Corporate Insights

Pipeline Earnings Confirm Positive Trends

Energy remains probably the least loved of the S&P500’s 11 sectors. Over-investing in new projects has turned off many investors, who would like to...

Pipeline Earnings Confirm Positive Trends

Energy remains probably the least loved of the S&P500’s 11 sectors. Over-investing in new projects has turned off many investors, who would like to...

IPO of the Week: Guardant

Founded in 2011, Guardant Health is a Redwood City, CA-based precision oncology company. The company provides blood tests (or liquid biopsy) for recurrence and early detection for cancer diagnosis and treatment (cancer continuum of care).

IPO of the Week: Stitch Fix

Founded in 2011 as Rack Habit Inc, Stitch Fix is a San Francisco-based online personal styling retailer. As an eCommerce company, Stitch Fix combines data science and human judgment to deliver periodic or on-demand personalized merchandise subscription box (Fix).

IPO of the Week: Stitch Fix

Founded in 2011 as Rack Habit Inc, Stitch Fix is a San Francisco-based online personal styling retailer. As an eCommerce company, Stitch Fix combines data science and human judgment to deliver periodic or on-demand personalized merchandise subscription box (Fix).

Is NextEra Running in Place?

Investing in midstream energy infrastructure today means pipelines, storage, gathering and processing and all the physical networks that sit between oil and gas wells...

IPO of the Week: Twilio

Founded in 2008 and headquartered in San Francisco, Twilio develops and provides a cloud-based communication platform that enables developers to integrate voice, messaging and video capabilities into their software applications via Application Programming Interfaces (APIs).

Hedge Your Spending by Investing in the Brands You Like Most

As consumers, we work in order to spend our hard-earned money daily on both essential and discretionary products and services. But have you ever given it a thought to connect the dots between your spending patterns and your investment decisions?

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What’s the Real Value of Active Management?

In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.

Election Trepidation: October 2024 HANDLS Monthly Report

October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.

The Election Results Are In. The Market Likes the Results.

As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.

Thematic Investing Can Add a Ton of Value to Portfolios

Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.

Investing in Big Rivers is a No-Brainer, Common Sense Decision.

The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.