|Day Low/High||1,899.92 / 1,939.79|
|52 Wk Low/High||1,626.03 / 2,185.95|
There's no need to own stocks as a group and no need to crowd into widely-owned individual names.
Consider these stock model ideas: virus groups, work remotely, and fiscal.
It's a paradigm shift that all started with Zoom and Cisco's Webex.
Here's what you should consider instead during this fear of missing out time -- and know that stock picking should be back in vogue soon.
Consumers who never before considered buying certain items online are now doing so. Once they get used to the convenience, that habit will become permanent.
The Snapchat parent was burning cash going into this year, and it's now likely seeing its ad sales slump and its cloud infrastructure expenses spike.
In fields ranging from food delivery to e-commerce to enterprise software, deep-pocketed tech firms look strategically advantaged right now.
* Before you read this opening missive be sure you understand your risk appetite and profile as well as your time frame * I see a possible "generational" investment opportunity developing and I am now even more aggressively buying for the intermedia...
For active traders, there will still be some opportunities on the buy side with some countertrend trades.
Let's check out the company that millions are using as they spend the foreseeable future at home.
Your portfolio is integrally connected to the economy so let me offer what I think can be done to save your portfolio from being ravaged by this scourge, Covid-19.
* Ns over Ss! * The lingering impact of COVID-19 on our behavior helps to explain my large long investments in Google, Amazon and Twitter * Banks were the problem in the last recession, they will be part of the solution over the next few years I am ...
As I tweeted, it might be a good time for some second level thinking: The rising number of reported new cases in countries that are just ramping up their testing is good news for our country and markets because it means that widespread testing is fi...
I have been buying beaten down over the last 10 days. The shares are +$12.66 today (a gain of almost 37%). I like PZZA (and its business model) in the emerging environment we can be expected to be for sometime. Specifically, like Amazon , Papa John'...
There's a pretty good chance that at some point, I will wish that I was longer.
*Liking action in some stocks I always look for green stocks in a sea of red. Possible trading rentals (and stocks that are positive on the day) include: , , , , , .
While the arrival of additional bad news could lead markets to fall further in the near-term, investor sentiment will likely turn before conditions on the ground see big improvements.
The best acting stock I own is Amazon - and I think it is deserved. Typically, if the market ever rallies, it could be the first out of the "box."
I added to , , , , , , and this morning. A reminder that yesterday I initiated new positions in , , , , and .
Here again is my approach and my three stock groups: 'rebound', 'revenue' and 'virus'.
Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.
* The market outlook will be a function of economics and emotion -- I am more optimistic of the outcome than most * Uncertainties and, now panic, are reflected in uneven and inconsistent market swings on a daily and evenly hourly basis * But, uncert...
When the central bank is on top of their game as they have been of late, credit must go where credit is due.
I haven't seen anything in the past three weeks that I haven't seen before, but I just can't model this reaction to Covid-19, so I can't call a bottom.
Let's talk about opportunities amid the coronavirus crisis, and how Fed Chair Jerome Powell took bold action that puts us in a better position than before.
* The current crisis enures to the benefit of Amazon If there is one stock I would consider for the next few years - it would be Amazon , now my largest long position. There is little question that Covid-19 is attracting newbies that never consider...