Embedded Files
Our Investment Thesis In Apple (AAPL) Has Just Gotten Stronger, And An Elaboration Of Why Revenues From Subscriptions Get Higher Multiples.
Saturday, 26 Mar 2022 5:00 PM GMT +07
Our Thoughts On The Recent Strong Market Performance
Wednesday, 23 Fed 2022 10:00 AM GMT +07
Our Thoughts On Boeing (BA) Amid The Tragic China Eastern Airlines' B737-800 Crash
Tuesday, 22 Mar 2022 6:30 PM GMT+07
Inverted Yield Curve And The Risk Of Recession
Friday, 18 Mar 2022 00:50 AM GMT+07
The Federal Reserve Has Embarked On A Well-Telegraphed Hawkish Journey. Here Are Our Thoughts On The Latest Fed Decision.
Thursday, 17 Mar 2022 1:00 PM GMT +07
Locking In Some Gains In This Healthcare Stock (Eli Lilly - LLY), Fed First Rate Hike In About 3 Hours
Wednesday, 16 Mar 2022 11:30 PM GMT+07
We're Using The Pullback In Oil Prices (And Oil Stocks) To Add This Dividend-Yielder To Our Portfolio (Devon Energy - DVN)
Wednesday, 16 Mar 2022 5:30 PM GMT+07
"Death Cross" On The S&P 500, Apple (AAPL) Fails A Key Support, And Why We Think The Final Capitulation May Be Here
Tuesday, 15 Mar 2022 6:30 PM GMT+07
Monday, 14 Mar 2022 Morning Thoughts: Tracking The Effects of Russia's Invasion In Ukraine And China's New Covid-Related Shutdown
Monday, 14 Mar 2022 9:15 PM GMT +07
Friday, 11 March 2022 Morning Thoughts: Stocks Up Mildly Pre-Market, Oil Spars Sell-Signal
Friday, 11 Mar 2022 10:10 AM
Rapid-Fire Update On Some Portfolio Stocks In The Face Of Endless Market Decline
Monday, 7 Mar 2022 7:20 PM EST
Monday, 7 March 2022 Morning Thoughts: Crude Hits Highest Level In 13 Years, Equity Under Pressure Again
Monday, 7 Mar 2022 8:50 AM
Stock-Picking Strategy: Top-Down And Bottom-Up Analysis
Sunday, 6 Mar 2022 10:00 AM
A Confession About Blowing Up A Portfolio And Why You Must Be Diversified To Stay In The Game
Saturday, 5 Mar 2022 10:00 AM EST
Friday, 4 March 2022 Morning Thoughts: Futures Selling Off Due To Russia Again, Rivian Raises Prices.
Friday, 4 Mar 2022 8:10 AM
The Business Of Ford Motors (F) And The Problem Of Chicken - Watermelon Smoothies
Friday, 4 Mar 2022 8:00 AM
Thursday, 3 March 2022 Morning Thoughts: Ford Splits, Oil Turns Around, Ukraine War Not Getting Any Better
Thursday, 3 Mar 2022 10:00 AM
Salesforce (CRM) Delivered Another Beat And Raise Quarterly Results
Thursday, 3 Mar 2022 8:00 AM
We View the Recent Sell-Off In Semiconductors As Excessive And We Are Ready To Put More Money To Work
Wednesday, 2 Mar 2022 8:00 AM
Our Financial Stocks Are Dropping With A Vengeance And Our Approach To The Sell-Off
Tuesday, 1 March 2022 11:00 AM
Advanced Micro Devices (AMD) Announces An Additional $8 Billion Stock Buy-Back Program
Friday, 25 Feb 2022 9:30 AM
Russia Finally Invades Ukraine. Where Do We See The Market Heading.
Thursday, 24 Feb 2022 8:45 AM EST
Five Stages Of Grief In A Stock Market Sell-Off. Where Are We?
Thursday, 24 Feb 2022 8:00 AM
The S&P 500 Is At A Make Or Brake Level
Wednesday, 23 Feb 2022 11:40 AM
Why We're Continuing To Buy Morgan Stanley (MS) Here
Tuesday, 22 Feb 2022 8:00 AM
Providing Updates About Portfolio Stocks, And What We're Watching In The Market Right Now
Friday, 17 Feb 2022 8:00 AM
Cisco (CSCO) Reports Its Fiscal Third Quarter: A Beat And Raise (CSCO Earnings)
Thursday, 17 Feb 2022 10:00 AM
Federal Aviation Association (FAA) Intervenes With Boeing (BA)'s 787 Delivery. Is It Finally Time To Take Off?
Wednesday, 16 Feb 2022 8:00 AM
Our Thoughts On The Market: A Case To Buy The Market Now
Tuesday, 15 Feb 2022 8:00 AM
Wall Street Research Shows Advanced Micro Devices (AMD) Is Gaining Market Shares From Intel (INTC)
Monday, 14 Feb 2022 9:00 AM
7 - 11 February 2022 Weekly Round-up: Inflation and Russia-Ukraine Tension Took Center Stage
Monday, 14 Feb 2022 8:00 AM
Thursday, 10th Feb 2022 Our Thoughts On The Market: Don't Be Bulled Up Too Quickly
Thursday, 10 Feb 2022 8:00 AM
Adding Another Layer To Our 2022 Stock Picking Strategy
Wednesday, 9 Feb 2022 8:00 AM EST
Reverting To Technicals To See How Ford Motors (F) Shares Will Likely Move
Tuesday, 8 Feb 2022 8:00 AM EST
Let's Revisit Ford Motor's (F) Valuation Model To Instill Confidence In Owning This Stock Again
Monday, 7 Feb 2022 8:00 AM EDT
31 Jan - 4 Feb Weekly Round-up: A Wild Week Of Earnings Ultimately Drove The Market Higher
Friday, 4 Feb 2022 8:00 PM
Ford (F) Announced Mixed Q4 2021 Earnings Results
Thursday, 3 Feb 2022 4:35 PM EST
Facebook Investors Probably Want To Hide In The Metaverse Right Now. Meta (FB) Reported Q4 FY 2021 Results.
