Jim Cramer

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Last quote by Jim Cramer

This is what the world is going to come to. Adobe's stock is going to go so much higher. Shantanu Narayen is a genius, he's understated.feedback
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NEW Jun 22 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: “If you want to own them, you have my blessing to buy some now. All I ask is that you save some cash for buying more later, because with both of these names, your first buy is unlikely to be your only buy. If neither one ever comes back down, well, you own a small position then – I call that a high quality problem. But if they follow their old patterns, a better price could await. You just need to be patient.” in the article These stocks are downright painful to own.
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Jim Cramer quotes

Jun 19 2017 - Amazon

Every time you think they've buried technology stocks, it turns out to be precisely the moment to buy them. Every time you think they've abandoned the growth stocks, no, they're right back there. Every time you've written off the industrials or decided the latest Fed rate hike means nothing to the banks, the money flows right back into the group. The result? A bountiful day ... that allowed us to overlook the continued supermarket carnage in the wake of the Amazon-Whole Foods tie-up.feedback

Jun 19 2017 - Amazon

Amazon isn't just any low-cost producer. It has tremendous artificial intelligence capabilities that let it figure out what you want, something that grocers have been woeful at. It has Amazon Prime, which can easily offer deals that would be unthinkable from, say, Kroger's point of view.feedback

Jun 19 2017 - Amazon

This EQT-for-Rice deal shows us that portfolio managers can shun the group all they want. It just creates the values that are obvious to the companies themselves, who are happy to do some buying at prices well below the cost of drilling itself.feedback

Jun 19 2017 - Walmart

Believe me, there's nothing theoretical about what Amazon's about to do to these industries. It's now a reality for everyone from Costco to CVS to Wal-Mart and Target and the pain? It hasn't even begun yet.feedback

Jun 19 2017 - Federal Reserve

I was pretty astonished last week that these stocks traded down when both the Treasury and the Federal Reserve gave them kisses.feedback

Jun 19 2017

According to Politico, it's likely that Joe Grogan – he's the [Office of Management and Budget]'s director of health programs – is crafting the executive order about pricing. That'd be fabulous news for the drug industry. Why? Because Grogan's previous job was the head of federal affairs for none other than Gilead, which created a hepatitis C cure that costs $80,000. Hard to believe he'll crackdown on high prices for drugs.feedback

Jun 19 2017 - Walmart

This is like when Wal-Mart destroyed all the mom and pop stores. Wal-Mart became the biggest grocer in the country. ... I don't know how Wal-Mart can come back other than a bid much higher for Whole Foods. Wal-Mart needs this bad.feedback

Jun 19 2017 - Walmart

I cannot believe they sold this thing for this little money. It makes the most money per square foot of any retailer in America.feedback

Jun 16 2017 - Unemployment

I hope Lennar can solve some of the conundrum about whether the consumer's weak, like the bond market says, or strong, like the unemployment rate says. We need answers. I bet CEO Stuart Miller will have some great perspective. He always does.feedback

Jun 16 2017 - Amazon

Conclusions that have historically held true are worthless. Layer on top of that the uncertain nature of this administration and you get a world where you have to default to companies that have growth no matter what, hoping that they execute to take advantage of that growth.feedback

Jun 16 2017 - Amazon

I'm going to listen to the [conference] call, but only to find out the state of the industry, as I, too, am worried about whether autos have become a big drag on the economy and that used cars have lost a lot of their value.feedback

Jun 16 2017 - Amazon

Most importantly, Praxair and Linde have different core competencies, so the hope is that they'll complement each other.feedback

Jun 16 2017 - Amazon

First of all, it's a huge transaction. The combination of the American Praxair and the German Linde, which is going to keep Linde's name, will have nearly $30 billion in sales, and based on where the stocks are currently trading, it could be worth about $70 billion. And it is a match made in heaven. I think it's worth getting in on this one ahead of time while we wait for the deal to close sometime next year. While Praxair's run up just over 10 percent since the announcement, I think it's only just begun to rally. I think this combination's going to be the real deal and you want to be in it.feedback

Jun 16 2017 - Amazon

And that's why people end up buying the dips. They're buying what they know has growth at a minor discount because they recognize how scarce growth is. In this environment, FANG and its ilk can be scorned, but they'll ultimately be embraced because the one correlation that's held up is that when the economy slows, you need to buy stocks of companies that can control their own destinies, and that's exactly what tech has going for it right now.feedback

Jun 16 2017

Coach believes they can generate $50 million in synergies within three years after the deal closes, and they plan to do many of the same things to Kate Spade they already did to themselves: reduce its department store exposure, stop diluting the brand by participating in so many online flash sales. Put it all together, and management believes Kate Spade will give them [a] double-digit earnings boost by next year. Coach's stock has continued to roar since the announcement, which tells you all you need to know about how the market sees this deal.feedback

Jun 16 2017 - Wall Street

So it's not like Coach needed to do a deal – Wall Street was already plenty interested in the stock regardless. Still, on May 8, we learned that Coach would buy Kate Spade for $2.4 billion, or $18.50 a share. Here, we got a sense of Luis' new vision: he wants to create a house of modern luxury lifestyle brands.feedback

Jun 16 2017

If you want to sell expensive handbags, you need people to believe that they're going to be exclusive, but Coach had lost what we call 'the aspirational touch'. So when Luis came in, he immediately outlined a major overhaul of the business.feedback

Jun 16 2017

Last time, Accenture dropped from $126 to $114 after it reported, and here it is right back to $127. Every once in a while, the market really does astounds you with how stupid it is. I think it will astound you again.feedback

Jun 16 2017

Here's the bottom line: While we still collectively reel from the most disruptive deal in ages, Amazon getting together with Whole Foods, let's stay focused on a group of earnings that could decide the direction of the market next week. Remember, Adobe and Accenture trade wildly after reporting. That's where you might get some terrific discounts on some real good merchandise.feedback

Jun 16 2017 - Amazon

I know anyone in grocery was crushed by this today and that makes sense, at least initially. Yes, it's that much of a disruption to have the company that wanted to clothe and entertain you decide that that's not enough. Now wants to feed you, too.feedback

Jun 16 2017 - Amazon

If I were Brian Cornell, Target's CEO, I would make that call to Kroger right now.feedback

Jun 16 2017 - Amazon

Next is Kroger, which has an expensive, unionized workforce and is already struggling with deflation. I didn't see how Kroger could compete yesterday after that downbeat rap about all of the other companies seeking to take share. Now it's even more un-investable. In some ways, I feel it's too small to really just talk about these individual companies, though, because it, frankly, throws you off the much larger scent. I think the grocery industry has gone from being a not-so-hot area to invest in to [being] basically hideous overnight.feedback

Jun 16 2017 - Amazon

I'm taking down numbers for everybody who sells food. Everybody. Because you can't compete [with] Amazon. They will not let you compete.feedback

Jun 15 2017 - Kroger

Rent-A-Center's stock is down 70 percent from its all-time high set nearly four years ago, and that attracted me. But lately it's begun to bounce and bounce hard, so this could be interesting. Right now, the stock's up 8 percent year-to-date. It's rallied more than 50 percent from its 52-week low back in January.feedback

Jun 15 2017 - Kroger

Let it be duly noted that after today, the grocery business has now become no better than department stores as a place to invest. That's right, after the horrendous forecast cut by the largest supermarket chain in the country, Kroger, one that drove the stock down almost 19 percent, we have now officially come to still one more un-investable space in the retail business.feedback

Jun 15 2017 - Nike

Nike's so well run that for a while it didn't even matter. Its expansion in Europe and China was so flawless that it just kept chugging along. But you know me, I preach 'buy and homework,' and the homework in the last few quarters showed that Nike had lost its edge in the United States.feedback

