Market Insights & Analysis from Kramer Capital Research

Market Insights, Analysis & News

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The FANG Stocks Have Fractured, But Growth Rolls on Elsewhere

November 9, 2018

Clouds are gathering across Silicon Valley. From Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) down to cult favorites like Roku (NASDAQ:ROKU) and Square (NYSE:SQ), high-tech heavyweights have warned that growth is slowing. Frankly, they can’t justifiably blame trade policy, interest rates or even a strong dollar for this phenomenon. Across the technology sector, sales for 2019 are […]

After Apple Corrects, Look for Real Market Leadership

November 2, 2018

With the biggest stock on Wall Street down more than 10 percent in five weeks, it is time investors cut through the chatter and face a few simple facts. It’s getting icy out there. Out of the 5,000 stocks I track, 3,000 are already in formal bear market mode, down 20 percent or more from […]

Now Amazon Falls: How Bad Are 3Q Earnings Really?

October 26, 2018

If we were on the day-to-day noise, the present situation looks like the worst earnings season of the year. Over the course of the past month, the S&P 500 is down 7 percent, the Nasdaq has logged a full 10 percent correction and 85 percent of all stocks have lost ground. In just 22 trading […]

The FANG Isn’t Distorting Wall Street as Much as You Think

October 19, 2018

Big technology casts a vast lopsided shadow across the modern market. Counting gigantic Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) in with the famous “FANG” group of dot-com darlings, just six companies have swelled up to the point where they command a full 15 percent of all the money flowing through the entire S&P 500. For perspective, […]

Watch Your Back, Amazon: Sears Could’ve Eaten Your Lunch

October 12, 2018

Even in the best of times, the retail cycle is cruel. Margins are tight, discounts can tempt even the most loyal shoppers and chain after chain has destroyed itself grabbing more market share than it could profitably handle. In other words, defeat emerges from the jaws of victory with shocking regularity. The situation makes the […]

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Working Longer, Trading Smarter: Longevity Stocks Change the Retirement Game

October 5, 2018

I was struck to hear that the average retirement age is “only” 62 and that’s when Millennials — benchmark driven as always — expect to quit working themselves. Leaving savings rates and 401(k) contributions aside, that’s an ambitious goal, because some of the very stocks that can best fund their golden years are also working […]

Wake-up Call on the Sector Map

September 28, 2018

For years, sector-based investors have struggled to achieve diversified exposure to telecom stocks, given the relatively small number of competitors left in that space after decades of aggressive consolidation. There wasn’t even any point in maintaining a sector fund if it was only going to own concentrated positions in AT&T (NYSE:T), Verizon (NYSE:VZ), Sprint (NYSE:S) and, for the […]

Nike and Other Brand Bubbles: Don’t Buy the Controversy

September 21, 2018

Wall Street is the most demanding audience companies like Nike (NYSE:NKE) will ever need to satisfy. Investors generally aren’t interested in the sneakers. They want to participate in the cash flow those products create. And when the executives decide to pander to the customers in ways that put that cash flow at risk, it makes […]

After the Storm: Market Lessons for Hurricane Season

September 14, 2018

Last year’s tropical storms killed thousands of people, caused $280 billion in damage and left Wall Street numb as company after company warned that an aggregate $1 billion in profit had washed away between the flooding and the wider disruption. A lot of retail investors learned the wrong things from that summer. With Florence taking […]

Blog Post: Green Lights Through the Noise

July 12, 2018

Last week, all it took was an extra day to think. The Independence Day holiday created space for Wall Street to focus on the essentials. […]

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