Recession vs Market Performance
In tonight’s bout we have, in the red corner, the official call of a Recession and in the green corner we have market performance of the S&P500...
10 June, 2020
Cadence Design Systems
Most investors don’t know Cadence Design Systems (CDNS). It makes the software that the semiconductor firms use to design processors. Investing in Cadence is a bit like...
05 June, 2020
Where to from here?
The tech-heavy Nasdaq100 index touched a new record high on Thursday, before falling a touch into the close. This is not a high since the...
05 June, 2020
Constellation Brands (STZ)
The last few months have initiated an unusual time for the alcohol industry in the United States and across the globe. On the one hand,...
05 June, 2020
Working From Home is Here To Stay – Which Stocks Will Benefit?
The coronavirus pandemic has affected our lives in a multitude of different ways, and will no doubt continue to have a distinct impact on many...
28 May, 2020
The Pandemic Portfolio – Update 3
On March 25th we expanded our Pandemic Portfolio to 24 stocks we thought would benefit from the new remote economy. Then on April 16th we...
22 May, 2020
Banking Set to Change and One Stock to Benefit
The global pandemic has changed the way we do things. With populations under lockdown we have changed our behaviour almost overnight. Instead of going to the shop...
20 May, 2020
Callaway Golf (ELY)
There are not many nice things you can say about the coronavirus. It has upended our lives to a degree I have not seen in...
15 May, 2020
Ford (F)
Not many industries have suffered the detrimental impact of Covid19 like the Auto industry has. Chinese factories responsible for manufacturing car parts closed down for...
07 May, 2020
Bank of America (BAC)
When the market gets demolished, as it has done over the last month or so, it's always a great time to go bottom fishing for cheap stocks....
23 April, 2020