Jim Cramer


Last quote by Jim Cramer

If April turns out to have been a robust hiring month, and I think it will be, that gives the Fed breathing room to raise interest rates twice, and therefore the bank stocks will soar.feedback
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Apr 28 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Jim Cramer is associated, including Donald Trump, American Airlines, and money. Most recently, Jim Cramer has been quoted saying: “I like how competitive Facebook is. If you don't own it now, I think you might as well wait to see if we get that kind of weird sell-off that we usually get even after it reports a great number. I say the trend's your friend. This franchise is worth buying if it gets hit.” in the article The truth about Apple ahead of its earnings report.
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Jim Cramer quotes

If oil goes down tomorrow, you will likely see these two buck the trend. In other words, Amazon goes up even if retailers were down, which they were, and Google goes up. Well, let's just say it looks like they just have increasing business in many different elements, not just search.feedback

That give this company a remarkable flywheel effect and it allowed PayPal's fabulous CEO Dan Schulman to announce a $5 billion buyback. The darned thing is a digital cash machine for its shareholders. Now, Shulman has convinced those companies that their best bet is to work with Paypal, not against it, especially if they want to win over the hearts and minds of millennials.feedback

Why do I find this whole oil train of thought completely absurd? Because if anything, the world's economies are growing faster than we thought.feedback

Now, I expect when oil bottoms and I think it will shortly, as today was a big capitulation day, the hedge funds will reverse a bit and will go and buy back the old industrials and the banks and maybe let up on the fast growth tech and health care. But the bottom line here is that neither the falling dominoes nor Washington's insanity could stop the stocks of the best of the best in tech and health care that reported today.feedback

They don't stop for a moment analyze why oil is falling, they just say, demand must be weak, sell stock, buy bonds.' They don't care about the reason, they just see oil as an indicator of economic health. That's domino one.feedback

Here's a classic example: Bristol-Myers [Squibb]. So many people were worried about this company's quarter that its stock ended up being left behind by the entire market. But this morning we learned that Bristol-Myers' best anti-cancer drug, Opdivo, saw its sales grow by 60 percent. Wow. Stock zoomed.feedback

(For) anybody who is calculated in the states that voted for Hillary Clinton, it is a tax increase.feedback

There are a lot of investors on the sidelines waiting for this market to come down to a more reasonable price. What happens if so many companies are suddenly making more money because they have a lower tax rate? I bet it that would force billions and billions of dollars into the stock market in a virtuous circle of wealth creation.feedback

The payout could really balloon, and that's saying something because Enbridge already gives you a 4 percent yield.feedback

Plus, politics aside, with oil at $49 a barrel, the only real limiting factor on production in low-cost regions like Texas' Permian Basin [is] the availability of pipeline space. Meanwhile, Enbridge can probably build for years before saturating the market. The disputes over Canadian lumber and Canadian milk go back decades, whereas nobody has a problem with buying oil from Canada except for, yes, environmentalists, who don't really have that much of a voice ... in the new administration.feedback

There are few infrastructure projects that produce more unskilled but highly paid jobs, not to mention the need for American-made steel and American-made earth-moving equipment, all of which are bountiful for employment. Enbridge now has some of the best assets and the best growth in the industry, with tens of billions of dollars worth of projects on the drawing board that will now be fast-tracked, as opposed to being held up like they were under Obama. Now that's a fixed-income play and an ultimate Trump trade.feedback

It delivered you exactly what we've come to expect from [CEO] Indra Nooyi's PepsiCo, a dependable set of numbers with great execution and a lot more organic growth that Coca-Cola. PEP just isn't going to be rewarded for doing its usual great stuff after that kind of advance. So you get this kind of pullback, the kind of pullback that lasts for a couple of days and then you buy. Even though the numbers were terrific, though, it wasn't terrific enough. I don't know if anything could have been enough to move the stock higher after that move.feedback

But we also need reliable, consistent performers that allow us to sleep at night, and if possible, we want to buy those at a discount. We can't ask, What's wrong?' We have to say, This is our chance.' And that's exactly what I think PepsiCo, Boeing, Procter & Gamble and Texas Instruments are worth buying right here.feedback

It had to do far more than magnificently if it was going to do what the stocks of Caterpillar or McDonald's or DuPont did, report some number that seemed insanely better, almost alchemy. It didn't. It's consistent. Consistency means no surprises [and] solid numbers.feedback

You need to understand that while the quarter wasn't anything fabulous, Nelson Peltz is pretty much the only large, engaged investor where it's paid to buy the stock he likes after he's announced a position. This is your chance to piggy back on his yet unannounced plan for what he wants to do with Procter. I think it's a gift to get it down here at $87.feedback

You should know that the average effective corporate tax rate is already 19 percent, so it may not be as sweeping as it seems. Plus, there are a lot of investors on the sidelines waiting for this market to come down to a more reasonable price. What happens if so many companies are suddenly making more money because they have a lower tax rate? I bet it would force billions and billions of dollars into the stock market from the sidelines in a virtuous circle of wealth creation.feedback

A two-year tax cut? That's not going to change much of anything. [It's] kind of like a tax holiday – maybe you get some one-off special dividends like the one that Costco just gave you, but that's it.feedback

There's a perception that if companies use this money to buy back stocks or boost their dividends, the money's basically wasted because it doesn't create jobs. But it certainly would create more wealth for you, the shareholders.feedback

Like so many companies, Disney's already awash in cash. It's not like they need more capital to expand. In fact, just today we heard that the company may have laid off as many as 100 people at ESPN – I don't expect a corporate tax cut will get them re-hired.feedback

It's not as significant as the president thinks it is. I don't want to have any illusions that this corporate tax cut is going to make it so we're richer, OK? It's just not.feedback

I think the international cross-selling opportunities could be enormous here. What really matters is that these Medtronic assets will help Cardinal Health continue to diversify itself away from that lousy drug wholesaling business that caused the darned shortfall in the first place, and they'll give the company's medical supplies segment a much needed shot in the arm.feedback

When you consider that the average stock in the S&P 500 sells for 21 times earnings, not only are these four tech stocks ridiculously undervalued versus their prices back then, they're actually cheaper than the average stock in the S&P right now.feedback

These are remarkable numbers, ones to be applauded, and they serve as a reminder that in an expensive market, [...] maybe it's a lot cheaper than you think. Maybe it's a lot cheaper than it looks when you break it down to its component parts and look at the astounding individual results that companies Caterpillar, DuPont and McDonald's are reporting right now.feedback

Where did the strength come from? CAT's energy and transportation divisions really shined. Its backlog was up big, allowing management to raise its full-year outlook to $2.90 up to $3.75. That's incredible, and given how low the inventories in the system are for Caterpillar goods, I'm predicting there will be many more upside surprises ahead.feedback

DuPont's got so many things going for it, from the wildly strong agricultural numbers to fantastic materials pricing, plastics that go into things like televisions and cellphone and personal computers, to nutrition, where they make the stuff that goes into probiotics, one of the fastest growing categories out there. One thing's for certain, this isn't about all-day breakfast any more. This is about leadership, this is about execution, namely getting the franchisees, who really do run the company, to buy into a plan for more simplified menus, lower prices [and] better technology.feedback

This was a great example of the VIX forecasting a terrific move. Immediately after the election results, [...] if you took your cue from the volatility index, you knew it was time to do some buying and you caught the beginning of November's phenomenal Trump rally.feedback

Sebastian says that sometimes the best way to measure the strength of an up move is by looking at the severity of the decline in the Volatility Index. In other words, when the VIX really gets pounded, you know you're looking for a terrific run.feedback

Looking at this moment through the prism of the big rally we got last November when the VIX plummeted, Sebastian thinks this is showing that we have got a lot more room to run. Based on the action in the VIX, he easily sees the S&P traveling to 2,450 before it runs out of steam.feedback

Sebastian would've expected a 5 to 7 percent decline given the action in the VIX. He says we tend to see this kind of behavior when the market's worried about what might happen, not what is happening.feedback

He has the franchisees motivated, and I think that really matters.feedback

I'm talking about the prospect that the geniuses in Congress accidentally cause a government shutdown because they might not be able to pass a budget by the deadline this Friday. In short, despite today's euphoria, you maybe get a better chance to buy. I've always told you that both dumb and dumber have been big contributors to the success of T-Mobile.feedback

Now that we're unshackled, we got quite a run in Skyworks, Broadcom, Analog Devices, Texas Instruments and, perhaps most important, Xilinx, which I suggested last week should be bought because it's got strong fundamentals and I think would be a terrific takeover target for Broadcom.feedback

It's a reminder that while C.R. Bard may have seemed expensive on Friday, as so many pundits tell us about so many stocks, on Monday, you picked up a quick 50 points for doing absolutely nothing other than owning C.R. Bard's stock. There is little hope for 'the biggest tax cut ever' because the Republicans just don't have their act together in Congress.feedback

If Trump gets legislation passed, that would be fantastic for the market, but you really need to stop banking on anything that involves Congress. You're just setting your portfolio up for failure instead of looking at the main chance: the phenomenal performance of U.S. managements at U.S. companies in the face of tremendous uncertainty both here and abroad.feedback

Why would Broadcom think to buy this one? First of all, it would give them more exposure to some very attractive end markets like communications, data centers, connected car, [and] aerospace, among others. Given all of the consolidation in the semi space in recent years, there aren't that many attractive takeover candidates left, which is all the more reason for Broadcom to do the straightforward thing and buy Xilinx before someone else snaps it up instead. It wouldn't be cheap, but it would be worth it and no one could integrate this company or get more out of it than Broadcom can.feedback

I say it's too risky, at least until we see those [earnings] numbers. Then we make a decision.feedback

The most you'll get out of them is that they aren't all that short…. or at least not yet. As long as they don't take a stand, they can't really lose, right? The only way they can tarnish their reputations at this point is by getting something wrong, telling you to buy something, so they do nothing. Believe me, I get it – you only need to get rich once – but regular investors really shouldn't be taking their cue from these uber-wealthy hedge fund guys who just don't want to get in trouble.feedback

Take a billionaire who made his moeny shorting the stock market in several discrete moments or going long in others. Right now, that billionaire's programmed response is '1. The market's really very high, 2. It's very overvalued and 3. It can keep going higher, but not with my money.feedback

