Twitter Inc. (TWTR)

33.07
NYSE : Technology Services
Prev Close 34.01
Day Low/High 32.23 / 34.00
52 Wk Low/High 20.00 / 45.85
Avg Volume 23.50M
Exchange NYSE
Shares Outstanding 784.63M
Market Cap 26.69B
EPS 1.90
P/E Ratio 20.74
Div & Yield N.A. (N.A)

Good Timing on Twitta?

Silver Lake files a shelf registration to sell 24 million shares of Twitter .

Goodbye to My Little Blue Bird

* I have sold the balance of my Twitter holdings I continue to whittle down my long book after the "rip your face rally" over the last two months. Towards that end I earlier sold my entire Goldman Sachs position. Yesterday I halved my Twitter holdin...

Today's Trades

While I haven't been in the office most of the morning I did some remote control trades: * I reduced my short hedge from very large back down to medium on the "whoosh" lower. * I reduced my short hedge from very large back down to medium, as well. *...

Taking Off Some Twitter on Recent Strength

* Moved to medium-sized this morning as reward vs. risk has changed I have just right sized and reduced my Twitter position from very large to medium-sized (at about $33.70). I have consistently bought wooshes lower in this name. I did so under $21 ...

Summer Trading Days

It seems like a Friday in the summer. Market breadth negative at 3-4, bonds higher in price (and lower in yield) and gold is getting a lift. While stocks have rallied off of the -20 handle futures drop before the opening, there are few distinguishin...

The High Level of Skepticism Is Driving This Market

The High Level of Skepticism Is Driving This Market

Anyone attempting to navigate this market based on macro-economic analysis is going to have a tough time.

Twitter to Ketchup?

Twitter's shares are way behind FAANG. Time for some "ketchup?"

Trading Is Very Hard Which Is Why It Can Make You Rich

Trading Is Very Hard Which Is Why It Can Make You Rich

To be good at trading you must fully understand and embrace the idea that it is extremely challenging and that you will lose money at it on a very regular basis.

Buying Giphy Could Help Facebook Monetize its Messaging Services -- And Others

Buying Giphy Could Help Facebook Monetize its Messaging Services -- And Others

Giphy monetizes its GIF and sticker-sharing platform via sponsored GIFs that can be shared on Facebook's apps, as well as on third-party platforms such as Twitter and iMessage.

Is it Time to Sell FAANG and MSFT?

* I am watching closely for a change in leadership and a pivot from growth to value * A skeptical view of a bifurcated market led by a handful of high growth stocks (FAANG plus MSFT) that have done the market's heavy lifting * Reviewing the attribut...

2 Buys in Real Estate for the New Normal

2 Buys in Real Estate for the New Normal

Zillow Group and Lennar could benefit from an outmigration from cities as more employers allow employees to work from home post-pandemic.

The Overarching Level of Uncertainty Combines With Shifting and Worrisome Paradigm Shifts

* 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...

Invest in WORK as More Companies Give Employees Some 'Slack'

Invest in WORK as More Companies Give Employees Some 'Slack'

This is a stock worth owning as telecommuting options are likely to outlive the pandemic.

TGIF

Long, fun lunch! And the drinking might continue for a while tonite! The markets closed near the highs of the day and S&P futures are about 10 handles higher than the closing price. I am putting out more on the short side at $293.40 in the after hou...

THS, TWTR Advancing

(+5%) and (+3%) are having delayed and positive responses to good quarterly releases from earlier this week. TWTR is on my Best Ideas List.

How to Succeed on Financial Twitter and Financial TV

* Make your argument confidently and never qualify or condition your investment presentation and case. * Be smug. * When met with hard questions (that require research/homework) fall back to a discussion of pets, hair, money or the Hamptons. * Menti...

The Day Trading Bug May Be Back on the Rise

The Day Trading Bug May Be Back on the Rise

I'm going to walk through an example of how day trading might work for an individual. And I'm going to suggest something that might sound crazy.

Jim Cramer: This Opening Is the Beginning of the End of the Healthcare Recession

Jim Cramer: This Opening Is the Beginning of the End of the Healthcare Recession

What's really driving the market, what's making the Nasdaq roar? Tech and science, that's what.

Twitter Cut to Hold at Pivotal Research

No 'Big Beat' for Amazon

Amazon beats on top but disappointed on the bottom. Product-wise AWS didn't fulfill the more optimistic expectations.  Given the superior share price appreciation -- which lowered the upside/downside over the near term (and led me to recently sell t...

Google, Facebook and Microsoft's Earnings Were Both Encouraging and Cautious

Google, Facebook and Microsoft's Earnings Were Both Encouraging and Cautious

Each tech giant made some positive disclosures about current business trends, but also reported seeing some headwinds and cautioned about near-term uncertainty.

Trading Volumes Rising, GDP Forecasts, Earnings and Trading Thoughts

Trading Volumes Rising, GDP Forecasts, Earnings and Trading Thoughts

Market leadership may be lacking on Thursday despite rising trading volumes, plus an update on Apple, Microsoft, Mastercard, Amazon and Gilead.

Tomorrow! The Earnings Will Come Out, Tomorrow!

As we get ready for the barrage of earnings reports, and especially the seven key ones I outlined earlier, let's run through a quick checklist of what you can expect tomorrow morning: Economic Data Eurozone CPI ECB Decision and Press Conference Week...

Tweet, Tweet

Twitter  comes all the way back and fills the gap.

A Takeover of Both Twitter and ViacomCBS Would Make Eminent Sense for Alphabet

"Wishin' and hopin' and thinkin' and prayin' Plannin' and dreamin' each night of his charms That won't get you into his arms So if you're lookin' to find love you can share All you gotta do is hold him and kiss him and love him And show him that you...

Today's Action

We are a tad off the day's high, good market breadth. Nice move in which I put on my Best Ideas List yesterday.  +7% and up a beaner. Energy stocks strong with leading with a +8% gain. and +.  up another +$3 to $72.50! By contrast, financials are we...

The Mouse Roars

* And Twitter Tweets Yesterday I postulated that the strength in Netflix's sub adds could have a collateral and positive impact on Disney : "Netflix's (NFLX) sub adds doubled expectations -- I suspect in a more stable stock market that could help Di...

From the Street of Dreams

Deutsche Bank takes price target of from $35 to $22, from $280 to $200 and from $1700 to $1500 - all based on adverse advertising spends over the balance of 2020. I recently sold my entire long positions in FB and GOOGL. I have been adding to TWTR.

New Buy (and Short) Levels

* My revised levels I don't want there to be any ambiguity about the size of my positions or about my buy and short levels as I strive for as much transparency as possible. "When the time comes to buy, you won't want to." --Walter Deemer "When the t...