Ideas
Our observations, insights and news from the investment world
- 25.11.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance
- Tags: Stocks
Back in September, we mentioned this stock on news about its partnership with Microsoft. Since then it has pulled back mainly due to rotation from Growth to Value. We believe it has now bottomed and presenting a buying opportunity.
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- 25.11.2020
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: NASDAQ, QQQ, Russell 1000, Russell 2000, Seasonal Strategy, SPY
December is now the number three S&P 500 and Dow Jones Industrials month since 1950, averaging gains of 1.5% on each index.
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- 25.11.2020
- Categories: AVC Pro Subscription, Investment ideas
- Tags: Medtech, Stocks
We are following up on a recent IPO idea published on our telegram channel. This Medtech company looks towards a post COVID expansion in Europe and Asia.
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- 24.11.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: Stocks
This early stage media company sells at 20% percent discounted valuation to Netflix. It has double the revenue growth, higher margins and its service is only priced at $15/year!
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- 24.11.2020
- Categories: AVC Pro Subscription, Investment ideas, Personal finance
- Tags: Growth, IWM, QQQ, Stocks, Value
The move from Growth stocks to Value names has been quick and decisive. We look at a big name tech stock to take advantage of a rotation back into growth.
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- 23.11.2020
- Categories: Investing basics, Investment ideas
- Tags: AT&T, bitcoin, dividend, Exxon, GLD, IBM, Tech
Investors focused on dividends have completely missed the opportunities in growth stocks during the last 10 years. Will the USD fall in 2021, giving rise to non-US assets?
- 15.11.2020
- Categories: Investment ideas, Personal finance
Politics removed, markets continue higher on COVID vaccine news, Congressional agreement around stimulus packages, and hopes of central bank support of positive, but low, interest rates.
The mining sector shows activity as a value play. Tech stocks are not all holding up.
- 13.11.2020
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: COVID, Stocks
JP Morgan says COVID distribution is likely to positive affect a value stock in the healthcare sector. We outline how to take advantage of this.
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- 7.11.2020
With US elections appearing to end in a nonviolent gridlock, investors get bullish. Marijuana stocks rally on legalizations. 5G companies stand to benefit from infrastructure spending.
- 7.11.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, News
- Tags: FAANG, Stocks
A leader in streaming media recently increased monthly subscription pricing. Will there be a spike in the churn rate in Q4? We present a bullish case for the stock with a clear price target.
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