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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: |
+2 |
macro, value and Nokia | 11:54 09-Jan-20 |
+2 |
Himax 4Q19 projection plus CES & more Ebix | 11:45 07-Jan-20 |
?3 |
FIT and record markets | 13:52 27-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 |
?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 |
?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 |
?3 |
FIT short squeeze unlikely | 10:05 23-Sep-19 |
+3 |
EbixCash IPO progress, Shell 3Q19 schedule and more | 09:08 04-Sep-19 |
+2 |
Westport CFO, CUI OMIB, CTL dividend & more interesting notes | 20:03 22-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 |
+3 |
Ebix finalizing Yatra buy | 08:31 19-Jul-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 |
+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 |
+2 |
Ebix, Google and macro news | 09:19 19-Mar-19 |
?3 |
CUI 4Q18 schedule & Latest Ebix purchase | 10:33 11-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 |
+3 |
Ebix business update | 20:51 11-Jan-19 |
?2 |
welcome to the crux | 10:08 07-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 |
+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 |
?3 |
Ebix split date plus BGC and wild macro thoughts | 07:39 21-Nov-18 |
+4 |
introducing Ebix | 17:06 16-Nov-18 |
+5 |
Fitbit 3Q18 results | 16:37 31-Oct-18 |
?3 |
Playing Devil's Advocate with Golar LNG | 09:16 30-Oct-18 |
?3 |
Fitbit schedules 3Q18 report | 17:22 16-Oct-18 |