A Play on Oil Field Construction in the Middle East
Even if the Iran situation deteriorates further, this stock should benefit.
We’re Adding to and Lifting Our Rating on This Holding
Our core thesis remains focused on rising average card fees and the number of cards in force.
Target Makes Progress After Change at the Top
The retail giant could be a buy after former CEO Brian Cornell got out of the way.
Chart of the Day: Despite Volatility, Marvell Remains Attractive
The stock has been weathering the storm of the semiconductor group well.
Treasury Yield Signals Major Shift in Market Focus
Markets have moved on from President Trump and Iran and are now clearly focused on inflation.
Big Swing Potential for Nvidia: 8 Key Items Shaping the Stock Market Wednesday
Target’s beat, Lowe’s reiteration, Fed minutes, SpaceX’s underwriters, and other headlines are moving stocks this morning.
Market Horrors: Nasty Tuesday Trading, Scary May Prices, Threatening Trump
Let’s check the nastiest day of the 3-day selloff, May inflation outlook, Trump’s Iran threats and … Nvidia earnings.
Higher Interest Rates Will Make It Even Harder for Nvidia to Satisfy Investors
A clean beat-and-raise that would have been enough three weeks ago may not be enough now.
Three Stock Trades That an Indy 500 Team Would Approve Of
Let’s run through three trades made by three of our team and discuss how what makes them great investors is no different from what makes a great Indy 500 team.
Traders Remain Complacent Despite Bad Breadth
I’m still expecting the market to reach oversold levels sometime after Memorial Day.