VIDEO: Discussing This Week’s Portfolio Plan With the Schwab Network
We discuss earnings vs. capex comments, the Fed and single-stock futures.
Riding Into Earnings With 2 AI ‘Offenders’: Bold or Just Plain Crazy?
Here’s why I’m long Microsoft and Amazon into crucial results 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.
Investors Turn Bullish on This Biotech Stock Heading Into Catalyst
Breadth holds up while chips fall, and this biotech chart is setting up ahead of earnings season.
Selling 5 Small-Cap Names for a LIFO Profit
We looked to take advantage of some pre-earnings weakness and now we’re ready to profit.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Lower Expectations May Be Exactly What This Market Needed
The negative reaction to good earnings reports last week may have created better conditions for the big reports that hit this week.
People Think Market Breadth Is So Good. Why Are the Breadth Indicators So Bad?
Rather than rely on anecdotal evidence, let’s take a look at what matters, the indicators.
Bearish Bets: You Couldn’t Even Pawn Off These Three Ugly Charts
Let’s look at three nasty charts of a health care company, pawnshop name and a manufacturing and energy conglomerate.