Tag: #COVID19

Earnings Winners ? & Losers ?

May 2, 2021May 4, 2021 Ryan JueResearch, Weekend Update#COVID19, #COVIDRecovery, #Earnings, #RevengeTravel

? Domestic pandemic recovery strong. As cases continue to rise globally, ?? #COVIDRecovery momentum strong. #Earnings winners saw reopenings and increased spending drive beats. Even #RevengeTravel got a boost with Europe likely opening to vaccinated Americans in summer. ? International pandemic recovery not so much. #COVID19 continues to surge internationally with new all-time case highs. Companies with large international exposure were #earnings losers often Read More

Value is the new Growth

March 31, 2021 Ryan JueMarket Musings#Back2Work, #COVID19, #COVIDRecovery, #Flight2Safety, #Reopening, #RetailInvesting, #RevengeTravel, #RisingYields

Market Musings 3/31/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: Despite Q1 weakness in growth-oriented portfolios, we view strengths in Financials and Recovery stocks to continue and near-term correction in Growth names to be a buying opportunity. The first quarter of 2021 Read More