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They're all beating the S&P 500 this year and poised to keep outrunning the bull This run-up is remarkable. Wall Street barely blinks an eye at news from 1600 Pennsylvania Avenue that would...
In this fast-moving era of big business, little guys can succeed. But they’d better have a bulletproof idea, and a platform to die for. This week, Roku Inc. (ROKU), best known for its streaming...
Imagine a world without wires. Messaging, phone calls and media all streaming magically to all of your screens, anywhere. It is a cord-cutter’s dream. Amazon.com (AMZN) announced on Thursday...
It is Economics 101. The best business model involves strong sales and high profit margins. Sadly, the combination almost never happens. Apple (AAPL) almost got there in the past quarter. The...
Often, great businesses hide in plain sight. They are not flashy. They are utilitarian. Since 1970, a little-known Cincinnati holding company has been quietly building empires in palliative care...
Apple (AAPL) has been a polished addition to just about any portfolio. Its shares are up 203% over the past five years. But as a technology company, Apple is thoroughly depressing. And this...
Memorial Day, originally known as “Decoration Day,” was created in 1868 in order to commemorate the Union and Confederate soldiers that died during the Civil War. Today, it honors all the...
I am very bullish for Amazon.com (AMZN) over the longer term. But all my research suggests this online behemoth will look very different as a business in five years. That will be a good thing...
Just a quick reminder: My Markman’s Strategic Options service is on a heck of a tear. We’re well in the black this year while the major stock indices are in the red. That’s not to mention the 99%...
Have you seen the action in gold lately? It’s good. The action in miners is even better. The miners are no longer hitting the snooze button. They’re waking up, shaking off the cobwebs, and looking...