Today, Exact Sciences announced it would be issuing $500 million in bonds. Yes, a half billion. Huge news. Here’s why. […]
Author: Kirk Spano
Quick Thoughts on Intel
Summary Intel has some ‘splainin to do! I don’t think Intel is a short, but it’s damaged goods for a […]
It’s Almost Time To Buy Volatility
Summary Volatility has been remarkably low a long time. The number of days without a 5% correction is close to […]
Quick Thoughts: Oil Breaks Out, Exact Sciences & Tech Still Rocks
Happy New Year!!! Yep, I know I’m late, but boy oh boy does the world seem interesting! Let’s start… Oil Starts […]
Deep Dive: Micron (MU)
Summary Micron is a leader in DRAM and NAND with an opportunity in solid-state drives (SSDs) as hard drives are […]
Deep Dive: Intel (INTC) – part 2
Summary Intel has a fortress balance sheet. The company is expanding into large fast growing markets. The dividend plus good […]
Deep Dive: Intel (INTC) – part 1
Summary Intel is largest semiconductor company in the world with a dominant position in the declining PC business and servers […]
2017’s 48% Return and 2018’s Game Plan
The New Year is here, so it is time to look back at the past year. For us, 2017 was […]
Christmas Evening thoughts
If you have been reading my little letters on holidays then you know I like to put a positive spin […]
Quick Thoughts: PowerShares QQQ
In an age where valuations are high, we are carrying some cash, flash crashes are not terribly uncommon and the […]
The 12 Sells of Christmas
Remember this chart from 2005 to 2007? It is what the S&P 500 (SPY) looked like then: And here is […]
3 Dividend-Paying Blue Chips That Could Leave Retirees Blue
The concept of dividend growth investing is a strong and good one for investors. However, the idea of dividends often […]