Don't forget, this is the year that United Technologies gets its breakthrough aircraft engine out of the teething phase and into the market in size. I think United Technologies is worth buying for that alone.feedback

Call me a buyer both before and after what I think is going to be a terrific report. You just pretty much have to own it because of its vastly superior technology. The short position is humongous into the quarter, so I expect a quick drop as the shorts try to make themselves look right when the number prints, and then it'll return to higher prices.feedback

Alphabet needs to show that it's gotten its arms around the YouTube ad problem, where companies don't want to be next to content that's porn or hate speech. I think they'll show you that they've gotten a handle around this problem and therefore the stock can rally, and that's what we've been telling ActionAlertsPlus.com club members. If Starbucks can do it, the stock goes from $60 to $70. Otherwise, it should fall back a couple bucks and we've got to wait for another quarter for it to fix its through-put issues.feedback

I say CEO Steve Easterbrook continues to deliver, but if you want to wait and see before you pull the trigger, I'm fine with that.feedback

You buy Kimberly-Clark when it gets hit. Hasbro's developed a very different model from Mattel's. It's more experiential, and it does a huge amount of business selling Disney toys, and given that we've got a new 'Star Wars' movie later this year [and] maybe a couple of 'Star Wars' movies down the line, I bet it's a winner, not a loser like Mattel. Memo to the companies that report in the following three days: will you stop it, please? Move your quarters. We can't focus on all of you. There's always someone itching to sell this thing. Maybe then we wait to see, and buy.feedback

The House doesn't sense a lot of urgency to the economic plan is the way I look at it. They sense (an) urgency to health care and that's the issue. It's the urgency.feedback

Did Elliott play a level of hardball that caused Kleinfeld to suspend his better judgment? It doesn't matter now. What matters is that if you want Arconic's stock to go higher ... I believe that Elliott's insurgents should get the vote. They can better handle the ropes.feedback

If you look at the stock of Buffalo Wild Wings, you can understand Marcato's point: I mean, the stock's done nothing for almost four years. [On Thursday], Credit Suisse suggested that Kroger, the supermarket giant, which needs market share gains to continue growing, is a logical suitor. The stock of Whole Foods has done poorly of late – although, please, you've got to acknowledge it was a star for ages – and I can see why someone would agitate for change.feedback

While you know I hate that term – it sets up [Apple CEO] Tim Cook for failure, don't want that – I understand the sentiment. So did Wall Street. Apple's stock soared.feedback

Key's nearly 5 percent rally – it's a bank stock – and the weakness in bonds caused people to circle back to the financials. It also served as a reminder, by the way, that Goldman Sachs' poor quarter was truly an outlier when compared to the regionals, the brokers, or the internationals. I say the group's not done going higher.feedback

Buried within the AmEx conference call was an amazing statistic: 60 percent of the new leads for cards are coming from digital, which to me was a clarion call to buy the stocks of Google's parent Alphabet and Facebook, the natural winners when ads are placed on the web.feedback

Yes, both Incyte and its partner Eli Lilly did deserve to go down on the news. But at these levels, I think these stocks are worth buying. Incyte for speculation, Lilly as a longer-term investment. Just be careful, you might get a chance to buy some Incyte even lower because once the company prices the big secondary offering that so many people are expecting, it has yet to occur. Selling because of European politics has been a mistake endlessly.feedback

This year, though, because Apple and Samsung both have new, hot smartphones, the cellphone oriented chipmakers have gotten their mojo back, and that means AMD's stock has more competition. Unlike Coke, unlike McDonald's, unlike Wal-Mart, the fact that IBM's turn hasn't happened yet since [CEO Ginny] Rometty took over in 2012, makes me feel that if they don't get it right this year, then maybe the shareholder base, perhaps even largest shareholder Warren Buffett, will demand to bring in a new leader who can finally get the job done.feedback

I say ignore that ridiculous bond-stock linkage and carry on looking for shares of high-quality companies that get knocked down to cheap prices by this nonsense. Or please be ready to buy a low-cost index fund if things really get hit.feedback

If the hard leftist wins, you probably don't want to invest in French businesses because of tax considerations or French bonds, because hardcore socialists tend not to care at all about the bond market. On the other hand, if Marine Le Pen, the hard-right candidate, makes it to the second round and then wins the election, she said she'll take France off the euro, which would mean the end of the EU as we know it. Selling because of European politics has been a mistake endlessly.feedback

We tend to read everything negative into European elections because of the market's initial reaction to Brexit and the shocking declines it caused around the globe, including here. It's that same volatility that the hedge funds search for to make quick money. It's also why the headlines turn into such a loud drumbeat. In retrospect, though, it meant very little, except as a panic, a panic that gave you a great chance to buy.feedback

In the case of Microchip, Smith says we're dealing with a stock that has very strong institutional ownership. In other words, Microchip is almost an anointed winner at this point given this trajectory, even if we haven't talked about it that much on the show. If Microchip Technology can clear its near-term ceiling at $75, which is only a few cents above where the stock is currently trading, ... then Smith believes it can make its way to $86 in the not-too-distant future.feedback

My one concern is that AMD reports on May 1st, and while this company has given us a miraculous turnaround – I mean, just incredible – a less-than-perfect quarter might throw this whole story out of kilter.feedback

Eventually, Micron's end markets will go bust as they get flooded with new supply and pricing comes down, ... but for the moment, it's still very much in boom mode and that could last quite a while before this move runs out of juice. Perhaps best of all, Smith notes that Micron has a floor of support at $25.84, about a buck and a half below where it's currently trading, which makes this a low-risk entry point, as she believes Micron could have smooth sailing ... to the $34 level.feedback

When you consider that IBM's got a 3.5 percent yield, an incredible base of installed business, a partnership with Salesforce.com that should begin to produce results even in the second half of this year, and the CFO's promise that the unsigned business will be signed very soon ... I do not want to sell IBM's stock around $160. I'd rather buy it. I trust the Credit Suisse report. I trust Coca-Cola. I think the turn really is at hand and Muhtar Kent has made it so his successor, [Coca-Cola President and COO James] Quincey, will be coming in hot.feedback

That makes these franchisees more attentive, more willing to hire new workers, and more amenable, focusing on making the stores cleaner, brighter [and] more competitive in an increasingly dog-eat-dog fast-food world. In short, the turn here is real.feedback

The bottom line: I say turnarounds take time. You need to be patient, so I say hold onto your IBM, because they can still get it right. That said, unlike Coke, unlike McDonald's, unlike Wal-Mart, the fact that IBM's turn hasn't happened yet since [CEO Ginny] Rometty took over in 2012, makes me feel that if they don't get it right this year, then maybe the shareholder base, perhaps even largest shareholder Warren Buffett, will demand to bring in a new leader who can finally get the job done.feedback

They aren't created equally and they aren't all a place to run to in a selloff. In fact, many buybacks disappear when times get tough and can't be relied upon, as we saw when the oils came crashing down when oil plunged in 2014.feedback

I know dividend investing isn't sexy, but believe me when I tell you that nobody ever woke up unhappy the next morning after bringing home a stock with a big dividend.feedback

If you're looking at a company that is part of the reason for a correction, you're looking at a broken company. Those are directly in the blast zone and certain to be obliterated.feedback

Remember, nobody ever made a dime panicking.feedback

Never assume that just because something happened, it has to make sense because the market is always supposed to make sense. That's nonsense.feedback

It's a rare thing to see happen, but in my experience, it is rarer still that this method of picking stocks doesn't work out.feedback

The key to figuring out when interest has peaked and it is time to sell is by watching the analyst coverage. This formula has worked for me as long as I can remember. As far as I can tell, it works because the number of analysts on a stock is a good gauge of how much awareness and interest there is in a name.feedback

When it comes to brick and mortar retailing, children are the future, because they're too impatient to buy things online and they can't stop themselves from making important impulse purchases. Five Below understands that, which is how this small-time Phildelphia chain is quickly becoming a national brand. Even after its big move last month, I bet Five Below has more room to run.feedback

While other retailers are closing locations left and right in order to save money, Five Below continues to expand in order to make money. And remember that Wall Street loves growth, and adores a company with a runway and a flight plan.feedback

The moment we learned of this news, all the bank stocks plunged and anyone who bought them was underwater. It didn't matter what Jamie Dimon or Mike Corbat or Tim Sloan or [PNC CEO] William Demchak ... had to say. Not at all. Because the mother of all bombs took out their stocks, an odd set of collateral damages.feedback

The fact is that if you buy Disney's stock on this, I'd tell you that you might as well believe in Mickey Mouse and Donald Duck and Han Solo and Captain Marvel and anybody else in the stable. The only thing that's really accomplished by this kind of speculation? The short-sellers will be afraid to bet against Disney's stock because of newfound fears of a takeover lurking. It really does put a bid underneath, simply because it was just too juicy to ignore.feedback

I think it's because nobody was thinking about the Afghanistan conflict, it wasn't on the radar screen, and now the U.S. is dropping the mother of all bombs on some ISIS headquarters. In fact, this is a classic example of how I'm always telling you to wait for some exogenous weakness to give you a chance to buy great stocks at lower levels.feedback

But taken as an overall piece of the puzzle, it says, Hey, I've got to take some stock off the table here. This is getting a little too crazy for me, especially ahead of a three-day weekend.feedback

Right now, investors are confused about Trump. A man who ran on the idea that America comes first, that China hurt our country with its currency manipulation, that interest rates may be too low, that Fed chief Janet Yellen is toast, that NATO's no longer relevant and that the Export-Import bank is a boondoggle for big companies, suddenly repudiated every single one of those principles in a single 24-hour news cycle.feedback

If the president can change his mind so easily, if he can just abandon his hardcore, hard-fought principles while at the same time escalating the war in Afghanistan, then what else can he do? Investors, they do like a little predictability, and Trump is anything but predictable. When it doesn't matter how good the earnings are because there's so much other noise drowning them out, then you've got to keep some powder dry. Let stocks come down until the setup improves.feedback

They're bargains but you can't expect them to react positively tomorrow. Too early.feedback

I am still concerned about its gigantic yield as a red flag – meaning the company might have trouble paying that dividend to shareholders – but the issuance of all this stock will help immensely when it comes to dealing with any potential shortfall. But the pipeline stocks? As more and more crude gets discovered, these are some of the best remaining Trump trades out there. I would buy them aggressively.feedback

