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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 […]

Securities Analyzed
  • RGEN
  • RMBMX
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 […]

Securities Analyzed
  • JNJ
  • LLY
  • MRNA
  • PFE
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 […]

Securities Analyzed
  • CIEN
  • SONO
  • T
  • TMUS
  • VZ
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

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 […]

Taking a Closer Look at a Struggling American Auto Icon

Countries take great pride in their car makers... Across the globe, the automotive industry is deeply ingrained in national identities. In the mid-20th century the U.S. auto industry was dominant. At the height in the '50s, one-sixth of American workers worked for an automotive-related company. But soon, Japanese manufacturing began to compete... From 1978 to […]

Securities Analyzed
  • F
  • GM
  • HOG
This Defense Giant Is More Profitable Than the Market Realizes

DARPA is one of the main groups responsible for Moderna's vaccine... One of the organizations people should be thanking for the Moderna (MRNA) COVID-19 vaccine is the U.S. Defense Advanced Research Projects Agency, commonly referred to as DARPA.  As crazy as it sounds, the vaccine's success isn't due to pharmaceutical groups, health care research facilities, […]

Securities Analyzed
  • LMT
  • MRNA
This Office REIT Is Pulling Through the 'At-Home Revolution'

As companies return to the office, workers want high-quality spaces... "Return to the office" plans vary across the spectrum. In some instances, it means a full return, with in-office work at 100% capacity. In other places, it may be a "hybrid" model with a mixture of in-person and remote work. In early May, only 1 […]

Securities Analyzed
  • BXP
Inflation Is in the Headlines Again... But Don't Panic Yet

When you're walking through the aisles of your local grocery store or shopping online, it's easy to think of prices as static... Despite this, thanks to monetary policy from the U.S. Federal Reserve and the nature of growing demand, prices climb slowly but steadily each year. This phenomenon – often misunderstood or complicated by analysts […]

Securities Analyzed
  • CMG
  • HON
  • KO
  • PG
Why the 'At-Home Revolution' Is Here to Stay

Let's not give up the silver linings of the past year... With the coronavirus pandemic beginning to wane, traffic has returned to being terrible again in many cities. Back are the days of long, crowded, stop-and-go commutes. In and around Boston and other major cities, there is standstill traffic several times a day. Having to […]