|Day Low/High||430.83 / 443.26|
|52 Wk Low/High||375.50 / 612.27|
While supply-chain constraints are a global problem, consumer-level inflation is not yet as broad a problem, or at least not evenly distributed.
With constrained trade routes between the U.S. and China, I want to own a piece of whomever is steering or parking those big ships off the port of Los Angeles and elsewhere.
How Important is Taiwan? On it's own, very important. As home to Taiwan Semiconductor? Invaluable.
RMPIA for the September-ending quarter is up .2%, outperforming most of the major market indexes. Let's dig in.
An environment in which valuations matter more and dip-buyers can't always be trusted to save the day is one in which it could help to pick one's spots carefully.
Let's look at the reactions to Nike, Costco and Salesforce to see what happens when they're viewed from a real world perspective.
Despite a largely unfazed market, here's why I remain very cautious overall.
Costco Wholesale will report the firm's fiscal fourth quarter and full year financial performance Thursday evening.
It was as if markets heard what they wanted to hear, when it was actually much more simple: markets heard exactly what they had anticipated.
While most tend to think of the S&P 500, the Dow and the Nasdaq when assessing how the "market" is performing year to date or even quarter to date, it's fair to say that those index or benchmarks haven't kept up all that well with the evolution of c...
Buyers are currently more committed and more aggressive than sellers.
Here's hoping that we don't return to the 1970's and early 1980's inflation eras.
The whole notion of the grand inquisitor Fed is out of whack with reality. Here's what you should be watching, instead.
When you think of what's working ask yourself if you would be sensitive to a price increase or not. The ones you are not? Go buy their stocks.
You have to ask yourself, before you sell something, why are you really doing it?
There are favorable charts among companies that could be impacted by a resurgence in COVID-19 and there is one that isn't so great.
Is the truth in the jobs report or GM's earnings? Or is it in the cruise lines or the real estate firms? Let me show you the 'REIT' way to look at it.
Here are the stocks to watch as the pandemic throws us a curve-ball.
"According to the third annual U.S. Back-to-School Consumer Sentiment Survey from Sensormatic Solutions, part of Johnson Controls, three-quarters (76%) of consumers plan to shop in-store this year. The survey reveals a return to pre-pandemic shoppin...
American Express shared a number of interesting statistics but one of the ones that jumped out to me was about its card membership - much like how membership fees differentiate Costco Wholesale from other retailers, this a key differentiator between...
Instead of fixating on stocks like the banks, look at what really matters: how darned rich this country is.
Let's look at our Cash-Strapped Consumer investment theme for opportunities.
It was only frustrating for those who invested in the indices.
This market is moving in so many areas that you have to marvel at how it's even possible -- even if the Russell Rebalancing could change all that on Friday.
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
Plus, checking the post-earnings reactions of Salesforce.com, Costco, Ulta Beauty and Veeva Systems.
The banks are parking large amounts of dough at the Fed every night. Last Friday's number was the highest single day total since 2017.