|Day Low/High||141.69 / 144.75|
|52 Wk Low/High||107.32 / 157.26|
I have covered half of my Apple short for a gain. I plan to build the short back up on a rally.
My largest position is Viacom . Despite my analysis that a deal with Comcast is increasingly likely (albeit in late 2022/early 2023), my Gnome, high above the Alps, has been hearing that a large technology company (I'm guessing Apple , Google or A...
Companies don't become best of breed unless they are the best in everything they do. Facebook hangs in the balance.
As noted, I shorted Apple Thursday afternoon. My view is that the market is not placing enough emphasis on the company's China exposure.
While the big guns meet at the White House about the global chip shortage, the president and these companies are approaching this all wrong.
Break in! Facebook is -3% after it says that changes in Apple's privacy terms will continue to be an advertising headwind in the current quarter.
A softening Chinese economy could be a headwind even if Evergrande is bailed out. However, deals can be found among companies with little or no China exposure.
There is one key point about the iPhone 13 that is less obvious but worth considering.
I'm not a bear, but I'm honest about what I see out there, and right now it's tough to find something to hang our hats on.
In the case of Apple and Alphabet, it appears the answer is yes, though a bit more downside in both stocks could come first.
The New York Fed's August Survey of Consumer Expectations could be problematic.
How come this decision was so opaque to so many?
When Apple zigs or zags, that probably means that nearly everyone should pay attention.
My trades? What am I doing? Maintaining not gargantuan, but elevated cash levels. Not going crazy.
App Store policy changes could have a 2% to 4% impact on Apple's top line, but probably not more than that. And there are still a lot of variables in play.
I have taken a short rental in Apple (at $157 in premarket trading) based on Katy Huberty's research report that indicates a business service slowdown.
The spread of COVID's latest and scariest variants continue to warp economies across the planet, preventing commerce from functioning more normally.
Don't rush to short the indices but manage positions tightly and be more selective with new buying.
The Real Money Post Industrial Average is now up 18.2% -- here's why it could still plow ahead of the Dow and S&P 500.
Sally Beauty Holdings has been doing everything right yet its share price is not much above where it sat a full decade ago.
If you react quickly to changing conditions, your chances of making money increase dramatically.
The spending spree on BNPL could be adding more risk later for investors.
While most tend to think of the S&P 500, the Dow and the Nasdaq when assessing how the "market" is performing year to date or even quarter to date, it's fair to say that those index or benchmarks haven't kept up all that well with the evolution of c...
If you're in AVGO you're not wrong. I just have to keep myself from becoming overexposed to the group.