Contact Us    855-RIA-PLAN (855-742-7526)

SimpleVisorTM Insights is where the RIA Professionals post their latest thoughts, commentary and analysis to keep you ahead of ever changing markets. Find our latest commentary and videos below. All of our past articles and videos are archived in each of the links above.

Latest Posts

'.get_the_title().'

Walmart Shares: Great Fundamentals But At A Frothy Price

By Michael Lebowitz and Lance Roberts | Nov 20, 2024 | Daily Market Commentary
Walmart’s (WMT) shares opened higher as its earnings report surpassed expectations. EPS and revenues beat expectations. Moreover, the company increased its sales guidance for next year by a full percent. As its latest earnings report reminded us, Walmart is doing very well financially. Furthermore, its share price has surged, reflecting the company’s health. While the price of Walmart shares should increase with its fundamen...
Portfolio Trade Alert – November 12, 2024

Portfolio Trade Alert – November 12, 2024

By Lance Roberts | Nov 12, 2024 | PRO TRADING
Trade Alert - Equity Model This morning, we bought ABBV back up to its model weight. The stock was hit by over 12% yesterday, which, in our opinion, was a lot given the news on the Phase 2 trial termination of a Schizophrenia drug. Conversely, Walmart has become very expensive and is heading into earnings next week. The stock is up 60% YTD and extremely technical...
Friday Favorites: High Beta Screen

Friday Favorites: High Beta Screen

By Michael Lebowitz and Nick Lane | Nov 15, 2024 | PRO BLOG
As noted in Wednesday’s market commentary, investors typically seek Beta heading into year-end. Beta is a measure of volatility relative to the broad market, usually the S&P 500. Given an index change of 1%, a stock with a beta of 1.5 typically moves 1.5%, and a stock with a beta of 0.9 typically moves 0.9%. This year, investors’ appetite for Beta is even more significant, given the relief following the decisive election ou...
“Trump Trade” Sends Investors Into Overdrive

“Trump Trade” Sends Investors Into Overdrive

By Lance Roberts | Nov 16, 2024 | PRO NEWSLETTER
Inside This Week’s Bull Bear Report “Trump Trade” Sends Investors Into Overdrive How We Are Trading It Research Report –Paul Tudor Jones – I Won’t Own Bonds ...