|Day Low/High||372.61 / 376.87|
|52 Wk Low/High||292.47 / 436.33|
The combination of growing dividends along with simultaneous share buybacks can be powerful.
We are getting wholesale differences in the interpretation of the future trajectory of domestic economic growth.
This week, though a short one, was rich in macroeconomic data so I thought it would be helpful to review the positives and the negatives. This is particularly so because we are getting wholesale differences in the interpretation of the future trajec...
China reported positive data, bolstering markets. Netflix had a beat on earnings, but faces fierce competition ahead. CSX is a thing of beauty.
A resilient market allows you to buy stocks when they get hammered and do so with some certainty that you won't get your head handed to you.
What I see from 10,000 feet above... in the age of suddenly profitable fuel as cargo, are the railroads.
With the averages skewed towards strength in JP Morgan , Boeing and Disney , I guess it's not surprising that breadth isn't even 2-1 positive. (1860 advancing/1050 declining).
After a continuous string of troubling headlines, Boeing may just have to rely on an aircraft that has been in service since 1976.
Nations will never abandon the debt super-cycle that they have created unless there is a public loss of faith in fiat.
Here are a bunch reasons to sell -- even if I don't believe in most of them.
Changing a plan to reduce or eliminate risk is acceptable.
The EU is on the ropes. The economy there is in flames.
The bull trend is still strong, and the bears keep trying to find a negative narrative that will stop the buying.
Monday was a demonstration of pretty much everything analysts can throw at stocks to get you out while the getting is still good.
Investors should recognize the ripple effect a company like Boeing can bring.
The potential for so-so earnings results among the S&P 500 and an initial lackluster response to IPOs could cause investors to pause a bit after a strong first three months of 2019.
With any China deal, there must be a clear and verifiable method of enforcing compliance.
if you dug a little deeper there was some carnage in the software group.
The consumer is alive, well, and might benefit from a thaw with China and easy to get jobs. So would Boeing and Caterpillar.
Here are my key takeaways from Thursday's session: The market's main feature was the strength in Boeing , which buoyed the Dow Jones Industrial Average vis a vis the other indices. Banks, retail and industrials -- i.e. 3M , Dow Inc. and DowDuPont --...
Look at the entirety of your portfolio and make sure there are no earnings blow-ups coming from the companies that you own.
Question. What is more central to economic growth than Durable Goods Orders? Answer. Not much. This morning the Census Bureau released their data on February Durable Goods. The numbers are not stellar. Granted, they were not expected to be, but stil...
Shorting a little Boeing between $389 and the 50 day SMA (if I'm lucky) in pre-opening trade. Yeah, I see it as a pivot. That said, I also see the sharp, recent rise. I see the FAA's need for more time so work can be done on the firm's software revi...
Let's look at the top-five performing stocks in the Dow for the first quarter. They are incredibly illuminating.
It is good to be sitting in for Doug Kass on the Daily Diary this Friday morning. Hopefully we can end the trading week here together on a up note. Premarket futures look promising as global bourses rise on renewed optimism on the U.S./China trade t...