Many, many years ago, when memories of the last Ice Age were still fresh I was the editor of the IC Stockmarket Letter, the share tipping arm of the Investors Chronicle. It doesn't exist any more, no doubt because they could not find anyone of my genius to carry on the tradition when I left or for some other reason.
My predecessor as editor, had subscribed to a share alerting service which every week sent a number of share charts through the post. I liked to receive them but to my way of thinking they were not alerts, they were just charts.
When I had the idea for Quentinvest as effectively the wholly on-line successor to Quantum Leap and Chart Breakout part of my thinking was to use the flexibility of the Internet to create the alerting service that I wanted but did not get from these weekly share charts.
This concept is still at the heart of QV; that every month subscribers should be alerted to shares that for chart, fundamental, something new or a bit of everything reasons look ripe for action. Subscribers can then use this information to trade, invest, go Kamikaze, build their portfolio or whatever.
The US stock market has been difficult since the summer. Many companies are doing well and AI in its various iterations looks potentially incredibly exciting. Against that bond yields have been rising and as previously noted higher bond yields are kryptonite, especially for high growth super stocks.
This has left me wavering between macro looks terrible and nearly all my benchmarks are heading lower and micro where many individual stocks look super exciting.
History suggests that buy and hold works very well with really exciting companies. There can be scary short term volatility but in the end if the fundamentals and the story are good enough the shares will go higher, potentially much higher.
Let us have a look at what is surely one of the most exciting stocks, not just in this stock market but of all time.
