New Applied Materials Checkpoint as We Update Our Portfolio Table
We’ve refreshed consensus EPS estimates, potential pick-up points, beta, RSI levels and more for each holding.
Valuation Worries Build as Investors Run Out of Positive Catalysts
There isn’t much left to drive the market higher as we await second-quarter earnings.
Drones Catch a Bid as Investors Await News on Iran and Inflation
Let me tell you about the latest ‘hot pocket’ and one name I’m long and watching.
SpaceX IPO Hype Is Building, But Facebook’s ‘Epic Bust’ Offers Warning
Before you chase the SpaceX IPO, remember what happened in 2012.
Doug Kass: A Market Bacchanal Rages On, While I Remain Celibate
Despite the market’s amazing advance, there are many justifiable reasons for our doubt and skepticism.