|Day Low/High||263.01 / 265.78|
|52 Wk Low/High||142.00 / 264.88|
Does the Fed just keep injecting liquidity into money markets every single night forever?
In both consumer hardware and cloud services, Amazon has shown a willingness to make giant R&D investments in order to address nearly any potential customer need.
There are definitely worse places to invest than in the equity of BBY.
The lack of accurate predictability across all of these metrics is why a certain level of diversification is always necessary.
So many companies -- like Netflix, Facebook and Johnson & Johnson -- are not trading on earnings per share, but on factors that are nearly impossible to quantify.
The streaming giant's shares aren't as richly valued as they were for much of 2018 and early 2019. And while risks exist, some recent worries look a little overblown.
Subscriber growth for this quarter will be more of a focus than it ever has been.
Given Apple and Disney's aggressive pricing structure entering the streaming arena, Netflix's ability to increase prices is now threatened.
* Only three of eleven S&P sectors are viewed as attractive * I am in a risk off state of mind. Back in 2015 I instituted a new regular feature called "Sectors," in which I periodically offered my short-term (6-12 months) price outlook for each of t...
Beware of broad internet search trends for the iPhone 11.
It doesn't pay to fight the trend in AAPL shares.
Antipathy between the U.S. and Chinese governments doesn't extend to the Chinese people, who have stepped up their American buying just when you would expect a politically gendered collapse of demand.
Roku's shares have fallen sharply in response to Comcast's decision to provide a free set-top to Internet-only customers. But the impact of this move on Roku's account growth will probably be limited.
* Fears of a passive investing bubble are overstated. * Apple's services strategy. * Amazon's changing search algos.
The U.S. economy may see a real lift-off in consumer prices due to higher energy prices, even if certain sectors stand to benefit greatly -- as might the trade deficit.
While recent concerns about the impact of Apple's TV+ service look overblown, Roku's big 2019 run-up has left it sporting rich multiples.
The drone attacks on Saudi oil operations even could influence the Fed's thinking on inflation and rates.
* I was busy last week... Last week I made several significant portfolio changes: * Large Net Short Now: I continued to add to my short book and increased my aggregate net short exposure from medium-sized to large-sized. * Long Volatility: I establi...
Here's the way you have to approach this market.
Their fiscal third quarter earnings results gave investors reason to pause.
You can't have the banks and financial tech stocks go up, old and new tech rally simultaneously and the soft goods companies and industrial techs rise -- someone's wrong.
We have good news on China trade, healthy technical patterns in the indices and a positive open.
But whether the Chinese will make concessions will remains to be seen. So far, they have not given an inch, and they have the most to lose.
By dropping the iPhone price and coming in low on Apple TV+ and Arcade pricing, the firm is aiming to steal market share from competitors.
The market moves to a short-term overbought condition on Thursday, breadth has been positive, and the intermediate-term indicators are still positive, so I expect a dip or a pullback, and then we rally again.
Apple appears to be wagering its new services will boost ecosystem stickiness and drive hardware upgrades.
Momentum stocks stabilized Wednesday, and buyers rushed to put money to work in 'safe' plays like Apple, and some small-cap names.
While politicians, media and government agencies take aim at tech giants, understand that these are the ones helping keep our nation strong and innovative -- and have the love of the people.