My Model Portfolio

As always, be sure to read my disclosures / disclaimers below. Most notably, I do not encourage or recommend for anyone to follow my lead on any stocks listed here or otherwise, since I may enter, exit, or reverse a position at any time without notice, regardless of the facts or perceived implications of this … Continue reading My Model Portfolio

Quick Update

As always, be sure to read my disclosures / disclaimers below. Most notably, I do not encourage or recommend for anyone to follow my lead on any stocks listed here or otherwise, since I may enter, exit, or reverse a position at any time without notice, regardless of the facts or perceived implications of this … Continue reading Quick Update

SMSI: Yet Another Great Quarter

As always, be sure to read my disclosures / disclaimers below. Cheers! I'm having a busy week, so just a quick note here. Wednesday, Smith Micro (SMSI) reported its third great quarter in a row. Revenue and earnings easily beat the Street (and my) expectations. I posted two videos to discuss 1) the results and … Continue reading SMSI: Yet Another Great Quarter

Longs AND Shorts Are Working! New Picks LIVE on YouTube Thurs @ 12:30PM!

As always, be sure to read my disclosures / disclaimers below. Cheers! LIVE YouTube Briefing THURSDAY @ 12:30PM ET ! Those who follow Hedgeye, know that the U.S. economy is expected to be in "Quad 3" for most of 2019. In plain English, that means SLOWING GDP growth and ACCELERATING inflation. That's an improvement over … Continue reading Longs AND Shorts Are Working! New Picks LIVE on YouTube Thurs @ 12:30PM!

New $SMSI Info, New Trades, & Using Hedgeye To Manage Risk

As always, be sure to read my disclosures / disclaimers below!   I just did a quick (and unannounced) LIVE YouTube video to discuss "New SMSI Info, Two Trades, & Managing Risk w/Hedgeye". Check out the video for the new SMSI info. As for the trades, I've added SOLO to my "1% Portfolio" as a … Continue reading New $SMSI Info, New Trades, & Using Hedgeye To Manage Risk

Smith Micro (SMSI) Explodes! #PatiencePays

As always, be sure to read my disclosures / disclaimers below!   It's been a long time since I've actually written a post. For better or worse, YouTube has proven much more time effective for sharing my picks, research, and lessons (which is enabling me to focus on finding new winners). For those of you who … Continue reading Smith Micro (SMSI) Explodes! #PatiencePays

Was I Wrong About Marin?

As always, be sure to read my disclosures / disclaimers below!   As usual, this will be a recap AND a lesson in proper investing. Let's jump right in... First, I'd like to thank those of you who expressed support for my research efforts on Friday. It's much nicer to have a few thousand people … Continue reading Was I Wrong About Marin?