Archive
Jamie Dimon isn't going anywhere... Investors in JPMorgan Chase (JPM) got great news earlier this month when CEO Jamie Dimon announced that even after he eventually steps down from being CEO, he'll remain a steadying hand. Dimon has been the head of the U.S.'s largest and most profitable lender since 2005 and chairman of the […]
- JPM
Demand for home health care has been increasing for the past two years... The coronavirus pandemic made studying, working, and socializing from home the new norm. As our typical activities radically changed due to public safety concerns, the demand for home health care services also surged. When hospitals were overrun with contagious COVID-19 patients, folks […]
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- HUM
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It has been a stellar run for health care companies... Health care stocks enjoyed a stellar five-year run with growth and innovation exploding. The landmark Affordable Care Act ("ACA") increased demand for health care products and coverage, combined with a stream of innovative treatments paving the way for new health care applications and markets. While […]
Joel's note: The Altimetry offices are closed Friday in observance of Good Friday, so look for your next Altimetry Daily Authority on Monday, April 18. This third wave of 3D printing may push the technology to the mainstream... It has technically been around since the 1980s. But the world didn't see the practical use of […]
- DM
The gene sequencing industry has come a long way... It took roughly 150 years of scientific work and $2.7 billion to map the first human DNA sequence. In the 1860s, a scientist named Friedrich Miescher discovered nucleoid acids. But more importantly, he also found a way to isolate nucleoids. Miescher's pioneering works went beyond just […]
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Before the coronavirus pandemic, AMC Entertainment (AMC) was mostly known for its movie theaters... With more than 900 locations, AMC is the largest movie theater chain globally. In May 2021, AMC joined video game retailer GameStop (GME) as a meme stock when retail investors jumped in on the struggling theater. Many investors – including big […]
- AMC
- GME
- HYMC
Investing when the market bottoms out... His "The Intelligent Investor" column each Saturday in the Wall Street Journal should be appointment viewing if you haven't already been reading it. He is incredibly well respected in journalism and in the world of investing. That has earned him the role of editor for the revised version of […]
I've been to six cities in the past two weeks... I flew into New York City, then spent two days in Baltimore, two days in New Hampshire, one day in Boston, three days in Washington D.C., and at the end of the week, I took a flight to Tokyo. Then I flew back to Manila […]
Moderna's (MRNA) CEO sold $400m in stock... The media has been making a huge deal about stories of corporate insiders selling their stocks during specific selling windows, which is both legal and very typical. For CEOs or founders, selling their own stock has historically been viewed negatively, like the executive has lost faith in their […]
- MRNA
- PFE
One of Warren Buffett's Biggest Moves in Years Has Slipped Under the Radar The legendary Warren Buffett has been a little frustrated with the U.S. stock market lately... In late February, Buffett released the annual Berkshire Hathaway (BRK-B) shareholder letter, where he seemed mildly exasperated. He said that he believed there were very few opportunities […]
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