[AMD and Nvidia are] doing great, but portfolio managers want to play the Apple cycle right now, provided Apple doesn't crush its suppliers, and they're using the proceeds from their big wins in AMD and Nvidia to do just that.feedback

If there's one thing money managers hate more than flat-out losing money on an investment, it's giving up tremendous gains. After the amazing moves in Nvidia and AMD, you have to believe there were a ton of institutional investors out there who were looking for any excuse whatsoever to ring the register and take some profits. I still like Broadcom, which I think has a lot more upside. You have to recognize that these two winners are suffering from severe profit-taking, and that's driving cash toward cheaper stocks.feedback

It's live by Apple, die by Apple. Lately, ... names like Skyworks Solutions, Qorvo, Micron – although much less lately – and Broadcom have come back into vogue, and all of these stocks remain way, way cheaper than Nvidia and AMD.feedback

Brick-and-mortar retailers are being crushed by Amazon and the prospect of Paul Ryan's fascination with a regressive national sales tax on goods from overseas, which means pretty much everything that we buy at retail.feedback

We may be on incredibly uncertain footing. Why? Because stocks are historically quite expensive, meaning if you compare where they stand versus how the companies are supposed to do, their price-to-earnings multiples, which is what we use to compare apples to apples, might be too high.feedback

For the moment, we're at a level where things need to go very right for stocks to move higher, and those long odds make for a, yes, suboptimal start to earnings season.feedback

What business can really make a plan for the future if it doesn't even know what health care is going to cost them, let alone repatriation and corporate taxes?feedback

Once people got their head[s] around the idea that the president's economic agenda was coming slower than we'd like ... I think that directly contributed to a decrease in lending. I wouldn't be surprised if it hurts the banks tomorrow when they report. Don't get me wrong. These are really important issues. [But] foreign policy seems to be trumping 'America First.feedback

Automobiles are a gigantic part of the economy. Looks like they've peaked.feedback

I think what's not talked about enough is what Oscar's background is. I'm not being facetious in that coal doesn't complain. He was from CSX. He's a railroad guy.feedback

Oscar comes from a different environment, where he was trying to get labor relations better and this is one where he backed his people.feedback

The Trump trade? Buy Gold! Buy Randgold! Buy bullion! Stow it in Switzerland! Hard assets like gold retain their value in times of geopolitical turmoil. While there are some real risks here … I think Mazor has what it takes, and I am willing to recommend this stock – for speculation, of course – at least until someone else comes up with a better mousetrap. For now, though, that sure hasn't happened.feedback

I think the drug pricing issue is a total political red herring, and the charts, as interpreted by Bob Lang, suggest that smoking-hot biotechs like Sage Therapeutics, Celgene, Allergan and Kite Pharma could have a lot more room to run.feedback

The legend of Whole Paycheck, with is image that only the rich can afford to go there, can't seem to be shaken. Cheaper is a word that's almost never associated with Whole Foods. Only a sale can make this thing go higher. So unless Jana has a buyer lined up, I bet you're going to wish you sold Whole Foods if it somehow gets back to that vaunted $34, $35 level.feedback

Once Celgene can rally past its March high of $127 and change, up a little less than 3 bucks from here, Lang believes the stock will start breaking out, easily sailing through $130.feedback

Sage has given us impressive relative strength compared to the rest of the market. Oh, and the stock pulled back today, coming down $1.62. Lang says it potentially gives you a better entry point. I've got to agree.feedback

The problem is that as much as Wall Street likes Trump's pro-business policies, their potential is already baked into the stock market. That was that great first quarter.feedback

To me, that's starting to feel less like a promise and more like warning, a warning to CEOs not to do any deals that could cause layoffs. So let's be careful if any company that's merging with another has its CEO invited to the White House, because that might take the synergies off the table.feedback

The Trump trade? Buy Gold! Buy Randgold! Buy bullion! Stow it in Switzerland! Hard assets like gold retain their value in times of geopolitical turmoil. At this pace, we've got the direction all wrong. The Trump trade involves taking down a lot of put options and buying a lot of gold. However, until the president's family convinces him to stop using Twitter, you might want to get some protection in the stock market even, again, as so many U.S. companies are doing so well.feedback

That could be another Trump trade, one that causes the averages to pull back as we get closer to the ceiling. Who would've thought that it might be worth buying puts on the market as we get close to that date? I think it might be.feedback

Why not just say Amazon, raising from $900 to infinity and beyond? Honestly, that kind of analysis wouldn't be any less rigorous than what they're currently slinging at us.feedback

To me, these unsung manufacturing companies that stayed here and just [ground] it out, simply doing what they do best, offering the finest products both here and abroad at great prices, that's where a lot of the money's been made.feedback

The issue here is whether Boston Beer has finally bottomed.feedback

Put it all together and the numbers don't paint a very flattering picture. In short, while I'm an avid drinker of Bud Light ... BUD's stock really seems like nothing to write home about, except for that 3 percent yield. Constellation's brands are on fire, including terrific Mexican beers like Modelo and Corona, and [one] we had a hard time keeping in stock this weekend at Bar San Miguel: Pacifico.feedback

I could actually see Wal-Mart inching toward its old high of $90, up from $73 here, because of better management and superior pricing. Now, it would be a lengthy, multi-year journey, but I have to tell you, with Wal-Mart, you've had a bit of a sell-off. I think you've got to do some buying.feedback

The fact that Kohl's isn't dependent on the mall – instead, the stores are generally located in the kind of retail hubs that can still generate traffic – that's a giant positive. It wouldn't shock me if Kohl's can actually turn itself around, and in the meantime the company's paying you a handsome 5.5% yield to wait.feedback

I don't want to fool ourselves here. It's just too hard to offset the Amazon effect there, which is why I'd prefer to go with non-mall based plays like Wal-Mart, Kohl's, the outstanding Burlington Stores, or TJX, all of which could be winners for the patient among you.feedback

When you consider that there's a big federal investigation of CAT's tax payments, it's really been a remarkable run for the big Peoria manufacturer. Does anyone even care about these great American companies that stayed here, defied the foreign competition odds, [and] continue to make the best products around?feedback

You don't find tech companies doing that anymore. I think that we ought to open our eyes to what we don't care about, to what's still made here, because perhaps that's where some real, non-controversial performance not in the papers can be gained, all of this before we get anything substantive out of Congress or deregulation really strikes home.feedback

I know there [are] some people saying, listen, it's still game one for a lot rate hikes. I don't know if that's possible if they're data dependent.feedback

I think it deserves a bigger premium and I'd be a buyer of JBT right here.feedback

Could JBT's strength be because its food equipment is better, is more the kind of stuff used by farmers and food processors, while Welbilt's focused on restaurants? Yeah, that's it.feedback

It's just that some portfolio managers just have been waiting and waiting and waiting for these stocks to come down, bidding underneath, as we say on the trading desk, and they aren't being hit, and they can't take it any more so they're reaching for all of them at once. The bid underneath, and the reach, are classic components of a true bull market. Another reason why this market, for all its flaws, is a lot more resilient than it looks to the naked eye.feedback

That's why Schneider National could end up being a major Trump stock. Rolling back regulations, especially the environmental regulations that this administration despises, could lead to huge cost savings for Schneider, and that is very pro-trucker, and we know Trump is very pro-trucker.feedback

If you believe the president can get the economy accelerating again without causing a trade war with China or Mexico, and you think he can really deregulate heavily, then Schneider could be a terrific stock to own, but if you're worried about the economy or our trade policies, well, I don't know. Maybe this isn't the right one for you. Personally, I'd wait and see, but now you know what you need in order to make up your mind.feedback

That would be a sign that the Trump meetings with the Chinese president this week went very well.feedback

Either way, I want you to keep in mind that Warren Buffett owns 8% of this airline's stock, and I generally like buying a Buffett stock if I can get it on weakness.feedback

[The] bottom line is that the average just keep staying resilient, and if you stick around, I'll explain the itchy fingers that may very well be behind this market's seeming inability to crater even when you expect it to just plain get obliterated.feedback

I believe there are several European drug companies desperate to expand their pipelines and I expect them to start making deals in the near future. We know Kraft-Heinz is ready to pull the trigger on a deal, [but] we don't know who it's going to be. And the amount of call option buying in the major independent oils with Permian exposure this week, it was extraordinary.feedback

I know it's counter intuitive to like higher rates and higher oil prices but these are signs, at least to some market participants, that the economy is still strong even as last month's hiring seems disappointing. We need to see some proof that April's started off better than March finished. I would actually like to own the stock ahead of that meeting.feedback

And if anybody wants to go read what happened in World War I and World War II and what happened again after Syria did it last time ... [they] would know that if you're pro-chemical warfare you're an outlaw that will never be embraced.feedback

These guys [pajama traders] who just sell, they know one thing. They must take action no matter how reckless and stupid it is.feedback

Sure, [the analyst's] got the litany of negatives we all know and that go a long way to explaining why 26 percent of Tesla's float is sold short. The main thing you need to know, though, is that beauty's in the eye of the beholding buyer, and they aren't buying what Barclays is slinging.feedback

It's very tough to invest in the restaurant industry right now, but that's why it's so important to remember why it's worth paying up for best of breed stocks like Darden, rather than going bargain hunting for companies that seem to be struggling like Brinker.feedback

When you're as negative as most portfolio managers had become on retail, it really doesn't take much to get the group raging.feedback

Here's the thing you need to understand: Darden's turn has literally been years in the making.feedback

Brinker is pretty much the baseline here. Its performance has essentially been in-line with the rest of the industry, which is why Wall Street's quickly turned so negative on the stock. The company reports again in three weeks. Can't be super optimistic. Compare that to Brinker, where they've got the same old management team and the same old tired stores. Neither company has particularly healthy food, but Darden's brands are certainly perceived as being healthier than Chili's – the unlimited salad bowl which I love so much, it's better than the baby back ribs for you.feedback

[Ryan's] not sensitive. He's like a Hillary Clinton. They're just not sensitive to the stock market.feedback

I'm not saying he shorted the market because that would be facetious. But he's a one man wrecking crew.feedback

