Market Insights & Analysis from Kramer Capital Research
Why Wall Street Can’t See the Next Generation Of Retail Beyond Amazon
You would have missed it yesterday if you aren’t laser-focused on the U.S. retail landscape. After all, it’s hard to spot a small-cap opportunity in the shadow of mighty Amazon.com Inc. (NASDAQ:AMZN). But my GameChangers subscribers were primed to hear that At Home Group Inc. (NYSE:HOME) is fielding acquisition bids from Kohl’s Corp. (NYSE:KSS). My […]
Don’t Sell in May When the Catalysts Stack to the Upside
When the market futures dropped Sunday night in line with the market opening in Shanghai, I knew it was the kind of dip investors could buy and ultimately be rewarded for doing. After all, a trade deal is coming sooner or later. President Trump and the Chinese both need one to make their respective constituencies […]
Big Tech Growth Is Dead (Only If Your World Begins and Ends with Apple)
Four weeks into the first-quarter 2019 earnings cycle, it looks like talk about a full-fledged recession was based less on substance than on shade. We might end up with zero deterioration from last year or even a razor-thin slice of growth. And depending on how you draw the sector lines, it was even a good […]
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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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