|Day Low/High||372.50 / 380.86|
|52 Wk Low/High||185.52 / 420.76|
Perhaps the best thing for the markets that might come out of Tuesday's election would be certainty, regardless of outcome.
I am pressing the following value based longs: , , , , , , , and . Please note - regarding the pivot from growth to value - that the following growth stocks are lower in a sea of green: , , , , . __________ Long GOOGL, AMZN (large), VTV (large), VB...
A value investor reviews six big Wall Street banks following their recent strong earnings reports.
- I am raising my buy level for Alphabet from $1450 to $1525 - and I am bidding for more stock. - Goldman Sachs is back down to my buy level. Bidding for more.
Go with the banks. They are cheap and we learned this week with that big move up in rates, they will too.
This morning UBS raised its Goldman Sachs price target from $245 to $260. GS was placed on my Best Ideas List in December, 2018 at $169.95, and is now trading at $206.
Should bank stocks make a move higher from here, the machines and algos will be following and buying bank stocks.
The market capitalization of Zoom ($161 billion) today eclipsed that of the combination of Citigroup ($89 billion) and Goldman Sachs ($70 billion).
Boeing has obviously cleaned up the firm's act. But still, who wants to get on an airplane these days?
Let's review the charts and indicators, and then revisit them in a few weeks.
They must be bought before everyone figures out what I'm telling you.
I shouldn't be surprised that I'm getting questions about the banking sector.
I don't pick stocks on politics, but was shocked to see how a majority of our Action Alerts PLUS holdings would perform if Joe Biden wins the White House.
This is probably a $260 stock, and will be on the day that the market stops hating on the banks.
This morning's EPS results at Wells Fargo , a small miss against expectations, and Goldman Sachs , a large beat relative to expectations, illustrates the structural difference in the two institutions. Wells Fargo is a consumer based bank that is hi...
Covid itself, and therapeutics or vaccines associated with taking on the SARS-CoV-2 coronavirus, is under a public microscope.
Some patterns reveal themselves easily, and you can spot them ahead of the computer programs. Here are examples of them, and how to act.
While I have no plans to sell my large holding, the setup for tomorrow's earnings are poor as Goldman's shares have risen by over +$20 in the last two weeks. GS was placed on my Best Ideas List back in December, 2018 at $169.95. I had sold the stoc...
* But I remain very optimistic about the 2-3 year sector outlook * With individual add on buys, new positions in GS and MS and a large XLF position taken last week, my exposure to financials now exceed 25% * This week's EPS announcements will show c...
I'm lookin' for love in all the right places with these lagging stocks.
* Some laggards that I have been buying "Well, I've spent a lifetime lookin' for you; singles bars and good time lovers were never true. Playin' a fools game hopin' to win; and tellin' those sweet lies and losin' again. I was lookin' for love in all...
I aggressively repurchased a few weeks ago at $190/share: Neil S Goldman Sachs Earnings Preview: 20% Undervalued Thanks Primarily To The Absence Of The Share Buyback 9:35 am, Thu, Oct. 8, 2020, by Brian Gilmartin, CFA • Summary • The stock's intri...
* Financials remain unloved * Until they rally further! It was only about two weeks ago that I began to add to and initiate a number of individual equity buys. Among those was Goldman Sachs (at under $190/share) which is now trading at nearly $206...
The Fed has extended the buy back ban for banks to year end. To me, this is the sort of news that is part and parcel of the bottoming process for the bank sector. I have continued to add to the existing holdings and recently reestablished longs in ...
Neither candidate seems to be the enemy of the market -- at least not yet.
In response to some email questions... very recent buys include , , , , , , , (upgraded), , , (I wrote several columns on the company yesterday), etc. __________ Long SJM (large), THS (large), GS (large), MS (large), GLD (large), WMT, GM (large), K...
Disney , one of last week's longs that I reestablished (along with Goldman Sachs and Morgan Stanley ) is getting jiggy now. It was a morning add.
After having sold my s, I am adding to what i view as "value stocks." I am bidding for Papa John's , General Motors , Walmart , Morgan Stanley , Goldman Sachs .... and more bank stocks.