Snowflake (SNOW)
September 15th has been set as the date for what will likely be the largest IPO of 2020 and it is an exciting one. We are...
14 September, 2020
Standard & Poors Changes the Dow Jones Industrial Average
Most of you will have heard of the Dow Jones Index and today marks one of the most important changes to this index with wide-ranging...
31 August, 2020
OKTA – Protecting Businesses in the COVID world
OKTA is finally getting more recognised as the clear leader in enterprise identity management and its services are vital to large corporations in the COVID world. As...
11 August, 2020
NetEase (NTES) The Most Oversubscribed listing since 2017
You’ve probably never heard of NetEase, but I bet you’ve heard of Harry Potter, Lord of the Rings or Marvel and the world’s second-largest mobile...
11 August, 2020
The Case for Why Stocks Should Continue to Rally
Stock markets have bounced back well from their coronavirus caused fall back in February and March but now investors are questioning why the indexes should be so...
28 July, 2020
The Pandemic Portfolio – Update 4
On March 25th we published our Pandemic Portfolio of 24 stocks we thought would benefit from the new remote economy. It has been a while...
27 July, 2020
Tesla – Is it Still a Buy
Telsa (TSLA) is up nearly 300% in 2020 and it would be the top performing stock in the S&P500 Year-To-Date IF it were included in that index....
27 July, 2020
PepsiCo (PEP) – That’s What We Like
PepsiCo Inc (PEP) once used the slogan “That’s What I like” and we certainly like this stock for its very attractive dividend history. It even...
27 July, 2020
The Implications of a Second Wave for US Stock Investors
It's increasingly looking like "wave 2" of Covid-19 in the US peaked at some point in early July and is now on the down-slope. The first US...
24 July, 2020
Data Backs Up Stock Gains
There is an almost limitless set of data out there you can compare to stock prices in an effort to understand what is happening. The most common...
19 July, 2020