|Day Low/High||44.84 / 45.79|
|52 Wk Low/High||43.02 / 59.52|
Another day of "newsy" action as it pertains to how the trade negotiations are going. Today it was Sarah Sanders saying, in very vague terms, that negotiations are advancing in the sense that the Chinese are willing to proceed with the talks. As suc...
My long book is down to small positions in , , and . Mediums sized in . And large positions in (actually very large as I have been adding), , , , , L and . My short book includes small to medium sized positions in , , , , and large positions in and ...
Buffett and Munger have some questions to answer, some situations to ponder, and probably a more concerned public than in the past to deal with.
Banks are helping buoy Tesla despite diverging opinions from their own analysts.
There are several story lines to watch as these companies report earnings.
Here are my key observations today: * Jim Cramer is very correct, the market is resilient. * Breadth was positive -- almost the mirror image of yesterday's session (1,578 advancers/1,358 decliners on the NYSE). * Bonds continue to deliver the messag...
Amazon and Wells Fargo are two distinctly different securities that hold the promise for attractive returns over the next 5 years.
Both big banks are modestly valued with hefty dividend yields.
* Both Amazon and Wells Fargo can coexist in a portfolio committed over the long term * Amazon has almost unlimited growth prospects * Wells Fargo has an indisputably large deposit base and franchise * Consider timeframes and reward v. risk, always ...
Wells Fargo's conference call was poor. The bank indicated (summed up well below) that margins would continue under pressure - as the relationship between costs and revenues are out of whack, placing the bank in a less competitive position. While I ...
A look at the financials as earnings season kicks into high gear.
Citigroup investors may need more information before calling the earnings beat a buying opportunity.
It is one of those markets that look very good from the outside but much more difficult to trade once you dig in.
Here are updates on small biotech/biopharma names I have profiled before.
There are several metrics that will be measured across all of the major banks that analysts and investors alike must take into account.
The first thing you need to think about when analyzing earnings has nothing to do with earnings. It has to do with where the stocks are.
Goldman's consumer-focused fin-tech effort is a key theme to watch in 2019.
Goldman CEO David Solomon will need to navigate a difficult hearing on Wednesday.
If you simply must own a bank, my thought is to buy Citigroup.
As a trader, I very well may participate in Lyft stock. As an investor? No thank you.
Whether it is fair that he step down is another story.
Here are today's key observations: * Bonds continued to rise in price and sell off in yield. The 10-year U.S. note yield dropped by another five basis points and is now slightly below 2.40%. My long standing and contrarian target of 2.25% is close a...