Wed April 17

GRANNY SHOTS: Apr 2024 rebalance +7 adds. SMID Granny Shots +20 stocks. April Super and Sleeper Grannies. WEBINAR WED!!!

On Wednesday, 4/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAYUPDATING 5 SUPER...

Wed March 27

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 to ridicule the idea of...

Fri March 22

Technical Writeups of Super SMID Granny-shot picks

SUPER SMID GRANNY-SHOT STOCKS SUPER MICRO COMPUTER ($SMCI- $972.74) Source: Trading ViewThe first stock that deserves mention is Super Micro Computer. This remains on the list despite its minor consolidation...

Thu March 21

GRANNY SHOTS: March 2024 Super Granny update. Still risk-on as still "gas in the tank."

On Friday, 3/22, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and SMID Granny Shot portfolios. We...

Mon March 18

Real Pain for Real Estate (Brokers)

A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The process of taking action is...

Wed March 13

More or Less with High-Tech

A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do great work; it’s how you...

Tue March 5

Small-caps still facing difficulties, despite SMCI performance

TUESDAY’S SPX DECLINE DOESN’T CAUSE ANY TECHNICAL DETERIORATION IN THE NEAR-TERM UPTREND AS TECHNOLOGY LARGELY WAS RESPONSIBLE FOR THE EARLY DECLINE WHICH GREW A BIT MORE SERIOUS AS THE DAY...

Wed January 17

Super “SMID” Technical Picks

NEAR-TERM TRENDS STILL APPEAR TO HAVE LIMITED UPSIDE, DESPITE TECHNOLOGY HAVING OUTPERFORMED IN A WAY THAT’S LARGELY HOLDING UP INDICES LIKE SPX AND QQQ TO THE DETRIMENT OF EQUAL-WEIGHTED INDEX...

Wed January 17

GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!

Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_ _TUNE INTO OUR SUPER GRANNY...

Wed January 11, 2023

Thursday’s CPI release should prove pivotal for markets

Equity markets have enjoyed a bit more bounce than expected into Thursday’s CPI report, but if the downward bias of cycles into late January along with the formation of intra-day...