Jun 15 2017 - Nike

Remember that while 'tech' has become a curse word of late, there's a reason why so many clamor for it and come back to it in the end: earnings, solid, raw, organic earnings, the type you don't get shortfalls from, the type you get upside surprises from. That's why, unlike what seems to be the majority of my compadres, I'm not abandoning tech stocks. The tech sector may not be the only game in town, but, heaven forbid, at least they know how to play it.feedback

Jun 15 2017 - Nike

Now, look, on any given day we're going to have shortfalls in this market. We have stories that resonate negatively and give you the sense that things are falling off a cliff, including tales of trading woes from the major banks, stories of brutal price cutting in the malls, and of still-lower numbers for the department stores. But you know what? You know where those shortfalls don't seem to be coming from (at least not yet)? Tech.feedback

Jun 15 2017 - Trump Presidency

Now, I know Nucor as a conservative, a true under-promise and over-deliver company. I hope that when it talks about a hotly competitive environment, it's referring to the endless dumping that we see from our trading 'partners,' the Chinese and the Koreans, who maybe our embattled 'president' will do something about. Nucor could be a big winner if President [Donald] Trump would become a little more like candidate Trump for more than just coal.feedback

Jun 15 2017 - Nike

Mark Parker is the wolf in sheep's clothing. This is a very interesting announcement. He is not going to stand for that stock price being where it is. Nike has been a phenomenal stock. It has not been a phenomenal stock, lately.feedback

Jun 14 2017 - OPEC

Second, while it's true that the OPEC production cuts haven't done enough to stem the glut – in fact U.S. production, barrel for barrel, is making up for whatever's been taken out – the demand for oil is not declining as the bears would have you believe.feedback

Jun 14 2017 - Oil

I think that picking at the oil stocks as crude gets to $43 will make you money, even though the long-term doubt is quietly surfacing as a real issue to watch, but not for this decade, but certainly beyond.feedback

Jun 14 2017 - Coca-Cola

Can James Quincey, the freshman CEO, actually deliver on these turnaround plans?feedback

Jun 14 2017 - Coca-Cola

The reason? A lot has to do with the global shift away from soda, which is Coca-Cola's bread and butter. Carbonated drinks have become the slowest growing beverage category around, whereas PepsiCo has its Frito-Lay and Gatorade business to diversify away from the weakness in sugary sodas.feedback

Jun 14 2017 - Coca-Cola

On top of that, the company also talked about embracing a leaner, more agile operating model. We didn't get too many details here yet, but we know it involves reshaping their local business units and doing a better job of hiring executives and managing their performance. Plus, the new Coca-Cola wants to bet more heavily on digital.feedback

Jun 14 2017 - Coca-Cola

I think Coca-Cola is worth watching for the possibility that this transformation they've talked about is going to really happen. But if you're thinking about owning a beverage stock, I'm still going to recommend sticking with PepsiCo. Nevertheless, you know what, if you wanted to buy some Coke now and wait for a pullback, you have my blessing. I think the company's set up for a real good 2018, and you may have to start buying it now to get in on those gains.feedback

Jun 14 2017 - Coca-Cola

Maybe it's taken Coca-Cola too long to re-calibrate itself. I get that. But now they have a new strategy, a new CEO and the leanest structure it has had in ages. That matters, and the profits will flow right through to the bottom line in a much fatter way than I think people realize. The company understands that it needs to find new ways to win in a world where many consumers just don't want to drink soda anymore.feedback

Jun 14 2017 - Federal Reserve

Instead, while you may have heard that [Yellen] could cool the housing market with this hike, ... then why did the housing stocks rally, with many of them hitting their highest levels since 2007, before the Great Recession? Why did Home Depot, the most housing-sensitive retail stock, soar? Because, at least for now, this rate hike a non-event.feedback

Jun 14 2017 - Federal Reserve

The S&P and Dow hit an all-time high yesterday, and the Dow hit another one today. That seems like a pretty good argument for why we should've been down big on today's rate hike, especially given how weak consumer spending has been and how tepid the overall growth rate is. But she's judged it correctly: a non-event that produced a little buying and a little selling is really an apt description of what happened in the wake of her actions.feedback

Jun 14 2017 - Federal Reserve

I didn't hear a soul come out today and mention how right Yellen's been and how wrong everyone else has been about factoring [in] the Trump effect. She's been right as rain about what was going to happen and she gets zero credit whatsoever for engineering this soft path out of the economic emergency room.feedback

Jun 13 2017 - Oil

If you ever believed that executives didn't matter, that a CEO was just another semi-replacement cog in a larger machine, this action in CSX is proof positive that the stock market disagrees with you.feedback

Jun 13 2017 - Oil

With oil stuck in the $40s, this stock just keeps languishing in the single digits. And we know why: the cost of production here in the United States has gotten so low that our domestic companies can flood the market with supply whenever oil goes above $50 a barrel.feedback

Jun 13 2017 - Oil

The market's acting like Hunter Harrison can work miracles at CSX, and honestly, he's already done a very impressive job. However, this stock has already run up so much that I think if you want to buy shares in CSX, you need to wait for a better entry point if you already don't own it. I hate to chase, so be patient – sooner or later we'll get a market-wide pullback again and then you can pounce on this reinvented railroad.feedback

Jun 13 2017 - Oil

Even if the situation is less dire than Morgan Stanley suggests, the fact is that this whole space has become kind of radioactive. I know you're drawn to it. I don't want that. Teekay's got plenty of troubles beyond the liquidity issue. I'm not saying the bears will absolutely be right. I am saying that there are much safer places to speculate with your money.feedback

Jun 13 2017

Time to get involved yourself with a great American company that gives you so many ways to win, especially with Peltz in there fighting for you.feedback

Jun 13 2017

Remember, only 40 percent of 3M's business is in the United States, and that means its industrial and electronics and graphics divisions won't be kept down by sluggish growth here. More important, when you look at the broad portfolio and the many countries their products are sold in, you're not only going to see organic growth, but even currency-aided growth as the U.S. dollar is not that strong.feedback

Jun 13 2017

Same goes for IBM, which I think is trying frantically to put in a bottom here, with its new businesses trying so hard to outrun the old ones. IBM's been savaged by Warren Buffett, but perhaps he soured on it right at the cusp of the turn. Now it's clear that these stocks, with the exception of IBM, have already put on some serious points.feedback

Jun 13 2017

Here's the bottom line: if you believe in this worldwide economic growth story that I've been talking about and you're looking for an industrial with some upside here that really hasn't moved that much, the charts, as interpreted by Tim Collins, suggest that Emerson Electric has more room to run. My view? Hey, look, you could do a lot worse than Emerson, and management's paying you this nice 3.15 percent yield just to wait for something good to happen.feedback

Jun 13 2017

So why does Collins think that this time could be different [and] it can puncture that? When Emerson rallied in April, it did so on low volume. Remember, for chartists, volume is like a polygraph – high volume means a move is telling the truth, low volume means it might be deceiving you. Well, lately, the stock has been advancing on very strong volume ... and that suggests to Collins that this run is the real deal. Now, though, it's not overbought at all. Put it all together, and Collins believes that Emerson could be ready for a quick move up to $63.feedback

Jun 13 2017

Collins says that this stock may be flashing more than a few sparks right here.feedback

Jun 12 2017

So Universal Display has something proprietary. On top of that, it goes into an increasingly red-hot product. OLED's consume less power than LCDs, and in addition to looking superior in just about every way, they're also more cost effective because making OLED screens requires fewer manufacturing steps.feedback

Jun 12 2017

I like companies that prosper thanks to big-picture themes, and that's exactly what Pool Corp is doing. Plus, shorter-term, the end of the drought in California coupled with the beginning of what could be a very long, hot summer make this stock very attractive right here, right now. You are what your record says you are.feedback

Jun 12 2017 - IPhone

The fact is, Universal Display is one of the few public pure-plays on OLEDs, the industry has gigantic momentum, and as we get closer to the new iPhone launch, I bet this stock will roar. I think this is just the beginning, as we're starting to see OLEDs being used for all sorts of electronic devices, and since Universal Display isn't just a commodity play – you need to license their technology to make the best screens – the stock could have more room to run.feedback

