Weekly Update (IAC/MGM, OCTV, HOH.V)
Healthcareās relative performance to the S&P 500 is at a historic low. According to Bank of America, the sectorās relative forward P/E now sits at...
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Weekly Update (APTV, VGNT, Earnings!)
Aptiv completed the Versigent (VGNT) spin on April 1 and reported Q1 May 5. The spin executed cleanly, the thesis is intact, and the stock has sold...
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Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
725 Views
What's the Market Pricing In:Ā Apple Vs. Amazon
This report serves two purposes. One is to screen large cap, non-financial US stocks for those that might be worth buying or shorting. The second...
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Fitbit, a good 'fit' for your portfolio?
In January 2014, I bought my first Fitbit device. At the time, it was a company almost unheard of except by a few. The Fitbit app on the phone was...
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