Earlier today I offered some thoughts on Q1 earnings season (read here), but the quick take-away as we finish the second full week of results is that stocks that had low expectations and had not …
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Q1 earnings season is off to a sort of meh start. Last week, bank stocks rallied off of very low expectations, poor relative performance and results that were good enough to cause a bit of …
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Event: Alphabet (GOOGL) reports Q1 results tonight after the close. The options market is implying about a 5.5% one day move, or about $42 in either direction, which is cheap to the 4 qtr average …
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Over the weekend Barron’s made the case why Apple (AAPL) is worth $150, not the $109 it is currently trading at. You know the drill, it’s cheap, fortress balance sheet and “strong recurring revenue from …
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After the close last night, Disney (DIS) announced that COO Thomas Staggs, long thought to be the successor for current CEO Bob Iger, has left the company after 26 years. Shares of DIS are down nearly …
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I like to consider myself an early adopter when it comes to technology. Since the start of the mobile telecom and internet age 2o years ago I have quickly gravitated towards hardware, software and apps …
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Last night on CNBC’s Fast Money, Cornerstone Research’s Carter Worth highlighted the relative under-performance of some, high growth, high valuation prior leaders that have broken trend and are now in the midst of what he …
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Regular readers are aware of the fact that I fund the concentration of the weighting of a handful of stocks in the Nasdaq 100 make the QQQ, the etf that tracks the index a fairly …
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The Nasdaq 100 (QQQ) had been a pretty boring trading vehicle for a while, as some of its large components had been in a fairly complacent upward trajectory for what felt like years. But then …
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News Flash. Not everyone you see talking about stocks or the markets on TV or the social web is the next coming of Warren Buffet. Yes, they often have an unwavering confidence in their market …
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