Tags » Portfolio Management

Coverage 3.28.17 (afternoon)

*T1_ACCUM (ER >21d, NASDAQ, LCs)
AAPL
FB
GOOGL
ISRG
MSFT
TSLA

*T1_ACCUM (ER >21d, NYSE, LCs)
ACN
BA
BAX
DOW
SNY
SYK

*T1_ACCUM (ER > 21d, NASDAQ, MCs) 190 more words

Ryan Morse

Expectation Not Hope – Investing Shouldn’t Be a Gamble

Investment and gambling are often conflated but the reality is that investment and the mindset required to undertake investment is wholly different from that of a gambler. 43 more words

Market Commentary

Coverage 3.26.17 (weekly update)

*T1_ACCUM (ER >21d, NASDAQ, LCs)
EQIX
FB
ISRG

*T1_ACCUM (ER >21d, NYSE, LCs)
BAX
DUK
ED
SYK
XEL

*T1_ACCUM (ER > 21d, NASDAQ, MCs)
AEIS… 200 more words

Ryan Morse

Standardized betas are used in ____ models not ____ models.

Standardized betas are used in fundamental factor models not macroeconomic factor models.

Level 2

Coverage 3.23.17 (afternoon)

*T1_Accum (ER >21d, NASDAQ, LCs)
BABA
EQIX
ADBE
PYPL
FB
AAPL

*T1_Accum (ER >21d, NYSE, LCs)
CCI
V
DUK
SNY
ED
WM

*T1_Accum (ER > 21d, NASDAQ, MCs) 200 more words

Ryan Morse

Market Recap

On Economy

Voluntary job separations continue to trend higher in the U.S., which is a healthy sign. Additionally, the NAHB housing market index hit a new cycle high in March. 920 more words

Portfolio Management

Coverage 3.22.17 (after close)

T1_ACCUM (ER >21d, NASDAQ, LCs)
NVDA
PYPL
AAPL
EQIX
ADBE
FB
INCY

T1_ACCUM (ER >21d, NYSE, LCs)
FDX
CCI
ED
SNY
V
WM
SYK
DUK… 208 more words

Ryan Morse