Read our May 2020 Investment Outlook where we discuss:
- The NASDAQ index and why it’s performance is diverging from the S&P500 and Dow Jones.
- Amazon, Microsoft and Apple’s Pull on the index.
- Increasing complacency in the stock market and how we are positioning client portfolios.
We recap the market turnaround and how we are positioning client portfolios to capture opportunities....
The stock market can't find a direction and seems fairly to slightly overvalued with the S&P 500 near $2800. Investors...
We detail the process behind opening an account with Copper Canyon so we can enact our specialized management...
Koyfin Stock Market Research
We utilize Koyfin.com for advanced research on stocks and overall market metrics. Koyfin is a brand new research tool geared towards sophisticated investors because it provides in-depth market metrics.
Seeking Alpha Crowd Sourced Investment Ideas
Seeking Alpha is a crowd sourcing investment idea website. Contributors publish their stock market research about individual stocks and they tend to provide a unique perspective that follows an investment thesis. You can occasionally see our Investment Advisors publish their ideas at Seekingalpha.com
Bloomberg News and Terminals
We occasionally use Bloomberg Terminals to conduct advanced market research. The Bloomberg Terminal is the most advanced research tool in the world, an annual subscription costs $24,000 per year. While this tool is out of reach for many, Bloomberg.com provides similar research and insights as conducted by their reporters and analysts.
Finviz.com is a free tool that allows investors to research both technical and fundamental metrics. We use Finviz to do market wide screens on fundamental metrics such as price/free cash flow, EV/EBITDA and other valuation metrics. Finviz also provides great technical screening metrics, even indicating which chart patterns are occurring in a specific stock.