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...

Wed March 13

Value Line’s gradual lift shows why worry about SPX being overbought or overvalued is likely misplaced

ATTENTION: AS I AM OUT OF TOWN, I WILL UNFORTUNATELY NOT BE ABLE TO WRITE A TECHNICAL REPORT THURSDAY (3/14) OR FRIDAY (3/15) THIS WEEK. I CONTINUE TO SEE THE...

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...

Fri March 1

Nasdaq joins S&P 500 in Setting Records

Good evening, After Nvidia ($NVDA) took markets on a wild ride last week, much of this week was somewhat more range-bound. Nevertheless, stocks continued their advance. The Nasdaq hit an...

Wed February 7

MSCI World index has moved back to new all-time highs

DIVERGENCE BETWEEN THE TOP PERFORMING STOCKS WITHIN TECHNOLOGY AND THE BROADER MARKET COULD EVENTUALLY LEAD STOCK INDICES TO CONSOLIDATE.  YET, CURRENTLY, WE’RE SEEING THE OPPOSITE, AS GROUPS LIKE INDUSTRIALS AND...

Fri January 19

SPX Breakout, or Fakeout?

SPX AND DJIA OFFICIALLY JOINED NASDAQ BACK AT NEW HIGHS, WHICH IS CERTAINLY A CONSTRUCTIVE MOVE FOR THESE INDICES.  HOWEVER, IT WILL BE THE ACT OF EQUAL-WEIGHTED S&P AND VALUE...

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...