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PLUS
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$61.93
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-3.61%
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$64.14
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$64.25
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$61.17
Ticker Appearances
First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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Technical Strategy
September Top Stock Ideas and Super SMID Granny Technicals
TOP STOCK IDEAS NVIDIA - NVDA -1.84% -Three month triangle consolidation arguably does not signify technical weakness, but should lead NVDA back to new all-time highs...
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Daily Technical Strategy
August Top Stock Ideas and Super SMID Granny Technicals
TOP STOCK IDEAS NVIDIA - NVDA -1.84% -NVDA's success in regaining former area of support that was broken along with eclipsing its downtrend from June likely...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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Technical Strategy
September Top Stock Ideas and Super SMID Granny Technicals
TOP STOCK IDEAS NVIDIA - NVDA -1.84% -Three month triangle consolidation arguably does not signify technical weakness, but should lead NVDA back to new all-time highs...
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Daily Technical Strategy
August Top Stock Ideas and Super SMID Granny Technicals
TOP STOCK IDEAS NVIDIA - NVDA -1.84% -NVDA's success in regaining former area of support that was broken along with eclipsing its downtrend from June likely...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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Technical Strategy
September Top Stock Ideas and Super SMID Granny Technicals
TOP STOCK IDEAS NVIDIA - NVDA -1.84% -Three month triangle consolidation arguably does not signify technical weakness, but should lead NVDA back to new all-time highs...
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Daily Technical Strategy
August Top Stock Ideas and Super SMID Granny Technicals
TOP STOCK IDEAS NVIDIA - NVDA -1.84% -NVDA's success in regaining former area of support that was broken along with eclipsing its downtrend from June likely...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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