Archive
Don’t Short These Netflix Numbers, But Don’t Dump Disney Either
Netflix Inc. (NASDAQ:NFLX) dived 9 percent minutes after its 1Q19 earnings report hit Wall Street and a lot of people who should know better explained the move by claiming that guidance had fallen off a cliff. After all, audience expansion had slowed, content spending had accelerated and once-friendly partnerships with studios like The Walt Disney […]
Avoid Lyft and Uber IPOs and Consider Buying Four True Biotech Unicorns
Lyft Inc. (NASDAQ:LYFT) has been a serious disappointment to investors who had hoped that a stock which went public at $72 a share would instantly prove that it was worth a lot more than that. Warren Buffett himself has called the ride-sharing company a waste of its $25 billion market capitalization. Carl Icahn dumped a […]
Tech Trumps Growth in This Market
Last week, I discussed the “Sweet 16” stocks that had appeared on my screen. These are the stocks that are growing at a healthy speed despite what looks like a sluggish season for the overall corporate financial outlook. Think of it as my off-Nasdaq bracket of dynamic Wall Street names with hustle. To use a […]
Sweet Sixteen: Wrap up March Madness With These Low-Tech, High-Growth Stocks
How are your brackets? On Wall Street, a lot of popular bets busted this week as money began to flow out of stocks where growth expectations had begun to stretch the limits of reality and reason. But even though hot money picks like Advanced Micro Devices Inc. (NASDAQ:AMD) and Micron Technology Inc. (NASDAQ:MU) have frozen […]
Investor Quiz: Would You Rather Own Post-IPO Uber Or Big Cannabis?
For years, retail investors have had to watch from the sidelines while Uber disrupted the transportation landscape. Now that a secret prospectus has reportedly begun to circulate, the long-awaited initial public offering (IPO) may be only months away. And in order to support what could easily be a $90 billion starting valuation — effectively adding another […]
Goldman Sachs or Boeing: Which ‘Dog of the Dow’ Will Really Hunt?
I’m not a huge fan of Dow Theory, but there are some massive discounts on the blue-chip benchmark now for investors who know where to look. Unfortunately, some of the most battered Dow stocks have turned into “dogs” for very good reasons. And others still aren’t attractive even after falling 10 to 20 percent from […]
Flying Under the Radar – Three Big Stocks With a Fresh Cannabis Edge for 2Q19
Volatility is back on the Wall Street menu and while I’m not forecasting an immediate stock market crash, cannabis investors are probably having flashbacks right now. Tilray Inc. (NASDAQ:TLRY) plunged 8 percent on March 7 as its counterparts in Big Cannabis dropped 2 percent to 4 percent. For veteran investors in the space, it was […]
Why the Market Has Hit A Wall (And How Investors Can Still Make Money)
It has been a great couple of months for the S&P 500, with the blue-chip index up 11.5 percent year to date (YTD) and back within 5 percent of the Sept. 21 peak of 2,940. I’m convinced that the market can easily recover those last few points before the year is out. That’s the good […]
Income Hunting: Why Yield Matters (And How to Lock It In)
Sophisticated investors know that even a little dividend income makes the difference between a miserable year in the market and a relatively easy recovery. After all, stocks swing up and down with sentiment. However, when companies hand you a piece of the profit every three months, Wall Street’s shifting moods will never take it away. […]
The ‘Uber of Biotech’ Gets Back To Work
Forget the “FANG” group of the biggest technology companies. When you want pure disruptive innovation and a wild Wall Street ride, biotech remains the place to be. I love these stocks. When they’re rallying, they’re a play on pure innovation. This is because they generate wealth for shareholders on what boils down to the confidence […]
