|Day Low/High||370.93 / 379.89|
|52 Wk Low/High||230.00 / 588.84|
I think that there will be a backlash against remote work as if it were a bad memory.
As mentioned in my previous column, there are so many crazy things going on these days. Stocks finished near the day's lows but breadth was exceptional. After the close, Zoom beats and guides higher but the shares are lower. (ZM is on my Best Ideas ...
Seasonally adjusted data, always suspect, has never meant less than now, when there really is no historical comparison -- to anything
Nvidia signaled that it expects very strong second-half server GPU demand, while Salesforce was eager to talk about the long-term impact of remote work on its business.
With vaccination levels rising and COVID-19 restrictions continuing to ease, these companies are poised to benefit.
If Wall Street snobs actually went to Walmart, they'd know you can't stop the American consumer who's got a clean balance sheet and is yearning to get outside.
Another reason to get to the gym and eat better... Alphabet/Google is working on a video-calling booth that uses 3D imagery and a 3D display to create a lifelike image of the people on both sides. More on that here, including a demo and it looks lik...
Let's unravel the opportunities awaiting with Hanesbrands.
Can you buy Tesla, Spotify, Zoom? Each is a different story, so let's look at tech stocks and how they're moving as we go into the reopening.
From my perch there is little to "like" about the market over the last few days. (Remember... tops are processes, bottoms are events.) A number of individual stocks look dreadful -- even "beast mode" Amazon is down about 12% from the recent after-ho...
Physicist Zeng Yuqun has ridden a 169% jump in shares of the electric-battery maker he founded to top spot on the Hong Kong rich list.
Good morning folks, we've got a full day of earnings reports as well as a modicum of economic data on tap. I'll be your cruise director today, and yes, that is a slight nod to The Love Boat, which ran from 1976-1985. Some of the earnings reports I'l...
* Also, beware of "first level thinking" and looking at the rear view mirror * eBay, Netflix, Twitter, Zoom, Microsoft and Apple all have something in common - the "stay at home theme" has likely been discounted and played out * Leading technology c...
Welcome to the 'new' old world -- the world we had before all the new people and their money came into the market.
Amazingly, one group isn't just left behind, it just keeps losing money, while the other group is shrugging off this day with aplomb.
You never want to be caught in a counter trend rally.
Here we'll check for opportunities in these two online names.
*Last week we looked at laggards to buy, today I look at shorts Last week I looked at laggards I would buy - some, like Amazon , Twitter and Walmart prospered: Apr 01, 2021 ' 08:30 AM EDT DOUG KASS Looking at Laggards * On the long side While I f...
Get used to 'hybrid' living -- a mix of stay-at-home and free-world life. So, invest accordingly.
What crushed the individual was a lack of diversification.
Here's why the institutional stewards of capital who are taking back control of the market are salivating over a dirty old iron company.
* Slowly, but very surely, prior market leaders have crashed * At times, markets can churn when leadership is unclear or non existent * But, given current high valuations, a more ominous market outcome seems more likely * Consider "Uncle" Bob Farrel...
Stay focused and look for opportunity.
You need to respect that a market can be as vicious and nasty as it was joyous and oblivious toward the news that comes its way.
Yesterday the speculative gewgaws fell apart (e.g., , , and , etc.). Today the larger cap concept stocks are taking a fall ( e.g., , and ).