About a month ago we highlighted what appeared to be a bullish roll in calls of AMD when the stock was considerably lower: AMD: the semiconductor maker is up 200% on the year, and up …
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Will they? Won’t they? The financial press (and it seems the political press too) can’t stop with this. Yep, because it’s election season, everyone is playing the guessing game on a possible Fed rate hike …
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In this past weekend’s Barron’s, The Striking Price author Steve Sears, highlighted Goldman Sachs’ fundamental and derivative research on Boeing (BA) in front of the company’s annual analyst day this Wednesday (Goldman Gloomy on Boeing Outlook). …
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Yesterday, I gave my thoughts on Barron’s cover story (MorningWord 2/1/16: Crying All the Way to the Bank) where they suggested that it is Time to Buy Bank Stocks. My view was quite simple that the …
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On Wednesday we previewed Intel’s (INTC) Q4 earnings. Here were some of our thoughts: While management will go out of their way to highlight future diversification from PC chips, in Q3 their were few segments …
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To state the obvious, downward volatility in Chinese stocks and their currency is at the core of of the S&P 500’s (SPX) year to date decline of 5%. And related to that, for most days this week …
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Lingering credit and growth issues in Europe and Asia have been the thorn in the U.S. economic recovery’s side for the better part of the last few years. As for stocks and bonds here in …
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Fifteen years ago today the Nasdaq Composite closed at at 4798, only 2.5% below the current levels: The above is a one month chart from that time period. Check out the the intra-day volatility. Fourteen trading …
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On Monday I initiated a bearish position on YUM (below) suggesting that their analyst day could serve as a negative catalyst for the shares given the stock’s recent 20% bounce off of the Oct lows, …
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This Thursday Yum Brands (YUM) is holding their annual analyst day in NYC. Given McDonald’s (MCD) disappointing global sales (including Asia) where YUM gets more than half of their sales, I could see YUM giving …
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