Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
Still (Mostly) a Meat Grinder
In the last issue we wrote about the baby steps the market had taken since mid-May—it wasn’t anything decisive, but after suffering a ton of damage, growth stocks were slowly improving, with some big-volume rallies, more stocks setting up multi-month...
Small caps have pulled back ever so slightly from the all-time highs of last week. But that’s not the big news of the week. The larger event was yesterday’s Fed meeting, during which Chairman Jerome Powell suggested that a start to tapering of purchases...
The Federal Open Market Committee (FOMC) convened on Wednesday and Chairman Jerome Powell and colleagues seem to be inclined to raise benchmark rates sometime next year. At least for now, the Fed kept rates on hold and signaled it would continue its quantitative easing.
In most professional and personal endeavors, there are dozens if not hundreds of decisions to make. Manage a tech company? You need to decide who to hire/promote/fire, what responsibilities to give them, how much to pay them (base and bonus), resolve conflicting agendas, what...
Academy Sports & Outdoor (ASO)
Growth – Sporting Goods/Retail
Driven Brands (DRVN)
Rapid Growth – Auto Services
GoEasy (GSY.CA, EHMEF)
Growth/Value – Leasing & Lending
Maravai LifeSciences (MRVI)
Rapid Growth – MedTech
TELUS International (TIXT)
Rapid Growth – Customer Care
Up, Up and Away?
Over the week...
The market continues to be strong with the S&P 500 near all-time highs. And micro-caps continue to chug along. In aggregate, our micro-cap recommendations continue to do quite well, and I continue to find many excellent opportunities, especially in “cyclical” areas of the Before...
The market has been doing OK, though it’s more about addition by subtraction—the fact that growth stocks have avoided any major selling wave after the recent upmove is a plus, but we’re still seeing lots of selling on strength and rotational action that by...