Newsletter

A growth-inspired confidence and key double sector breakout. Oh yeah.
These dividend payers compete in businesses that I'm interested in and believe in -- and they pay me to own the shares.
Home Depot is one of my oldest long positions.
The Transports story is really a 'Tale of 2 Modes': the railroads and the airlines.
While the move higher for crude prices late Tuesday took the energy sector with it, defense and aerospace names saw benefit as well.
The Chinese have something to lose here, and will not willingly surrender their position of superiority in trade.
KLA-Tencor, Microsoft and Intel all report earnings after the close Thursday.
There is likely more headline risk to our front than to our rear.
For my portfolio, you can't beat this SBUX competitor -- and for a cup of coffee.
The world remains dangerous, and dangerous toys are not just simply in demand -- demand is increasing rapidly.

Columnist Conversations

Just touched down for a week of meetings in San Francisco (tech companies of course). Read an interesting arti...
Paypal's Dan Shulman was interviewed by Jim Cramer at the 'teachin' bootcamp on May 5.  I was in attendan...
The 233.57-236.96 and 226.19-228.68 areas have NOT been violated like the higher zones in BIDU.  I'm anti...
Here are the key implications of the China Trade Deal 1. China will keep pressure on North Korea to make a ...

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