Jun 12 2017

Much has been made of the fact that Immelt became CEO just a few days before 9/11, an unlucky break given all of the exposure that GE has to the aircraft business. First, I could argue that Welch is mortal, and it's not like there was no way for anyone to overtake the man's record. Second, Immelt's had 16 years to try to get the stock back to $40, where it was before he took over on September 7, 2001.feedback

Jun 12 2017

We have been telling people, as part of our ActionAlertsPlus.com club, that it's worth holding on to for any change, and now that we're getting one, it makes no sense to sell. I think there will be some pain here, as Flannery probably has to guide down the Street's expectations, but there's plenty of value too and I'd hold on for that.feedback

Jun 12 2017

I bet when the infrastructure – it's mostly 3G – switches to 4G [and] is built out, phone companies will compete against each other to offer them at reasonable prices like they do everywhere else.feedback

Jun 12 2017

The bottom line is that all that cuts for an orderly decline that gives you a chance to buy stocks for well below where they were selling last Thursday. In other words, the sale's still on and that's not something to freak out about. It's something to embrace.feedback

Jun 12 2017

For starters, the report talks about the valuation being too high. In reality, this stock is cheap relative to most fast-growing tech stocks, particularly the ones that sold off, and all of the consumer products companies, which I think are the most apt comparisons. Finally, the analyst outright dismissed the new Homepod or anything else that's ancillary to the phone as unimportant. I fundamentally believe that Apple's got a level of brand loyalty that you would be foolish to discount.feedback

Jun 12 2017 - Netflix

Amazon and Netflix are much harder for me because they're so difficult to value. All I can say is there's nothing wrong with either of these companies, but the stocks do take breathers now and then, and when they do take them, well, they've been rewarding to buy. I don't know why this time would be any different.feedback

Jun 12 2017

He wasn't saying that it had done anything wrong or made any mistakes. The stock had accumulated, after going up, up, up, a lot of weaker hands who may not even know all that much about Nvidia ... and these 'tourists' were easily panicked. They were fellow shareholders who had to be shaken out. The question is, with Nvidia now at just under $150, down from $168, does that amount to enough of a correction to get started with some buys?feedback

Jun 12 2017

In other words, unlike the tech companies I've highlighted, these value plays do not really control their own destiny at this point in the business cycle. It's their inability to control their own destiny that makes their stocks so difficult to rotate into, or even gravitate toward, if there's such a big sale going on in the high-growth space.feedback

Jun 12 2017 - FedEx

The president has met and is meeting with the people who run FedEx. I think you're going to hear, and this is my reporting, that FedEx is going to be involved with the privatization of airports. That's a very good reason to own FedEx beyond the numbers.feedback

Jun 12 2017

I think this is what they wanted. Certainly they wanted this fast.feedback

Jun 12 2017

He came into health care. Health care was not that good. I wasn't. It's always been a division I didn't like, that they doubled down on what, I felt, was inferior assets. I do have behind the scenes on Flannery, the new CEO, which he is a seemingly jovial man who's not. I'm getting that from a couple people.feedback

Jun 12 2017

Someone who was with [Flannery] all weekend was very adamant to me that the idea that he has a plan to break the company up you just take that narrative off the table. As soon as you start talking about a sum of the parts, a break up, you're talking about the dividend being in jeopardy.feedback

Jun 09 2017

This is a company that's been innovating almost constantly for the last 20 years, coming up with better and better vet systems. Over the last five years, Idexx has generated 80 percent of the entire industry's investment on new product innovation within the animal diagnostics category.feedback

Jun 09 2017

But given Idexx's track record, you might be waiting for a very long time or you'll only have a small window of opportunity.feedback

Jun 09 2017

Some are comparing it to what happened to Intel where the stock went from $1 in 1987 to $66 at the top in March of 2000. That's a 6,500 percent return. If Nvidia were to emulate that course, it could go to almost $10,000. Now, I know that seems a bit preposterous, but it's what the bulls are secretly dreaming about.feedback

Jun 09 2017 - Artificial Intelligence

They're being tried throughout the cloud, and when you hear about machine learning, you are almost certainly hearing about the harnessing of Nvidia semiconductors.feedback

Jun 09 2017 - Trump Presidency

Here's the bottom line: sometimes stocks go lower because they deserve to go lower. Never go bargain hunting with a busted piece of merchandise. Of course, if Chicago Bridge & Iron wins its lawsuit in the near future, the stock will pop. But if they lose, the downside could be enormous, and you never want to speculate on a court outcome that we can't predict. Instead, stick with companies that have good fundamentals, like CB&I's cross-town rival, Illinois Tool Works, and watch CBI from the sidelines. It's a binary outcome and I prefer something far more predictable for you.feedback

Jun 09 2017 - Westinghouse

Now, fast forward to 2015 and things start to get really complicated. Among the businesses Chicago Bridge & Iron bought from Shaw Group was a company called Stone & Webster, and that's a nuclear power construction play. This division was partnered with Westinghouse to build two nuclear plants in South Carolina and Georgia, but the partnership became troubled, experiencing massive cost overruns.feedback

Jun 09 2017 - Trump Presidency

That's what Chicago Bridge & Iron the company does, but from a stock perspective, all it really seems to do is go down, except for today where it caught a nice relief rally as part of a larger rotation. Still, this week's decline has been staggering, the latest in a long line of beatings that's taken this stock from just under $90 three years ago ... down to $16 and change today.feedback

Jun 09 2017 - Trump Presidency

What surprised me the most today, though, was that the rally also included health care stocks that had been stalled, chiefly pharma and biotech, as well as industrials that are involved in the extraction of oil – think Caterpillar and Helmerich and Payne – which, until today, candidly, had been 'the house of pain'. The Treasury can't afford to run out of money and this could further delay the Trump agenda for tax reform and repatriation. I smell trouble here.feedback

Jun 09 2017

It's vital, after day two of this bank stock rally that we had [Friday], that the Fed not only raise rates, but say it will continue to raise rates and leave the door open firmly for another rate hike this year. If the Fed waffles, then the rotation to the banks ends immediately and the money could veer back to the techs.feedback

Jun 09 2017

The pound we can say is a big sell-off. I don't regard this as a huge sell-off, given how seriously she botched this thing.feedback

Jun 09 2017 - British elections 2017

Theresa may or may not be the prime minister. If you want certainty, then I think you're not going to get it from her reign.feedback

Jun 08 2017

I think Apple's innovated well beyond what anyone else has done in the consumer space and the quality has only improved with each new iteration [and] each new product. Apple may not be the greatest tech company ever, but it's clearly the best consumer products manufacturer in history, by a long shot. What's wrong with that?feedback

Jun 08 2017

Put it all together and IAC's sites have more than 500 million unique monthly users, [and] 2.5 billion monthly page views. Perhaps more important, IAC's been around for decades, and it's been a history of incubating great ideas then spinning them off as their own separate companies.feedback

Jun 08 2017

In terms of profitability, half of IAC's segments are actually losing money. They're still investing in themselves to promote future growth. Even though IAC has caught fire lately, I think the company and its terrific leader, Barry Diller, just don't get the respect or the attention that they deserve. Of course, I have to tell you, they do not seek it, just so you know. But Diller's proven to be an incredible and unheralded value creator over the years, and I bet IAC's stock has a lot more room to run.feedback

Jun 08 2017

There were never enough Chipotle's, and its highest quality problem? The lines were too long. It's been 15 months since the last outbreak and the stock's been doing, well, what we said it would be doing: rallying as people forget the past. But it's been a tough slog.feedback

Jun 08 2017

With the exception of Express Scripts, the CANDIES were all right in front of you, available to everyone. A buy and homework rap would've made you a killing. The moral? The CANDIES say don't be scared to buy the growth stocks you believe in, as long as you've got the temperament to stick with them long term.feedback

