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Real Money authors - Doug Kass

Doug Kass

 Doug Kass is the president of Seabreeze Partners Management Inc. Until 1996, he was senior portfolio manager at Omega Advisors, a $6 billion investment partnership. Before that he was executive senior vice president and director of institutional equities of First Albany Corporation and JW Charles/CSG. He also was a General Partner of Glickenhaus & Co., and held various positions with Putnam Management and Kidder, Peabody. Kass received his bachelor's from Alfred University, and received a master's of business administration in finance from the University of Pennsylvania's Wharton School in 1972. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law and currently serves as a guest host on CNBC's "Squawk Box."

 

 

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Recent Articles By The Author

Selling More T

I have been selling more AT&T on the gap following the EPS beat.

I Don't See Much To Do With Verizon's Shares

* Limited upside (+$3), limited downside (-$2) Verizon remains a lackluster and uninteresting holding with limited upside (but also limited downside). The company reported good operating results -- especially in the consumer line. Postpaid phone add...

AT&T Beats

AT&T beats on top and bottom line and raises guidance.  

The U.S. Economy and the Delta Wave

From my friends at Miller Tabak: The U.S. Economy Has Immunity to the Delta Variant We disagree with markets' apparent harsh reaction to rising U.S. covid-19 cases as the delta variant becomes dominant. We are not downplaying the chances of the case...

Chart of the Day

The shortest recession in history:

Tweet of the Day (Part Deux)

Jim Cramer predicts S&P 500 'is done getting slammed,' sees upside ahead https://t.co/DTuLlT4G4J — CNBC (@CNBC) July 21, 2021

Tweet of the Day

Elon Musk remarks on government today, later echoed by Jack Dorsey in the same panel at The B-word Conference: pic.twitter.com/0l0RHwbfIn — Lora Kolodny (@lorakolodny) July 21, 2021

Thanks for Reading My Diary Today

I hope it had value to all of you.  Enjoy the evening.  Be safe.  See you early Thursday morning.

S&P Range

The S&P Index (4355) is now at the upper end of my expected several month trading range. 

This Verizon Disconnect Is Disappointing

I am disappointed in the action of Verizon following the good beat and raise --  I thought AT&T  would move higher on the news. While I still think there is a favorable reward vs. risk, I just took off some of my AT&T ahead of earnings and will reev...

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