The transformations of HP Enterprise and the newly created DXC Technology are both complicated. But I believe in management's ability to create value at both companies, which is why I acutally like both stocks. These are two attractive long-term stories. I like HPE right here, and would just like DXC to come down a tad – it's too hot – before I would the trigger.feedback

Dave Cote, who retired last Thursday from Honeywell at right about the all-time high of the stock, and Ron Shaich, who just sold Panera Bread for a monster-good $315 per share, both deserve to have their numbers retired. These guys should be given a place of respect for other CEOs to aspire to. Talk about a call to buy. Ron vowed to conquer the mosh pit and he ended up creating Panera 2.0, which not only solved the mobile pay issue – one that dogs Starbucks to this day – but actually turned Panera into one of the few mid-single-digit growers in an industry that has truly struggled of late.feedback

No active players get into the hall, because in the immortal words of Yogi Berra, It ain't over until it's over.feedback

He developed world-class climate controls that are the envy of the industry. And he did it all in a quiet, self-effacing manner, stressing integrity and a customer-first ethos that many others would do well to emulate.feedback

In a market that can be whipsawed by a jobs number and the Fed minutes and Paul Ryan, it pays to be a little cautious, doesn't it? If you let your euphoria get the better of you this morning, you paid for it when we sold off this afternoon. There goes the multiple rate hike theory, right? The Fed would discover that March was too weak and it was back on hold. The banks, for heaven's sake, need at least two rate hikes. The industrial order books must be slowing.feedback

Tesla isn't worth more than Ford. It's just that there are institutions who are willing to pay more for Tesla's stock than for Ford's right now, and that's the key issue here.feedback

Worry about losing money, not making money. You cut out the heavy losses and the winners take care of themselves.feedback

If any of Bioverativ's competitors seem like they're onto something, this stock could get pounded. We're entering an extended period where we could potentially get lots of good news about the competition, and no real, significant news about Bioverativ's own pipeline. That's not good. Those are the ones who buy Tesla stock every day and many other growth stocks that to you seem overvalued.feedback

Regret – it can be costly, but not in the way you think. Regret is costly becuase it blinds you to the next moment. Too busy, head's in the wrong place. Regret is costly when you let a losing stock run. Regret is costly when you're reckless and you put too much money to work at one level and then it drops again. So you miss it. Big deal. You didn't expose yourself when you thought the market shouldn't be making a lot of headway. You didn't expose yourself when you thought, because of the season and the week and last week's mark-up, that the market should go down.feedback

The key here is that these symmetry projections identify an important floor of support for Pioneer, running from $171 to $176. Given the stock's recent run up to $187, that floor might not seem all that comforting, but as long as this support holds, then Boroden believes that Pioneer can keep climbing.feedback

The charts ... suggest that many of these oil stocks could be ready to take off given the recent rebound in the price of crude. If you believe oil can hold here or even keep rallying, then you've got to do some buying, and Boroden will turn out to be absolutely right.feedback

She says that as long as the stock holds above at least one of these zones, then Exxon's more than likely to rally here. Boroden believes it could be smooth sailing up to the $89 to $91 area, with the stock perhaps rallying up to $99 if it can keep the momentum going.feedback

As long as oil can stay above its floor of support at the $45 to $47 area, Boroden believes it can go higher, and if it clears just a few more hurdles of resistance, then she wouldn't be surprised to see if crude ends up rallying from $50 and change all the way up to $57. Longer term, she wouldn't be surprised if Chevron can sail to $122.feedback

Since then, justifiably, the stock's been off to the races because that money and the sheer size of the Chinese investor gives the entrepreneurial CEO Elon Musk plenty of breathing room to reach his goal of producing 500,000 cars a year by the end of 2018.feedback

The bottom line is this: you need to stop being hung up on the valuation of individual stocks. Right now, Tesla and a bunch of other biotech, social, mobile and cloud stocks are being bid up furiously by these growth hounds. If they're right, they'll get even more money in and they'll keep buying their favorites, no doubt including Tesla.feedback

He's not deterred by the losses because he's thinking, Hey, judging by those revenues, there's relentless demand for what Tesla makes. As long as Tesla doesn't run out of money, it can keep making cars and charging a fortune for those cars, so eventually, it will make a killing. Emphasis on 'eventually.feedback

Not only that, but given how weak Ford's sales have been this year ... and how many incentives the automakers have had to offer to sell vehicles, it's entirely possible that we're in what's known as peak auto sales. If that's the case, then 2017 could be a down year for Ford. Those are the ones who buy Tesla stock every day and many other growth stocks that to you seem overvalued.feedback

The stock of Ferrari is like driving an actual Ferrari – it's really pricey and you need to be in love with risk to justify buying it. Turns out that Airbnb, as successful as it is, can't possibly meet the incredible amount of demand and it isn't nearly as big a threat as the marketplace thought it was.feedback

After all, the CEOs see the actual order books, they know the numbers, and with both television and hotels, you'd have done much better to listen to them rather than the short-sellers. In fact, these could be terrific places to go if we get the drift lower that I am expecting right into earnings season. I've been saying the same thing over and over and over and over and over again: that restaurant chains can and do come back from these health scares, but according to history, it takes about eighteen months for the numbers to turn around.feedback

Until last Friday, FMC was a small fish in the crop protection space, but with the purchase of some of the crown jewels of DuPont's [agriculture] business, it's about to get much, much bigger. Even though FMC's stock has already roared here, I bet it's got a lot more room to run, and that's without even factoring in the spin-off of its sexy lithium business somewhere down the road. Ferrari is in terrific shape and it's very well run, but I worry that the easy money has already been made here. So, for the moment, I'm staying on the sidelines with this one, regretting that I missed it.feedback

In order to boost its sales, Chipotle's spending a fortune to drive traffic, and these investments could put a major dent in the company's bottom line. This is what most of the analysts are really worried about, that higher labor costs, the higher food costs, along with technology and marketing investments, will weigh heavily on what the company is making after its sales – in other words, the company's margins.feedback

In terms of new numbers, though, management told us that the company's same-store sales grew by more than 24% in January – exactly the kind of pickup that we'd been waiting for and expected. Chipotle needs to keep executing, but the pieces are all there. Even the tricky border pieces are in place. Time for Chipotle to put the rest of the puzzle together. I recommend that you homegamers hang on for the ride, and new buyers, wait for the dip that will come after this fast run up that we had today, and then grab it and go.feedback

Still, we know Ferrari's production increased by 4.6% last year, and its car and spare parts revenue increased by 4.8%. In other words, either Ferrari is selling an incredible amount of spare parts, or its pricing pretty much held steady, and I think the latter makes more sense.feedback

Of all the winners so far, I think this is the one that you can buy right here, right now, and then hopefully buy even more of on a pullback. I don't recommend a stock solely on the basis of takeover speculation. But takeover or no takeover, here's where I come down: I actually believe that Incyte sells for a lot less than its key drug franchise is worth, which is why I'm giving you my blessing to buy it into the profit-taking that I think is a natural next step in the wake of the stock's big run today.feedback

I am happy to wait for lower prices. But if we don't get them, you know what? Then that will mean I was too cautious. It's always a possibility, but after such a strong start to the year, please don't mind me if I want to get a little picky before I end up pulling the trigger.feedback

Vertex has climbed up to $107 here, but ... [it] traded in the $140s back when the market first thought it had developed something good for cystic fibrosis before a setback, so I think this one has more room to run. We own Arconic for my charitable trust, and I've told club members that it simply wouldn't be this high without that fight from Elliott, and that makes the stock a little fraught at these levels, even as it's down four bucks from its highs. It's too cheap on the possibility of a takeover, ... but it's too expensive on earnings.feedback

Senior growth is back, and even though each of these stocks has its blemishes, they're being airbrushed one by one. I think the picture that's left seems quite rewarding, and I bet it lasts beyond the incredibly great first quarter of 2017.feedback

Now Disney's stock trades up on both good and bad days, even as the ESPN woes haven't really been stemmed. It's a textbook case of the market getting comfortable with a negative, baking it into the stock, and then starting to process other positives. I think people are looking for long-term bargains and they've settled on Nike as one with staying power. I think these two are rallying because their consistency had somehow made them persona non-grata in the wake of the election as we rushed for first the banks, then the materials and then the industrials. Now, they seem peerless.feedback

It's all being done on faith, not unlike Disney, and it's working, as the stock of Starbucks has been climbing on both good days and bad ones.feedback

WWE is firing on all cylinders here [and] the rollout of its online network has been a huge success, but take it from the Booyah Brooklyn Bomber: the stock has run so much that I'd recommend buying it into a pullback, although it's possible you won't get one, so maybe you take some down now and buy more lower and later.feedback

With pay-per-view, WWE would only actually get to keep 40 to 50 percent of the revenue generated by a given event, with the rest going to the broadcaster. With WWE Network, though, they cut out the middleman and keep all the money. By the time the calendar flipped to 2015, WWE had become much more of a new media play. In short, WWE Network was a very expensive enterprise to set up, but we're now approaching the point where it really starts to pay off.feedback

That makes me more inclined to buy Constellation, which I bet will continue hitting it out of the park. But if you don't already own it, please wait, as it's had a bit of a relief rally ever since it became clear the House of Representatives has no real leadership.feedback

The bulls need this key leadership group to come back to life, and the only way the banks do that is if the Fed decided to raise rates at least twice more this year so the financials can make more risk-free money off your deposits. I want them to give us a read on both the new and used auto market, as well as giving us some commentary on the endless hand-wringing about car loan losses.feedback

Why? Because it shows that investors still buy into the economic expansion theory and, for that matter, the Trump stocks, which led this market for so long before handing the baton off to the hyper and senior growth stocks when it looked like the president had lost his mojo.feedback

At this point, it's time for Walgreens to fish or cut bait; that's why I'm so glad the company reportedly just gave the Federal Trade Commission a three-month deadline after which it's going to just walk away. One way or another, Walgreens is getting out of this limbo real soon.feedback

If that's the case, I say let them knock the market down so we can use the weakness to get some major bargains in our favorite stocks.feedback

It's much better to take money from Cenovus, pay down debt, buy back stock and potentially increase the dividend than to keep pouring money into the dirtiest and most nasty form of oil around, the tar sands. I think it means that the more oil you have in low-cost areas like the Permian Basin, the higher your stock price will go, and vice versa, if producers choose not to dump their unprofitable properties. Personally, though, I'd much rather own an almost-Canadian-tar-sands-free Conoco than a debt-laden play on that now-out-of-style project.feedback

