Sample stoxdox Reports
There are currently over 100 reports in the stoxdox library. We invite you to read some samples of the types of reports you will receive with a stoxdox membership.
The dogs of stoxdox: Top 5 income stocks
Uncertainty is a defining feature of the moment, creating asymmetric risk/reward opportunities for these companies.
IBM is a technology leader for the next cycle
The market is underestimating IBM’s leadership position in the largest growth opportunities of our time, artificial intelligence and quantum computing.
Market Outlook: Risk-on risk-off
A phase change is in progress as returns and diversification potential return to the bond market creating opportunity.
FedEx and the recession
While the unfolding recession has yet to be widely accepted, FedEx’s share price has been pricing it in for eighteen months.
Gold is on the efficient frontier
Gold and a uniquely asymmetric risk/reward opportunity for optimizing portfolios, high beta exposure to an uncorrelated asset class.
Market Outlook: What is water?
The fish swim on… eventually one of them looks over at the other and goes “What the hell is water?
A top sector choice for the coming cycle
With the global energy transition entering a new phase, the early-stage cyclical upturn will be amplified by a diverse set of secular growth opportunities.
The recession is here, filter the noise
All signs point to a recession being in progress. In periods of heightened uncertainty, the greatest risk is mistaking noise for signals.
Ignore the inflation noise
Major stock indices sold off 4% to 5% in response to a higher-than-expected CPI in August. Is the CPI new information or noise?
Top commodities for the energy transition
The energy transition is a secular growth driver, creating exceptional risk/reward opportunities for the commodity beneficiaries.
S&P 500: Where we go after Jackson Hole
The downtrend looks likely to continue with extraordinary opportunities being created under the surface.
Freeport McMoRan, Doctor Copper makes a house call
Freeport McMoRan offers one of the most levered opportunities to the largest secular growth trend of our time.
BWX Technologies is a perfect recession stock
BWXT’s visibility, discounted valuation, asymmetric return profile, and vast growth opportunities in nuclear technology make it a top choice.
S&P 500: The path forward
With the S&P 500 cementing a head and shoulders top, the bond market is signaling the likely path forward for those who are looking.
Rio Tinto is a perfect portfolio diversifier
Rio Tinto offers something for everyone: growth, income, and diversification.
Palantir has visibility into the upside
Palantir offers one of the largest long-term growth opportunities in the marketplace.
Netflix: Show me the money
Netflix offers above-average growth potential and strong pricing power at a discounted valuation.
QQQ: Curb your enthusiasm
The QQQs have extreme concentration and multiple contraction risk within a bearish trend.
SPY: The death cross and what you need to know
The stock market is in a primary downtrend with all three major US averages experiencing a death cross.
Palantir: Red flag or opportunity?
Palantir comes under the spotlight as the investment case rests on the fulcrum between opportunity and red flags.