Revisiting the V bottom in Chip Equipment Makers
Semiconductor equipment companies produce the complex (and expensive) machines that are used to manufacture semiconductor chips. Although both industries are tied to the world’s insatiable demand for chips, their stock prices exhibit very dissimilar returns over various slices of time. This chart demonstrates the relative performance between the Semiconductor Equipment Index and the Semiconductor Index. […]
Are Rising Earnings Yields Pointing to Opportunity?
Investors have had a jittery August so far. The ongoing (never-ending?) US/China trade spat continues to lurch along with no resolution in sight, a potential “hard Brexit” looms in the UK, and EU powerhouse Germany is teetering on the edge of recession. These concerns helped drive a 6% pullback in the S&P 500 between the […]
Norm Conley Discusses How To Invest Amid August Market Volatility
On Morning Trade Live, JAG Capital Management’s CEO and CIO Norm Conley discuss how to invest amid August Market Volatility. Watch now: Morning Trade Live
2nd Quarter 2019: The Wall
As most of our clients and friends are aware, we do not make stock market forecasts. In fact, we believe short-term market prognostications are almost always unworthy of the time spent to produce or consume them, as we do not think anyone can reliably predict gyrations in asset prices in advance. That said, we can […]
Retirement Income: A Lower Risk Recipe To Yields Of 2.5% To 7% — Or More
JA Glynn Private Wealth’s Managing Director & Portfolio Manager, Mike Kimbarovsky spoke with Investor’s Business Daily about a flexible approach to investing for generating retirement income. Read More: Investor’s Business Daily
Norm Conley Discusses Why Stocks Are Nearing All Time Highs
On The Watch List, JAG Capital Management CEO and CIO Norm Conley discuss why stocks are nearing all time highs. Watch now: The Watch List
Amazon A Top Stock Pick For Investors?
On Fox Business, JAG Capital Management’s CEO and CIO Norm Conley and MarketWatch Technology Editor Jeremy Owens discuss the impact of the U.S.-China trade war on the tech sector, the tech stocks to watch and the Senate bill that would force tech companies to disclose the value of consumers’ data. Watch now: Fox Business
Norm Conley Talks Investing in Large Cap Names
On Bloomberg, JAG Capital Management’s CEO and CIO Norm Conley talks about investing in large cap names. Tune in: Bloomberg
Towering to New Speeds
If you live in an American city, your cell phone employs a fourth-generation wireless protocol called 4G. Data rates using the 4G network enable content-intensive applications such as streaming and mapping. 4G signals broadcast long distances and their radio waves are able to penetrate buildings. Although 4G has improved the mobile experience, the technology has […]
To Impossible & Beyond
A revolution is underway in food science. Plant-based meat substitutes that taste like meat are now on the market. The food craze has set-off a stock craze. Beyond Meats has appreciated by 40% since its initial public offering in April, and Impossible Foods is preparing to raise equity. The ingredients of these new foods provide […]