U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
478 Views
Coupa 1Q21: Barely a Blip
We wrote about Coupa in early April as being an excellent buying opportunity on a LT compounder which will likely not offer many good entry points....
373 Views
Crowdstrike 1Q21: The Wind at Its Back
The reason we like Crowdstrike’s business more then some other work from home beneficiaries is that its tailwinds are sustainable, rather then...
566 Views
U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
570 Views
Medallia: If Your Not First, Your Last
Summary: Medallia, a SaaS-based experience management software provider is a feature, not a platform. Its new CEO, Leslie Stretch, has embarked on...
423 Views