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Micron's dramatic correction may not last - time to spend money

MU continues to be one of our core holdings, with an impressive 10Y total price return of 665.7%, despite the catastrophic -46.54% plunge from January...

December 17, 2022, 2:00 pm

Gold price (xau/usd) slammed by fed chair powell’s pessimism

Fed chair Jerome Powell crunched gold’s recent rally into reverse gear last night by suggesting that US interest rates will be kept elevated through...

December 15, 2022, 2:14 pm

Gold price (xau/usd) slammed by fed chair powell’s pessimism

Fed chair Jerome Powell crunched gold’s recent rally into reverse gear last night by suggesting that US interest rates will be kept elevated through...

December 15, 2022, 10:30 am

Utg: likely already bottomed - buy on pullbacks

Reaves Utility Income Fund likely formed its significant bottom in October, despite the massive pessimism...

December 13, 2022, 1:30 pm

Rent-a-center: a compelling value case with strong free cash flow

The consumer is constrained right now, and 2023 could bring more issues. I see much of that pessimism p...

December 12, 2022, 1:22 pm

Crown castle: peak pessimism is good for its recovery

Crown Castle stock has been battered by the market, as its growth slowed dramatically from its 2021 highs, impacting its distribution growth. However,...

December 10, 2022, 8:02 am

Brightspire: a decent quarter improves the valuation picture, technicals remain concerning

The mortgage real estate market is tough at both the residential and commercial ends right now. One small REIT features a big yield and low valuation,...

December 9, 2022, 3:26 pm

Qqq: outperformance could be around the corner - don't give up now

The QQQ ETF has underperformed the S&P 500 over the past year. Its recovery momentum has also languished behind the S&P 500 at the recent October bott...

December 5, 2022, 12:23 pm

Fresenius: maximum pessimism reached, potential triple-digit 3-year rate of return

I've been buying Fresenius in small portions and adding to my position again and again over the past year. It's now more than 3% of my portfolio. Whil...

December 3, 2022, 9:14 am

Marinemax: reading into the market's pessimism about this stock

MarineMax, Inc. has shown high growth by consolidating in a fragmented industry. I like this company for managing to stick to low debt levels and the ...

December 1, 2022, 10:35 am

Beige book: economic activity was about flat or up slightly since the previous report

  • Economic activity was about flat or up slightly since the previous report (vs modest growth previously)
  • Five Districts reported slight...

    November 30, 2022, 7:01 pm

Close to multi-year lows, snap has a lot of bright spots

Down nearly 80% year to date, Snap has likely hit a near-term bottom due to pessimism over digital adve...

November 28, 2022, 8:26 pm

Provident financial services provides optimism amidst pessimism in the market

Provident Financial Services, Inc. remains strong with decent revenue growth and stable margins. Its efficiency continues to improve in line with its ...

November 26, 2022, 5:36 am

Paychex: prudence with consistent payout amidst market pessimism

Paychex remains on solid footing with its sustained revenue growth and margin expansion. Market changes show some risks and enticing opportunities tha...

November 24, 2022, 9:10 am

Gbp/usd pokes three-month high around 1.2100 on softer us dollar, brexit, boe talks in focus

GBP/USD cheers broad US Dollar weakness to refresh multi-day top. Brexit pessimism, mixed UK PMIs probe...

November 24, 2022, 4:44 am

Here's what the intel layoffs mean for intc stock

What does a bottoming process in a stock look like? In the case of microprocessor manufacturing giant Intel (NASDAQ: INTC ), reaching rock bottom is ...

November 23, 2022, 9:28 am

“banks are becoming more cautious about lending”

By Elliott Wave International Robert Prechter’s Last Chance to Conquer the Crash discusses the psychological aspect of a deflation: When the trend o...

November 18, 2022, 5:30 am

Crowdstrike: the wait was worthwhile - buy the pessimism

CrowdStrike is scheduled to release its FQ3 earnings on November 29. The market's recent pessimism has ...

November 17, 2022, 11:37 am

Chargepoint: earnings pessimism baked in

ChargePoint buyers who bought at its September highs have underperformed the market significantly. We postulate that the market has likely baked in a ...

November 15, 2022, 1:42 pm

Nio: bears were annihilated

NIO's Q3 release was accompanied by a weaker-than-expected Q4 guidance. Yet, NIO held its October lows robustly, as we postulated in our previous upda...

November 13, 2022, 5:45 am


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