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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: |
+1 |
Golar LNG 2Q19 schedule and market notes | 13:48 13-Aug-19 |
+1 |
earnings follow-ups, plus bull/bear and macro discussions | 09:12 12-Aug-19 |
+1 |
Ebix 2Q19 results | 12:51 08-Aug-19 |
?2 |
Ebix schedules 2Q19 report | 16:51 02-Aug-19 |
-4 |
VOD, FIT and macro follow-up possibilities | 06:52 01-Aug-19 |
?1 |
CUI Global service contract and macro thoughts | 09:32 22-Jul-19 |
+3 |
Ebix finalizing Yatra buy | 08:31 19-Jul-19 |
?1 |
Vodafone Liberty deal and other unsurprising news | 07:55 18-Jul-19 |
?1 |
Lagarde, telecoms and independence | 09:23 03-Jul-19 |
+1 |
leadership not banking crises | 12:04 24-Jun-19 |
+3 |
EbixCash IPO teased for 2Q20 | 09:48 18-Jun-19 |
-3 |
Ebix hit by trade wars and more nonsense | 14:56 17-Jun-19 |
+2 |
AMSC and Schlumberger schedule plus more on energy | 22:23 04-Jun-19 |
+2 |
MACOM OMIB, elections and trading the trade wars | 19:59 23-May-19 |
?1 |
CUI OMIB and the safety dance | 19:39 20-May-19 |
+3 |
Ebix 1Q19 results | 09:03 09-May-19 |
?2 |
Ebix schedules 1Q19 report | 09:28 02-May-19 |
?2 |
Fitbit schedules 1Q19 report and new candidate | 17:17 16-Apr-19 |
?1 |
Golar news and 1Q19 pre-earnings updates | 12:33 16-Apr-19 |
?1 |
monday morning macro and the crux | 09:17 01-Apr-19 |
+1 |
final IDT note | 12:06 24-Mar-19 |
+2 |
Ebix, Google and macro news | 09:19 19-Mar-19 |
+1 |
EBIX, CWEN, and macro for next week and beyond | 08:24 15-Mar-19 |
?3 |
CUI 4Q18 schedule & Latest Ebix purchase | 10:33 11-Mar-19 |
?1 |
telecom OMIBs and value update | 18:37 06-Mar-19 |
+3 |
Ebix 4Q18 results | 12:45 01-Mar-19 |
?3 |
Ebix preview and MicroVision pilot LiDAR | 09:23 28-Feb-19 |
-4 |
Fitbit 4Q18 results | 16:30 27-Feb-19 |
?3 |
the Ebix Indian buying spree continues | 10:51 13-Feb-19 |
-3 |
regulators, mergers & exits | 09:29 07-Feb-19 |
?2 |
stock gyrations and valuations | 11:48 06-Feb-19 |
?2 |
Clearway schedules 4Q18 report and more | 10:06 31-Jan-19 |
+1 |
new Energy Recovery facility and other news | 08:38 16-Jan-19 |
+1 |
IDT votes Yes, Parliament No and more | 08:31 16-Jan-19 |
+3 |
Ebix business update | 20:51 11-Jan-19 |
?2 |
welcome to the crux | 10:08 07-Jan-19 |
-1 |
new Resonant licenses and the mobile market | 09:07 03-Jan-19 |
+3 |
Ebix & Resonant expand as U.S. federal shutdown continues | 10:05 02-Jan-19 |
+3 |
Ebix selects accounting firms | 07:47 28-Dec-18 |
?3 |
EBIX stock split shelved, new Indian bus contract | 13:58 21-Dec-18 |
+3 |
SLB OMIB, IDT rounds third, and more | 12:47 21-Dec-18 |
+1 |
Resonant adds a customer, plus CTL, FIT and energy market thoughts | 09:32 18-Dec-18 |
+2 |
Ebix $100M buyback, CEO takes salary in stock | 10:58 12-Dec-18 |
-2 |
energy markets, CUI and global trading | 10:17 07-Dec-18 |
+2 |
Vodafone and Ebix updates | 09:37 06-Dec-18 |
?1 |
weekend recap and outlook | 09:28 03-Dec-18 |
+1 |
new AMSC and Ebix contracts | 10:33 28-Nov-18 |
+1 |
Resonant buyback, plus international & trading thoughts | 09:31 26-Nov-18 |
?3 |
Ebix split date plus BGC and wild macro thoughts | 07:39 21-Nov-18 |
+4 |
introducing Ebix | 17:06 16-Nov-18 |