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A Big-Box Retailer With Moneymaking Moves

A Big-Box Retailer With Moneymaking Moves

The dust settles around a lawsuit between Costco and Tiffany... But questions around branding remain…  American luxury jeweler Tiffany & Co. has a long and storied past. Founded more than 180 years ago, the company's iconic brand of diamond jewelry has always found itself entwined with American history – from the Civil War to the […]
A Deeper Dive Into an Anchor of the E-Commerce Boom

A Deeper Dive Into an Anchor of the E-Commerce Boom

Online retail was massive in 2020... A recent Economist article captured the sentiment of last year for online retailers: "It was like Christmas every day."  Due to lockdowns and social distancing regulations, consumers were trapped inside. Folks couldn't go to stores, and were forced to adopt e-commerce to purchase the goods they needed.  Consumers also […]
This Company's Fortune Is Rising With Higher Oil Prices

This Company's Fortune Is Rising With Higher Oil Prices

Oil prices have been rising ever since their March 2020 pandemic lows... During the global pandemic, the price of oil cratered to historically low levels, dropping from $64 a barrel in late 2019 to $20 in March 2020. The decline in travel along with the global lockdown reduced oil demand. This absence of demand caused […]
Why Inflation Right Now Is Just a Bump in the Road

Why Inflation Right Now Is Just a Bump in the Road

What is LIBOR... and what is it used for? The London Interbank Offered Rate, known as LIBOR, often appears in the media to explain sweeping economic shifts. It comes across as a complex concept that only bankers and Wall Street-types understand. But in reality, it's not difficult to understand. Banks, like any other for-profit business, […]
Your Stock Picking May Need a Little Medicine

Your Stock Picking May Need a Little Medicine

Let me tell you about a doctor I greatly admire... I am four years into being a dedicated intermittent faster. A giant part of that is thanks to Dr. Jason Fung's research on the amazing health benefits of intermittent fasting. A nephrologist by trade, Dr. Fung focuses on helping patients with kidney disease. His work […]
A Closer Look at an Investing Great’s Favorite Biotech Stock

A Closer Look at an Investing Great’s Favorite Biotech Stock

Going back to our Uniform Accounting roots... Here at Altimetry, we take a disciplined and systematic approach to stock picking and company analysis. Although not many others in the business go to such lengths to unlock alpha for retail investors, we can't take full credit for how we do what we do. We also stand […]
Why Big Pharma Is Profiting More Than You Realize

Why Big Pharma Is Profiting More Than You Realize

Political challenges come with a speedy vaccine rollout… As the Delta variant sweeps the world, investors are reminded about the importance of vaccinations to bolster the economy. On Monday, the market tumbled nearly 100 points intraday as the number of coronavirus cases are on the rise. While the market tends to run and hide at […]
The Winners of 5G Technology Aren't Telecom Companies

The Winners of 5G Technology Aren't Telecom Companies

Telecom companies aren’t the biggest 5G winners… Many investors would assume the coming 5G adaption is a great opportunity for telecom companies like AT&T (T), Verizon (VZ), and T-Mobile (TMUS). The new technology means each company could lead in the 5G space. The company that emerges with the best network will take market share from […]
Read This Before Putting a Dollar Into the Real Estate Market

Read This Before Putting a Dollar Into the Real Estate Market

Housing prices in the U.S. are up 14.6% from a year ago… As we’ve discussed in the past, the “At-Home Revolution” has essentially poured lighter fluid onto America’s housing market and beyond. The coronavirus pandemic forced people out of crowded cities and into the suburbs. And the housing supply simply hasn’t been able to keep […]
Why Taking a Vacation Is the Best Investment

Why Taking a Vacation Is the Best Investment

One positive thing about growing vaccination rates is the world’s reopening… I just returned from a trip to Europe. My wife and I made a few stops. We traveled across rural Italy – a few hours south of Venice – to Piedmont before traveling to Bordeaux in France. We then headed to Spain, venturing through […]