Corporate Insights

IPO of the Week: Planet Fitness

Incorporated in 2007 as SafeChannel, Zscaler is a cloud security company headquartered in San Jose, California. Zscaler offers a cloud platform, together with related support services to provide privacy and security for both internal and external network connections.

IPO of the Week: Zscaler

Incorporated in 2007 as SafeChannel, Zscaler is a cloud security company headquartered in San Jose, California. Zscaler offers a cloud platform, together with related support services to provide privacy and security for both internal and external network connections.

The Most Crowded Trade of the Year: Fear, Uncertainty, and Doubt

As one would expect euphoric periods offer poor returns and periods with horrendous sentiment tend to offer more attractive returns. Let’s see where the crowded trades are now.

IPO of the Week: Invitation Homes, Inc.

Founded in 2012, Invitation Homes is a single-family homes rental company. The company owns and operates homes for lease in the United States.

Our Prosperity is Tied to the U.S. Economy

Hypothetically speaking, if you had to invest in a particular area of the U.S. economy, which do you think would offer the best investment opportunity?

IPO of the Week: MongoDB, Inc.

Incorporated in 2007 under the name 10Gen, and launched the Server in 2009, MongoDB is a database software provider.

IPO of the Week: MongoDB, Inc.

Incorporated in 2007 under the name 10Gen, and launched the Server in 2009, MongoDB is a database software provider.

A Podcast on stock screening techniques and recent consumer trends

Brand guru Eric Clark did a recent podcast on Investing City where he talks about identifying great stocks as well as recent consumer trends.

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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.