Latest Insights on NOVA
Why Fidelity National is Setting Up for its Next Leg Higher
November 15, 2017 Pivotal Point Trader
The financial services sector is in the midst of a digital transformation. With 20,000 clients worldwide and 27 billion transactions processed, Fidelity National Information Services (FIS) is in a unique position to capitalize. Its business and share price have reached a pivotal point of inflection, which is why we put them in our Pivotal Point Trader portfolio last week. […] Walmart Takes on Tech Giants With Walmart Pay
November 10, 2017 Investment Opportunities
We often overlook supposedly “old school” blue chips that are adapting quite well to the technological landscape. Wal-Mart is an excellent example.The Great Global Reflation Trade
November 8, 2017 Uncategorized
A funny thing happened to commodities in October. They went up. All of ’em. Or nearly all. Enough that the CRB Index busted out like an escaped felon with nothing to lose. This index tracks a basket of 19 commodities. It’s energy-heavy – 33% by weight. But it is stuffed with everything from cocoa to […] Sensors in Your Cereal: The Next Food War
October 27, 2017 Investment Opportunities
Whoever you think will survive the next food war, the key is that behind all of these attempts to grab consumer dollars are sensors, software and Big Data. Hack Attacks Are Corporate America’s Worst Nightmare
October 17, 2017 Investment Opportunities
The latest big company to be hacked? Pizza Hut found itself the victim of hack attacks — alongside 60,000 customers who had their credit card info exposed.