|Day Low/High||3,304.00 / 3,410.42|
|52 Wk Low/High||2,881.00 / 3,773.08|
* I continue to be of the view that in a setting of accelerating industry consolidation, Viacom/CBS is an extraordinarily valuable media franchise * This week's announcement of a European streaming deal between Comcast and Viacom may very well incre...
Plus, checking out trades related to Amazon, Macy's and a few defense and metals stocks.
When you think of what's working ask yourself if you would be sensitive to a price increase or not. The ones you are not? Go buy their stocks.
Amazon apparently plans to open a number of large physical stores in the U.S. The stores, which will in a way be something like department stores, will at first be located in both Ohio and California. Long way from an online bookseller. My Plan is ...
I had a buy level for Amazon of $3200. Trading now at $3226, I began a buy program on a scale. Started small with a funnel on weakness. The lower the shares go the more I buy. Amazon was placed on my Best Ideas List at $1383 on December 16, 2018...
I just sold my short dated ViacomCBS calls into the ramp today. I am not a fan of directional call buying and felt uncomfortable paying the relatively large premium. It is my continued view that a technology company will ultimately buy ViacomCBS and...
Here we'll look at one REIT, and see whether it should feel gain or pain based on the work-from-home trends we're seeing play out.
* Cannabis stocks have high growth prospects and are virtually recession resistant but are trading at value multiples. * With few institutional owners, the cannabis space may now provide the best upside reward vs. downside risk of almost any market ...
* And the shares are approaching my buy level of $3200 Amazon's shares have broken their March 2020 support trendline and have moved back down towards to the 200-day moving average. The last time the shares broke that moving average was February, ...
Remarkably, 2Q2021 cap ex is unchanged compared to 2019, but -7% lower if Amazon is not counted:
* This morning's opener provides an explanation as to why I have been bolstering my net short exposure * Policy errors may now require bold investment decisions * The wisdom of Stan Druckenmiller (who is short the U.S. dollar and Fixed Income, long ...
The charts of the two growth stocks are worth tracking, especially after Amazon's recent pullback.
Quarterly earnings have so far revealed a number of data points for my 'Digital Infrastructure and Connectivity' investing theme. Let's connect the dots.
Plus, taking another look at Robinhood post-IPO and what it says about the modern marketplace.
Is the truth in the jobs report or GM's earnings? Or is it in the cruise lines or the real estate firms? Let me show you the 'REIT' way to look at it.
For investors, mobile payments could represent a chance to get in early on a trend that is likely to accelerate in the future.
The Delta virus has more power to control both fiscal and monetary policy than does the data or do any of our leaders individually.
Here are the stocks to watch as the pandemic throws us a curve-ball.
If anything, China's delinking and recentralizing deserves far more attention.
It must be pointed out that earnings have been better than excellent, but calendar year 2022 expectations have been dropping.
When we combine the poorly placed HOOD IPO with the startling miss and guidance markdown in Amazon, the stage seems to be set for a correction.
Good money management is such a powerful tool that traders should be able to make money even when stock selection is entirely random.
There were positive earnings call takeaways for AWS, YouTube and Microsoft Dynamics, among other businesses.
The Russell 2000 climbed this week as the big-cap tech names reported and Robinhood's initial public offering disappointed. Now will we see a deeper correction?
The best thing that could happen is a correction in the major indices that leads to a shift to stock picking.
The lower growth rate is understandable given that the firm is lapping what was an incredible year of growth where the public largely relied on them for everything.