Market Insights & Analysis from Kramer Capital Research
Buy U.S. Tech After Broadcom Warning Defines the Trade War’s Scope
Think of the glass that’s either half empty or half full. Present Wall Street with a binary scenario and many investors automatically will assume absolute disaster. That’s the “risk off” mentality driving talk about the trade war. For months now, a lot of great global stocks have factored in an all-or-nothing outcome when it comes […]
The Trade Map Shifts but the World Keeps Turning
The last time I was on Bloomberg TV, the interviewer kept asking me whether the trade war was actively destroying global industry. I couldn’t disagree more. As barriers rise across some international borders, goods and services find other routes to reach their ultimate destinations. All the stuff modern economies rely on will keep flowing. After […]
Cannabis 3.0: The Party All Investors Can Enjoy
Big Cannabis stocks like Tilray Inc. (NASDAQ:TLRY) and Aurora Cannabis Inc. (NYSE:ACB) never really recovered from last year’s broad market correction. Whether they will ever recover their loftiest levels isn’t really my concern. Those companies were born in a vision of a long-prohibited industry finally running free after generations of being legislated out of existence. […]
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Big Stock Wins
| Stock Name | Days Held | Profit |
|---|---|---|
| Sirius XM Radio | 344 | 136.6% |
| Medical Action Industries | 51 | 107.9% |
| Dot Hill Systems | 7 | 77.80% |
Big Option Wins
| Stock Name | Days Held | Profit |
|---|---|---|
| Tempur Sealy International | 19 | 243.4% |
| Ebay | 8 | 157.8% |
| 2 | 154.3% | |
| Regeneron Pharmaceuticals | 7 | 131.4% |
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