Trading Places with Tom Bowley November 29, 2020 at 12:31 PM
Global markets are rallying as more and more analysts look beyond the devastation caused by the 100-year pandemic and see a very bright economic outlook. Pent up demand, combined with historically-low interest rates will likely prove to be very bullish in the end... Read More
Trading Places with Tom Bowley November 19, 2020 at 08:30 AM
Every 3 months, on February 19th, May 19th, August 19th, and November 19th, we host our own version of a "Draft Party". It's the most exciting day of the quarter for us at EarningsBeats.com. The anticipation has been building for weeks, and for good reason... Read More
Trading Places with Tom Bowley November 16, 2020 at 09:59 AM
Ever since the worst industry groups in March and April revealed themselves, I've been tracking what I refer to as my Pandemic Index. It's an equal-weighted index of the 10 worst performing industry groups during the pandemic's first few months... Read More
Trading Places with Tom Bowley November 15, 2020 at 09:43 AM
During the initial stages of the pandemic in March and April, it became quite clear to me that companies with a strong online brand and presence were set to outperform the broad S&P 500 index... Read More
Trading Places with Tom Bowley November 12, 2020 at 11:20 AM
We have seen tremendous leadership from the NASDAQ 100 ($NDX) throughout 2020 and the COVID-19 pandemic. Many growth-oriented component stocks have done exceptionally well as they've adjusted to this "stay-at-home" and "social distancing" environment... Read More
Trading Places with Tom Bowley November 08, 2020 at 01:14 PM
Special Note This is a weekly portfolio report that I send to our EarningsBeats.com members every Sunday. It's designed to provide a summary of our portfolio performance over the past week, highlighting the stocks that have led our portfolios higher (or lower)... Read More
Trading Places with Tom Bowley November 07, 2020 at 10:21 AM
Portfolios Update 4 of our 5 portfolios - Model, Aggressive, Strong AD, and Model ETF - all exceeded their prior closing highs on Friday. The Strong AD Portfolio soared more than 18% last week, absolutely crushing the S&P 500... Read More
Trading Places with Tom Bowley November 05, 2020 at 09:00 AM
When valuing a company, the two key variables are earnings (and earnings growth) and interest rates... Read More
Trading Places with Tom Bowley November 03, 2020 at 09:00 AM
I have a huge preference for owning companies that are leaders within their industry and the industry itself is a leader... Read More