Jun 08 2017

I picked it seven years ago because my kids were cord-cutters from way back. They turned me on to the platform [as] something we could do together. I wish I could say there was more thought was behind it, but there wasn't, just like with Apple.feedback

Jun 08 2017

Conclusions? First, this market, like all markets, has a fascination with growth, especially in the era of stifled economic activity. It never mattered how expensive that growth was – these were all super expensive – as long as the company in question didn't stop growing, as Deckers and Express Scripts did. Second, listen to your kids, but you've still got to do your homework.feedback

Jun 08 2017

Intuitive Surgical has parlayed its Da Vinci surgical machine into multiple markets and is beloved by hospitals as a selling point for patients who can choose where they want to go.feedback

Jun 08 2017

Lately, I've gotten so sick of hearing about how FANG's finished, crushed, over, roadkill, all that other stuff ... that I decided to dust off the CANDIES in order to show how things really work with growth stocks. And you know what? I was pleasantly surprised to see that, seven years later, the CANDIES are still crushing it.feedback

Jun 08 2017 - Nordstrom vs. Trump

I think it's silly that it went down at all. If Nordstrom's going to go private, and I think it will, it will fetch a much higher price. I bet the company will indeed go for sale.feedback

Jun 08 2017 - Nordstrom vs. Trump

Of course, bounce' is the operative term for the banks, the oils and the retailers. These are trades, people, as part of a difficult rotation spurred by a higher Fed funds, the potential for a Nordstrom buyout, and oil plumbing for a bottom. The moves don't have staying power, although I repeat that I think that Nordstrom's stock is too low and should be bought here, and that some of the banks and oil stocks have finally gotten too cheap to ignore.feedback

Jun 08 2017 - Nordstrom vs. Trump

Taking itself private might allow Nordstrom to do even more, and then perhaps one day when the prospects for brick and mortar seem less grim, the company can come public again at a big profit to the new owners.feedback

Jun 08 2017 - Nordstrom vs. Trump

Today's move is the equivalent of the buyers saying Trump's tax cuts, they're finished. Forget about them. So we've got to buy the stocks of companies that can do well without any help from Washington whatsoever.feedback

Jun 08 2017 - Nordstrom vs. Trump

One of the things Nordstrom has really felt awful about is every time they spend to keep up with Amazon the analysts hate them. They want to open up a few more stores. And everybody feels like, Why are you spending, why are you spending, why are you spending. What they're saying is, We're mad as hell and we're not going to take it anymore.' We have nothing but profitable stores. They want the whole. They want what they see, which is they have a very good e-commerce … [and] profitable stores. They just think their stock got too cheap.feedback

Jun 08 2017 - Nordstrom vs. Trump

Basically what Nordstrom is saying is you know what, Even if Amazon just comes out with both barrels, we still have a business. And if you don't like it, we'll take it. The family wants to put its money where its mouth is. This is a dicey thing if you're in the Nordstrom family, dicey. Amazon has only accelerated.feedback

Jun 07 2017 - Bitcoin

The hand-wringers will be out in full force. I bet the same people who told you to sell the last time [Donald] Trump was in trouble – the ones who think this rally is predicated on total Trump policies – will tell you to sell again. I'm sure the same people who bolted when Brexit occurred already have one foot out the door. I can promise you there are people who will genuinely flip out if the ECB indeed does remove [its] stimulus.feedback

Jun 07 2017 - Bitcoin

I think the expectations simply got ahead of themselves. Personally, I'd view this weakness as a chance to do some buying as Incyte has a very deep pipeline with excellent prospects. Historically, the earnings estimates for ISRG have been proven too low, sometimes way too low. Intuitive Surgical has a habit of blowing away the numbers, and I bet this time will be no different. And yes, it deserves to trade at a premium to its peers. It's better. I defy you to find me another profitable medical device company with double-digit revenue growth and nearly 20 percent earnings growth.feedback

Jun 07 2017 - Trump Presidency

But the stuff I've just mentioned could just as easily apply to H&R Block, the biggest bricks-and-mortar tax preparation firm in America. Unlike their top rival, Intuit focuses on online tax filings. They don't have any of the pesky, expensive brick-and-mortar locations – consider it the Amazon of tax returns – and they're the No. 1 player in the tax software space, with a massive market share of around 65 percent.feedback

Jun 07 2017 - Trump Presidency

Look, I'm not complaining. I've been a big fan of Intuit and its terrific CEO, Brad Smith, for a long time. But if you believe that the Trump administration can pass some kind of major tax reform bill, something that could simplify the tax code dramatically, then Intuit's one of the last stocks that should be roaring here. This is an anti-Trump stock. Yet it keeps going higher.feedback

Jun 07 2017 - Trump Presidency

I don't care whether you see this plan as the triumph of free market economics or a ridiculous giveaway to rich people that could explode the deficit. What matters here is that Trump's bare-bones tax plan would absolutely make it simpler and easier to file your taxes … and a simpler tax code would be very bad news for Intuit, because more people could just do the paperwork themselves without any help from their software.feedback

Jun 07 2017 - Bitcoin

The precious metal has had many sustained rallies right along with stocks. There are plenty of structural factors that make it that way as gold is, by the way, a worldwide market more heavily influenced by fund flows from China and India than the United States.feedback

Jun 07 2017 - Bitcoin

But we've never had such an incredible fluidity in fixed income globally, nothing like this. You want to own an Italian 10-year bond at the same rate as a U.S. one? That's insane if you do. So that money's coming here, not staying over there. How about a German 10-year where you literally make nothing? That money's coming here, too.feedback

Jun 07 2017 - Bitcoin

It's invisible to the taxman so those countries in Europe that raised taxes? They provide a ready market for Bitcoin. It's the answer for the Chinese because gold's too easily confiscated. You don't think it could happen in those countries? Confiscation? Hey, how about a history lesson? It happened here – FDR confiscated our gold in 1933. You can't confiscate Bitcoin.feedback

Jun 07 2017 - Bitcoin

I think it could because the European banks are frantically trying to buy them so they can pay off ransomware. It's a short-term way to be able to deal with cybersecurity. It is the way to pay off the bad guys. When you get hit and you're not sure how to do bitcoin, these cyberattackers have customer service desks.feedback

Jun 07 2017

This is a seasoned guy. ... He's been at it for a long time.feedback

Jun 06 2017

In the age of Amazon, where driving to the mall is an anathema to many shoppers, Mickey couldn't distinguish his goods enough to entice people into a place where they didn't want to go to begin with. Much has been made of his fashion missteps. I think those are way off-base. Yet the bank stocks are not on fire here. They're actually lagging the rest of the market.feedback

Jun 06 2017

But here's the bottom line: while the charts, as interpreted by Ed Ponsi, suggest we need to be cautious about the banks here, I think that much will be forgiven if the Fed bites the bullet and tightens next week, and the financials will get a second wind. But if for some reason the Fed hesitates or goes soft about the next hike, then Ponsi will look like a genius, and the bank stocks? They'll get clobbered.feedback

Jun 06 2017

How does Ponsi explain this action? In part, he thinks it's possible that investors are selling their bank stocks in order to pour money into sexier sectors like software, semiconductors, cloud, tech titans like Amazon and Alphabet, and I say who can blame them? Once again, the XLF was bailed out by dip buyers who took advantage of the broader stock market's weakness. And that's Ponsi's point. While the financials don't seem to be getting much lift from the strength of the stock market, it's certainly kept them from breaking down.feedback

Jun 06 2017 - Oil

It was the first to lay off people because it saw the downturn in crude coming, and it's been the last holdout against the oil bulls, effectively just saying there is no bottom coming in 2017. That's a chief reason why Schlumberger's earnings have been so, I'd say, sub-par versus, say, Halliburton, which gets much more of its business from servicing on-shore drilling.feedback

