MorningWord 2/01/13: At one point in the last decade, the Blackberry was the best thing to come out of the “Great White North” since Pamela Anderson, backbacon, and obviously the Mackenzie Brothers. RIMM for all intents and …
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MorningWord 1/31/13: I think it would be a fair assessment that Q4 Technology earnings have been a bit of a mixed bag with more than 50% of the S&P 500 having already reported. Pre-announcements prior to Jan …
Continue readingMorningWord 1/29/13: Last night YHOO reported it’s first anual revenue increase (up 2%) since 2008, not particularly a huge accomplishment considering that sales have been stuck btwn $4.38 billion and $4.48 billion for the last 4 years, …
Continue readingMorningWord 1/28/13: The SPX’s close above 1500 Friday, a new 5 year closing high, is fairly remarkable when you consider that one of its largest components, AAPL, over the last few years made a new …
Continue readingAnother nothing day in the major indices but some fun things happening in individual names with AAPL’s break below 500 now a reality and investors’ shrug off of the Facebook announcement. Here are the options …
Continue readingHere’s a preview of what I’ll be discussing on Talking Numbers today between 3:20 and 3:30 pm EST on CNBC: WMT is down 3% today after weaker than expected guidance and a miss on earnings, …
Continue readingOk I get the reasons why WMT is trading at levels not seen since 2000: Crude Oil down about 20% since early May helps WMT customers dramatically, WMT’s 63% revenue exposure to the U.S. makes …
Continue readingHere is a quick preview of what I will be discussing tonight on Options Action on CNBC at 5pm eastern: WMT reported a disappointing Q4 back on Feb 24th and the stock was down nearly …
Continue readingTGT ($53.00) No New Trade, But Some Food For Thought -Target will report their Fiscal Q4 tomorrow before the open. The company pre-announced disappointing earnings for their Q4 on Jan 5th (company guided 1.35 to …
Continue readingMorningWord: 11/15/11: European equity markets are getting knocked around a bit this am, although most of the major indices are about 1% off of their lows of the session. The news flow and the set-up …
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