Ultimately, the only thing that you need to fear about owning stocks is fear itself, the fear that professionals drum into your head that you're way too dumb to put two and two together and pick stocks that are behind the phone you love, those boxes at your door, the application you check endlessly, or the shows you watch even if you cut your cord. Until we get a clearer road map here, unfortunately, I think the stocks will have a very hard time finding bottom.feedback

Trump can't force utilities to use more coal, but he can make it easier for oil and gas producers to drill more aggressively. I think these [oil and gas] stocks have more room to run.feedback

These utility CEOs know one thing: politics is fickle. If they start building coal plants now and Trump doesn't get re-elected, they may have to shut these facilities down, which will cause them to lose a fortune and also send your electric bill soaring. Trump can't force utilities to use more coal, but he can make it easier for oil and gas producers to drill more aggressively. I think these stocks have more room to run. Hey, if it bothers you, you can always donate your profits to the Sierra Club.feedback

So no matter what the president does, I don't think utility coal can be saved. At best, its demise will be slowed.feedback

The difference is that the company's had months to figure things out and they still seem pretty unfocused. It's like there's no sense of urgency here. They haven't given us growth targets, they haven't given us guidance, they haven't painted a very good picture of what they'll actually look like going forward. Until we get a clearer road map here, unfortunately, I think the stocks will have a very hard time finding bottom.feedback

Which brings me back to the strength of tech this year and your ability to spot high quality tech stocks as a do-it-yourself investor. [Apple's] rally from $93 ... up to $144, a fifty buck move, was totally catch-able provided that you didn't listen to the myriad traders and analysts who repeatedly told you to dump or trade in and out of Apple. I believe you could catch it if you weren't brainwashed against single-stock risk. These are people who shouldn't be buying stocks because Instagram is owned by Facebook.feedback

That's why my takeaway here is simple: if you like Hostess, I bet you'll love Flowers Foods, FLO, a pure-play bakery company and the owner of most of the bread brands that Hostess sold back in 2013. It's much less risky and better for you. If you can get a bargain – and no one would ever say Olive Garden's expensive – or you can go somewhere inexpensive that's purely experiential, then you have a hit on your hands, which is exactly what Carnival and its brethren produce 52 weeks a year, all over the globe.feedback

I think that Darden remains one of the greatest underrated stories out there. The reality is that they're making a ton of money with their family style fresh food and their new technology, which makes ordering foolproof.feedback

The consumer's not frozen in place, wallowing in disappointment over Paul Ryan's failure to live up to a seven-year promise. The consumer's cruising and eating out and generally having a jolly old time.feedback

I like CEO Ken Powell very much. He's been pushing the company toward much more natural, healthy, organic [products]. But at the same time, the company did report a not-so-hot quarter last week, including its seventh straight revenue decline. That should make me more cautious, right?feedback

Williams started with the assumption that a major food conglomerate like this one would probably have seasonal and cyclical patterns based on both the consumption habits of their products as well as the agriculture cycles. This tool has been a pretty accurate indicator of where the stock has headed, and now it suggests that General Mills is ready to have a bit of a bounce, followed by a modest pullback, and then off to the races in a major rally sometime this summer.feedback

In fact, Ulta just made a major deal with Estee Lauder to launch the company's M.A.C. brand on its website and in a hundred stores starting in June, something that could give this brand's flagging U.S. business a real boost.feedback

On the other hand, Estee Lauder hasn't exactly been a great long-term performer. Estee Lauder knows how to buy a brand with a loyal following and then promote it to a much larger audience, which in turn helps to bolster the company's sales and earnings growth going forward. I could easily see Estee Lauder going to $100, thanks to the leadership of CEO Fabrizio Freda and the way he's trying to pivot the company to benefit from the beauty boom. I think JPMorgan's got it right with this overweight call and I'd be a buyer, too.feedback

Perhaps it's time to unfollow the president and stay focused on the facts. Unless, that is, you don't want them getting in the way of the negative story that's endlessly driven into our heads by almost every single pundit in business media today. Some stocks just refuse to roll over and play dead. I don't see how the short-sellers can keep betting against this one anymore.feedback

What do you think about the idea that Zuckerberg, the day after this Snap [rating], comes out with basically 'Snap two'?feedback

If you're looking to migrate to mobile or the cloud or maybe you want to embrace advanced data analytics software, they're the guys who can help.feedback

Mark Zuckerberg's a vicious competitor, and to me, the fact that he didn't acquire Snap simply means that he plans to kill it himself. Discipline can be a real buzzkill at the beginning, but it's saved my bacon too often for me to ignore it. So I say enjoy Snap all you want, but you'll be enjoying it without me. Many people may want to lump everything into the Trump rally rubric, but earnings play a far more important role when it comes to the direction of the stock market.feedback

If you believe that oil could be poised to rebound here back to the mid $50s, admittedly a very big if, then Occidental could be worth speculating on because it may be too hated and some very good analysts who didn't care for it higher are now positive.feedback

Snap's got massive growth, with its sales perhaps ready to double, and analysts can't resist recommending a stock with that kind of growth. Facebook trades at under 11 times 2017 sales and just 8.5 times next year's number. Alphabet's at 5.4 times 2017 sales and 4.7 times next year's revenue. Both companies are wildly profitable, while Snap's projecting gigantic losses for as far as the eye can see. Discipline can be a real buzzkill at the beginning, but it's saved my bacon too often for me to ignore it. So I say enjoy Snap. Let it go higher all you want, but you'll be enjoying it without me.feedback

I get it. This is the year that all advertising firms are sampling Snap, so when you see the sales numbers they'll be humongous, no doubt more than the current estimates of even the stock's biggest supporters.feedback

Hence today's rebound after the 184-point decline in the Dow this morning as buyers flocked to both the stocks of companies that recently reported good numbers and those with decent yields that could be bond market equivalents. Going forward, though, it's important to understand that not crashing is one thing, and rallying is another. The latter will be hard to do, given that we're on the verge of a new earnings season and we have an upcoming employment number that needs to be strong or else we'll start hearing about a stalled-out economy on account of the cratering of Trumponomics.feedback

I still think that Trump with Gary Cohn and a different team working to try to get this through we'll have some luck.feedback

I know the end-of-the-worlders constantly surface on any perceived weakness in the Trump administration, but the fact is that we have a ton of data and CEO commentary that suggests small and medium sized businesses are doing quite well and hiring new workers. The dental stocks have been quietly riding three big secular trends – an aging population, the need for most cosmetic dentistry in the age of the selfie, and the rise of the middle class in emerging markets.feedback

The company's promotional enough that the first trade often produces a jump. But that jump's been worth shorting ever since the iPhone took over the smartphone universe, so just say no to Blackberry.feedback

There are distinct positives to this cycle, including Apple's upcoming iPhone 8 that might devour a lot of flash supply that's not due until later in the year. But at the moment. I think that Micron, or MOO, as we call it, is still in raging bull mode and you're free to buy it until we get much closer to that one incremental chip that sends it over the peak and back down into oblivion.feedback

If we get a delayed pullback on Monday as people worry that losing on health care means the rest of the president's agenda is doomed to fail, I think you should use that as a chance to buy some stocks like the industrials that would benefit from tax cuts, or the banks that benefit from deregulation and higher interest rates. [Carnival] has performed so strongly under [CEO Arnold Donald's] leadership that you have to like its chances for an upside surprise, especially with this recent dip in oil prices.feedback

Dentsply Sirona indicated that part of the softness is because it's taking a hit from changing its go-to-market strategy – sort of a short term pain, long term gain scenario. Meanwhile, Dentsply Sirona continues to expand internationally, with 9.4 percent growth in the rest of the world, and the dental equipment maker is taking share all over the place.feedback

The company refuted rumors of weak dental customer traffic that we'd been hearing leading up to the quarter by delivering strong sales and giving us robust earnings guidance for the next quarter. Meanwhile, Align trained more than 2000 international doctors on their systems and processes, a 73% increase versus the previous quarter, which explains why their international business is on fire. That's why Align Technology, Henry Schein and Dentsply Sirona have been beating the averages, and I think they'll continue to do so.feedback

With the rise of Instagram and Snapchat and selfie culture in general, people want to have the best possible smile they can, which means more adults are getting braces. Having healthy, non-crooked teeth is a pretty universal sign of prosperity, so as more and more people in developing countries join the middle class we see rising demand for dental services.feedback

Buy the heck out of the market, right into the teeth of the downturn.feedback

First, Five Below has a well defined regional-to-national growth story with a 20/20 plan for 20 percent sales growth and 20 percent net income growth, a plan it beat in 2016 and hopes to continue beating until, well, 2020. We are a desired tenant,' as they mentioned on the [earnings] call, which brings vibrancy and traffic, two qualities many a mall lacks these days. Even here there's a glimmer of hope, as management believes there would be a low-dollar exemption for imports. If that's the case, then Five Below will become one of the go-to names for retail in 2017.feedback

They advertise disproportionately on social media, tout their mobile phone reach and have a heavy presence on YouTube. Suffice it to say they know more than we do about what kids want.feedback

GM moved into China very aggressively. Ford has not. If you want to sell all these stocks off Ford, then I will tell you that I'm not a huge fan of GM but I would buy it.feedback

As more and more retailers shut down underperforming locations, something that's become a common refrain when these companies report, the retail oriented REITs are going to see their occupancy rates plummet, and they'll have to lower the rent to entice in new tenants. Of course, e-commerce has been crushing mall and shopping-center-based stores for ages. The thing is, that weakness is finally starting to hit their landlords, the retail REITs, which had been unscathed for years, and hitting them in a meaningful way.feedback

I think if you want to make money, you do the opposite of what this market says to do. I suggest you buy the stocks of companies that are doing well, like a Starbucks, betting that Trump's daily vicissitudes are not that important to creating long-term wealth. All I am saying is that with a euro that's seemingly found its footing, economies that are growing stronger, and an underrated level of political stability, Europe might be a better place to invest than the U.S, at least for now.feedback

