|Day Low/High||1,901.30 / 1,916.86|
|52 Wk Low/High||1,307.00 / 2,050.50|
Now, we know that if we got any sort of truce in the trade war, with the exception of the financials, these hated sectors would be loved.
These managed care stocks can withstand China, politics and a slowdown in the economy.
On Thursday in "Making Moves," after huge moves by Alphabet and Amazon , I pared back my positions from very large to large: I often trade around long term investment positions - even my most favored! If successful it's a wonderful way to reduce yo...
It's a key week for retail stocks, with these four well-known names all set to post quarterly results.
Any new money I am putting into the market on dips is being done via buy-write option orders.
You all know that I love the software/cloud type names.
If these are going to define the day then we really are in silly land.
Stay flexible and open minded, rather than bullish or bearish, as seasonality kicks in.
It's ironic. Had the Chinese let Facebook, Amazon, Netflix and Alphabet in, there could have been some massive retaliation for Huawei. But they never did.
Despite trade tensions, Walmart's global business shows solid growth.
Amazon's U.S. e-commerce sales still appear to be much bigger than Walmart's. And a large portion of Walmart's e-commerce sales might involve purchases that otherwise would have taken place at physical Walmart stores.
I think WMT serves as a good name to play and is a much better deal than trying to grab on to Amazon shares.
The reaction we're seeing in WMT stock after its results is the correct one.
I often trade around long term investment positions - even my most favored! If successful its a wonderful way to reduce your cost basis. Given a +$77 and +$67 rise in the shares of Amazon (to $1916) and Alphabet (to $1191) in only the last 1 1/2 tra...
Walmart is apparently not the culprit for the disappointing retail sales numbers.
"You do not want to give Jeff Bezos a seven-year head start." - Warren Buffett. Berkshire Hathaway (May, 2017) Yesterday Warren Buffett's Berkshire Hathaway revealed a near $1 billion position in Amazon . The size of the investment is a follow-up to...
* Markets rally * FANG regains its claws Grandmas sit in chairs and reminisce Boys keep chasing girls to get a kiss The cars keep going faster all the time Bums still cry, "Hey buddy, have you got a dime?" And the beat goes on, the beat goes on Drum...
We have to stipulate what makes a market really tick these days in a world where we are ruled by tariffs and trade with a Fed sideshow.
Apropos to yesterday's column (below), I have added to Facebook (even though it's above my "buy level"), Alphabet and Amazon . I have moved to medium sized in Facebook with today's buy. I have bids below the market for C, BAC and WFC. May 14, 2019 '...
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.
On day three, the sellers forget why they sold and the buyers remember why they like stocks.
The two groups that I would emphasize during the next month or two of "trade negotiations" are: 1. Portions of FANG, Plus One: Facebook , Alphabet and Amazon , plus Twitter , are four companies that are not involved in China and in which China wants...
New NextDay delivery sounds great, but I'd turn my focus to earnings.
WMT stock has reacted positively on three of its last four quarterly earnings.
Walmart is signaling its ready to compete for convenience-focused consumers with Amazon.
"Just one more thing." -- Lt. Columbo Since I was unusually active today (and I know it can get confusing) I think it would be helpful to summarize today's trades. * I covered all of my semiconductor shorts -- Intel and Micron (still on my Best Idea...
President Trump has decided that the U.S. simply shouldn't do business with China and if you do you are going to have to pay the price.