After massively outperforming the Nasdaq in 2016 (up 35% vs up 7%), the semiconductor space (via the etf SMH) is doing it again in 2017 (up 18% vs 14%) despite any participation by the second largest …
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Last week we previewed Cisco Q3 earnings. Here’s what we had to say: So what we have here is a cheap stock, strong balance sheet, a company willing to make acquisitions to diversify from legacy …
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On last night’s Fast Money on CNBC we opened the program with a discussion of whether or not investors looking to put fresh money to work in the stock market should stick with winning sectors …
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Shares of Blackberry (BBRY) are up 9.4% as I write, up a whopping 63% on the year. No they did not come up with an iPhone killer, they actually don’t make smartphone hardware anymore, for …
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In case you missed it, in the last couple days, the market cap of the digital currency Bitcoin passed that of the etf that tracks the price of gold, the GLD $35 billion vs $34 billion). …
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Out with the old, in with the new. This morning Ford’s (F) board fired their CEO of three years and replaced him with their head of the autonomous driving unit, per Bloomberg: The top headline is …
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On Wednesday Target (TGT) beat Q1 consensus eps estimates due in large part to better than expected same store sales comps (-1.3% vs estimates of -3.7%). In the earnings release, CEO Brian Cornell laid out the …
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Before Apple (AAPL) reported its FQ2 earnings, we previewed the event and offered some trade ideas. After the stock moved higher, I updated the bullish/stock alternative with trade management breakdowns and what to look for. …
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Prior to news reports that Sprint and T-Mobile have entered preliminary merger talks (causing shares of Sprint (S) to spike 7%,) the stock was trading at a 6 month low and below its 200 day …
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What a difference a day makes. As we discussed in the last Volatile Compounds (May 8th), we’d recently been seeing levels of volatility that we haven’t seen in decades. In early May the VIX danced …
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