In early April we placed a defined risk bullish trade in shares of Walmart (WMT) when the stock was $81, using key technical support at $80 as a stop (read here). We closed the position for …
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The result of socializing losses from the global financial crisis starting eight years ago, and the subsequent crisis monetary policy has caused the largest transfer in wealth to the private sector the world has ever …
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On two occasions over the last 5 weeks I have written about Chinese etailer JD.com (JD), here and here. Initially what caught my eye was the stock’s recent and fairly dramatic out-performance compared to Alibaba (BABA), …
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Shortly after NXPI’s takeover offer for Freescale I took a look at Ambarella (AMBA), the chip supplier to GoPro (GPRO) (read here), and concluded: The stock is not cheap, and its future for the time being is …
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There are specific themes that seem to dominate the various stages of a bull or bear market. For the better part of 2013 and 2014 capital return in lieu of top line growth was the theme. …
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I think the best word to describe Linkedin’s (LNKD) stock performance in 2015 would be gappy. The stock broke out to new all time highs back in late February, up 20% on the year after …
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Last Wednesday on CNBC’s Fast Money we had former star Casino/Gaming Analyst Jason Ader, now board member of Las Vegas Sands (LVS) on the program. It was a very interesting interview as he described the …
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Last Thursday on CNBC’s Fast Money the panel discussed GoPro’s (GPRO) move into new hardware markets, with a “guad-copter” drone and a six camera spherical array used to capture content for virtual reality. Both were announced by GPRO CEO …
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