Springing into the Second Quarter

Posted on April 3, 2015 | Stock Superstars Report

The first quarter came to a quiet close this week as quarterly earnings trickled in from a small group of early reporters. The first SSR holding to release earnings was Micron Technology (Group 4: MU), which reported earnings on Wednesday.

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A Quiet but Eventful Week

Posted on March 27, 2015 | Stock Superstars Report

This week was a quiet one in the markets, which is not that unusual given that we are nearing the end of a calendar quarter. In fact, two of the lowest-volume days of 2015 occurred this week. The markets are in wait-and-see mode now that the Federal Reserve has removed the word “patient” from its guidance about when it may alter monetary policy.

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The Fed Giveth

Posted on March 20, 2015 | Stock Superstars Report

This week was dominated by the actions and words of the Federal Reserve Open Market Committee. The committee removed the word “patient” in describing how it would raise interest rates going forward. Essentially, while interest rates may be increased, the change will be a symbolic step opening the door to future interest rate hikes.

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A Little Help From our Friends

Posted on March 13, 2015 | Stock Superstars Report

Though we select stocks for the SSR portfolio based on their individual traits, we realize that industry trends can influence how a stock trades. We see the influence of industry trends on the stocks that pass our screens, both positive and negative.

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The Only Constant is Change

Posted on March 6, 2015 | Stock Superstars Report

As we enter March, we celebrate this aged bull market, which is now six years old. The bull market has left its mark on the SSR portfolio; the portfolio is wealthier for it, but higher valuations have changed the types of companies that pass its screens.

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Record-Setting February Performance, Plus Changes to the Portfolio

Posted on February 27, 2015 | Stock Superstars Report

The March SSR Monthly Report is now available at the SSR website. There is one new portfolio deletion and one new portfolio addition to announce.

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Short-Term Uncertainties and Long-Term Trends

Posted on February 20, 2015 | Stock Superstars Report

We’ve been noticing the price volatility in airline stocks recently and believe it is related to the volatility of oil prices. As you know, fuel prices have a significant effect on an airline company’s profitability. In economic speak, fuel prices are known as an input.

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The Price of Uncertainty

Posted on February 13, 2015 | Stock Superstars Report

The reason why is twofold. Investors dislike uncertainty. When a company’s outlook becomes murkier, investors demand more compensation in terms of a lower share price.

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Positive Surprises Matter, But Some Want More

Posted on February 6, 2015 | Stock Superstars Report

Earnings estimates always take the spotlight each earnings season, with many market participants focused on how a company has performed relative to expectations. Within the SSR portfolio…

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Our New Portfolio Addition Is a Midnight Special

Posted on January 30, 2015 | Stock Superstars Report

The famous train song “Midnight Special” (recorded by Credence Clearwater Revival and many others) comes to mind as we announce our latest addition to the SSR portfolio.

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