Following their better than expected fiscal Q1 results on October 20th, shares of Microsoft (MSFT) broke out to a new all time high: Since their earnings report the stock has been consolidating a bit, having initially …
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There are are no shortages of stocks and sectors that are rallying in anticipation of policy changes in the new administration. Biotech/Pharma and Bank stocks were perceived to be the primary future beneficiaries of more lenient …
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Yesterday we reiterated out thought that with Microsoft so close to its all time high (made in 1999) that it was likely we see a matched or new high soon. We also expected nostalgic ledes …
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MorningWord 2/14/13: The Desktop Operating System battle btwn AAPL and MSFT has been raging for over 2 decades. While a clear winner had been determined, the war for mobile supremacy has left the once victor, MSFT, in …
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MorningWord 2/13/13: The path of least resistance continues to be higher, but the opportunities to make money on the long side appear to be looking less and less attractive from where I am sitting. I have repeatedly stated over …
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QUICK NOTE, in Yesterday’s MorningWord I stated that AAPL’s CEO Tim Cook speaks today at GS’s tech conference at 4:15pm eastern, that was incorrect, the schedule that I was quoting must have been old, he speaks …
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MorningWord 2/11/13: I think it is fair to say that Q4 Technology earnings were a mixed bag, for instance semiconductors heavily exposed to PCs struggled (INTC), while those exposed to smartphones & tablets flourished (QCOM), smartphone …
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WSJ The dollar was broadly steady against the euro and a range of currencies in European trade Tuesday as traders hunkered down ahead of a U.S. holiday and a key week of U.S. data and …
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Reuters The Commerce Department said on Monday consumer income rose 0.4 percent last month. Analysts had expected a gain of 0.3 percent. After-tax income climbed 0.2 percent in March when accounting for higher prices. Consumer …
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Seeking Alpha Today’s Markets In Asia, Japan -0.7% to 9492. Hong Kong -1.3% to 22950. China +0.8% to 2728. India -0.6% to 18376. In Europe, at midday, London -0.2%. Paris -0.1%. Frankfurt +0.1%. Futures at …
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