CTRP

Lowe’s Misses, Nordstrom Buckles, Target and Best Buy Shine

by

Lowe’s Misses, Nordstrom Buckles, Target and Best Buy Shine — Need short idea considerations in this tumultuous market? Consider the Exclusive publication here. We release a new short idea consideration each month, in addition to an income and capital-appreciation idea.  — East Coast friends: Brian will be available for a book signing at Headline Books booth 957 at the American Library Association Conference at the Walter E. Washington Convention Center in Washington DC June 22 (more details to follow). Value Trap has been named a Next-Generation Indie Award Winner!  — By Brian Nelson, CFA — When asked about whether Valuentum is all about stock timing, I sometimes cringe. Roughly 90% of our work goes into figuring out what may be the best … Read more

Update on Wuhan 2019 Novel Coronavirus Outbreak: 31,000+ Infections, 630+ Deaths

by

Image Source: 2019-nCoV, Centers for Disease Control and Prevention The number of infections and deaths related to the Wuhan 2019 Novel Coronavirus has surged since our last update, but we maintain our view that investors should keep a level head. We continue to wait to add protection to the newsletter portfolios as the market absorbs a massive liquidity injection from the PBOC. By Brian Nelson, CFA The week of trading ending February 7 was a very strange one. Last Sunday, one could have only expected that given the news related to the Wuhan 2019 Novel Coronavirus outbreak, the bad news related to airlines (JETS) and aerospace players–Boeing (BA), in particular–and the speculative frenzy associated with Tesla’s (TSLA) rise, that the … Read more