Jun 06 2017 - Amazon

Think about retail. Don't you increasingly believe that most apparel's generic?Think about televisions. Totally generic, right? I mean, my daughter bought a 55-incher the other day and I didn't ask which maker, I figured it would work no matter what. Big deal, right? Same with the fridge I bought recently. And the washer and dryer. I'm getting a grill. I don't even care who makes the grill. I recently bought a terrific bike; the owner of the store suggested it, I'd never even heard of the brand.feedback

Jun 06 2017 - Amazon

Despite all this internet disintermediation, despite the endless hunt for bargains via Amazon, Apple's got the best brand loyalty in the world. The loyalty is the key to the earnings per share, it's the key to its stock's recent run, [and] it's the key to why Warren Buffett became the company's largest shareholder.feedback

Jun 06 2017 - Amazon

I used to have a brand that I was loyal to, every one of those items that I just mentioned. And to me, it would've been heresy at another time to trade away. Now, I don't care about any brand except for Apple.feedback

Jun 06 2017

I think the concept of having the right merchandise at the right time has kind of abandoned us. I just think this is a horrible business. And it was not a horrible business. And I don't know who can solve this conundrum. This is where the weakness is at the mall – it's apparel.feedback

Jun 06 2017

Whatever Apple does people say they're stupid and then they go buy it.feedback

Jun 06 2017

The Apple family is so big, that I think you tend to want to buy people something that is part of it. You second guess it after you buy it.feedback

Jun 05 2017

Typically, when a stock gets overbought, it is ripe for a pullback because overbought stocks, ones with many buyers reaching to take in supply, tend to snap back after they have gotten too far away from their longer term trend line. Technicians and fundamentalists can co-exist. Make peace with them both, and I bet you will make a heck of a lot more money than if you are blind to one or the other and, certainly, to both.feedback

Jun 05 2017

The key with this pattern is the neckline, the line that connects the high to the two shoulders. When a stock breaks out above that line it tells a technician that you are about to witness a big move higher.feedback

Jun 05 2017 - Monsanto

They defy the notion of the inevitable gravitational pull of the old equilibrium line and can't be contained by any of the various ceilings that overbought conditions usually bump into. When you spot these highly unusual moves, you may be able to strap yourself into a real moon shot.feedback

Jun 05 2017 - AT&T

When you see this kind of reliable pattern, as AT&T demonstrated, despite what the fundamental analysts might be saying, you have to use the discipline that these technicians give you to pull the trigger and take advantage of a fabulous buying opportunity.feedback

Jun 05 2017

You may not be a technician, but you need to know what the charts are saying and you need to know how to read the internals to verify a real move or a phony one.feedback

Jun 02 2017

I think that would be very out of character for Constellation. Still, it will be a closely listened to [Wednesday's] conference call because of that rumor.feedback

Jun 02 2017

I'm tempted to believe that Thor has course corrected, but you know what? Here on 'Mad Money,' it's kind of like the NHL. We put companies in the penalty box ... so I'm adopting a wait-and-see approach for Thor.feedback

Jun 02 2017 - Facebook

The stock behaves like the company's just a fad – something along the lines of the fidget spinners, the faddish toy that drove a lot of Five Below's numbers last night. But LULU's business itself isn't a fad, and while it's not immune to fashion mistakes or competition, it's not going to make that many fashion errors and the competition seems to have fallen behind again. This has been a terrific story for some time. Vacations have become Facebook rites of passage and Vail's been benefiting from this trend for ages.feedback

Jun 02 2017

The stock market charges ever upward, oblivious of Washington, even as I now worry about an upcoming fight over the debt ceiling. Remember, most investors and all holders of bank stocks, for heaven's sake, which have been horrendous, want to see the Fed raise rates as a sign of economic health. We're in the odd position of worrying that the Fed might not tighten after this weaker [labor] report that we got this morning. If they do nothing, there will be selling, so why not get out ahead?feedback

Jun 02 2017

It seems that there's been endless price wars in their aisles in the supermarket and it's crimped their earnings power.feedback

Jun 02 2017

I think that would be very out of character for Constellation. It's been growing by picking off high-end boutique brands, then exploiting [them] through its fabulous distribution network to blow away the numbers. That said, where there's smoke, I don't know, maybe there's a little fire, if not a conflagration, as this is a family-run two-classes-of-stock business, meaning even if Constellation was interested in buying, it would have to be Brown-Forman wanting to sell. Still, it will be a closely listened to conference call because of that rumor.feedback

Jun 02 2017

Last quarter, the read-through was sub-optimal and the stock got hammered. Plus, HD Supply's commentary caused many a well researched bull ... [to] correctly ratchet back their economic growth expectations, especially for small and medium sized businesses after listening to this company's conference call. Soon after, though, Jana Partners, the activist hedge fund, said it liked HDS and thought the stock, which is at $41, could go to $60 on a sale. Hey, let's see if they comment on that.feedback

Jun 02 2017

The earnings have counteracted all sorts of economic weakness and allowed stocks to continue their remarkable 2017 run. We've got some concerns about the upcoming Fed meeting but I expect continued strength in the numbers from individual companies to continue to carry the day.feedback

Jun 02 2017 - OPEC

Crude's come under pressure any time we get a big jump in rigs. Why does it matter so much? Because each rig can produce a ton of oil and whatever OPEC tries to keep off the market has been more than made up by our own oil companies in shales like the Permian in Texas, SCOOP and STACK in Oklahoma and the Bakken in North Dakota.feedback

Jun 02 2017

The bond market was right. The bond market has been signaling that this is going to happen – we're not going to have the jobs growth. The stock market is very small, obviously, versus the bond market. But there is money being made. And there is plenty being made if you don't pay attention to the slight decline in the job market.feedback

Jun 01 2017

What we have now is a businessman president who's rendering himself irrelevant by spending his time tweeting about his former opponent, Hillary Clinton, and replaying his only big win to date, the election. That's not exactly businesslike, and it's not what's needed to live up to this administration's promises on economic policy that impact business that seemed so bankable six months ago.feedback

Jun 01 2017 - Oil

Trump's pushing fossil fuels all over the place, but coal just isn't economic versus natural gas in most parts of the country. Trump favors aggressive oil drilling, but all that will do is cause more of a glut and lower prices. Self-fulfilling.feedback

Jun 01 2017

Remember, that's the one ideological position we have on 'Mad Money': we're pro higher stock prices. If I thought tax reform was really on the table, I would've been pounding this stock to you, telling you you've got to buy it. There was a time when I would've pounded the table on the bank stocks after yesterday's drubbing because I believed that some of the most onerous regulations that have hamstrung banks from controlling their own destiny would be repealed by now.feedback

Jun 01 2017 - FedEx

Today, the transports gave us exactly what the bulls want from this all-important group. Now, we did hear a lot of activist chatter when it came to the long-faltering UPS ... but it was the dramatic move in FedEx, up more than 4 points, that made me feel like we shouldn't give up on commerce in this country, at least not yet.feedback

May 31 2017

Ulta's in a league of its own. Ulta's got the playbook, I just don't know if anyone else can crib from it. That's how special this story is. While the sun sets on the others, it shines on Ulta Beauty. You don't spend that kind of dough unless you're feeling real confident about the future.feedback

May 31 2017

But that leaves 36 stocks that have nothing to do with tech or utilities rallying today, and those are where I gain solace, solace that perhaps things aren't as narrow or as unhealthy as they seem to so many.feedback

May 31 2017

Here's the bottom line: even though the cruise stocks have roared higher this year, I think the whole industry has more room to run. The only problem is choosing among Carnival, Royal Caribbean, or Norwegian. I prefer Carnival – love that Arnold Donald – but really, I like 'em all and I bet they all go higher.feedback

May 31 2017 - China

Before the rise of social media, taking a cruise was kind of an old person's game. But now that millennials feel the need to take selfies from cool locations all over the world, they're taking cruises like never before. The one piece of hair on this quarter? Well, it's kind of geopolitical. China and South Korea are feuding over this new Korean missile defense system, so Royal Caribbean has had to remove South Korean tour destinations from its Chinese cruises.feedback

