Sourced linked here Continue reading
I’m not sure what the shares will do in the short-term. Short-term for us is three to six months. Longer-term, (six months to 30-months) the news this week is “out of this world good”. We’re very positive on MKTY’s price potential over the next twelve to eighteen months. Continue reading
Fundamentally, these two companies have been performing in an amazing way. We will not rehash their fundament growth rates. These are posted in monthly updates or quarterly reports. The stock prices retreated along with the correction in Crypto however there isn’t a strong correlation between crypto prices rising and falling and operational performance at Galaxy Digital (BRPHF)* $18.95 or Voyager Digital (VYGVF)* $16.67 Continue reading
The Background:
Russia and Saudi Aribia together, decided to flood the market with oil in the first quarter of 2020. This was their attempt to break the back of the fracking industry in the USA. At the same time, Covid showed up in February 2020. The combination one/two punch was devastating to the fracking industry in the USA. We now import oil from Russia and Saudi Aribia whereas the USA was a net exporter of oil and gas prior to March of 2020. Continue reading
Summary:
Our process at LOTM is to look forward for what “could be” Vs what is today. If the “What could be” is not fully priced in the stock, we keep the stock as a core position while trading around the core position. Continue reading
By Tom Linzmeier, editor LivingOffTheMarket.com
Past – Present – Future.
Valuations in the market are drive by Investor Perception. The more fear there is in the market the more Investors need reassurance, the more investors place a higher value on historical past performance for comfort. As fear of the market subsides, we see stock price action move to real time reaction to news and events. Continue reading