|Day Low/High||387.01 / 416.20|
|52 Wk Low/High||70.26 / 588.84|
The market's funk continued into the fourth week of March 2020, but by week's end a stellar TV performance by the Fed's Jay Powell would turn the tide.
If you look at the economy as between service and tech you find the old-guard being overrun.
Here's the kind I like to buy -- and the vetted stocks that you can play on 'good' risk.
As power has changed hands in the White House, we can expect these names -- and themes -- to benefit.
I want to help you get rich, but to get rich carefully. Prudence dictates taking something off the table.
ZM has gone to equity markets to raise some dough... while the price is still rather elevated? Makes one wonder, does it not?
* ZM shares were another gewgaw (shiny object) universally favored by investors months ago * Sic transit gloria Break in! Zoom is selling $1.5 billion of stock in a secondary. ZM was placed on my Best Ideas List (short) at $568 on Oct. 20, 2020. The...
I am talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond.
* There were many! Among my biggest mistakes included: * Selling ViacomCBS * Selling Disney , Facebook , Morgan Stanley and Goldman Sachs prematurely * Selling cannabis stocks * Shorting Apple * Not buying AAPL * Not sticking with my Zoom Video shor...
The CRM software giant sports relatively low sales and billings multiples, and it stands to benefit in several ways from COVID's impact on enterprise tech adoption.
Market breadth currently a bit less than 2-1 positive. Speculative activity continues apace - actually running amok! - though, as I observed, some previous large cap tech leaders ( , and ) are cooling off. Homebuilders conspicuously weak - red in ...
* Speculators are moving away from the large cap high beta names like TSLA, CVNA and ZM now * TSLA could get hit on early January tax selling * And then there is my short investment thesis! I am observing a deflating in a basket of larger cap specu...
Do you hear what I hear? Check the guy on your left. Check the gal on your right. Check the house across the street. They may need something that you can provide.
The headlines about a new strain of Covid in Europe is what triggered the selling.
I rolled up my sleeves to tamp the froth and slay the euphoria, and here's what I found instead.
Although bullish longer term, the short-term charts show RNG could pull back to retest the upper end of its long consolidation pattern.
A combination of factors make dividend investing a smart strategy, so I'll unpack some ideas as we see a sharp rebound in dividend-paying stocks.
Things could get 'interesting' if some of these new investors become traders when the tide is going out.
The buyers may be young, but I think callow youth may have the edge over their cynical elders.
Microsoft just made a rival cloud data warehouse service generally available to customers, while Amazon and Google continue to improve their rival offerings.
Hedge your longs with shorts on companies whose business is quite literally drying up.
* A host of companies and industries have benefited from a pull forward in sales Late yesterday Jim "El Capitan" Cramer wrote: "Here Comes the 'Pent-Up Demand' Bull Market" Jim highlighted automobiles, retail and technology, among other industries...
Electric car makers, high-growth software firms and select tech companies operating in consumer-facing industries have been bid up to nosebleed valuations.
* I went large-sized net short yesterday * Bonds were conspicuously weak, I remain short Jim "El Capitan" Cramer liked what he saw yesterday: See Jim Cramer: A Great Market Is One That Can Ignore Negative News Entirely (3:24 pm post by Jim). But, ...
The fact is that business in whole areas of the economy remain very strong despite what you heard about ZM this morning.
Avoid the long side until the dust settles.