|Day Low/High||1,861.66 / 1,875.44|
|52 Wk Low/High||1,566.76 / 2,035.80|
MSFT is not one of my names that has just kept on hitting target prices, thus forcing decisions. The stock is getting close though.
The last few days have seen the topic of brick & mortar vs. digital or e-commerce sales once again take center stage. We chatted on this very topic this morning... but we have yet another confirmation sign in the following headlines: Bose is shutti...
The easiest mistake to make right now is to say that this can't continue for long. That simply is not true.
December Retail Sales ex-autos rose 0.7% vs. November, and 6.3% year over year. Excluding gasoline, however, December Retail Sales rose 0.1% month over month and 5.3% year over year. Quickly looking at the data from a year over year viewpoint, whic...
Signet Jewelers has reported same-store sales that rose 1.6% for November and December, led by North American same-store sales that rose 2.0%. Digging into the details, we find a familiar pattern -- the company's e-commerce sales rose 13.5% during t...
I have been among the most wary of China and its ability to change. I remain that way. But the U.S. got more than I ever thought.
There is no inflation for the Fed to fight with higher rates, and the notion that low interest rates create asset bubbles is overrated.
Digging into the data, the numbers do appear to be quite the mess.
Another win for da Bulls as the market bent but didn't break after the four-month-long advance: * Market breadth was +200 (at 3:30 p.m.) -- again not bad, all things being considered. * Oil was flat and gold -$4. * Bond yields dropped by 2-3 basis p...
The tech giants are each wagering that new e-commerce and payments features for their platforms will boost ad sales.
Break in! FedEx +3% on a report that Amazon is lifting the ban on FDX for third party ground delivery!
I am very liquid, in gross terms now. For emphasis, a week ago (posted in "Long No More") I sold out my Amazon and Alphabet longs: I have sold the balance of my Alphabet (GOOGL) ($1402) and Amazon (AMZN) ($1907) longs. This reflects my ursine marke...
Capex trends, chip demand and IT spending commentary are among the things to watch as dozens of tech companies report this earnings season.
The NYSE used to be the center of capitalism, but now it's where actual engineering, not financial engineering, is taking place.
Chip suppliers and others are benefiting as smartphone camera counts rise and camera penetration rates grow in other markets.
* In 2019 equities rose far faster and interest rates fell sharper than the consensus expected * 2020 could be a year of out-of-the-VIX thinking and mean reversion in valuations/stock prices as profits, politics, geopolitical events and other uncert...
The industry downturn has presented multiple buying opportunities among the better-quality REITs.
The big tech names are once again surging, and as long as they keep their noses clean, that should continue.
Though its public cloud revenue is still much smaller than Amazon's, Microsoft continues to steadily gain share.
These names are well-positioned to benefit from the changing media landscape.
For the second straight year, Alexa and Google Assistant both have high profiles at CES, as Amazon and Google show off a slew of new features and partnerships.
Today I moved down all of my shorts (of an individual and Index-kind) to small and I kept all of my long positions at the same levels they have been at over the last week (except for Goldman Sachs , Google and Amazon that I eliminated). I am now qui...
While these two are guaranteed to move together, I would likely play both rather than one with simple calls.
I have sold the balance of my Alphabet ($1402) and Amazon ($1907) longs. This reflects my ursine market view and my (hopeful) expectation that I can reload on these longs at lower prices. This is the second time in 13 months I have invested/traded i...
Each company just unveiled a number of new partnerships for its streaming platform, as they try to grow the number of active users that can be monetized.
Technology such as 5G, streaming and cloud computing should all step up their game in this new year, but eSports, and specifically Huya, will likely hit it out of the park.