|Day Low/High||1,259.81 / 1,274.00|
|52 Wk Low/High||977.66 / 1,291.44|
The online travel giant's post-earnings selloff has left it trading it pretty reasonable multiples. And the company still has some valuable growth drivers and competitive strengths.
Cash is a lazy asset, but the genesis of Berkshire's underperformance has been choosing the wrong investments.
The GPU giant just launched a new mid-range product that has done well in reviews. And it might be prepping a new high-end offering.
The IT hardware giant beat EPS estimates with the help of margin growth and buybacks. But revenue fell short amid lower server and IT services sales.
Spending on online ads is still growing at a healthy double-digit clip. Google, Facebook and Amazon will benefit, as should some smaller players.
* FANG reverses lower midday I grew up reading in Mad Magazine, so here (FANGS reversal) is a scene I want to see. Obviously someone just dumped FANG with leading the way and following in the wake. I did not see any news but it's ugly: * AMZN hit an...
Market players are still looking to put capital to work and are focusing more on sectors and individual stocks than straight index plays.
A shortened week still brings key economic numbers and earnings results.
How many streaming services do we really need?
Recent game reviews bode well for Nvidia's second-half gaming GPU sales, while heavy data center spending by cloud giants bodes well for its server GPU sales.
Investors had better be ready for new types of combinations between automotive and tech companies.
The race for AVs can be divided into two acronyms - ADAS and MaaS - and MaaS is an enormous potential market for global companies.
There's going to be a storm of deals and the market will not be able to handle it without taking the whole table lower.
The tech giant's new cloud chief promises his unit will invest heavily in 2019. Separately, a new report says that Google is prepping a cheaper Pixel phone.
Nvidia and Coca-Cola are just two names set to report. Here's what to key in on.
* Tops are processes and we may be have been in that continued process over the last 12 months * I see growing evidence that an important market top may have been reached in late January, 2018 and, again in September, 2018 (Points A and C above?) * ...
Yesterday was a good day for the skeptics. * As I suggested in "Who's Next? Probably No One!", bank stocks faltered after the announcement of a merger of equals between SunTrust and BB&T . Indeed, bank stocks were some of Thursday's worst performers...
Analysts need to recognize this shift in the banking markets.
I won't lose money for my clients by buying stocks in companies that are facing lower margins.
Recent disses in Alphabet and Disney continue to pay off. I live at $1,020-$1,040 as an Alphabet buyer.
Disney's deep slate of releases serves to bid bulls welcome later in 2019.
Subsequent to their earnings releases, I have made cautionary remarks about the near term price outlook for the share price of Alphabet and Disney . Both are faring poorly today. I would not be bottom fishing in either.
The Shanghai-based company received a $317 million investment from Tencent in 2018 and recently added a business collaboration with Taobao Marketplace.
This quarter will be known as the quarter where you had to pay the piper to get sales and the piper happens most often to be Alphabet's Google.
Three groups of buyers are driving Apple stock higher.
Now that these names are well off their highs, and the risks presented by their respective earnings reports are squarely in the rear-view mirror, let's look at the charts.
The selloff in Alphabet presents opportunity, and I think this cash machine is ripe for a small long position.
* Amazon and Google spent more than the consensus expected * Disney may follow tonite with the same larger than anticipated spend Amazon led the hit parade of higher expenses last week and its share price suffered. Last night, Alphabet/Google (value...
Alphabet's investors' call highlighted the challenges that the digital retail and tech giants are facing, right now. They can't seem to please anyone.