|Day Low/High||226.25 / 227.23|
|52 Wk Low/High||137.10 / 240.90|
While key stocks in this market, they may not be effective leaders.
The big names reported this week.
"Just one more thing." -- Lt. Columbo After Facebook's blowout EPS report the shares have gapped to over $200/share. I am not selling my remaining position in FB (I wish it was still large!) despite this runup. Facebook was purchased in late Novembe...
If you aren't a little concerned about chasing at this point, then you haven't checked the rear-view mirror.
Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.
* It will be interesting to see whether good earnings reports (expected tonite) have been discounted "I've looked at clouds from both sides now From up and down and still somehow It's cloud's illusions I recall I really don't know clouds at all" -- ...
What is saving BA from breaking down further is the simple fact that there is strong demand for aircraft.
Again, for emphasis. The parabolic moves in , , and a number of other tech stocks are a suboptimal setup for the soon to be reported earnings.
Bitcoin, the most famous of all crypto-currencies, has enjoyed something of a rebound of late.
Given the sharp run up in the shares of both and (both stocks are on my Best Ideas List) - the setup into their respective earnings releases is suboptimal. While I plan on holding to current size positions in both, I recognize the near term risks in...
These reports will be a big test of market sentiment.
The streaming video giant is only burning cash now because it's choosing to.
Netflix led the charge in FANG names. And why MRCY is now a hot stock in the defense sector.
Another day of dip buying: * However, market breadth was quite disappointing, with NYSE 1,232 advancers and 1,729 decliners. * Qs over Rs (Russell down but not crowing) and Ss -- but the strength in Nasdaq was geared toward some of the FANG componen...
I want to see better stock picking and stronger momentum in individual stocks.
With a friendly Fed, a tight labor market and data like March retail sales, the chances for upside surprises are good.
Pinterest isn't exactly bringing the power to the people.
The company is a total ROI story, but can it share positive returns with IPO investors?
The social media giant is reportedly prepping a new voice assistant. It would make a lot sense for such an offering to focus on enhancing Facebook's apps and hardware than battling Alexa, Siri and Google Assistant head-on.
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.
We have to hope they are given a better chance to tell their story than they were Wednesday.
Here are a bunch reasons to sell -- even if I don't believe in most of them.
Holding a stock is always a function of (upside) reward relative to (downside) risk.
Apple is up 10 days in a row and the buying has been accelerating, despite any specific news catalyst.
* With reward about the same as risk I have pared down my large position in Goldman Sachs on strength * Over the longer term GS will likely prove to be a very profitable investment * My two year price target remains at $245/share - an upside of more...
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.