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J Capital Research

May 7, 2021

Nearmap: Can You Trust Management?

After denying there was any problem, Nearmap (NEA ASX) has now been locked out of 65% of its U.S. sales by an ironclad patent challenge. If Nearmap survives, it will return to the small Australian market, where it is losing share.

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Franklin Templeton

May 7, 2021

Reasons We Remain Bullish on Gold

Franklin Equity Group Portfolio Manager Steve Land discusses why gold demand could rebound from a weak start to the year, and where he sees potential opportunities for equity investors.

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Janus Henderson

May 7, 2021

Other Companies Join Tech Earnings Party

With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, says Portfolio Manager Denny Fish.

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Wells Fargo Asset Management

May 6, 2021

Exploring the World of SPACs

In this edition, Bob Gruendyke, Senior Portfolio Manager with the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM), speaks about the recent phenomenon across the investing community of special purpose acquisition companies, otherwise known as SPACs.

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Briefing.com

May 5, 2021

Growth Stocks Ready to Rebound

Growth stocks had a tough go of it yesterday, but when the going gets tough, the tough get going. Many are on the rebound this morning, evidenced by the 96-point gain in the Nasdaq 100 futures, which are trading 0.7% above fair value.

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