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CRM is still suffering, but a number of other cloud stocks are still hot. Here is how to play it.
You all know that I love the software/cloud type names.
My better bet will remain on the cloud until the direction that global business has to move toward changes fundamentally.
I really see the dividend payment as the only reason any investor would want an equity stake in this name.
China is almost out of ammo in the trade war. To us, that might look like we are close to a solution. Don't bet on it.
Buffett and Munger have some questions to answer, some situations to ponder, and probably a more concerned public than in the past to deal with.
Putting the BLS nonfarm payrolls into perspective, and how I am thinking about Planet Fitness after earnings.