|Day Low/High||233.24 / 234.91|
|52 Wk Low/High||159.50 / 236.24|
I am talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond.
It's a stock that underperformed the last two years but would likely excel in a year of renewed growth in economic activity.
With a ton of cash on hand, Warren Buffett missed some solid opportunities earlier this year.
Funds that track the index will be forced to reallocate capital invested elsewhere to buy Tesla, and that won't be easy.
The hope is that there are a couple of big winners that will more than offset the losers.
* Yesterday may have represented a classic "sell on the good news" * While many were cheering about the vaccine news, I was waiting to sell, red tickets in hand * Some stocks and sectors had a great year yesterday * And some stocks and sectors got s...
The safe and stable food sector is a comforting option for investors to consider now.
With the S&P 500 moving, this is a name I think has potential to run hot next week.
There is a long and fast-growing list of many of the world's wealthiest investors who are eagerly buying gold and gold stocks right now.
Watching the poor price action and volume in Wells Fargo trading over the last week - I suspect that Berkshire Hathaway is down to "tag ends".
What happens after this is likely a flurry of deals that will require more selling and that begins to cut into the tech stocks with much lower valuations like Facebook, Apple and Alphabet.
At least part of the market's negative reaction to the Fed on Wednesday may be tied to two factors.
In terms of my recent individual long additions in the last two weeks - here they are in order of size: #1 General Motors - and put on Best Ideas List, long #2 Wells Fargo - the shares have weathered well Berkshire's selling #3 Bank of America - ...
Kraft Heinz's Investor Day provided a realistic pathway towards creating shareholder value over the next 3-5 years. The projected growth rates seemed conservative - no new consumers following the Covid "benefit" of cook at home and limited new produ...
The FOMC, and Powell himself, will have to address the central bank's plan to target average consumer level inflation over time.
Here's what we learned from the March's fall -- and how to use that lesson going forward.
Questions to discuss in the Comments Section: Apple (short) was my Trade of the Week. Berkshire Hathaway is sitting on a more than a $70 billion unrealized gain in Apple. While Warren hates to pay taxes, suppose Berkshire announces that it is parin...
Still, shares have had a nice run since bottoming in March.
Several months ago I did a research project on several of the stocks that Berkshire recently announced it has accumulated over the last 12 months. I then concluded, for a host of reasons, investing in Japan looks to be an unattractive area. The st...
* Shorting Apple (again) in pre-market Despite the remarkable lack of success I have had shorting Apple over the last few years - I am, nonetheless, trying again this morning. I have raised my AAPL short from tag ends to small in the pre-market ba...
You can't get more Japanese than soga shosha trading houses, which Berkshire Hathaway clearly considers cheap amid the industrial downturn.
When the banking system is not healthy at its core, neither is the stock market regardless of its current price level.
* Buffett clearly remains cautious about the overall markets * Neither the purchase of a gold stock or some reductions in Berkshire's bank holdings seem meaningful * Here is why... This weekend Berkshire Hathaway announced the changes in its portfo...
Markets are possibly fine until either growth or inflation force the Fed to change guidance on interest rates.
Even though the global economy is on fiscal and monetary life support and valuations, on many commonly used metrics, are at all-time highs -- Mr. Market is surfing a sea of liquidity. Remember back to relentless drop that led to the March 2020 botto...