|Day Low/High||2,490.00 / 2,565.40|
|52 Wk Low/High||1,797.28 / 3,019.33|
* Big picture changes loom on the investment horizon * Many of these paradigm shifts are disruptive and market unfriendly * There will be some industry winners (healthcare/biotech, internet, packaged foods) but many industry losers (hotels, airlines...
While this experiment is still inconclusive, it's still nice to see both groups of triple nets outperforming.
I unintentionally neglected to post that in a managed account I have a very small position in Alphabet . Mea culpa. Google resides in a taxable account and I have no current plans of selling this small position.
The Old Gray Lady still has a spring in her step.
Besides the earnings beat (which looks clean), the most important factor in the ViacomCBS release is the expanded distribution agreement with Alphabet . I continue to believe that VIAC is a logical fit with a number of companies - including Google...
If one of the 'Big Five' lets go of their side of the rope, this market could turn ugly fast.
SMAR is one of the few names not releasing earnings right now, and appears an attractive play.
Not only did Buffett completely dump his position in airlines but he noted that he was unable to find attractive ways to put his huge cash holdings to work.
We are on the cusp of a decline, so anticipate the negatives and get your portfolio pandemic-recession-ready.
New products, stimulus and remote work/learning purchases are currently boosting Apple's sales. But a healthy macro recovery could be needed to keep the momentum going later this year.
AMD has fabulous chips in great categories with fantastic customers. Things will only get better. That's why of the three I think you can start buying this one on Monday.
Each tech giant made some positive disclosures about current business trends, but also reported seeing some headwinds and cautioned about near-term uncertainty.
Think you're diversified? Understanding what you are investing and trading in is key.
Should it develop, think of it as a small 'shake out' and not as the start of a retest of the March low.
While both companies are run by Norwegian citizens and headquartered in Hamilton, Bermuda, DHT's fleet is quite different from NAT's.
Federal Reserve Chair Powell aims to soothe markets with latest injections, but this is a vicious cycle with no end in sight.
For now at least, cloud giants appear to be scrambling to add capacity to help support usage spikes for many apps and services.
Simple logic suggests that we won't be able to deny the significant economic damage that is being done forever.
There's now a much more reasonable chance the vast opening of American business won't lead to disaster.
What's troubling many underinvested market participants is that there really has been no acknowledgment by the market of economic issues.
The consistency of the Fed's message is what is helping to keep strong technical support under the indices.
As Alphabet and Starbucks report, the long line of releases coming this week and the reaction to them will likely determine where the overall market is headed.
It's imperative that people get back to work, so we have this great compromise -- let's see how it might play out.
Intraday trends -- relentless trends -- are becoming the name of the game, so let's focus on the rotation from Nasdaq names into the Russell 2000 and financials.
Even if you are bullish and want to try to ride the uptrend the entry points are extremely difficult.
* Stocks will likely end the month of April with one of the largest four week rallies in history * Now the "hard part," as a premium will be placed on individual stock selection * The pivot from growth to value may mark a profound market change * Ma...
Our job is to try to embrace the price action as best we can even if we don't see the logic behind it.
Money movers are not buying protection for individual names, but they are starting to bet against the market en masse, while the Russell 2000 ran up 4% on Monday.
One must ask whether the increased speculation is a positive sign as unemployment is at record levels, much of the economy is shut down and reopening is uncertain.
Here's we'll queue up a trade in the QQQ fund as big tech names turn red.