Stock Name
Market Cap
Price
Investment Type
APi Group (APG)
$3.6 billion
19.25
Growth & Value – Industrial Services
C3.ai (AI)
$14.1 billion
147.17
Rapid Growth – Software
Fisker (FSR)
$5.4billion
19.46
Development Stage – EV Designer
JFrog (FROG)
$6.3 billion
69.23
Rapid Growth – Software
Poshmark (POSH)
$5.4 billion
73.29
Rapid Growth – Resale/Social Platform
Make Hay While the Sun Is Shining
This has been a phenomenal for...
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With the now-infamous Reddit trades unraveling, and the rebalancing done, the market is free to rebound.
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Stock Name
Market Cap
Price
Investment Type
Arcosa (ACA)
$3.0 billion
62.01
Growth & Value – Infrastructure & Energy
Castle Biosciences (CSTL)
$1.9 billion
81.48
Rapid Growth – Genetic Testing
Certara (CERT)
$5.6 billion
36.60
Growth – Biosimulation Software
Lyft (LYFT)
$15.5 billion
48.94
Rapid Growth – Ridesharing
Purple (PRPL)
$2.2 billion
35.07
Rapid Growth – DTC Mattresses
Still Rallying
As we wade deeper into winter here in Northeast,...
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Sometimes the most appealing stocks are those that superficially seem to go against trends (leading to investors avoiding them) yet have either fundamental traits that sidestep these trends or have overly discounted valuations.
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Stock Name
Market Cap
Price
Investment Type
Array Technologies (ARRY)
$4.9 billion
38.64
Rapid Growth – Solar
Corsair Gaming (CRSR)
$3.2 billion
35.16
Growth – PC Components
Halozyme Therapeutics (HALO)
$5.7 billion
42.2o
Rapid Growth – Biotech
Lawson Products (LAWS)
$449 million
49.71
Growth – Industrial Supplies
Shift4 Payments (FOUR)
$5.0 billion
62.78
Growth – Payment Processing
Barreling Through 2020 Out of Control
In thinking of an analogy investing...
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Stocks have surged this past month, with the S&P 500 returning 11% in November. Other major indices, including the Dow Jones Industrial Average and the Nasdaq Composite, produced similarly strong returns. These kinds of returns would make a good year in most investors’ eyes.
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Stock Name
Market Cap
Price
Investment Type
Avantor (AVTR)
$15.8 billion
27.46
Growth – MedTech
Berkeley Lights (BLI)
$5.5 billion
86.15
Rapid Growth - MedTech
e.l.f. Beauty (ELF)
$1.1 billion
21.67
Growth – Personal Care
Farfetch Limited (FTCH)
$15.2 billion
44.56
Rapid Growth - Ecommerce
Kornit Digital (KRNT)
$3.2 billion
79.06
Rapid Growth – Textile Printing
Preparing for the Next Phase of the Pandemic
The current investing climate one...
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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...
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Stock Name
Market Cap
Price
Investment Type
Clarivate PLC (CCC)
$12 billion
30.92
Growth – Information Services
Cryoport (CYRX)
$1.8 billion
45.62
Rapid Growth – MedTech
Nuance Comm (NUAN)
$9.7 billion
34.45
Growth - Software
Pinterest (PINS)
$27 billion
45.13
Rapid Growth – Social M./Ad. Platform
Upwork (UPWK)
$2.5 billion
20.93
Growth – Staffing Platform
Five Stocks That Caught My Attention This Week
Normally, I write about some of...
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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...
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Stock Name
Market Cap
Price
Investment Type
Kinsale Capital (KNSL)
$4.2 billion
191.94
Rapid Growth – P&C Insurance
Nevro (NVRO)
$4.9 billion
144.55
Rapid Growth – MedTech
Peloton (PTON)
$24.7 billion
85.45
Rapid Growth – Exercise Equipment
Varonis (VRNS)
$3.6 billion
112.46
Rapid Growth – Software
Vital Farms (VITL)
$1.5 billion
36.65
Rapid Growth – Eggs & Butter
Time Is on Our Side
In 1964 the Rolling Stones their...
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Don’t Fight the Fed?
The U.S. Federal Reserve Bank, called by its colloquial name “the Fed” even on its website, made its informal but landmark policy change official last week. For the foreseeable future, the Fed will keep interest rates near zero, focusing almost on...
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Stock Name
Market Cap
Price
Investment Type
Altair Engineering (ALTR)
$3.0 billion
42.25
Growth – Industrial Software
Azek (AZEK)
$6.0 billion
38.76
Growth – Construction Materials
Jamf (JAMF)
$4.5 billion
38.54
Rapid Growth – Software
Nikola (NKLA)
$14.9 billion
39.18
Development – Electric/Hydrogen Auto
TFF Pharma (TFFP)
$271 million
12.98
Development – Biotech
Is The Hydrogen Economy Becoming Reality?
Hydrogen has been a hot topic among investors lately of...
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A Few Thoughts on Rising Market Speculation
The stock market continues to favor high-tech “digital economy” growth companies, particularly after the remarkably strong earnings reports from Apple, Amazon and others. The performance spread between “digital economy” stocks and “physical economy” stocks suggest that speculative is...
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Stock Name
Market Cap
Price
Investment Type
Bandwidth (BAND)
$3.1 billion
129.56
Growth – Comm. Software
Bloom Energy (BE)
$1.6 billion
13.09
Growth – Fuel Cells
Cloudflare (NET)
$11 billion
35.75
Rapid Growth – Security Software
Schrodinger (SDGR)
$5.2 billion
83.63
Rapid Growth – MedTech
SciPlay (SCPL)
$1.9 billion
14.62
Growth – Online Gaming
The Grand Experiment Continues
As we move into the heart of the summer uncertainty on...
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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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A surge in new investors on the Robinhood trading application isn't what's driving this rally. But it could signal a Robinhood top is near.
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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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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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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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