If Q2 Earnings Continue This Trend, We Can Finally Get Back to Stock-Picking
As second quarter earnings roll on, an amazingly high percentage of companies are soundly beating estimates - over 70% thus far. To the eternal pessimists out there, it’s no real harbinger because estimates were set embarrassingly low. However we’re not just seeing minor beats, but an increasing number of major beats - beating estimates by [...]
Adding St. Jude Medical to Secular Trends Model; Simply the Best In Class Device Firm (STJ)
In many ways, today’s action of adding St. Jude Medical (STJ) to the Secular Trends Portfolio is the culmination of a multi-year stock crush on my part. I have been following the company since before the wave of product recalls put a big bruise on the cardiac rhythm management (CRM) space as a whole. These [...]
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Investopedia Commentary- 3 Retail Rocket Stocks (M, ROST, SPY, FDO, XRT)
- Pharmaceutical Profits That Aren't For The Dogs (MRK, SNY, PFE, PETS, CENT, NVS, ABT))
- Terex Reshapes For The Future (TEX, BUCY, CAT, DE)
- Is Best Buy Still The Better Buy In Electronics? (BBY, RSH, SHLD, WMT, AMZN)
- Oil Service Costs To Move Higher (CLR, XCO, SD, BEXP)
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
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