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Growth stocks are harder to value than those with significant
yield, but they can offer some of the best opportunities. This
section is for profitable companies which have a chance outgrowing
the overall economy and thus rising faster than the market.
It should be noted that the reason for there being more public
examples in this section than in Yield is because of the naturally
greater rate of turnover. The majority of my analysis and funds
are generally allocated to high-yield value investments which
offer growth in addition to income.
Updates: |
-6 |
EBIX short report, a look at Fluence, and Fed follow up | 09:15 21-Jun-22 |
?1 |
currencies, value and what comes next | 11:33 24-May-22 |
+3 |
Ebix 1Q22 results | 13:23 10-May-22 |
?3 |
Fed, Ebix 1Q22 schedule and more | 15:22 04-May-22 |
?2 |
Akoustis 3Q22 schedule and trade notes | 06:53 26-Apr-22 |
?1 |
New Fortress, Himax, MACom 1Q22 schedules and more | 09:34 13-Apr-22 |
+2 |
reshaping global energy | 13:45 26-Mar-22 |
?1 |
Westport 4Q21 results plus view for the week and summer | 17:25 14-Mar-22 |
+4 |
Ebix red herring and more | 13:44 11-Mar-22 |
?3 |
Ebix 4Q21 results | 12:08 09-Mar-22 |
?1 |
Xebec 4Q21 schedule, plus Vodafone & macro trading update | 09:22 04-Mar-22 |
?4 |
Ebix 4Q21 schedule | 15:49 03-Mar-22 |
?1 |
Kinetik update, PPL NEC approval, and more | 09:56 24-Feb-22 |
+1 |
trading and news wrap | 11:24 18-Feb-22 |
?2 |
Magnachip & PPL 4Q21 schedules, plus gas & India notes | 16:29 31-Jan-22 |
?2 |
MACom 1Q22 results and more | 09:34 27-Jan-22 |
?2 |
Google lawsuit, looking ahead to the midterms and more | 10:33 18-Jan-22 |
+2 |
macro, Ebix and GRoDT updates | 09:05 13-Jan-22 |
?4 |
BGC outlook, OLED TV developments, and more Polestar | 20:38 30-Dec-21 |
?1 |
market leverage, inflation, and trade notes | 12:24 14-Dec-21 |
-2 |
look ahead on a short week | 11:44 26-Nov-21 |
?2 |
market leverage and other news | 12:03 19-Nov-21 |
-1 |
currencies and weekly wrap | 10:17 12-Nov-21 |
-4 |
Ebix 3Q21 results | 12:12 09-Nov-21 |
?3 |
Amsc, Resonant & Ebix 3Q21 schedules, Westport contract | 16:46 02-Nov-21 |
+2 |
Clearway 3Q21 schedule, new Akoustis market, and policy moves | 09:41 15-Oct-21 |
?1 |
Pandora Papers and mega-cap market matters | 08:47 04-Oct-21 |
+1 |
Magnachip extension and more | 12:17 14-Sep-21 |
-1 |
jobs reports and much more | 10:43 03-Sep-21 |
+2 |
app store harbinger plus Amsc and Ebix news | 10:12 31-Aug-21 |
+3 |
Ebix 2Q21 results | 12:14 09-Aug-21 |
?1 |
eMagin 2Q21 schedule and trade-focused previews & follow-ups | 11:44 03-Aug-21 |
?3 |
Ebix 2Q21 schedule | 10:27 30-Jul-21 |
+2 |
Akoustis Diplexer, UDC 2Q21 & New Fortress update schedules, and more | 09:05 14-Jul-21 |
+3 |
Ebix expands tele-shopping contract & more macro data | 10:59 01-Jul-21 |
+1 |
BGC 2Q20 business update and more | 16:49 30-Jun-21 |
+3 |
EbixCash banking contract, ABB 2Q21 schedule, 5G and macro | 09:26 28-Jun-21 |
?1 |
adding AKTS, Resonant WaveX software and pricing notes | 09:30 22-Jun-21 |
+1 |
macro trading thoughts and news | 13:39 10-Jun-21 |
+1 |
Himax dividend, plus networking & macro thoughts | 09:29 03-Jun-21 |
+3 |
international & segment updates plus new format | 13:39 24-May-21 |
?3 |
Ebix 1Q21 results | 11:51 17-May-21 |
?3 |
Ebix 1Q21 schedule, NFE OMIB, Golar execs and trading update | 12:41 14-May-21 |
?3 |
Ebix 10-QNT filing and estimates | 18:04 10-May-21 |
+1 |
Xebec, Intel & Akoustis manufacturing, Resonant 1Q21 schedule and more | 15:22 03-May-21 |
+1 |
ABB charging IPO, semiconductor news & earnings so far | 14:25 28-Apr-21 |
?3 |
Ebix results tomorrow and notes for the week | 11:59 27-Apr-21 |
?3 |
Ebix 4Q20 report and IPO scheduling | 12:30 19-Apr-21 |
?1 |
Amdocs call, Shell 1Q21 schedule and short-term catalysts | 10:45 08-Apr-21 |
?2 |
gas, macro and new pick | 09:25 29-Mar-21 |