May 31 2017

And there's more cool stuff on the way – this fall, Carnival will be launching its Ocean Medallion program. That's an interactive platform that's meant to personalize your cruising experience. And, of course, they're still cutting costs while replacing old ships with more efficient new ones.feedback

May 31 2017

In part, this strength is because of rising demand, but the company's also been very smart about cutting costs and providing customers with a superior product.feedback

May 31 2017

Now, Norwegian reported last – we got their results three weeks ago – and in a way it seemed like they were penalized for the strength of both Royal Caribbean and Carnival. But I think it's been punished enough. The bookings were very, very strong worldwide on both volume and price, and marketing spending is just fine if it ends up pulling in more customers.feedback

May 31 2017

Sure, it's easy to point endlessly to the coming FANG apocalypse. I just want to point out that when you look at the new high list, it's about as broad as you could ask, sans the utilities and their safe dividends. That doesn't mean we should break out the party hats. It does mean that we're in less dangerous territory than many people now think after five fabulous months of 2017 market action.feedback

May 31 2017 - Starbucks

And then there's the clinchers, frankly: McDonald's, Yum [Brands] and Starbucks. These are three classic growth names that have all the same concerns: labor costs going up, strong dollar liabilities, higher price-to-earnings multiples than we might otherwise expect. But they're all hitting the new high list nonetheless.feedback

May 30 2017 - Amazon

That may not be so great from a public health perspective, OK? but this is 'Mad Money' here. It means the United States will likely become a much less toxic place for the tobacco companies to do business, so it's easy to see why Philip Morris might want to gobble up Altria in order to get some gigantic U.S. exposure.feedback

May 30 2017 - Amazon

In short, Amazon is a stock that performs better than a lot of others when it seems like Trump is incapable of getting anything done, and we just need to adjust to the status quo of slow growth with two interest rate hikes from the Fed, including one possibly coming next month. Would I take more profits? Well, Autodesk is hitting its targets. The subscription business continues to grow rapidly. [The] piracy crackdown is working. Basically, it's on track to be a pretty compelling growth story.feedback

May 30 2017 - Amazon

I am still a huge fan of the stock of Autodesk and the company, but if you bought the stock after I recommended it in February, I'm blessing taking some off the table. Given the long-term growth targets, I'd hold onto the rest. And for those who don't own any? When we get the inevitable Nasdaq pullback, keep this one on your shopping list. Why? Because Autodesk a winner.feedback

May 30 2017

I find the action in this group disturbing. You remove CSX and Norfolk Southern and Southwest and you've got a group that confirms the bond market's advance, meaning interest rates going down, and not the stock market's rally – stocks going up. There are just too many negatives, with a total of eight down for the year. It's not a group that you want to own.feedback

May 30 2017

History teaches us that you can't look through an index like that, and the only conclusion right now is that the Dow Jones Transportation index offers no solace for the bulls and without a re-acceleration, makes you feel that the rally isn't being confirmed by a group that I have always thought has to be appeased if we're going to get another leg up from here.feedback

May 30 2017

Perhaps more important, Boroden sees three major floors of support for the dollar index, all of which run from 95 to 96 and change. Given that it's currently at 97, there's no question that these support levels are indeed holding. As much as we might want a weaker dollar, the charts seem to suggest that it is not in the cards.feedback

May 30 2017

In fact, she says it's entirely possible that the dollar index already bottomed last week. So if this long-term uptrend in the greenback remains intact, she wouldn't be surprised if the dollar index ... can go from 97, where it is now, to 105, which would be a pretty substantial move for a currency even if it doesn't sound like very much.feedback

May 30 2017

As much as I like to focus on the fundamentals of individual companies, the truth is that big-picture issues like currency do matter to the stock market. If you thought the terrible, horrible, super-freaking-strong dollar had finally gone away, the charts, as interpreted by Carolyn Boroden, say 'Not so fast.' She thinks the dollar's decline is running out of gas, and it will soon resume its long march higher. Perhaps it bottomed already.feedback

May 30 2017 - Amazon

We aren't there yet. We can't make a judgment, and who knows what will happen if the bears are wrong and the president actually gets his way on some tax reform, any tax reform. But the bottom line is that we need to be cognizant that a few big capitalization Nasdaq stocks are leading this parade and it really doesn't feel like [there are] enough followers yet to make us more comfortable.feedback

May 30 2017 - Amazon

This 'Nifty Fifty' concept went hand-in-hand with a blue-chip, buy-and-hold philosophy that said you didn't need to touch these stocks as they would just keep going higher. In short, Amazon is a stock that performs better than a lot of others when it seems like Trump is incapable of getting anything done, and we just need to adjust to the status quo of slow growth with two interest rate hikes from the Fed, including one possibly coming next month.feedback

May 30 2017

The cash flow must be positive or Jeff Immelt is going to go, OK. ... Of which is a low bar because they said it was going to be cash flow positive. GE is the worst industrial stock that I'm following in terms of what should happen, and the Phillies are the worst baseball team. That board seems very happy. The fact that the cash flow is negative is why we're talking about this, OK. I deal with the CEOs of the next five largest industrials ... let's just say people were pretty aghast.feedback

May 25 2017 - Amazon

They're going to have robots building robots. And then we're really going to have nothing. We may be naked. Mickey has an eye. He knows want we like. [But] Amazon is artificial intelligence. They know what we're going to like. ... They skate not where the puck is going to be. They skate right into the goal. That's Amazon.feedback

May 23 2017

Look, I'd love the growth. It would be fantastic.feedback

May 22 2017 - Ford

He had a difficult situation. He was told to develop an autonomous car. He's told to be a worldwide guy. You do have peak auto in the U.S. and U.S. is really where Ford has made its biggest strides. So, it's kind of an impossible situation.feedback

May 22 2017 - Ford

I was not surprised. If you judge a guy by a stock price, I guess he had to go.feedback

May 19 2017

On day three, you stand pat after a successful test. That's what's supposed to happen. The idea that this could be a win-win scenario for stocks is the kind of thing that terrifies the bears, so while you may have missed the buying opportunity over the last couple of days, I think it might be too early to start selling.feedback

May 19 2017

Will they cancel each other out? Who knows. All I can say for sure is their utterances will dominate the action next week now that the earnings season is indeed winding down. Given the impressive record of recent runs in both chipmakers and, maybe more important, the semiconductor capital equipment stocks like Lam Research and Applied Materials, you know what? I think this little old Versum has got a lot more room to run.feedback

May 19 2017

I think it's is a steal. At the moment, Versum's selling for less than 16 times next year's earnings estimates. That's crazy when you consider that the company has 16 percent revenue growth and everybody else in that industry sells between 20 and 30 times earnings.feedback

May 19 2017

These 3D chips are made up of more layers, which requires more intensive etching in the manufacturing process – meaning more gases and chemicals from Versum.feedback

May 19 2017

I doubt it'll disappoint and if it's down ahead of the quarter – in other words, let's say it goes down Wednesday because the New York Times and the Washington Post said there were 438,000 leaks to the Russians – well, then you've got a chance, maybe, to buy some Burlington. I think it could be a decent trade.feedback

May 19 2017 - Trump Presidency

The banks can't help you with that. Only the Fed heads can. So we'll have to color our thinking with how the Trump economic agenda is doing and see if it's referenced as something that's gone MIA because of political turmoil, which could be a signal that the Fed's not tightening in June, something that could, alas, trump anything positive in a very negative way.feedback

May 19 2017 - Costco

Costco just gave you a seven dollar special dividend, something I don't think they would do if business weren't good.feedback

May 18 2017 - Walmart

Wal-Mart was the great destroyer of retail, the great disruptor, laying waste to mom and pop stores all over the country by offering more products and undercutting them on price. As long as he's got the backing of the family, he can afford to take some short-term hits in order to grow the company's e-commerce presence. That's a real rarity in this game. At most publicly traded companies, the shareholders tend to rebel when management starts promising near-term pain. And you better believe that declaring war on Amazon is painful.feedback

