Jan 28, 2021
Brian Dress, director of research at Left Brain Investment Research, explains the firm's growth-oriented investment strategy extends to high-yield bonds and why that puts Occidental Petroleum's debt into the market's sweet spot now. Coming off the purchase of Anadarko Petroleum at the worst possible time for the oil...
Jan 20, 2021
Freddy Garcia of Left Brain Wealth Management says that after a year that saw explosive growth -- over 500 percent last year -- Enphase Energy has calmed down, become less risky and still has enough room to grow that it is now a core holding for the Left Brain team. Garcia explains how the reduction in risk makes...
Jan 13, 2021
Janice Quek, senior analyst for Left Brain Investment Research, says that one company that's an extension of the firm's cyber-security theme -- even though it is outside of the security business -- is Datadog, (DDOG), which has experienced similarly explosive growth and has the same kind of upside potential, spurred in...
Jan 6, 2021
Mark Hines, managing director at Left Brain Investment Research, says that investors should not be looking to the cybersecurity business hoping that the young companies boosted by the pandemic tailwind will be bought out by technology giants, but instead that they can maintain the high growth levels that spurred stock...