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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: |
?3 |
Ebix 1Q20 schedule and India health notes | 15:51 06-May-20 |
?2 |
Vodafone 4Q20 schedule, OLED & new normal implications | 06:19 04-May-20 |
?4 |
Fitbit & Google 1Q20 schedules | 07:45 27-Apr-20 |
?1 |
ERII 1Q19 schedule & updates, plus Brazil vs India | 08:55 23-Apr-20 |
?2 |
market calendar and minor news | 09:42 15-Apr-20 |
?4 |
new Ebix CFO and debt profile | 20:40 08-Apr-20 |
+3 |
ADP, Fitbit Charge, and more | 09:06 02-Apr-20 |
+1 |
CUI acquisition, jobs, ABB dividend & Vodafone towers official & more | 09:06 26-Mar-20 |
-4 |
Senate deal, rebate rates, India lockdown, Schlumberger cutback | 09:14 25-Mar-20 |
+1 |
Virtu update plus AES and other OMIBs | 10:16 24-Mar-20 |
+1 |
stimulus, bonds and market segments | 09:08 19-Mar-20 |
+3 |
OMIBs from the Ebix C-Suite | 15:26 13-Mar-20 |
+3 |
Sanders, Biden and Fitbit | 12:30 11-Mar-20 |
?3 |
Super Tuesday and Fitbit arbitrage calendar | 16:39 03-Mar-20 |
?3 |
Ebix 4Q19 results | 01:28 03-Mar-20 |
?1 |
VOD OMIB and other values | 16:47 27-Feb-20 |
?3 |
Fitbit 4Q19 results and more | 16:17 20-Feb-20 |
?4 |
Ebix 4Q19 schedule and reality shifts | 20:04 12-Feb-20 |
?3 |
Fitbit 4Q19 schedule and confirmations | 18:19 11-Feb-20 |
?1 |
new Fenics market maker plus trade & competition | 09:35 21-Jan-20 |
?1 |
India rejects Vodafone & fluff news | 11:55 16-Jan-20 |
?1 |
VUZI OMIBs and other follow-ups | 11:07 14-Jan-20 |
+3 |
EbixCash partners with MoneyGram and much more | 09:39 13-Jan-20 |
-3 |
Fitbit named in broad patent investigation | 15:00 11-Jan-20 |
+2 |
macro, value and Nokia | 11:54 09-Jan-20 |
+2 |
Himax 4Q19 projection plus CES & more Ebix | 11:45 07-Jan-20 |
?1 |
Resonant win, Ebix update & Iraq | 09:46 06-Jan-20 |
?1 |
reaction to Soleimani | 15:31 03-Jan-20 |
?3 |
FIT and record markets | 13:52 27-Dec-19 |
+1 |
Resonant COO, EBIX OMIB, and Clearway/Covanta macro | 23:33 02-Dec-19 |
?2 |
looking through December with telecom dividends and Ebix | 17:59 21-Nov-19 |
+3 |
Ebix wins bus fire sale | 10:52 15-Nov-19 |
?2 |
more follow-up on VUZI, CTL and the Fitbit spread | 10:19 15-Nov-19 |
?1 |
MVIS OMIB and earnings follow-ups | 13:06 14-Nov-19 |
?3 |
Ebix 3Q19 results | 12:10 12-Nov-19 |
+5 |
Fitbit sold to Google and AMSC 2Q19 schedule | 09:29 01-Nov-19 |
+2 |
macro and MACOM 4Q19 schedule | 11:32 30-Oct-19 |
?4 |
Ebix 3Q19 schedule & value down the macro path | 09:30 29-Oct-19 |
+3 |
Ebix Insurance JV license and macro data imminent | 10:00 28-Oct-19 |
?1 |
new AMSC grid proposal, Fitbit 3Q19 schedule and CVA follow-up | 16:47 22-Oct-19 |
+1 |
ABB & Golar 3Q19 schedules plus energy and Brexit | 11:21 21-Oct-19 |
?2 |
5G and value update | 08:27 15-Oct-19 |
+3 |
Ebix travel agreements and macro follow up | 11:42 08-Oct-19 |
?3 |
EbixCash acquires Cox & Kings business customers | 11:23 27-Sep-19 |
+1 |
hedge funds up PG&E bid and value update | 19:56 26-Sep-19 |
?1 |
political, BGC and Ebix updates | 18:35 24-Sep-19 |
?3 |
FIT short squeeze unlikely | 10:05 23-Sep-19 |
+3 |
EbixCash IPO progress, Shell 3Q19 schedule and more | 09:08 04-Sep-19 |
+1 |
Schlumberger 3Q19 schedule plus currency & value thoughts | 07:43 28-Aug-19 |
+2 |
Westport CFO, CUI OMIB, CTL dividend & more interesting notes | 20:03 22-Aug-19 |