May 18 2017 - Walmart

Here's the bottom line: if you like owning high-flying fast growing tech stocks, Amazon's great. OK? It's for you. However, if you want more of a value play, I think Wal-Mart has done an incredible job of expanding online. They're not going to take the lead in e-commerce anytime soon, but for the first time in ages, this business is actually a two-horse race.feedback

May 18 2017 - Walmart

The idea behind Jet is that they can offer customers tremendous bargains by giving you extra discounts if you order merchandise from the same distribution centers. Plus, the deal gave Wal-Mart access to a new cohort of wealthy, young, urban shoppers who might not otherwise be Wal-Mart shoppers. Wal-Mart's grocery business is going strong, and once they get you in the door to buy that food, you might make impulse purchases – or if you know you're going there, you can order stuff online, then pick it up in the store [to] save on shipping. Fresh food is Amazon's Achilles heel, people.feedback

May 18 2017

They don't care what reasons are causing the market to go down, they're simply making a judgment that whatever the heck it is, their companies aren't involved in it, won't be impacted by it. Of course, the growth guys don't just limit themselves to FANG and friends. They seize on biotechs that have any sort of potential good news ahead, chiefly, today, Incyte, which you know we like, had some good data from an anti-cancer drug used in conjunction with Merck's Keytruda.feedback

May 18 2017 - Walmart

They need a brick-and-mortar component perhaps to compete with Wal-Mart on food.feedback

May 17 2017 - Starbucks

But what matters to me is that I don't want to be shaken out by this period of underperformance any more than I wanted to be shaken out of Apple during its swan dive at this exact time last year. I don't want to look back at Starbucks like so many look back at Amazon and say, Yeah, let's see, I sold that, what was it? It was something having to do with Trump? Comey? I don't want [that] to happen to my charitable trust, because that's not how you invest. It is how you panic, though, and there you go: no one ever made a dime panicking.feedback

May 17 2017 - Starbucks

What did Starbucks do wrong that I wanted to sell it other than the action in the overall market made me nervous? Panera Bread had the same problem, and when it was fixed, the stock zoomed. Now, ultimately, Panera got a takeover bid. That's not going to happen at Starbucks. But the stock's resistance to falling does tell me that you can't give it away here. If anything, you want to be a buyer into the weakness.feedback

May 17 2017

To me, the weakness here seems misguided. I don't know if the sellers simply don't understand how these equity units work or if they just want to take profits, but either way, you're setting up to get an opportunity to a buy a high quality stock into some unjustified weakness given how strong the business is.feedback

May 17 2017

Here's the bottom line: Stanley Black & Decker's stock was on fire, right up until the company announced the equity unit offering last week, and then, of course, today's selloff didn't help anything. I think you need to view any continued weakness here as a rare opportunity to buy a very high quality stock coming down from its all-time high at a discount to its excellent future prospects. That's called investing.feedback

May 17 2017

So, rule No. 2 in a selloff: in a selloff that's created specifically by an impression that there's a slowing economy, look for the best-yielding secular growth stocks. Those are magnets for money.feedback

May 17 2017

Let them leave of their own volition and create lower prices before you take the bat off your shoulder. Wait for that big fat pitch and then buy slowly on the way down, not all at once.feedback

May 17 2017

Don't be so eager to buy the former winners that had been going up day after day after day. These are the stocks of companies that should benefit from a slowdown because they have great growth with or without a slowing U.S. economy. They also tend to be companies that truly benefit from a weaker dollar, since they have a lot of business overseas. So you can imagine that their stocks should theoretically go higher here. We can't begrudge anyone who sells here. That said, it's the buyers that need to beware, at least initially.feedback

May 16 2017

Icahn did what was right for Icahn. He didn't necessarily do what was right for you, because he doesn't work for you. He's got zero fiduciary responsibility to you. None. In fact, I consider it a gift that he even bothers to tell you what he's up to. The lesson here should be crystal clear: whether it be Bristol-Myers or Allergan or Apple or any other stock, you must do your own research. I want you to recognize that while you may not be a full-time money manager, there is no reason whatsoever you have be a full-time amateur.feedback

May 16 2017

Lots of people have been opining about how this incredible stock [Amazon] could have eluded so many of us who were customers. I want to zoom out and discuss some stocks that are hot in today's market and why it's so darn hard to stay in them, even as I think they could be incredibly rewarding.feedback

May 16 2017

But Collins believes that Qualcomm could soon see a definitive change in its trajectory. The reason? First of all, the stock's 50-day moving average, and that's the blue line, has flattened out lately, to the point where it's running just above the top of an ascending triangle pattern. Put it all together, and Collins thinks this $55 stock is very close to a big move, and it could very quickly climb to $59.feedback

May 16 2017

Collins expects both of these oscillators to cross above their midpoints in the near future, which will serve as a trigger telling all the other chart watchers out there that it is time to buy the stock of Qualcomm. If we get these triggers, then Qualcomm, Collins believes, can climb anywhere from $59 to $62 within the next three to six months.feedback

May 16 2017

That means if Qualcomm's stock pushes higher, it will run up right alongside this moving average.feedback

May 16 2017

This controversy lasted for weeks.feedback

May 16 2017 - Wall Street

In some cases, that may be true. However, this morning Home Depot reported the best quarter of any major retailer relative to expectations, with same-store sales up 5.5 percent versus the 3.9 percent that Wall Street was looking for. So much for the shortfall thesis. That makes this stock exhibit A in the here and now for why people sell winners.feedback

May 16 2017

As the stock went higher, the company had to issue a lot of equity and sell off assets. Well, that's also not the kind of thing that makes you happy, but it worked.feedback

May 16 2017

I don't care. Either way, it's not a reason to sell Home Depot. Moreover, if the stock were to go down on Trump's tweets or whatever investigation is occurring or whatever headline is troubling people, it's a reason to buy the stock of Home Depot because the stock is levered to housing, not the White House. I told anyone who would listen, which was absolutely nobody, that Alphabet said it would have the situation under control in no time.feedback

May 15 2017 - China

All I can say is thank heavens for Communist China. We need a major infrastructure program, but our Republican-controlled Congress hates spending money, so our companies will just have to piggyback off the Chinese. It's not a total debacle, although I could argue Macy's is the weakest of the four.feedback

May 15 2017

We're still getting deregulation in spades. He's got Wilbur Ross as Commerce Secretary making deals with the Chinese that are very pro-agriculture interests, and he's looking into protecting the entire steel industry from cutthroat foreign competition by declaring it a national defense asset.feedback

May 12 2017

I always encourage people to buy this stock, but not all at once because you know what? Home Depot, up here, [has] become quite volatile. So maybe you pick up some Monday and then some after they report.feedback

May 12 2017

Tuesday marks the beginning of next week's retail gauntlet – boy, it doesn't end, does it? – and it starts with the least Amazon-able of all the major retailers. It starts with the despot, Home Depot. Remember, the stock does act weirdly, though, even on good quarters, so don't attempt to trade it. Just own it.feedback

May 12 2017

All I can say is that big dividends sure didn't do much good for the people who own shares of Kohl's or Macy's. So as tempting as Target might be, I am not going to sanction a buy of it.feedback

May 12 2017 - Nordstrom vs. Trump

I found myself thinking Amazon is so much more sophisticated about its customers, it could probably predict exactly what age, what gender, who would go next door, at what time, how much they'd spend, and then they'd give you a coupon before you went. I always felt that Nordstrom has been fighting its cross-town rival in Seattle with one arm tied behind its back because of Nordstrom's asset-heavy model. Now I think it's both arms.feedback

May 12 2017 - Artificial Intelligence

I couldn't agree more. One of the reasons we keep going out West so often is because, like Mark Cuban says, I need to retrain my brain because I want to see the business application.' Cuban knows how powerful these tools are for doing business better, and, of course, unfortunately, with fewer people. All in all, if you're competing against a company that has deep machine learning and you do not have artificial intelligence going for you, then your fate will be like these retailers we see on our screens and the forecast will be in the vernacular of Mr. T: Pain!feedback

