Meta and Chips Cover Up Market Weakness
Here are a few names I’m watching closely as we work through this difficult period.
Updating My Shopping List as We Await Warsh at Jackson Hole
Chips and software rally while the rest of the market struggles.
The Treasury Steps In, and I Ring the Register
I reduced three biotech winners, and not because I think they are going down.
Top 6 Stocks On My Shopping List as Market Calls for Strategy Change
It’s time to change strategy as earnings season closes and seasonal weakness creeps in.
I’m Eyeing 2 Biopharma Stocks Amid Choppy Market Action
These small-cap biotechs offer core businesses that fund a much bigger opportunity.
This Legacy Tech Name Is Suddenly of the Cheapest AI Plays Around
Earnings growth better than 50%, a forward multiple around 12 and an analyst target roughly a third higher.
Investors Are Nervous. I’m Getting Interested.
Dislocations driven by market conditions rather than fundamentals are creating my shopping list.
What Caught My Eye Today? How Cautious Folks Were on Today’s Rally.
I’ve been expecting a little oversold rally, but not with this level of concern.
Don’t Let the Poor Market Get You Down: I See Plenty of Good Charts
A classic Monday morning bull trap has snapped, and selling pressure is ramping up again.
Apple Is the One Bright Spot on a ‘Dismal’ Day. This Is Why.
Here’s what bothers me most about this market and four names I’m eyeing on pullbacks.