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Billion Dollar Unicorns: Is GoodData Ready To Go Public?

Billion Dollar Unicorns: Is GoodData Ready To Go Public?

According to a report by Market Research Future, the global data analytics market is estimated to grow 31% annually over the next four years to $159 billion by the year 2022. Billion Dollar Unicorn GoodData is a leading player in the market that is successfully leveraging the growth in Big Data to deliver cloud-based analytics products. GoodData’s Offerings […]
Fastenal Meets Q1 Earnings Estimates, Tops Revenues

Fastenal Meets Q1 Earnings Estimates, Tops Revenues

Fastenal Company (FAST – Free Report) is a national wholesale distributor of industrial and construction supplies. It distributes its products through company-owned stores mostly located in North America. The company has gradually grown from a fastener distributor to a full-line industrial supplier. Investors should also note the recent earnings estimate revisions for FAST has moved north in the […]
Let Loose The Dogs Of War… How To Navigate Late-Cycle Market Volatility

Let Loose The Dogs Of War… How To Navigate Late-Cycle Market Volatility

Paul Tudor Jones once said, “You look at every bear market and they’ve always basically occurred because of an uptick in inflation and an uptick in interest rates.” PTJ is right… Those of you familiar with our debt-cycle framework know that the Fed drives the business cycle by raising or lowering the cost of money (interest rates). […]
Featured Stocks In April’s Most Attractive/Most Dangerous Model Portfolios

Featured Stocks In April’s Most Attractive/Most Dangerous Model Portfolios

Recap from March’s Picks Our Most Attractive Stocks (-4.5%) outperformed the S&P 500 (-5.3%) as a long portfolio last month. Most Attractive Large Cap stock Humana Inc. (HUM) gained 3%. Most Attractive Small Cap stock Fonar Corporation (FONR) was up 14%. Overall, 22 out of the 40 Most Attractive stocks outperformed the S&P 500 in […]
Bear Of The Day: GameStop

Bear Of The Day: GameStop

GameStop Corp. (GME – Free Report) continues to see shrinking earnings due to changes in the video game industry. This Zacks Rank #5 (Strong Sell) is expected to see an 8% decline in earnings in fiscal 2018. GameStop operates over 7,200 stores in 14 countries. It operates in digital sales including Game Informer magazine and ThinkGeek. It also […]
Trade War Versus Real War

Trade War Versus Real War

Oil prices soared after we are seeing the reduced risk of a trade war but increasing risk of heating up the real war in Syria. After conciliatory remarks by Chinese President Xi Jinping promising to announce plans to open China’s economy, including lowering tariffs for cars and enforcing the legal intellectual property and technology transfers […]
5 Stocks Analysts Say Can Crush Q1 Earnings

5 Stocks Analysts Say Can Crush Q1 Earnings

We are now fast approaching a critical earnings season. Given the recent trade war volatility, investors are looking forward to a bullish earnings season to lift the markets. Luckily, hopes are high that companies are on track for a stellar earnings season with fundamentals remaining relatively strong. Indeed, earnings for companies in the S&P 500 are […]
The Bond Market Is Waving A Flag That We Should Pay Attention To

The Bond Market Is Waving A Flag That We Should Pay Attention To

The current bull market in U.S. equities has been impressive on many fronts, and specifically with respect to its magnitude of returns and longevity. The magnitude of returns, up an impressive 335% on a cumulative basis over the March 2009 to March 2018 time period1, has also manifested itself in market valuations. Despite the market […]
Consumer Price Index: March Headline At 2.36%

Consumer Price Index: March Headline At 2.36%

The Bureau of Labor Statistics released the March Consumer Price Index data this morning. The year-over-year non-seasonally adjusted Headline CPI came in at 2.36%, up from 2.21% the previous month. Year-over-year Core CPI (ex Food and Energy) came in at 2.12%, up from the previous month’s 1.85% and above the Fed’s 2% PCE target. Here […]
3 Top-Ranked Putnam Mutual Funds For Alluring Returns

3 Top-Ranked Putnam Mutual Funds For Alluring Returns

Since its first fund in 1937, Putnam Investments has gradually evolved as one of the most renowned financial investment companies in the world. Putnam had assets of $169 billion under its management as of March 2018, of which mutual fund assets comprised $77 billion. The fund family allocated its assets in more than 70 mutual […]