April 30, 2015 by Dan • Commentary

Please take a peek at the conversation I am having with Guy Adami, Tim Seymour, Eric Jackson, Mike Khouw, Brian Kelly and CC Lagator on Apple (AAPL) on our new site The Ticker District. I’m expanding my portion of the …

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January 12, 2015 by Dan • Commentary

Earlier in the MorningWord (Picking On Stock Pickers) I highlighted some of the recent commentary on those who look to gain out-sized returns by picking individual stocks. Activists investors very much fall in the category. …

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January 12, 2015 by Dan • Commentary

Interesting read on the WSJ.com last night titled “Hedge Funds Take Cautious Line on Stocks” suggesting that a sharp decline in the use of leverage by large hedge funds, coupled with their under-performance in 2014 are …

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November 24, 2014 by Dan • Commentary

At one point this morning IBM shares were up almost 2% on unconfirmed rumors that activist investor Carl Icahn was going to take a stake in the beleagured tech giant: Shortly after the open, and …

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