Michael Kramer

Michael Kramer

Michael Kramer is the Founder of Mott Capital Management and runs MCM's actively managed long-only Thematic Growth Portfolio which holds these stocks: ACAD, ALKS, CELG, DEO, DIS, GE, GOOGL, MA, MO, NFLX, NXPI, RTN, SBUX, SWKS TSKA, UL, V, VOD and VZ.

Additionally, he is the premium author of Reading The Market an exclusive offering on Seeking Alpha's marketplace.  

Michael's professional skills, first honed in high-risk trading environments, have now matured into a comprehensive, in-depth financial analysis of public companies, with a particular focus on finding new generational themes and trends in society. Additionally, he has dedicated a significant amount of his research to global macro economics and Central Bank policies impact on financial markets. 

  1. Markets & Economy

    FOMC Leave Rates Unchanged

    The FOMC left rates unchanged at its latest meeting, sees "improved" sentiment.
  2. Stocks

    Autos Deliver Unimpressive January Sales (GM,F)

    GM, Ford, and Fiat Chrysler see a slow start to 2017.
  3. Stocks

    The Contrarian: A Closer Look at LLY Earnings

    BMO and Barclay's raised PTs after Eli Lilly's quarterly and FY revenue beats, but there are questions about the report.
  4. Stocks

    Another Analyst Goes Negative on Movie Theaters (RGC, AMC)

    Credit Suisse has downgraded RGC and IMAX, while upping AMC's price target slightly.
  5. Stocks

    Pfizer Delivered Q4 and FY Mixed Results (PFE)

    PFE reported results for the fourth quarter and full year 2016 that are mixed. The stock is trading up.
  6. Stocks

    Eli Lilly & Co. Up on Revenue Beat (LLY)

    Shares of Eli Lilly & Co. are trading higher. Could it be quarterly numbers or comments from President Trump?
  7. Stocks

    Trump Meets Pharma CEOs, Stocks Pop (PFE, LLY)

    President Trump met with Pharma CEOs today at the White House and told them about his plans to streamline regulations.
  8. Stocks

    Teva Plummets in Early Trading (Teva)

    Pantent claims invalidated by a US District Court is another blow in Teva's effort to get back on the revenue growth track.
  9. Stocks

    Eli Lilly & Co. Part of Lawsuit Over Insulin (LLY)

    According to the New York Times, Eli Lilly & Co. was named in a federal lawsuit over insulin pricing.
  10. Stocks

    The Best Value In the Semiconductor Space (AVGO, NVDA)

    Uncovering deals in the Semiconductor space is easy with fundamental analysis.
  11. Stocks

    AMC: Preliminary Numbers Ahead of the Street (AMC)

    The company's preliminary results look promising but where is the growth really coming from?
  12. Stocks

    BTIG Negative on J&J/Actelion Deal (JNJ)

    The acquisition of Actelion will add little to the bottom line of J&J, according to reports.
  13. Stocks

    JP Morgan Reinstates Lions Gate (LGF.A, LGF.B)

    JP Morgan reinstated coverage of Lions Gate with a rating of "outperform" and a $34 price target.
  14. Stocks

    RBC: Autos to Gain Net Benefit From Trump (GM, F)

    President Trump has talked "bigly" about helping the automakers. What will corporate tax cuts really mean?
  15. Stocks

    GM To Move Jobs From Canada To Mexico (GM)

    More debate over NAFTA ensues as GM plans to moves jobs to Mexico.