Category: Uncategorized

Last night the $369B climate and tax package was greenlighted by senators Manchin and Schumer. Suddenly what seemed unlikely is now probably happening: using tax incentives to accelerate the adoption of wind, solar, geothermal, battery and other clean energies. This is a very big deal… solar, hydrogen and IoT companies should surge today on the… Continue reading 28July22: No-Brainers

Q2 earnings season has begun and I do feel optimistic about the market pivoting to a northern trajectory for lower cap growth companies. The weighing of revenue and margins will kick in and these value plays should be recognized for the incredible deals that they are. It’s been a rough ride… hold on to your… Continue reading 23July22: Phoenix Rising

Given the extreme sell off over the past year we are at an opportune moment to build a renewed financial foundation that should not only rise in the near term, but sustain itself as investors in both the institutional and retail world seek value over passive indexes. This list of companies below is almost the… Continue reading 11July22: Fit Forty

Wayne Gretzky, the most famous hockey player of all time, once said: “I skate to where the puck is going, not where it has been.” This brilliant mindset helped The Great One anticipate where the action on the ice was heading and to be there in the right place to score goals. Successful investing works… Continue reading 7July22: Stock IQ

For all the doom-and-gloom discussion about how inflation will keep our economy (and stock market) flat for the rest of the year… what if the opposite happens? Perhaps the sustained sell off has primed the market for a major short squeeze. That’s where my bet is in the steady buy-and-hold long term game of investing.… Continue reading 23June22: The Big Squeeze

The fed’s increase of 75 basis points yesterday gave the markets a boost, but today it looks like we are having another down day. Step back and examine the big picture: so many proven (and nascent) companies are at wonderful entry points for long term secular growth. A portfolio that includes the thirty listed below–at… Continue reading 16June22: Flywheel’s Moving

Yesterday’s entry into the bear market means the tide is out and all the boats have sunk low (we’re talking Bay of Fundy levels here). Do you panic and sell? Do you wring your hands in anguish? No! Go get your clam rake and grab as many littlenecks as you can. They are there for… Continue reading 14June22: Clam Raking

When extreme value meets enormous TAMs: Curis (CRIS) $96M Rubius (RUBY) $111M Puma Biotech (PBYI) $116M Jounce (JNCE) $194M fuboTV (FUBO) $608M DocGo (DCGO) $751M Veru (VERU) $1.2B Nextdoor (KIND) $1.4B Magnite (MGNI) $1.5B LiveRamp (RAMP) $1.9B Digital Turbine (APPS) $2B Novavax (NVAX) $3.9B Doximity (DOCS) $7B “If you are lost, the answer is education.… Continue reading 9June22: Lucky 13

I’ve been watching the stock market get its butt kicked since January. In the case of ad tech and biotech, the beating began even earlier. I could sum up my posts during this time period as pep rallies with messages like “don’t panic” while attempting to encourage readers to keep buying cheap shares. Courage: strength… Continue reading 5June22: Game Plan

Pullbacks in the market are always excruciating when happening, but put aside the emotions of the moment and you can set yourself up for many months (and years) of positive returns. It takes steadiness to see through the tumult of corrections. Here are seven stellar companies with market caps that have been severely reduced: fuboTV… Continue reading 31May22: Pain to Gains