by David Wagner | Nov 23, 2021 | Blog, Market Reviews
So far, the “important” part of earnings season is essentially over, and the results are better-than-expected. Companies have cited margin issues and supply chain disruptions, but management teams have been able to navigate these issues and investors are looking past...
by David Wagner | Nov 10, 2021 | Equity Case Studies, Equity Research, Research Reports
Many of you know that we run various “stock sleeves” that we use as S&P 500 tracking replacements – Aptus Compounder (15 high-conviction stocks) and Aptus Core (~50 Stocks) that is composed of both the Aptus Value (25 stocks) and Aptus Growth (25 stocks)...
by David Wagner | Nov 2, 2021 | Market Updates
Developments over the Past Month: Monthly Recap: The path of least resistance has been higher in recent weeks, but there are a lot of moving pieces for the market to deal with. 1) Earnings were very strong, but margins continue to be a focus by the market. 2)...
by David Wagner | Oct 22, 2021 | Blog
Stagflation has been a buzzword here lately – side note, I think that buzzwords are for the birds, much like this topic. I believe that today’s façade of stagflation will disappear shortly – some economists have been arguing that we are currently witnessing it (over...
by David Wagner | Oct 15, 2021 | Blog
It’s the most wonderful time of the year – Q3 2021 earnings kick off week. We believe that it’s a make-or-break quarter with all eyes on margins and supply chains and for the first time in a while, we won’t just be focusing on management commentary. This is basically...
