Blog Archives

BJs Wholesale Club Holdings Inc. (BJ-$43.10, NYSE) Reports New Membership Growth of 630,000 for the 3rd Quarter of 2020.

New market penetration appears to be quite successful in Michigan. The company is now guiding towards potential new store openings in 2021 throughout the chain; a minimum of 6 stores and potentially up to 10 are envisioned. This would represent

Posted in Open Blog

BJ’s Wholesale Club Holdings Inc. (BJ-NYSE,-$43.09). Think Costco + Manufacturer’s Coupons.

BJ’s Wholesale club is the 3rd largest of the warehouse clubs offering groceries and general goods in North America, with 219 stores as of . The company is roughly 1/4 the size of Costco by store footprint and about 1/3

Posted in Portfolio Model Subscription

US M2 Money Supply Looks to Exceed $19 Billion Shortly: up 23.2% YTD .

Federal Reserve Economic data is useful to review on occasion, and the data sets are well worth the time for policy wonks. https://fred.stlouisfed.org/ M2 money supply stats can be found here. https://fred.stlouisfed.org/series/M2 These sorts of figures have set an exceedingly

Posted in Open Blog

Palantir Technologies (PLTR-$15.80, NYSE). Will Tiberius Emerge as the Next Technology Lexicon?

Investors, throughout the Covid crisis, have focused, at various phases in the pandemic, on mask and PPE producers, vaccine developers, pharmaceutical and medical therapeutics. Every great gold rush in history demonstrated that the lion’s share of the spoils were not

Posted in Open Blog

Collectible Equities.

In my youth, I assembled a fair number of silver and bronze age comics. The items were read sparingly, packed away carefully in several Styrofoam coolers and stored in a cold, dry cellar as I journeyed forth from my parent’s

Posted in Open Blog