Even though it feels like I was just celebrating New Year’s a week ago, I’m staring down a huge turkey and my wife’s guest list for Thursday that assumes we live in a palace. With the holidays fast approaching, now’s a good time to start taking a hard look at… Read More
Analyst Articles
- November 17, 2016
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This online education provider offers universities a clever solution. Read More
While Donald Trump’s election as the next President has been good for stock prices, for bond prices, not so much.While it’s impossible to know exactly what policies President-elect Trump will put into place, what he’s talked about could spur higher inflation and interest rates, and higher rates mean lower bond… Read More
Back in July I recommended buying KEYW Holding (NSDQ: KEYW), which since then had drifted along until last week. A tiny company that’s specializes in cybersecurity and geospatial intelligence, it also owns a fleet of small planes capable of specialized intelligence gathering. Its business outlook was improving at the time… Read More
New technology is notoriously buggy, sometimes spawning new businesses. Read More
Like most Americans, I spent Tuesday night (and well into Wednesday morning) watching the election returns and the market reaction to them around the world. My first thought was that I was watching Brexit II. Australia and Japan got off to a shaky start at 6 P.M. and 7 P.M. Read More
After a solid third quarter, some tech companies are falling victim to high expectations. Read More
Despite improving sales, ReWalk is hurting existing investors by raising cash at a discount. Read More
While the UK economy seems to be more resilient than expected after the Brexit vote, you should still approach the country with caution. The better than expected third-quarter growth didn’t come from particularly reliable sources and, without a framework for the exit yet, it could still get ugly.In a bit… Read More
Earnings season is underway for our portfolio holdings this week, with two already reporting and kicking into high gear on Wednesday. Read More