Here’s Our Game Plan for Applied Materials and Marvell
The demand picture remains strong, but market conditions mean focusing on support levels.
New Paccar Price Target, Checkpoint After Earnings Release
Rising production volumes and favorable pricing point to a stronger second half ahead.
New Welltower Price Target as Pricing Power Kicks in
We discuss two items we’re watching as we layout where we’d revisit our Two rating.
Our Quick Takes on Welltower, Paccar Earnings Beats
As we await calls for these two Portfolio names (and Boeing), we’ll give our views on how earnings so far confirm our positions.
Earnings Heat Up Amid Conflicting US-Iran Comments: 8 Key Items Shaping the Stock Market Tuesday
Corning drops, JPMorgan’s buy signal, Boeing’s results and other headlines moving stocks this morning.
VIDEO: Discussing This Week’s Portfolio Plan With the Schwab Network
We discuss earnings vs. capex comments, the Fed and single-stock futures.
Amazon Puts SpaceX, AT&T and Verizon on Notice
Plus, let’s get ready for Apple’s upgrade program that begins this week.
We’re Upping Our Price Target, Downgrading Our Rating on This Holding
A 14% dividend increase fuels our target change, but these factors foster the downgrade.
VIDEO: What We’re Watching as a Flurry of Holdings Prepares to Report
Plus, what’s on our Palantir radar screen and an upcoming podcast guest.
Trump Giving Diplomacy ‘Some Space’: 8 Key Items Shaping the Stock Market Monday
Oil falls, single stock futures to come and other headlines are moving stocks this morning.