Twitter, Inc. (TWTR)

43.84
NYSE
Prev Close 43.14
Day Low/High 42.59 / 44.02
52 Wk Low/High 20.00 / 46.82
Exchange NYSE
Shares Outstanding 790.95B
Market Cap 34.12B
P/E Ratio N/A
Div & Yield N.A. (N.A)

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...

For a Trade?

As I have remarked in the past, there is an old trading adage - buy what is up in a down market (for a trade). Today I see these stocks as green in a sea of red: , , , , , , .

Twitter Is Attracting Fundamental Recommendations but the Charts Remain Weak

Twitter Is Attracting Fundamental Recommendations but the Charts Remain Weak

The fundamental story may have improved but avoid it.

Why Has Warren Buffett Been So Quiet?

* A multiple choice question... Many on Twitter and elsewhere have been questioning why The Oracle of Omaha has not opined publicly on the decline in the stock market. Let's pose this as a multiple choice question. Here are some possible answers: * ...

Market Players Want to Believe the Worst Is Over

Market Players Want to Believe the Worst Is Over

Don't rush to buy for fear that you are going to miss the best entry points. Countertrend bounces should not be easily trusted.

Now's Not the Time to Buy

Now's Not the Time to Buy

Here's what you should consider instead during this fear of missing out time -- and know that stock picking should be back in vogue soon.

Snap Could See a Lot of Cash Burn Over the Next Few Months

Snap Could See a Lot of Cash Burn Over the Next Few Months

The Snapchat parent was burning cash going into this year, and it's now likely seeing its ad sales slump and its cloud infrastructure expenses spike.

Facebook Is Investing for Both the Short and Long Term as Ad Sales Slump

Facebook Is Investing for Both the Short and Long Term as Ad Sales Slump

The social media giant is adding capacity as it contends with record traffic, and is also reportedly in talks to buy a stake in India's biggest mobile carrier.

As Nike Reports, I Favor the Idea of Butterflies on Both Sides of the Stock

As Nike Reports, I Favor the Idea of Butterflies on Both Sides of the Stock

From a taking the temperature of an impact on the global retail economy (non-tech), this is about the best the markets could ask for.