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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 |
Xebec cuts FY20 guidance and thoughts on Asia | 10:30 15-Mar-21 |
+3 |
Ebix 10-K schedule and macro note | 09:19 09-Mar-21 |
+1 |
adding PPL plus weekly wrap notes | 12:41 26-Feb-21 |
-5 |
Ebix auditor resigns | 17:48 24-Feb-21 |
+3 |
Ebix bus automation and Energy Recovery water treatment contracts | 09:25 03-Feb-21 |
?3 |
AMSC 3Q20 schedule, Indian budget, and more | 19:29 01-Feb-21 |
?1 |
Shell & ABB schedules, Vuzix preliminary results and more | 10:36 15-Jan-21 |
?4 |
Google Fitbit purchase complete, 4Q20 schedule, more | 09:37 14-Jan-21 |
?1 |
viral transitions and market moves | 08:47 08-Jan-21 |
-3 |
ACCC rejects Google concessions for Fitbit and more | 11:37 22-Dec-20 |
+1 |
Resonant passes 50M unit mark and more | 17:10 17-Dec-20 |
+3 |
Ebix and Prudential in India | 10:54 15-Dec-20 |
+2 |
Hygo case dismissed and Ebix accolades | 09:32 10-Dec-20 |
+2 |
Tina vs Eve: thoughts on inequality | 00:46 07-Dec-20 |
?3 |
new summaries and other administrative notes | 09:26 30-Nov-20 |
?2 |
Lumen, Virtu and other news | 19:15 23-Nov-20 |
+1 |
Resonant and WiFi, plus Google & Clearway news | 15:17 20-Nov-20 |
?1 |
Orbital 3Q20 results plus RCEP trade thoughts | 09:05 16-Nov-20 |
+3 |
Ebix 3Q20 results | 12:01 09-Nov-20 |
?4 |
Ebix 3Q20 schedule and AMSC orders | 09:33 03-Nov-20 |
?1 |
AMSC and Fitbit schedules, plus Google notes | 21:08 28-Oct-20 |
-1 |
governments and Google | 09:14 12-Oct-20 |
+1 |
Vuzix Blade Upgraded available & Golar update | 08:04 01-Oct-20 |
?2 |
Orbital, BGC, Vodafone and other news from India | 11:52 25-Sep-20 |
-2 |
Xebec stock incentives and value updates | 09:57 21-Sep-20 |
+1 |
telecoms and governments | 10:33 14-Sep-20 |
+2 |
post-pandemic value thoughts | 14:51 02-Sep-20 |
+2 |
Resonant switches to KPMG and new Fitbit watches | 14:14 25-Aug-20 |
?3 |
Fitbit subscriptions and Resonant dilution | 09:45 18-Aug-20 |
+3 |
Ebix 2Q20 results | 14:57 07-Aug-20 |
?2 |
EMAN short squeeze, MACom products and MX OMIBs | 19:31 05-Aug-20 |
-3 |
full E.U. antitrust probe for Google+Fitbit? | 11:20 04-Aug-20 |
?4 |
Ebix 2Q20 schedule plus more Virtu and market thoughts | 10:28 03-Aug-20 |
-2 |
eMagin defense contract, Nokia schedule and more | 11:09 27-Jul-20 |
?1 |
Schlumberger 2Q20 results, WFS schedule and much more | 09:39 24-Jul-20 |
-2 |
ABB 2Q20 estimates and troubling thoughts | 09:16 20-Jul-20 |
?2 |
BGC 2Q20 schedule and more on India | 08:39 17-Jul-20 |
?2 |
Covanta & Clearway 2Q20 schedules and much more | 08:27 15-Jul-20 |
+1 |
pre-earnings macro thoughts and minor news | 12:28 13-Jul-20 |
+1 |
follow through on expectations | 13:26 09-Jul-20 |
-1 |
Vuzix and Google thoughts | 13:44 02-Jul-20 |
+1 |
AES, Nokia & Ebix news | 09:26 23-Jun-20 |
?3 |
Fitbit and other regulatory notes | 13:11 19-Jun-20 |
?2 |
Nokia, the pandemic and market pricing | 08:51 16-Jun-20 |
+2 |
Clearway near, BGC & Covanta far from the finish line, Fed could move it | 13:23 11-Jun-20 |
-1 |
FOMC and other nonsense | 17:57 10-Jun-20 |
?3 |
Fitbit & macro update | 13:05 04-Jun-20 |
?3 |
Ebix, Yatra, Schlumberger and the virus | 09:57 21-May-20 |
-1 |
Vuzix OMIB, CenturyLink dividend and India cylcone | 16:44 20-May-20 |
?3 |
Ebix 1Q20 results | 13:16 11-May-20 |