No wonder the European stock markets are almost outperforming our market ... That's because their collective economies are turning and their earnings growth could be much stronger year-over-year than we have in this country, especially if President [Donald] Trump's tax cuts get pushed back to 2018, as many commentators are now forecasting. You have to believe these aren't idle chunks of money thrown around by uninformed individuals. They're signs that Europe might be a better place to invest than you think.feedback

The long-time leaders of the rally, the financials, which need higher rates to beat their estimates, get crushed because rates are going the wrong way. That's why I ultimately declare this session a victory for the bulls.feedback

The positives are so pronounced that the stocks connected with them managed to bounce back nicely today, even with the terrorist incident outside of Parliament in London. I think if you want to make money, you do the opposite of what this market says to do. I suggest you buy the stocks of companies that are doing well, like a Starbucks, betting that Trump's daily vicissitudes are not that important to creating long-term wealth. When interest rates go lower, that means Trump's not going to get his way and his political clout is nil and the economy's grinding to a halt.feedback

I think Comey scared a lot more people than people want to talk about. Comey comes out ... and uses the word criminal in the same context and that makes people feel like we can rebel against this guy.feedback

If you think you can't pick the best of these stocks, then I would suggest that you might not know enough about the sector to begin with, so don't think you can outsmart it by picking an ETF. At the end of the day, I'm against ETFs because they often create enormous distortions that can obliterate even the best of stocks. You have to accept a lot more risk if you own a stock that's particularly hostage [to] a given ETF.feedback

Much of the damage from the crash of 1987, where the Dow fell 508 points in one day ... and then plunged again the next day before an anemic recovery, was almost entirely due to the relationship between the futures and the common stocks in the S&P 500. We're never going back to those halcyon days where all that really mattered to a stock's price was the sector's interaction with the business cycle, along with the worth of the company and the executives who drove it.feedback

Don't buy into the notion that you can't sell until it comes back, and then you promise not to do it again. That is how losers think.feedback

What's the worst thing that can happen? The answer, of course, is plenty, and almost all of it bad. In fact, one of the chief reasons that I outperformed pretty much every manager in the business during my 14-year run as a professional money manager is that there were substantial blocks of time when I was largely in cash. I say some of the best stocks require some incubation.feedback

If the stock is going to stay up here we'll need to hear a story of accelerating orders and estimate beating numbers on both the top and bottom line. Competitive gaming is booming and that's more good news for Activision Blizzard, Electronic Arts, Take-Two, NVIDIA, AMD, and Logitech. So do some homework and see if any of these names are right for you.feedback

I think that ... the liberal media will be talking about how Merkel is a sworn opponent of Russia, and Obama and Merkel worked together.feedback

Combine all of this info … and you've got a company with accelerating revenue growth, rising margins, and genuine profitability, a powerful winning combination that we rarely see among new IPOs. If Canada Goose can keep executing like this then I wouldn't be at all surprised if the stock ends up having more upside.feedback

It's Oracle's turn to be hailed as a changed company that's accelerating its cloud business and migrating its existing customers, while aggressively poaching clients from its competitors. Oracle, Cisco, Intel and Microsoft, the old four horsemen of the tech apocalypse, are coming back. They had all slipped up. But they always preserved their balance sheets, they always recruited smart people, and they always were competitive. Now they're back, and all four of their stocks are buys.feedback

The big-time portfolio managers don't see any real strength in consumer spending. They're just baffled because they know that employment is way up and more hiring is supposed to translate into much better than expected service revenues. If you follow that trail you'll know the consumer hasn't gone away. She's just not being counted because she's hiding right in front of your nose, in the last place the professional money managers would think to look.feedback

We know this business has gotten a lot better because deregulation has given business people a much more optimistic feel, since they need no longer fear the federal government's intervention. This is more than just a Trump stock. It's a metaphor for exactly what's working in this economy right now, and I have to say that I like it.feedback

Even getting in the car became inconvenient versus having what you want delivered to your door when you want it.feedback

That's real cash that can't be spent elsewhere, but a smartphone is simply indispensable. An [Apple] iPhone is the most prized and cherished purchase any American makes after his car or home. So what does pry the typical consumer off the couch? Trips to theme parks, hence why Six Flags, Cedar Fair, Disney and Comcast's Universal theme parks are jammed to the gills. Or cruise ships, because they create experiences.feedback

I am concerned that Dorsey's a rich part-time CEO. He is also the CEO of Square, which is really pretty ridiculous when you consider how poorly Twitter is performing. Maybe his buy is much ado about nothing. Let's put it this way: neither man needed to buy. But with both, I want to wait and see because neither company's making money and there's a lot more that could go wrong with these two companies than the others we have gone over.feedback

He made a lot of money. You know there is an undercurrent to this. No one is saying this, so I'm going to say it. There were a lot of people on the left who said that they felt Trump wasn't really making any money at all and that he was one big phony. I have not heard this story.feedback

In a confusing time for the stock market, it's important for you to have some touchstones you can fall back on. Teach more and pick less.feedback

You'll notice that on January 5th, right as this rally began to heat up, we got exactly the kind of crossover Boroden's talking about: Facebook's five-day exponential moving average, the blue line, went above its 13-day exponential moving average, the red line. Since then, the stock's been red-hot, running more than 20 points. For Boroden, that's a classic sell signal, and if you'd followed it, you would've been able to get out of this stock when it was still in the $270s, roughly 20 bucks higher than where it is now.feedback

But every now and this methodology will guide you to a sustained bull run like we've had in Facebook and Apple, or you'll sidestep a sell-off like the one Tesla was getting hammered by, at least until today.feedback

The basic premise of my worldview right now is that the economy is strong enough to handle not just one, but two or perhaps even three rate hikes this year. These executives see strength that's unrelated to anything President Trump has proposed. It has zero to do with Washington, in part because nothing's gone through Congress, so, obviously, nothing's really been done by the new administration other than some deregulation. That's the reality, and as far as I'm concerned, the reality's pretty OK.feedback

It's been 12 years since we started this one-man show about business, and it's been quite a run. I could say it's because we've always been trying to find that bull market, but truth is that you are the real reason we keep doing this, and we intend to continue for many more years to come.feedback

Teach more and pick less. These days we pick them almost as metaphors to show you how big money decides what to buy and what not to buy. We do segments like 'Off the charts,' something we didn't do at the beginning, because we want to show you how big institutional money managers think and how we can track their moves. We simply don't want a single stock or a single sector wrecking your entire portfolio. We don't want you buying individual stocks until you've put away some money in an S&P 500 index fund, so we know for sure that you're diversified.feedback

You want to learn how they work, how to pick the best ones, how to avoid the worst ones. So I developed multiple rules that can help you avoid the losers. I've pitted bulls and bears together to try to get your conviction high enough so you won't sell the stock when it goes down.feedback

They will most likely not make it. That is a real risk, not a canard. I think J. Jill could have tremendous potential, but given the horrific backdrop, I think it might be too soon to give the stock my blessing. But you wouldn't be crazy for wanting to speculate on it. Children's Place and Foot Locker have both been able to triumph at a time when most retailers are struggling to stay afloat, and I think these two stocks could have even more room to run. Anyone who can get a piece of this market is going to do incredibly well, and anyone who can dominate it is going to coin money.feedback

While their competitors struggle, these guys are rolling out hot products and taking market share left and right. At the same time, the new order planning and forecasting tools that Elfers has adopted allows the company to keep its inventories lean, meaning they're no longer getting stock with lots of excess merchandise which they then need to discount like crazy. They've got the secret sauce here, their stocks aren't even particularly expensive, and they're terrific places to go if stocks get clipped after the Fed raises rates later this week.feedback

If the Fed signals that it is worried about inflation, then you will see a sell-off in the biotechs. I have been through a bunch of Fed tightening cycles in my career and this is what always happens to these kinds of stocks.feedback

They will most likely not make it. That is a real risk, not a canard.feedback

The backlash that says if rates go higher we are going to have a real earnings slowdown and stocks are way too higher for the market to handle that.feedback

This kind of border tax will be a total anathema.feedback

This is very forward looking. And this market is just ... not going away. It is accelerating rapidly.feedback

You need to be ready for it if we sell off, because this narrative could create some terrific buying opportunities.feedback

In case President Trump is watching, let me just say I am thrilled that we have such strong hiring in this country, but the fastest way to reverse that trend would be to put through this border tax and watch retailer after retailer either close stores or go out of business. Yes, it would be that bad.feedback

If you don't already own it, I would wait. There is always a chance that this time is different, but I know that the sell-off last time was nasty, brutish and short, and it gave you one of the best buying opportunities we have had in ages.feedback

The tax cuts will be meaningful. It will be plowed back in to hiring more people, if they can find them.feedback

Nine out of the 10 biggest success stories since the bottom really didn't need the Fed, and I bet the same will be said for the next generation of winners eight years from now.feedback

All of the other moments were simply times to take some profits and hope you can get back in at lower levels. They are all 'worrisome' but what I have learned over the years is that you have to distinguish worrisome from catastrophic. I hope, like in October of 2011, you can get back in at a lower level. Otherwise, all your selling will do is give someone else a chance to get in at a better price than he deserves.feedback

I don't see any warning signs that were staring us in the face from the big three breakdowns.feedback

This is a great time to be a chemical company … and even better time to be in the lithium business, which is why I want to reiterate that both Albemarle and FMC Corp are worth buying right here.feedback

People just got too bored or too antsy or too frightened to keep the ship afloat, so they surrendered when they should have kept fighting.feedback

The scenario is a win-win, so you don't bail, you buy more.feedback

Given that GM is selling its money-losing Opel division, I couldn't agree with Moreno more.feedback

Only after an IPO is seasoned, which takes months and months and often doesn't happen until insider stock is released from a lock-up, can the valuation stand up to close scrutiny.feedback

The only real power the President has domestically at this moment is to deregulate, and he is using that power with a vengeance to help the autos and the airlines and the banks and the oil companies. I bet they stay winners.feedback

If I were president, I would be going after other countries for routinely ripping off our drug companies by jamming them with lower prices, which then causes them to charge more here.feedback

Anything that would really impact drug prices would need to go through Congress, and I am telling you right now that Trump simply will not get his way on this issue. The drug lobbyists have too much sway and the GOP is too committed to free markets.feedback

Chasing super high yielders is a dangerous game. A sky-high yield is almost always a sign that something is wrong.feedback