Thursday, 3 Feb 2022 8:00 AM
Advanced Micro Devices (AMD) Is Advancing On All Devices. Analysis Of Its Q4 2021 Earnings Results.
Tuesday, 2 Feb 2022 8:00 AM
Chevron Remains A Safe Haven During This Wild Market (CVX Q4 2021 Earnings)
Sunday, 30 Jan 2022 9:00 AM
This Steelmaker Is A Steal After Its Quarterly Earnings Results (Nucor - NUE)
Sunday, 30 Jan 2022 8:00 AM
24th - 28th Jan 2022 Weekly Round-up: Volatility Presides
Sat, 29 Jan 2022 1:00 PM EST
Apple Continues To Prove Why They Deserve To Trade At A High Multiple - AAPL Q4 2021 Earnings
Friday, 28 Jan 2022 9:00 AM
Boeing (BA) Q4 2021 Earnings Results: A Messy Quarter, But There Were Bright Spots For Us To Be Optimistic
Thursday, 27 Jan 2022 8:00 AM (Revised)
Microsoft's Strong Earnings Results Show Why We Own This Name (MSFT) - MSFT Q4 2021
Wednesday, 26 Jan 2022 8:00 AM
Identifying The Buy Zone For Ford Shares (F)
Tuesday, 25 Jan 2022 8:00 AM EST
Monday, 24th Jan 2022 Portfolio Actions: Continued Sell-Off, But Signs Of Buyers Coming In
Monday, 24 Jan 2022 3:35 PM
Understanding The Sell-Off And Formulating A Strategy
Monday, 24 Jan 2022 8:00 AM
17th - 21st Jan 2022 Weekly Round-up: The Carnage Continues
Sat, 22 Jan 2022 2:00 PM EST
Breaking Down Morgan Stanley's Stellar Q4 2021 Earnings (MS)
Thursday, 20 Jan 2022 10:00 AM EST
Understanding Price-To-Book Valuation Multiple For Banks
Wednesday, 19 Jan 2022 8:00 AM EST
Will Boeing (BA) Fly In 2022? An Investment Lens Through America's Biggest Airplane Manufacturer
Tuesday, 18 Jan 2022 10:00 AM EST
Wells Fargo Q4 2021 Has Proven Our Conviction Right. We See Brighter Future Ahead For This Bank.
Tuesday, 18 Jan 2022 8:00 AM EST
Interest Rates And Valuation Multiples
Monday, 17 Jan 2022 8:00 AM EST
10th - 14th Jan 2022 Weekly Round-Up: Continued Volatility Around Rates
Friday, 14 Jan 2022 5:30 PM EST
Am I A Ford Investor, Or An Investor: A Story About Being Able To Marry And Divorce A Stock
Friday, 14 Jan 2022 8:00 AM EST
We're Bringing In Another High-Quality Healthcare Name As A Defensive Play (Danaher - DHR)
Thursday, 13 Jan 2022 8:00 AM EST
We're Buying More Of This High-Quality Healthcare Name At A Discount (Eli Lilly - LLY)
Wednesday, 12 Jan 2022 11:45 AM EST
Wednesday, 12th Jan 2022 Chart Review: Taking A Technical Review Of Our Portfolio
Wednesday, 12 Jan 2022 8:00 AM EST
Tuesday, 11th Jan 2022 Portfolio Actions: Trimming High-Flying Banks, Looking At The Much-Hated Tech Stocks
Tuesday, 11 Jan 2022 11:00 AM EST
We're Bringing In An Agricultural Name (Deere - DE)
Tuesday, 11 Jan 2022 8:00 AM EST
How Interest Rates Affect Valuation: Growth Vs Value
Monday, 10 Jan 2022 8:00 AM EST
3th - 7th Jan 2022 Weekly Round-Up: FOMC December 2021 Meeting Minutes
Saturday, 8 Jan 2022 2:40 PM EST
Friday, 7th Jan 2022 Portfolio Actions: Trim Ford (F), Initiate Deere (DE), Add to Advanced Micro Devices (AMD), Boeing (BA)
Friday, 07 Jan 2022 10:30 AM EST
The Advantage Of Actively Managing Your Portfolio
Fri, 07 Dec 2022 10:00 AM EST
Here Are Two Of Our Key Portfolio Management Disciplines
Thursday, 06 Jan 2022 3:15 PM EST
Explaining The Market Yesterday: Cyclicals Outperformed, Growth Took A Hit. Portfolio Actions (F, MS, NUE, LLY, MSFT)
Wednesday, 5 Jan 2022 9:30 AM EST
Tuesday, 4th Jan 2022 Market Notes: Ford (F) Doubling F-150 Production, Eli Lilly (LLY) and Disney (DIS) Named Top Picks
Tuesday, 4th Jan 2022 9:00 AM EST
Page updated
Google Sites
Report abuse