specialist reported Q3 results this morning that should be good enough to keep the stock stable, and hopefully get it moving back in the right direction.
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One of the portfolio stocks reported last night and, as is typical, the company surpassed expectations and gave us a bare bones report.
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There has been no big picture change in the market over the last week. As expected, everyone is following earnings reports and trying to make broad assumptions based on what individual companies are reporting.
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One of the portfolio stocks is moving to Hold.
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There is a lot of uncertainty out there, which isn’t an entirely new scenario. We’ll continue to try and play it a little safe right now by keeping all stocks previously rated hold at the same rating.
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Tyler is selling one stock.
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This week’s update is both early and much shorter than normal.
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THE BIG IDEA
There are over 100 million people around the world suffering from obstructive sleep apnea (OSA), a condition in which a partially blocked airway prevents airflow to the lungs when a person is asleep. The typical length of a breathing pause is seconds...
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