|Day Low/High||48.88 / 49.66|
|52 Wk Low/High||47.47 / 64.28|
This is what the big portfolio managers are thinking about every day, right now.
When traders are flailing and investors are drowning, examples work best to illustrate what happens before a bottom is reached.
We must hope this is a pause that refreshes, or we have to expect a rate cut sometime soon.
CRM is still suffering, but a number of other cloud stocks are still hot. Here is how to play it.
Stay flexible and open minded, rather than bullish or bearish, as seasonality kicks in.
Intraday euphoria fizzled out, and the indices gave back a substantial amount of their gains.
It's far from certain that the Commerce Department plans to subject chip sales to Huawei to government review will lead to a full-blown sales ban.
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.
Let's analyze what the charts look like today.
There is more confidence that the momentum stocks may see sustained upside.
Chuck Robbins didn't bellyache that he can't get out of China and therefore numbers have to come down.
My better bet will remain on the cloud until the direction that global business has to move toward changes fundamentally.
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.
The security tech firm just reported a major billings decline, issued weak guidance and announced its CEO has resigned. Wall Street has its reasons for giving the company a relatively low valuation.
A meaningful correction is kind of expected, after the stock's run.
There couldn't be two worst analogues to what we have going on this year than those two data points.
These stocks are too hot. There's just not enough money chasing hotness.
Negative political pressure is being felt in an overbearing way on the entire healthcare sector.
It has become almost too onerous to own something that could be in Amazon's crosshairs.
The U.S. economy is doing okay, but not great, and you can see that in a number of sectors.
Portfolio managers care more about Chinese expansion than they do Chinese trade talks.
Let's look at the top-five performing stocks in the Dow for the first quarter. They are incredibly illuminating.
The videoconferencing software firm recorded triple-digit growth during its last fiscal year, and it still has a lot of room to grow its sales at Fortune 500-type firms.
But most important, networking is on fire - the internet of things and that's so terrific for everyone.
This is hope, not fact -- don't pay more for the same old thing.
There are myriad ways to play what many consider a revolution in telecommunications.
Samsung's latest flagship phones contain meaningful hardware improvements, and reviews have been pretty good. They're unlikely to be smash hits, but demand could be better than feared.