|Day Low/High||1,859.48 / 1,870.82|
|52 Wk Low/High||1,307.00 / 2,050.50|
Don't get carried away with bearish bets before enough information arises.
Amazon , featured yesterday as my favorite individual long holding, is up by another +$17/share this morning.
* Following summaries of our investment views, Tobias Levkovich asked several hard- hitting questions of UBS's Suni Hartford and myself Four days ago, at the invitation of Citigroup's head of investment strategy, Tobias Levkovich, I was invited to p...
With any China deal, there must be a clear and verifiable method of enforcing compliance.
Should Intel be unable to handle Apple's 5G iPhone needs next year, as some recent reports suggest, count on Apple to find another supplier rather than ship 5G-free iPhones.
The consumer is alive, well, and might benefit from a thaw with China and easy to get jobs. So would Boeing and Caterpillar.
Use the swoon to buy, but wait until the coast is clear and nothing happens and it is just a random rotation.
I expect that AMZN, in the fullness of time, will become the first $2.5 trillion company.
"Your big opportunity may be right where you are now." - Napoleon Hill (American author) * I am substantially increasing my earnings estimates and price targets for Amazon. * Amazon, the "Supreme Disruptor," has established an insurmountable first-m...
As we get ready for the last hour of trading today, we're starting to see Wall Street share its March quarter expectations for a number of high flying stocks. One such example is Netflix and Credit Suisse expects 8.9 million paid net global addition...
Boisterous Bobby Lang, my good friend with whom I co-manage Trifecta Stocks, shot me a quick message a few minutes ago regrading a note on Amazon , which we own in the portfolio. It seems Jefferies is out with comments today saying the company's roa...
The focus on smart tech investment, digital advertising and new menus all helped PLAY to kill it on earnings and comps.
I have had to think long and hard about Lyft, the stock, not the ride-sharing company.
So Microsoft is considering selling e-commerce tools of it's own. At least that's what was reported earlier today at The Information. This would be in direct competition with Shopify . What Shopify does is help new businesses with the intent to run ...
The contagion in pharmacy stocks is spreading and secular trends aren't helping to find a solution anytime soon.
Both U.S. and Chinese economic data is coming in stronger than expected, which will help support this rally.
This morning, I talked about Unicorn Riders, which can make a profitable trading thesis, but often falls short in terms of an investing thesis. There is an investing side of that coin as well, which involves finding "The Next." Folks are always talk...
More is being shared of Buffett's conversation with CNBC's Becky Quick and the topic is Apple's move into streaming video and entertainment. Of course, Buffett would like Apple to succeed, after all, AAPL is the largest holding in Berkshire Hathaway...
Tuesday's trading saw a shift in action as small-caps outperformed for the first time in a month.
The online ad firm has seen strong growth in a U.S. market where Google, Facebook and Amazon loom large. And it's now entering China.
Apple shares could use another jolt. A blockbuster buyout would certainly do the trick.
Apple hasn't answered all of its critics after Monday's presentation.
Apple investors have a lot to digest on Tuesday morning, but the vibe is veering positively for once.
The company has reportedly been seeking large revenue cuts for some of the new services it's expected to unveil on Monday, and also reportedly has aggressive bundling plans.
You can't stop the rain coming down on this market until you get a host of people to realize there are bargains even if we have a big slowdown.
Some time later on Friday it is expected that Italy will break ranks with the G-7, the EU, NATO, and sign a Belt and Road Initiative Memorandum of Understanding with China.
The market may be due for some consolidation at this point, but don't read too much into it.
The best stocks to buy in this environment are the ones that have the greatest growth.