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It’s a flattish open, but the story of the day is the 15% drop, the crushing of RIMM. I’ve kept us out of RIMM and even had it as a short position in the Revolution Investing model portfolio last year before I started trading again where we rode
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From 2005 to 2007 and for the first year of my show on Fox from late 2007 into 2008, I used to say one thing about real estate as an asset class whenever it came up, “There’s never been a better time to sell real estate than right now.
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Celestica also reported some very strong fundamental numbers this morning. This stock is one of the cheapest stocks I can find — even after today’s pop, it’s cheaper because the fundamentals are going up even faster than the stock price. Here’s the scoop on the numbers today, from
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Did I mention earnings season? Did I mention I thought individual earnings reports would be the next catalyst for our stocks? Here are some earnings updates from our stocks from the last 16 hours: 1. Apple – blowout, huge, amazing quarter with typical Apple-esque conservative guidance. Earnings nearly doubled…and we
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In other words, folks, Qualcomm and Apple just gave us some very important affirmation of the ongoing app revolution that we’re positioning ourselves in front of…here’s a real-time discussion of Apple’s earnings and some tech investment analysis for you from a discussion between the Bob Dylan
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Okay, as we start this week, I’m well-rested, prepared and ready to confront earnings season with a clear head and emotions checked. I’ll readily admit that I’m outright excited to see how our stocks react to earnings season. I do think some of the recently highlighted near-term
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Look around — the stock markets and the corporate economies they reflect are doing great (exactly what we’ve been positioning our portfolios for), but there are always crises in this world and there are always new crises coming along. The trick is to tell which crises actually matter and when
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Foxconn is one of the biggest contract manufacturers in China and it’s running into some troubles finding profitability despite making gadgets for the Apples, Nokias and other big smartphone/tablet vendors of the world. But before you write off the app/tablet/smartphone revolution because of Foxconn’s bad
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It’s a flattish open as we remain catalyst-less until we fully enter earnings season in the next couple weeks. Here’s a list of my longs and shorts so far: Longs- 1. Apple 2. Ciena 3. Celestica 4. Cisco 5. Cypress 6. DBA 7. Corning 8. Google 9. Microsoft
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Social butterfly. Social security. Social drinking. Social smoker. Social sciences. Social distortion. Let’s talk social for a minute because it’s one of the key drivers in all things related to tech, media, and advertising. First off, let’s touch on this Wedbush report I got in my inbox
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Most of my stocks right now are at levels I’ve been buying at, but I’ve got a couple more names I want to add today, so stay tuned. We’re about to embark upon earnings season and it’s always a good idea to review our positions, so
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I bought some Nuance and that’s about it into the close. Is the week already over?! It’s important for investors and traders to acknowledge the broader macro-economic cycle and how it can affect your portfolio. And more to the point, with government helping fund most of the biggest