I believe these big money managers are cynical haters, not skeptical tire kickers. They aren't wary buyers, they are unwary sellers. They despise the setup and find themselves wanting to sell everything at a moment's notice.feedback

That is a situation where we have plenty of negative sentiment engendered by concerns about the stability of the administration and its ability to get things done, versus a global economy that is improving.feedback

I'm actually surprised [General Motors] got money from that. General Motors is so much better without this. We have too many plants in Europe, but there's nothing we can do about it.feedback

A rate hike now affirms the growth that we have seen. If we get a weak jobs number, I think it will repeal a lot of the gains I expect to see next week.feedback

Those who were shorting it ... they're already screaming. You can't short when you start these new deals by the way, but people do. That's going to be a wake-up call. There's going to be a lot of deals announced with media companies.feedback

They are the unsung heroes of this earnings season.feedback

None of these stocks are sexy. None makes you feel like you are on the cusp of social or mobile or cloud or disruptive technologies. Yet, all three offer terrific bargains to both their customers and shareholders.feedback

A declining day following a rampaging bull run is a sign of health, especially when it is associated with a gigantic, yet well run IPO. It should ultimately bring out more buyers than sellers, and more initial public offerings of companies that had been fearful to tap the markets.feedback

When one of these blows up, it makes you feel reckless trying to save money with these flimsy pieces of paper.feedback

The rest of the economy is strong enough to take it.feedback

I am not saying we shouldn't be critical. I am saying that investors may be too negative right now about faster-growing tech. The impossible 24 hours ago now seems downright likely today, which is why we put on such a magnificent rally. Emcor and MasTec are quintessential Trump stocks, the kind that have a right to roar if the new, kinder, gentler Trump comes to the hill more often.feedback

In this market, you don't convict–you give the defendant the benefit of the doubt.feedback

This is great news for everyone who feels like they have missed the move, as none of these stocks are historically expensive and almost all can be bought right here, but leave some room in case this remarkable rally ever has a pullback.feedback

I like Emcor as a value play here, and MasTec is on fire, although I hate to chase, so I suggest you wait for a pullback in that one before you do any buying. Or if you justifiably can't resist, then buy some now and wait to buy the rest until it comes in.feedback

I feel like you might be chasing with this one, but Lang believes that Lilly's got more room to run.feedback

Of course, that all turned out to be wrong.feedback

There's a sense that we are not going to be in some sort of great civil war.feedback

We have to question the entire relevance of Target, particularly if prices go up 20 to 25 percent … Three-year plan? How about a survival plan. There is no long-game anymore.feedback

Nevertheless, I think the good absolutely outweighs the bad here, at least for the near- and intermediate-term future. I could see it doubling pretty easily simply because big firms that got a huge slug of stock in the deal will go into the regular market to buy more, so their cost basis will be superb versus the actual closing price.feedback

If Snap spikes really hard right out of the gate, I suggest waiting for a pullback before you buy or accepting that you missed it if the stock is more than doubled at the opening.feedback

What is amazing about this is that Buffett did what literally anyone can do. The idea that we MUST have corporate tax reform and repatriation is something I no longer feel is as imperative as it once was. As long as we get worldwide growth like we are beginning to have, than in my view, we don't really need these two initiatives to propel this market.feedback

While our corporate taxes are significant for many businesses, the truth is that international growth is much more important and we are finally getting it.feedback

It rang so true, and I was thrilled that he recognized the reality that Apple is not an expensive tech stock. It is a cheap consumer product stock. Bravo.feedback

I found myself analogizing. ... He's in the NBA. There's LeBron [James], OK. Couple other guys. And that's it. And it's just another profession of superstars where you get to a level and there's only a couple of people who can play.feedback

He really just said, Look, it really doesn't matter about the White House.feedback

We've got two very ugly train wrecks here. Top calling, like loving, means never having to say you're sorry. I see this is your fifth top call during a period when the Dow Jones Average has gone from 18,000 to 20,000 … and I have read your investment letters for years and you have repeatedly said the market is dangerous and you were underexposed to the market each time, so are you still underexposed, or short?feedback

Vitamin Shoppe is getting beat on pricing, convenience, product, promotions and innovation – just like GNC – as online retailers and just ordinary supermarkets and pharmacies take more and more share from specialist vitamin retailers. To me, they are having an existential crisis as in, why would these vitamin retailers even exist? Do they have a reason for being in this world where you can order all of this stuff online?feedback

The Fed should still hike short-term rates to stay ahead of a potential burst of economic strength.feedback

When you see the prime J.C. Penny, Gap stores, L Brands ... and you say to yourself, Wow, what would happen if the mall just has blank space, blank space, blank space?feedback

The stock would have been up today if it weren't for these comments. Musk is prepping you for a secondary though, and it sounds like the street will be very ready after that last home run off an offering. In true Elon Musk style, he didn't exactly put to bed the notion of merging Tesla and SpaceX. Given Musk's legion of fans, they would probably cheer if he combined cars and rockets, too.feedback

Give credit to this market where credit is due and recognize that the bull doesn't just reside at 1600 Pennsylvania Avenue.feedback

At the end of the day, rental cars are a commodity. People are just going to go with what is cheapest, which, again, is a bad place to be.feedback

Avis delivered a real ugly quarter last week, and it is hard to imagine Hertz doing well if Avis is doing badly.feedback

If you look around the world, you are seeing green shoots, better growth and higher stock markets everywhere with nothing being held back by what many thought would be huge trade barriers erected by Trump immediately.feedback

None of this growth is because of Trump. It might even be in spite of him.feedback

There seems to be no consensus between the White House and the Congressional Republicans on what the tax package will actually look like … I'm calling Mnuchin's observation optimistic, to say the least.feedback

This is a Treasury secretary who is not only uniquely from Wall Street, but he speaks a language that is more sophisticated than most Wall Streeters ... That's new to have someone that savvy. [Mnuchin's team is] going to bring what is going to be the cheapest piece of paper they can for the government.feedback

Companies keep beating the earnings estimates and raising their forecasts, rendering the current price-to-earnings multiples pretty much worthless.feedback

It is not just earnings that is making it hard to bet against this market. While the stock market certainly seems expensive, individual companies can often turn out to be quite cheap given better-than-expected earnings, potential take outs or the possibility down the road of a better tax regime.feedback

Every time you want to give up on a stock, any stock, something good seems to happen.feedback

I was on the Wal-Mart call and Home Depot call ... and these quarters are so much better than expected that you may find out you're not paying as much. I think that's a key. Because if you listen to the commentary of these companies, you would say, You know what, it's a different game. Remember, Wal-Mart and Home Depot ? these are huge. Macy's wasn't even that bad.feedback

They want to use the so-called greatness of globalization to steal market share because they think they can get away with it. That is a lot of growth from a lot of places. It may be under-recognized, but it is indisputable unless you are a central banker who wants to keep his currency than it should be.feedback

Next week … has the weakest line-up of earnings season, and they can put downward pressure on the entire market, even as the real blame for the nasty numbers lies not with these companies, but the Washingtons – D.C. and Seattle.feedback

Tuesday morning will set the tone for the rest of retailers, so keep track of what they will say as it will stay relevant throughout the parade of bricks-and-mortar road kill that weighs on us like an anvil for the rest of the week. It does seem that, despite a belief that his anti-fossil fuel bent and reliance on government tax credits could put him in bad stead with Trump, his build America mentality makes him the president's unlikely hero.feedback

By the next decade, it is hard for me to believe they won't be standard equipment for all the automakers.feedback

Moron sellers had their minds made up that somehow this was a true guide down based on slowing sales.feedback

I wish the market weren't so darned stupid lately.feedback

I think the market says, Look. We don't have Trump, we have Pence.' The markets really [don't] care which guy is leading.feedback

We can't shoehorn what is going on with Flynn with what is going on with Cisco's price-to-earnings multiple.feedback

If we looked at Apple through the same lens as Gillette, it might very well be the best stock a man can get. It is one of the oldest theories when it comes to stocks that the transports have to confirm the strength in the Dow industrials before you can trust a rally … that is exactly what is happening.feedback

Copper's strength is part of the traditional metrics that define economic growth and it can be a part of the rational justification for what so many believe is an irrational rally.feedback

I am still a bit skeptical because if copper is only rallying because of tighter supply … then that is a lot less significant for economies around the globe.feedback

It is not a crystal ball. However, those who ignore history are doomed not to profit from it, so it would be a mistake to ignore copper's latest move.feedback

It is the numbers themselves that are driving things, not the hoped-for-prospect of tax relief.feedback

I can tell you that when the bank stocks roar higher and are good investments, then commercial lending and economic expansion aren't far behind.feedback

They are basically, I think, not in a good quarter. But they are in a longer-term, let's crater the quarter, let's look at what can happen in 2018' mode..... but when a guy buys a lot of stock, I can't hate it as much as I did before.feedback

The zeitgeist around this company's stock is so negative that – immediately – what's the takeaway? I've got three guys saying you've got to short Twitter, because now you know there can't be a takeover. Dorsey would have known. He is buying stock. It takes it off the table.feedback

Billionaire battle. I do have to say that when you say that China was the problem, you got mainland China. Mainland China is very strong for Apple.feedback

We have a billionaire battle we don't talk about enough. Carl Icahn, when he sold the stock, he really made it clear that Apple's best days were behind it and they had problems with China. Buffett clearly did not believe that scenario.feedback

I would be a buyer, not a seller, of Autozone and Advance Auto Parts because of this flurry of Amazon auto parts news stories. I feel the same way about food chains. If Amazon's stock goes up on each of these stories, I would wait a few days for it to come down. Enough is enough. Amazon is not a false idol. It is not a golden calf.feedback

Flynn is now part of the roadblock to getting it so we have corporate tax reform. ... Some people will sell stocks betting we're not going to get anything in 2017.feedback

What is really driving the stock of Apple is something quite different. A realization that Apple's worldwide sales are coming in better than expected, its service revenue stream is on fire and its design and manufacturing supremacy is leaving long-time competitor Samsung in the dust. I say you can trade the metal stocks, but not invest in them.feedback

Lots of investors still think Trump is the only thing driving this move and he can take it away with a tweet. Personally, though, I think it's about more than that.feedback

