On Friday morning, after GOOG gapped higher on its Q4 results that I would say were mixed (despite the price action suggesting investors thinking it was fabulous) I made a very bad entry on my …
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A week ago I made the case (below) that GOOG was setting up to be one of the most crowded safe haven long trades in all of large cap U.S. equities. Last night the company …
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I’ll just say this, You Have Been Warned! If the SPX closes the day near current levels it will equal a monthly decline of nearly 4%, the worst start since January 2009’s 8.57% decline, when …
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OK, so GOOG is the new AAPL circa 2012. I get it. So If I talk crap about your most beloved holding, I apologize in advance for offending your portfolio, and I am prepared for …
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We have watched with interest as XOM has rallied right up to near all-time highs in the past month. The headlines have heated up, as Buffett/Berkshire have taken a large stake, at the same time …
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Big news yesterday evening for XOM, the second largest stock by market cap ($400 bln+) in the entire U.S. stock market. Warren Buffett’s Berkshire Hathaway disclosed a $3.45 billion stake in XOM, the largest single …
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In a new feature for the site, we wanted to add a post where we weigh in with our thoughts (fundamental, technical, and options pricing and strategy) on a stock that was upgraded or downgraded …
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1. AIG – stock continues to decline, now down 8% since its earnings results last week and now essentially trading at the low from early October. A trader made a fairly large upside bet in …
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1. MSFT – The stock continues its run to multi-year highs, and the best performer in the Dow Jones Industrial Avg for the second day in a row. While the price action in the stock …
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1. CSCO – stock broke out above its 200 day moving average on decent volume in front of what some market participants are calling a highly anticipated product launch in the networking space (here). One …
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