Archive

Rumors Are Mirroring Stock Market Worries

By Joel Litman

Friday, May 27, 2022

Editor's note: The markets and our offices are closed on Monday, May 30 for Memorial Day. Please look for your next issue of Altimetry Daily Authority on Tuesday, May 31. And from all of us at Altimetry, enjoy the holiday weekend! There's a basic law of rumors... Research from the past 80 years tells us […]

More Javelins Mean More Profits for This Defense Contractor

By Rob Spivey

Thursday, May 26, 2022

Despite booming sales, investors should be careful about jumping into this company headfirst...

Opioid Producers Are Finally Paying... But Perhaps Not Enough

By Joel Litman

Wednesday, May 25, 2022

When you look at the real data, it's clear opioid settlements won't put this company's financials in danger...

This Real Estate Platform Is Going Back to Its Roots

By Rob Spivey

Tuesday, May 24, 2022

Home prices still don't make sense... People started moving out of cities and buying homes at record pace in late 2020. Roughly 18 months later, the housing market still hasn't settled down. Despite a huge increase in construction, homebuilders still can't keep up with demand. Prices are rocketing higher. And here's another crazy stat from […]

Here's the Reason Management Teams Aren't Worried About a Recession

By Joel Litman

Monday, May 23, 2022

Nobody wants to hear that gross domestic product ('GDP') is shrinking... Normally, the statement "the economy contracted this quarter" generates a lot of buzz, including several days of headlines and a pullback in the stock market.  There is a symbolic danger to a contraction beyond the headline shock, as it means the economy is only […]

Breaking Bread with The Enemy Makes You a Better Investor

By Joel Litman

Friday, May 20, 2022

How sharing a meal leads to understanding others' opinions... There's a common understanding across different religions including Islam, Christianity, and Judaism that "breaking bread" with someone means making meaningful connections over a meal. It's a widespread notion that bread is a sign of life. Some of the most important meetings in history have taken place […]

Backed Into the Corner of the Streaming Wars, This Tech Firm Is Playing Its Final Gambit

By Rob Spivey

Thursday, May 19, 2022

Roku is making one last play to stay relevant in the streaming wars... When movie theaters suffered immensely during the coronavirus pandemic lockdowns, home streaming services of all stripes picked up the slack. Even before 2020, the streaming market was already saturated in what has been called the "streaming wars." With so many competitors in […]

Mr. Market May Finally Push This Ride-share Company Toward Profitability

By Joel Litman

Wednesday, May 18, 2022

In the midst of the pandemic, many wondered if Uber (UBER) could survive... During the height of the coronavirus, no one was going anywhere or using Uber's ride-share service. Meanwhile, the company's food delivery service Uber Eats was substandard against competitors GrubHub and DoorDash (DASH), and it was still hemorrhaging money. Yet, in its recently […]

Wall Street Has Given Up on This Once-Trendy Fashion Brand

By Rob Spivey

Tuesday, May 17, 2022

Abercrombie & Fitch (ANF) was the place to go for clothing in the early 2000s... From the late 1990s until the mid-2000s, the company was a staple at American malls. With shirtless male models standing outside stores along with dim lighting and thumping music inside creating a club-like atmosphere, shopping at Abercrombie was an experience. […]

Consumers' Wallets are Stronger Than You Think

By Joel Litman

Monday, May 16, 2022

The latest economic concern is consumer spending patterns...  When the coronavirus pandemic first spiked in the U.S., the country saw its fastest and most material contraction in a generation.  With folks staying home, fear of a complete spending shutdown had economists worried about a deep, long-lasting recession.  The government quickly put those fears to rest […]