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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

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Cava: A Hot Trend Comes At A Dear Cost To Investors

By Michael Lebowitz and Lance Roberts | Oct 17, 2024 | Daily Market Commentary
Since going public in June 2023, Cava (CAVA) has taken the fast-casual restaurant industry and Wall Street by storm. Cava describes itself as a “Mediterranean fast-casual restaurant brand that brings heart, health, and humanity to food.” As the chart below highlights, Cava shares are up 250+% since its IPO. The return is 5x its chief competitor Chipolte and 8x the S&P 500. Before Cava, Chipotle was a great growth story in the...
Portfolio Trade Alert – October 15, 2024

Portfolio Trade Alert – October 15, 2024

By Lance Roberts | Oct 15, 2024 | PRO TRADING
Trade Alert - Equity & ETF Model We added to our energy exposure a couple of months ago, expecting a counter-trend rally in energy stocks from a move higher in oil prices. Shortly afterward, the conflict between Israel and Gaza escalated and spilled over into Iran. With the situation stabilizing, oil prices have peaked short-term, so we will rebalance our ene...
Friday Favorites: T-Mobile (TMUS)

Friday Favorites: T-Mobile (TMUS)

By Michael Lebowitz and Nick Lane | Oct 11, 2024 | PRO BLOG
T-Mobile (TMUS) Last week’s Friday Favorites ran a stock screen to help identify stocks with high P/E ratios but high anticipated growth rates. In other words, we were looking for GARP, growth at a reasonable price. The results were limited per the paragraph below: Our screen seeks to find established com...
NFIB Survey Poses Risk To Bullish Forecasts

NFIB Survey Poses Risk To Bullish Forecasts

By Lance Roberts | Oct 12, 2024 | PRO NEWSLETTER
By Lance Roberts | October 12, 2024