READ THE LATEST MORNING NOTE
“GOOD COMPANIES AT BETTER PRICES.”
A “game-changing” contract to fight COVID-19 gives this company 120% upside. And a “must-own” stock to play an oil rebound are two ideas we’re working on for tomorrow’s Digest.
U.S. JOB LOSSES TIP OF THE ICEBERG
Ideas we’re working on for next week’s Digest include a “landmark” contract to fight COVID-19 giving this company 120% upside, and a “must-own” stock to play an oil rebound.
JOBLESS CLAIMS EXPLODE & 16 QUESTIONS ABOUT THE BANKS
We’ve got the fourth and final part today of Market Insight by Contributor John O’Connell who asks 16 questions about the banks that have arisen due to COVID-19.
FINANCIALS THAT WILL FARE THE BEST & 16 TAKES ON COVID-19
See the new Digest for financials that will fare the best amid COVID-19. And is the virus causing a growth scare, credit event or crisis? Plus, 16 takes on the market impact.
INVESTOR BIASES AND HOW TO MITIGATE THEM
Part two of Market Insight about cognitive and emotional biases investors are prone to, written by new Capital Ideas contributor John O’Connell, Chairman/CEO, Davis Rea.
MARKET INSIGHT: THE EASTER BUNNY RALLY & APRIL FOOLS DAY
This week, Market Insight, a multipart series written by new Capital Ideas contributor John O’Connell, Chairman/CEO at Davis Rea, about how to take care of clients and their money.
LULU GETS SOME LOVE & WAITING FOR BETTER BARGAINS
Ideas on cash-rich companies, biotechs, and work-from-home beneficiaries in the new Digest. And John O’Connell explains why he’s waiting for better bargains.
INVESTORS ABSORB WHOPPING JOBLESS CLAIMS & WHAT’S IN THAT PORTFOLIO ASIDE FROM CASH?
The volatility and dislocation in the market has created opportunities for stock pickers. The new Digest has some ideas. Plus, a peek inside John O’Connell’s
portfolio?