Investors in U.S. equities have been buying stocks based on an assumption that the incoming administration will be “pro-business” (lower corporate taxes and less regulation). For the most part, investors are correct to assume that, …
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Wearables. Google brought us the first supposed mass market entrant from a large U.S. tech company a couple years ago with Glass, and now Apple with the Watch. I think it is safe to say that …
Continue readingLast night on CNBC’s Fast Money my co-panelist Tim Seymour and I had a discussion on the merits of owning McDonald’s (MCD) at these levels (which he does). Tim feels the stock is defensive, I suspect …
Continue readingIn late January McDonald’s (MCD) announced a CEO change as the stock was within a couple percent of the 52 week lows. The stock has since rallied almost 10% and has been consolidating just above a key …
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