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Start of the Day with Chris Forte – Value Investing

Need an upbeat view? Bill Nygren, Oakmork Portfolio Manager had this to say . . . “Regarding concerns about a recession and inflation and being in a bear market, our research shows there’s no evidence at all that once you know these are the conditions that you can profit from it by getting out of […]

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Chris Forte’s “Thoughts to Start the Day” – RELL

What if your dad started wearing skinny jeans, playing frisbee golf, and listening to Bruno Mars with his Beats by Dre? It would get your attention. 75 year old Richardson Electronics (RELL) has undergone a transformation that should get your attention. For decades they have custom engineered electronic tubes and modules. Today, as they say, […]

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Chris Forte’s Thoughts to Start the Day – RELL, DLPN

Friday, April 15. Seeking Alpha published AAII’s O’Shaughnessy Tiny Titans list. The strategy “focuses on micro-cap stocks that meet criteria for value, size and momentum factors. Small-cap stocks normally do well during economic recoveries.” The O’Shaughnessy Tiny Titans screening model has an impressive annual gain since inception (1998) of 24.6%. AAII says it’s based on […]

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Chris Forte’s Thoughts to Start the Day – RELL and DMIFF

April 8: Tiger Woods isn’t the only one that staged a comeback yesterday. The markets overcame an early deficit to end in positive territory. Nonetheless there are plenty of skeptics. Bespoke reports bearish sentiment rose 13.9 percentage points which was the biggest one-week uptick since August 2019 and less than a quarter of respondents reported […]

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