|Day Low/High||53.75 / 54.65|
|52 Wk Low/High||48.84 / 62.22|
Several moves in stocks I am involved with: * MKM upgrades with a $64/share price target. (The shares are +$2 or +4%) * Goldman place on its Best Ideas List with a $61/share price target. (The share are down by-1%). * Keefe upgraded with a $120/sha...
* Will be forthcoming... At all times, but particularly during a crisis, circulating bottom-up investment ideas is of paramount importance. Don't get me wrong, a market view is very important - and so is the analytical discussion surrounding that ma...
Investors are wise to take a wait-and-see approach amid store closures, furloughs, social distancing and other measures in response to the outbreak.
Profiting from Zoom, adding to Verizon and watching Microsoft as we wait for data on employment and how the fiscal support bill will play out.
Over the last few days I have established new positions in , , , , , , , , , , , and some other more speculative investments. I also initiated a long S&P futures position which I will jettison on an extension of this rally (if it occurs).
* Before you read this opening missive be sure you understand your risk appetite and profile as well as your time frame * I see a possible "generational" investment opportunity developing and I am now even more aggressively buying for the intermedia...
Here's how to play shares of the telecom giant.
I added to , , , , , , and this morning. A reminder that yesterday I initiated new positions in , , , , and .
Here again is my approach and my three stock groups: 'rebound', 'revenue' and 'virus'.
Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.
In addition to materially adding to existing longs, I have established new long positions (some are trades, other investments) in the following equities this morning: , , , and .
Here are six companies that should come through in the tough times ahead.
But don't throw up your arms yet -- here are names that could be golden opportunities.
These Dow stocks all yield above 3.3% right now, but are they worth the risk?
This is the time to high grade your portfolio, take some losses and move to better stocks.
Dominion Energy has increased its dividend consistently over the last 16 years.
With telecom capex still under pressure amid 5G rollout delays, equipment suppliers might find consolidation to be the best path to profit growth.
Either the name is going to rally or the dividend is going to get dropped.
In the long run, the deal could be bad news for U.S. wireless pricing and competition, but good news for the U.S. broadband market.
If one is long the stock, it's time for a victory lap for hanging on for so long.
Shares of mobile infrastructure companies Ericsson and Nokia are catching a bid this morning for a different reason tied to 5G than you might initially think. Yes, so far this earnings season we've received a number of comments that point to the 5G ...
Disney made a number of encouraging disclosures about Disney+ on Tuesday. But Netflix's subscriber growth still looks pretty solid.
As everyone watches direct to consumer and international -- as well as the cost of the coronavirus -- here's where I want to see DIS before buying.
It's no secret that the Fed would like to get out of the short-term repo business.
These companies all could be strong -- even if the 2019 nCoV fear spreads.
These 8 value selections have a particular focus on renewables.
With yields where they are, money is going to want to find stocks that pay a nice dividend.
Iran tension is not the market-turning catalyst one might have expected.
As 5G fires up across the nation and beyond, this chip-maker will likely be called on to let phones connect to new and old generations of networks.