|Day Low/High||1,899.92 / 1,939.79|
|52 Wk Low/High||1,626.03 / 2,185.95|
As the Wuhan coronavirus shakes up the global economy and growth outlook for China, there seems to be only one theme that's resonating right now.
"Just one more thing." -- Lt. Columbo I neglected to mention that UBS has upgraded FedEx . FDX was +5% on Friday and up again today following a company announcement that it is improving its delivery efficiency and reducing costs. I placed FDX on my ...
The 12-month highs to lows is unimpressive as small caps are still lagging and big cap stocks like Microsoft, Amazon and Apple lead.
* I have learned a lot by looking back at my mentor, "The Chief's" investment observations and successes * In a world starved for earnings growth I am back in Google and Amazon - that's where "The Chief " would be * The next Tesla might be Amazon or...
One explanation is that there is a 'climbing a wall of worry' dynamic at work.
* With a $5000 intermediate term target I have reestablished an Amazon long near the opening this morning * Amazon's shares have ignored over $3.5 billion of Bezos sales over the last week - and that's a good sign * My new buy level is $2100 I recen...
I reestablished small longs in both Amazon and Alphabet near the opening this morning. In a world short of organic growers, Amazon and Google long to be standouts. Columns coming out shortly!
If anyone is wondering why Facebook is wading into the world of online dating, a new report from the Pew Research Center should help clear things up. The report finds 30% of U.S. adults have at some point used a dating app or website, up from 11% in...
According to an article from CNBC.com, more people are stuck at home in China as they wait out the coronavirus outbreak, giving some delivery and e-commerce companies an opportunity, even as they try to manage the risks of the disease. Of course my...
I'm watching the shares of Estee Lauder, Disney and Amazon.
Atlas Air Worldwide is dirt cheap, and here's how to play it now.
Disney made a number of encouraging disclosures about Disney+ on Tuesday. But Netflix's subscriber growth still looks pretty solid.
As everyone watches direct to consumer and international -- as well as the cost of the coronavirus -- here's where I want to see DIS before buying.
What we have to decide now is whether we have a sell-the-news reaction in shares today or actual disappointment and concern.
CEO Sundar Pichai had indicated that the firm would be more transparent, and it is.
I wanted to repost my opener as it was published very early this morning (and some have missed it): * S&P stock futures are gapping much, much higher * Iowa's Democratic disastrous primary "non-results" are still delayed - so, it's on to New Hampshi...
* S&P stock futures are gapping much, much higher * Iowa's Democratic disastrous primary "non-results" are still delayed - so, it's on to New Hampshire? * Telsa's shares are trading over $800/share this morning (look for an equity or convertible off...
As Alphabet shared its Google Cloud and YouTube ad revenue for the first time, it also reported that its hardware sales fell.
The stock has been pummeled along with the rest of retail, but things are not that bad.
How will Chinese demand for goods and services as well as dramatically reduced Chinese production impact U.S. corporate performance?
Clearly there will be some global demand issues, supply chain risks and sales slowdowns.
RMPIA ended January up 0.8%, but now the damage from the Wuhan virus is weighing on the future.
The VIX is finally acting like the coronavirus is serious.
Amazon is a main reason why you should have faith that our country remains the leader in technology. Oil companies like Exxon may just be on the wrong side of history. Ask Elon Musk.
As I keep saying, the key to the market is the action at the close.
Perhaps even more impressive than their revenue beat might the 10% growth in net income.
Hold existing longs and raise stops to at least your entry point.