I still continue to think it's undervalued. This is the first time that I felt that Apple has something that would make it so we really could be surprised by what it is.feedback

This is the real enemy of retail and restaurants. You need to be very careful with this cohort because the forces against retail traffic are numerous, they are powerful, they are not going away and they can only rarely be defeated.feedback

Remember, if rates are up and oil is up, then the tone of the tape will be positive. They need to keep taking share from the competition or they need to expand into other markets. In other words, they need trade.feedback

The weakness in motorcycles seems to be an industry-wide phenomenon. I suspect the real issue here is that millennials don't have much love for the motorcycle.feedback

Be aware that there have been occasions where T-Mobile has reported a blowout quarter and the stock has sold off.feedback

The Dorrance family owns a big chunk of it, but the stock just acts too well for me to believe it's being propelled by itself.feedback

This is the replacement of us. We don't need us with Nvidia.feedback

You can make the case that no one is really in charge of Twitter, especially since their CEO is essentially a part-timer. Right now, in this market, companies that have taken destiny into their own hands are seeing their stock rally furiously.feedback

In other words, the bonds call the tune, not the stocks.feedback

It's like Iger was saying, you want to sell Disney off of ESPN? Go ahead … I'll make more money off of you than you ever dreamed of. The valuations are pretty darned reasonable, but I have a hard time proving it to people because we are in an incredibly visceral, polarizing moment stemming from the election of a pro-business president who seems to rack up an incredible amount of baggage on a daily basis.feedback

You could argue that all of these companies were overvalued on past earnings and they turned out to be even more overvalued on future earnings. The question to ask isn't how did this current group of behemoths get so expensive. It's how did they get so cheap.feedback

I would say, Listen, you know what, let the chips fall, but we know which way they should fall. No more tweets, Mr. President. You're killing the case here, man.feedback

There is a lot of raw emotion when it comes to Trump and when people get emotional, even really smart professional money managers, they stop being able to analyze the situation objectively.feedback

It has gotten to the point where even mentioning the mall on a conference call is the kiss of death. They are dying shrines to spending the old way. As far as I'm concerned, things are better and that, not Trump, might be the real secret sauce behind this extraordinary and very real rally. These old tech stocks may lack the sex appeal of the cloud, mobile, social and artificial intelligence names, but the charts of Cisco, Jabil Circuit and Oracle look good.feedback

I wouldn't be surprised if he is right that they have got more upside here.feedback

The new highs we keep hitting are real, they are based on earnings, even if the gains could be erased if Trump truly goes off the reservation.feedback

It's been a pretty awful bet to sell since he got elected, and what you saw on the campaign trail is what you are getting right now, pretty much to a T. As far as I'm concerned, things are better and that, not Trump, might be the real secret sauce behind this extraordinary and very real rally.feedback

It has to be pushed back. It is too difficult.feedback

The airlines are in terrific shape here, and if you like domestic growth, Alaska Air may be the best of the bunch.feedback

The implications here are horrendous for a host of different companies.feedback

This comeback is far from over as the company expands into new end markets and puts up a better fight versus Intel and Nvidia.feedback

Selling itself to Hudson's Bay may be the only way out given the secular nature of the decline, and the fact that a quick turn in the company's fortunes seems highly unlikely.feedback

I'm not even talking about the possibility of a border tax that would bang all of the retailers as they are all huge importers.feedback

Just about every regulator in Washington is about to get more business friendly, and these will ultimately be estimate-raising events for so many companies. You should indeed sell what you don't like. But only so you can buy what you do like if we actually get the kind of political sell-off that so many expect but maybe, just maybe, won't happen.feedback

And I think that when you have such a uniform protest and then you sit down, I mean, maybe this was the first example of there could be a compromise. I don't think this is going to be as left, right as people think. I think that there are people in the Supreme Court ... who are Republican who really aren't kind of backing the federal court system.feedback

We have a process in the country where the antitrust division of the Justice Department decides these things and I can't think of an economic reason in the world why they'd block this one. But this administration is a whole new world and my instincts are to take the money and run.feedback

They do have the right demo and they are a camera company trying to tell a good story. But at the same time I was like, wow, you're spending a lot of money. Are you ready to come public?feedback

These are your chances to get in, not get out and don't be deterred with Facebook just because SNAP filed to go public tonight and its growth looks solid.feedback

There aren't many of those and as it goes down over the next couple of days, which has been the pattern, I think you would be nuts to pass it up.feedback

You can still pick stocks, but they have to be part of a broader theme, a theme solid enough that it can trump, well, Trump. Otherwise you will just jettison the stock when the 'Tweeter in Chief' frightens you into selling, at what will no doubt be an inopportune time. When you have an amazing product that is beloved and in demand worldwide and it costs very little to produce and has no serious competition. That's Facebook.feedback

So, feel free to sell one of the cheapest stocks in the market, as so many people did today. Go dump one of the greatest stories of all time. I don't give a darn.feedback

You can still pick stocks, but they have to be part of a broader theme, a theme solid enough that it can trump, well, Trump. Otherwise you will just jettison the stock when the 'Tweeter in Chief' frightens you into selling, at what will no doubt be an inopportune time. You sell a stock off Trump's Australian phone call? Then you will get an explanation, a bit of an apology and suddenly you will wonder what the heck you were thinking.feedback

Sure, take some profits now if you know you can't take the pain. Know thyself. Understand, though, this is nothing like 2008. It's a heck of a lot better.feedback

[A] very non-promotional call. They own this space. I mean, what should you really care about? Care about Instagram – 600 million monthly average users ... Facebook 1.23 billion.feedback

When I say that Apple is the mall, I also mean that if you were actually thinking of going to the mall, you probably ended up using your iPhone to comparison shop to be sure you weren't overpaying. What has dogged Apple's stock for ages, what has kept its share price so low, at least in terms of its valuation, is the 'Blackberry-ization' issue. The notion that in the end, the iPhone is just a device and device companies eventually get wasted as Blackberry did.feedback

While I think they have got more upside, I also feel like we might be missing out on some of the lesser-known, lower profile names in the sector.feedback

Maxim Integrated Products has transformed itself into a much better company with much less exposure to the consumer, and I think we could still be in the early innings of this self-help story.feedback

That is what happened this quarter. That is the switched narrative.feedback

The convenience and power of the iPhone has probably taken away as many white collar jobs as the countries President Trump accuses of stealing our manufacturing jobs. Probably more so.feedback

This is a company that may have the most powerful subscribers in the world with 150 million strong. Maybe we don't need to buy Netflix.feedback

In other words, maybe it's zero sum. This is an important departure for a president who has been sticking to his guns on his campaign promises. That may not be true across the board, but I have got to tell you, after some of the numbers we have seen this earnings season, it is certainly true in some individual cases.feedback

It is the ideal stock to buy when the market loses faith in the Trump agenda, but you still want to own an industrial that can put some big points on the board.feedback

Right now avoiding these two sectors – retail and pharma – seems like a real good idea, unless you have special situations, even if Trump didn't put the wood to big pharma in today's now seemingly regularly scheduled executive pageant.feedback

Even if the president is about to go to war with big pharma, this industry still has too many negatives to get in bed with.feedback

If you believe that the Trump rally has truly gotten off track, than Coca-Cola is exactly the kind of stock you should be buying.feedback

They are worried that President Trump may be willing to sacrifice whole international markets that our companies have fought hard to penetrate in order to further the jobs agenda that he campaigned on. In other words, maybe it's zero sum.feedback

With business improving across the board, it is political risk that can hurt this market now more than anything else that I see. As long as we are ready for his comments, we can profit from them.feedback

For now, I say it is too soon to get involved, although with a guy like Tim Sullivan at the helm, I may end up eating my words.feedback

When you hear the president muse on trade and on steel pipe, immediately you need to be ready to jump on U.S. Steel, as long as the numbers away from oil country tube are looking good. This president attacks and parries and surges and negotiates in the open in a way that impacts stocks constantly, in real time. This president can impact stocks like no other in history, both positively and negatively.feedback

Trump never backs down from a fight, so he might feel the need to retaliate, and that has got to be a factor going forward when you are thinking about buying these stocks.feedback

Think bigger on both Facebook and Alphabet because these companies are doing everything they can to dominate the world, so you can't worry about a given quarter's spending as long as it has a clear path for a payoff. It makes more concerned and it should concern you, too, if it isn't resolved in a civil and lasting fashion.feedback

I know we are not early, but I know that this stock will be bought on any dip and you want to be in there buying, too.feedback

I recommend buying part of your position before the company reports next month, and then using any post-earnings weakness to buy some more.feedback

In just one week, the president has upended Washington.feedback

I'm a realist; the stock has had a monster move. Be ready for some profit-taking.feedback

The 20 percent tax, the idea that this is not about jobs as much as it is just a spat between to countries that have had very good relations. The spat should be about NAFTA. The spat should be about the way we set up trade with the Mexicans. I don't think the spat should be about not talking to each other, which is what Vicente Fox was saying.feedback

Don't cheer-lead, but don't sow fear and don't dismiss: it is just as important to keep people out as it is to put people in, except the first one has been wrong and the second has been right.feedback

It is the only healthcare Trump stock I know. I think it can go much higher.feedback

CEO Bob Iger has multiple levers, including selling ESPN if he has to – although I think that would be a big mistake – in order to keep generating the 266 percent return that Disney gave you from Dow 10,000 to 20,000.feedback

If you are riding the tiger, you need to know to get off it long before those new foundries start producing DRAMs. When these cycles are in the sweet spot, as they are now, you are riding a turbo-charged tiger. It doesn't matter who is president, as long as there is no new capacity, these stocks will keep roaring.feedback

That says the risk-reward is still in your favor and the bulls are right to bet on the future.feedback

Don't look for GE for help now that we have broken out above Dow 20,000. Look for this insurance company's investment portfolio to give you some real vig this year as rates go higher on risk-free securities. Travelers hates risk. If the numbers from the other 15 Dow stocks are even close to this good, we could have a lot more room to run.feedback

It didn't just happen in a vacuum. These are real earnings that we are discussing right now that are moving stocks. And do not forget that therefore it is rooted on something.feedback

I believe that small business will be the driver of growth going forward, not the big companies Trump has been meeting with, and Deluxe has solutions that they need in order to expand.feedback