Most Recent Articles

Don't Be Fooled Thinking This Smartphone Supplier Is a 'Picks and Shovels' Winner

Don't Be Fooled Thinking This Smartphone Supplier Is a 'Picks and Shovels' Winner

The market is about to be in for a rude awakening on second-quarter earnings… Earnings season is just about in the bag, with more than 90% of the S&P 500 Index providing first-quarter 2020 as-reported earnings. Earnings per share (“EPS”) for the index looks like it’s going to come in at $12.56, down from $35.53 […]
This Overlooked Payroll Firm Is Making Billions by Being a 'Value Buyer'

This Overlooked Payroll Firm Is Making Billions by Being a 'Value Buyer'

Venture capital (‘VC’) is following the footsteps of the ‘Your Home, Your Castle’ movement… Market-research firm CB Insights just released its State of Consumer Products Q1 2020 report, which shows VC investment trends for the quarter. Unsurprisingly, VC dollars are heading towards areas like fitness technology, gaming, and esports – things people can do at […]
Remember the Playbook... We're Seeing Another Warning Sign for a Potential 'Retest'

Remember the Playbook... We're Seeing Another Warning Sign for a Potential 'Retest'

Last Monday, we warned readers to prepare for the market to roll back over at some point before a significant move higher… But a week later, that clearly hasn’t panned out. Since May 18, the market has made new two-month highs and continues to be pushing for a move higher. So were we wrong? When […]
The 'Razor and Blade' Sales Model Still Works in the 21st Century... And This Medical Devices Firm Proves It

The 'Razor and Blade' Sales Model Still Works in the 21st Century... And This Medical Devices Firm Proves It

´╗┐Joel’s note: Both the market and Altimetry are closed on Monday for Memorial Day, so look for the next Altimetry Daily Authority on Tuesday, May 26. I hope everyone has a safe and enjoyable weekend. ‘To be a great stock picker, you have to be a solid credit analyst’…  People often ask when we at […]