We bought panic when we had the chance. Now we sell into the euphoria. I remember back two years ago, a couple months after Amaris was born and I rented a house in Albuquerque for my family so we could be close to the UNM Hospital. It was a very stressful time. Meanwhile, every day the stock market was getting crushed and even many of our own Revolution Investing stocks were … [Read more...] about Trade Alert: Take some profits into the euphoria
A few thoughts on the markets and economy this morning. Earnings, the economy, scary chart parallels: The sum of the topline beats for GM (quarterly sales of $33.62 billion - well beyond the $31.6 billion analysts had been looking for) , UTX (top-line actual of $15.1 billion outperformed the $14.9 billion analysts had been looking for), CAT (Sales reached $11.4 … [Read more...] about Trade Alert: Trimming some Google (PLUS Scary chart parallels)
I arrived back in LA Monday afternoon and am headed back home late tonight. I've had calls and/or meetings with two of the most valuable companies on the planet, the biggest agencies on the planet, the biggest celebrities on the planet and I've got more today. Lots of insights, lots of ideas, lots of analysis to share with you guys tomorrow and Friday. In fact, let's plan on … [Read more...] about Trade Alert: Solar Edge profits, Verizon nibble
In all my years as a technology and telecom and communications investor, I've never been a big fan of the major telcos -- AT&T, Verizon, Cingular, SBC, Sprint, Worldcom, etc. There's been a lot of reasons for my reticence in buying these old telcos, including each of them having had too much debt, too much competition, and the fact that most of their legacy business was … [Read more...] about Trade Alert: Old school telecom or 5G killer?
I'm going to put a little cash to work as I've got two new buys for you this week -- starting with this new position this morning, so let's jump in. I'm going to build a small position in Snapchat (Snap, they call themselves now which is conveniently also their stock symbol) common stock. The company's just been public for a couple quarterly earnings reports, both of which … [Read more...] about Trade Alert: Snap