|Day Low/High||178.27 / 181.42|
|52 Wk Low/High||79.07 / 183.40|
* Has ARK Invest begun trading from the rear view mirror? * ARK purchased Twitter shares on Friday after the big quarterly beat - where is the value added and anticipatory analysis? * ARKW purchased Disney shares yesterday - where is the value added...
Stock picking matters and winning stocks are right under your noses every day.
Disney's shares were +$4.55 in the trading session. Disney has been a volatile stock - but it is market participants' reaction to the fluctuating share price which is endemic to the market. Read: It is admired/bought on strength and ignored on weak...
* Trading and investing can sometimes be as seen as much as art as science * To me, both trading and investing should be embarked upon dispassionately, enforced and supported by a sense of where value resides * Some technicians see the recent rollov...
IBM beat expectations and the complexion the overnight mood changed. But will the mood change hold?
I just initiated a long investment in Disney (small) as it has returned to my buy level (at $173.90). I cautioned about chasing in the $180s recently.
Peak says sell now or forever hold your peace because you can only go down from here.
Here's how I would play NFLX -- without too much drama -- as it's set to report next week.
How these money managers get away with this duplicity is incredible. They skate by criticism as if having your cake and eating it too is second nature.
Let's look at DIS and how it fits into the 'Content Is King' investing theme.
* Treading slowly as I build up a (small) net short book * I am often wrong and always in doubt For reasons mentioned daily in my Diary I find myself, today, nearly at the polar opposite of the bullish cabal. That election is based on fundamental a...
Perhaps a bigger deal Tuesday morning than second-quarter banking earnings will be the June data for consumer prices.
The tug of the futures gives you phenomenal prices you don't deserve. Let me show you what I mean -- and why the early bird gets the bargain.
I have been an advocate of buying Disney in the low $170s. With the shares up another $5 today -- to over $182/share -- I would not been chasing the name.
With a portfolio of 10 names that fit this category, I only need to be correct on one to be profitable. If I hit on more than one, I'm crushing it. And if I hit on three...
These best-of-class stocks represent powerful investment trends that will be difficult to disrupt.
Their power is now down to two stocks: AMC and GameStop.
For example, consider stocks that should benefit from our ever-increasing digital lifestyle.
"Just one more thing." - Lt Columbo I just sent this email to Melissa Lee on "Fast Money" about AMC . Here are some of my points: 1. AMC has not materially improved its balance sheet -- look at net debt, it has barely budged. The recent Mudrick de...
As I am now only three trading days away from my hedge fund launch I am liquidating my entire equity positions in order to get liquid to make a contribution into Seabreeze Capital Partners LP. This afternoon I have sold ViacomCBS , Disney , Twitter ...
Let's look at the many positive story lines out there -- which having nothing to do with the Fed -- and what they mean for investors.
* You don't need a weatherman to know which way the wind is blowing today! * Its Ns over Ss "Look out, kid, don't matter what you did Walk on your tip toes, don't tie no bows Better stay away from those that carry around a fire hose Keep a clean nos...