Why I'm taking a long position in Signet Jewelers
What is a Bitcoin Truly Worth?
In this blog we explore why Bitcoin fails a number of valuation tests and make the case for why it is not worth what the market seems to believe it is.
Activision Blizzard – Why Their Shares are Poised for Upward Momentum
ATVI had a record 2016 and we see momentum in its shares in 2017.
Hanes – A Robust Business at a Discounted Price
Here's why Hanes stock is a great buy right now.
Cryptocurrency – What You Need to Know and Why You Should Avoid It…at Least for Now.
What you need to know about cryptocurrency
Costco – King of Grocers. Why it’s Got Momentum and Set to Beat its Peers
by MC Key Points Optimization and economies of scale are key to succeed in the grocery store biz Bullish Costco and Kroger -- bearish Whole Foods and Sprouts Market Costco is Best in Class, price currently overvalued and recommend purchasing at $114 or lower Introduction Today we take a look at a very un-glamorous, but essential service demanded by consumers...we're talking … Continue reading Costco – King of Grocers. Why it’s Got Momentum and Set to Beat its Peers
A Cannabis Investment Opportunity?
In this blog we explore a potential long-term investment opportunity in the emerging cannabis industry.
Time for Caution during this Rising Tide in Equities
Current optimism in stock markets should be a warning sign for the Perceptive Investor to take on a contrarian view
Finding Value in Energy Midstream Companies
See what companies we like in the oil & gas midstream space and why.
Identifying Quality Downstream Energy Companies
This week we drill down into the downstream energy space and identify a quality company we'd like to own, at what price and why.