|Day Low/High||611.40 / 628.89|
|52 Wk Low/High||478.54 / 700.99|
And when it comes to gyms and fitness, I would much rather be long Planet Fitness than Peloton. Not even close.
My packaged goods theme is based on a secular improvement of the stay-at-home consumption of food products. Though not as exciting as Netflix and Amazon , I feel this theme has been less exploited. Included in the package are Kraft Heinz , TreeHouse...
You can put your capital out there and hope that other investors are willing to pay more for it later, or you can buy streams of cash flow and reinvest them. Guess which one I would do.
The Smartest Trader is still long all of his gold futures. However, he expressed concern that the precious metal is "getting a bit tired." He has no futures position. He thinks, save 8-10 stocks, the market is quite vulnerable to the downside. He ow...
I prefer to stick with wrapping positions in collars or using covered calls or stock replacement.
Although there is great fear of the economic issues that lie ahead, there is still a hunger for speculative action in the market.
I did warn publicly back in another epoch that quantitative easing would lead toward increased consumer level inflation.
Here's a play you can cheer: Cracking open shares of BUD and TAP at a great value.
In view of the obvious economic issues that the market faces, it is interesting that sentiment is not more negative.
It's time to put on your thinking cap and reject the group think investment strategies that have dominated the market for the past three years.
* My revised levels I don't want there to be any ambiguity about the size of my positions or about my buy and short levels as I strive for as much transparency as possible. "When the time comes to buy, you won't want to." --Walter Deemer "When the t...
There are three problems right now with the hope of a V-shaped recovery -- and here's why see it as a 'U', instead.
Companies who have the ability to make changes for the future will find themselves ahead of the game and in a great position to thrive.
For March and the first quarter, the RMPIA takes less of a hit than major indexes.
The five best performing and worst performing stocks in the S&P 500 in the previous quarter pretty much tells the tale of the tape, so here goes.
I can't recall when Disney's and Netflix's market capitalizations were the same. But it is the case now with DIS at $170 billion and NFLX at $165 billion.
DropBox and BioDelivery Sciences are names to consider during the market choppiness of the coming weeks.
There's no need to own stocks as a group and no need to crowd into widely-owned individual names.
NFLX looks ready to retest the old highs, so go long on strength.
Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.
I haven't seen anything in the past three weeks that I haven't seen before, but I just can't model this reaction to Covid-19, so I can't call a bottom.
There is a real chance to make some money out there if you have the cash -- and Disney is a perfect example of that.
In spite of the market's epic plunge, a lot of well-known tech names are still comfortably above their 52-week lows.
Realizing that more and more of us are likely to be home bound in the coming days, I have another question for the regulars here. What would you recommend a person watch via one of the streaming video services and which service is it on? For exampl...
The charts of NFLX are not 'bang the table buys' and they are not 'bang the table sells'.
The Fed must find a way to create a payroll tax holiday, despite grumbling, and backstops must be in place to support small to medium businesses and the gig economy.
I added to this morning and I purchased S&P futures last night. I have put in some low bids on Amazon and Alphabet . I will likely cover my small Netflix short this morning. More to come.