May 12 2017

Then one day, investor interest simply switched, and now whatever Deere says is greeted with adulation and any caveats are totally ignored. It's remarkable. I suspect the stock goes higher again unless they tell us that they're shutting the company down. I mean, that's how much this story is loved.feedback

May 12 2017

Which is right? Expedia or Priceline? Rivals. Why don't we let Trivago decide, and if it's good, I suggest you go right back to the stock of Priceline at this discount, because it has been a monster long term winner over the years.feedback

May 12 2017 - Walmart

I think it's too early to tell, of course, if they'll win, but the stock, after languishing for ages, has become a big winner, up almost 10 percent for the year. Wal-Mart, in the end, is a bargain store, and what really matters is that bargain stores are working in this environment.feedback

May 12 2017

I've been waiting for the huge breakout that TJX will give us with all of these brick-and-mortar stores that are being closed, because they've got to offload their goods and they give them to TJX for cash, so they'll be able to sell name-brand stuff for even cheaper than you can get it on Amazon. It has not happened yet. TJX's stock has been so-so. That said, I'm betting on a strong second half of the year and think you need to get in ahead of it.feedback

May 12 2017 - Wall Street

I think that when earnings are finished, maybe Wall Street will start focusing on the White House again, if they can focus themselves. Right now, though, the only thing this market cares about is the numbers. If the numbers are good, stocks go up regardless of the Comey fracas or the state of the Russia probe. And if they're bad, they get taken to the woodshed, or even go straight into the chipper-shredder.feedback

May 11 2017

But how were the Whole Foods comp-stores? Minus 2.8 [percent]. Ouch. Then never mind. Forget about all those goodies I just checked off. I don't want to buy that stock. That's the pulse. It's the only thing that matters. Or, to put it another way, focusing on those alternative metrics is like asking, Other than those same-store sales, Mrs. Lincoln, how was the play? Here's some bad news: there are a couple of ways to get to a 2 percent yield. One is you boost the dividend. Two is you hold the dividend steady and you keep putting up negative comparable store [sales].feedback

May 11 2017

It doesn't work to rationalize about these numbers not mattering. It didn't work for Abercrombie & Fitch. It didn't work for Sears. It didn't work for Sports Authority and it didn't work for Woolworths, W.T. Grants, Gantos, Caldor, Jamesway, I can give you dozens.feedback

May 11 2017

All I can say is, if that's their plan, they're going to lose the company by then. There's no way that Whole Foods can continue to be independent if it has such high sales per square foot and such low same-store sales numbers.feedback

May 11 2017

For the most part, this new world's running roughshod over all consumer-oriented entities and what we've learned from Macy's is it no longer matters if you see it coming. It runs you over anyway.feedback

May 11 2017 - Uber

The rapid adoption of technology refers to the smartphone and how it empowers millennial consumers, who don't want to waste their time shopping, to do a lot of homework before they go to the mall. They pick up their iPhone, they go to Google or Amazon, they compare and they contrast, and then they either go right to the store that might be having a sale and nowhere else in that mall, or they just buy from Amazon if they're too busy or they don't have a car, and yes, many of these kids don't drive – they've got Uber.feedback

May 11 2017 - Netflix

That's why we like the stocks of Apple, Amazon, Alphabet, Activision Blizzard, Constellation Brands, Domino's, Netflix and Nvidia so much. And you can substitute Electronic Arts and Take Two Interactive for Activision Blizzard, because all the video games are benefit from a similar trend. I know we've heard endlessly about the cord cutters because they don't want to spend money on that big cable bill. But this quarter is the shout out quarter to the cord-nevers, for example, we heard that on Walt Disney's conference call that it got people pretty worried.feedback

May 11 2017

But this is $1 billion of Apple's $256 billion? It's $1 billion of our U.S. money, which we have to borrow to get. That's another whole topic.feedback

May 11 2017 - Snapchat

You've got to put him through some sort of gauntlet because this guy is so arrogant. He's so arrogant that I mean, honestly, Evan Spiegel, listen to me and listen to me good: You're going to introduce yourself next time and then you're going to back off and let your CFO talk. You're going to say, You know what, I did not do the job I'd like to, but I'm going to work harder. Humility is a fabulous thing.feedback

May 10 2017

Nvidia's chips are being used by everybody, from Lockheed Martin for reliable virtual reality for the U.S. Navy to Ikea.feedback

May 10 2017 - Nintendo Switch

Nvidia makes the best graphics processors around. Gaming was up 49 percent as this company makes graphics chips that can run gorgeous games on your PC or power the new Nintendo Switch, which is the hottest console in the universe. Amazon Web Services, Facebook, [Alphabet's] Google, IBM and Microsoft all rely on their chips – who else is there – to power their cloud platforms because of Nvidia's artificial intelligence prowess.feedback

May 10 2017 - Mobileye Intel

Huang made it clear that because of the Amazon effect, there is a shortage of professional drivers coming. You'll need autonomous cars and trucks to power everything from shuttles and vans to pizza delivery in the not too distant future. You could understand from this call why Intel had to buy Mobileye. More chips for autonomous cars. Without it, Nvidia could leave the world's largest chipmaker behind.feedback

May 10 2017 - Artificial Intelligence

You don't use Nvidia, you won't be able to win the enterprise or the customer. No wonder the stock was the best performer in the S&P 500 last year and rallied $18 today. Artificial intelligence is here and you could argue it's here because Nvidia's processing power allows it. I doubt that any of its customers would disagree.feedback

May 10 2017 - Walmart

He's looking at great franchises: Wal-Mart, Coca-Cola, ... Citigroup, riding them high. I'm with him because I, like Sarge, struggle to relate any of these political stories – whether it be Comey or Trump or Russian influence into the election – to the actual market.feedback

May 10 2017 - Trump Presidency

You may wish to relate the two, and others insist on relating it, but in the end, these are stocks of companies, not pollster ratings, and they go up on their own merits, not on a presidential firing, or even, shockingly, a potential delay in the much-ballyhooed Trump economic agenda that just keeps getting pushed back and pushed back further and further by a parade of very strange, very 'out there' news.feedback

May 10 2017

You don't get a discount to a high-quality name like this for very long. Sooner or later, I think the healthy parts of the company will allow it to mount a comeback. First, wait until the sellers are done.feedback

May 10 2017 - Watergate

These moves are in broad contrast to the worries and the fears that I hear from so many of the professional money managers and, of course, other rich people who have a lot to lose. Overall it's a simple takeaway. I'm not whistling past the graveyard of a possible second Watergate. I'm not dismissing troubles that some people classify as threats to the Republic. I am saying that what does Jim Comey have to do with the price of semiconductors Nvidia sells?feedback

May 10 2017

To me, it says, once again, that there's a tremendous dichotomy between those wealthy, sophisticated individuals who are concerned about the country in their own way and therefore about their investments in the stocks that make up the S&P 500, and those who analyze company by company by company by company by company and find a lot that they actually like.feedback

May 10 2017

If it is a constitutional crisis, gold should be flying. If it is a constitutional crisis, the S&P should be down a percent and a half.feedback

May 09 2017

We're big in e-commerce. About 26 percent of our business is either retail or, more importantly, e-tail, e-commerce. The e-commerce customers buy 10 things and they return a handful of them. So we do the reverse logistics. It's a big and growing business.feedback

May 09 2017 - Bear market

On previous occasions, Garner notes that oil eventually rallied out of holes like this one. When crude gets ... this oversold, she says it's typically the kiss of a death for a bear market, although oil generally retests its lows or even makes slightly lower lows before rebounding. That's crucial. Garner suspects this time will be no different. I think that if we had an actual poll of hedge funds we'd find overwhelming negativity ... about this market because it's too high, the valuation's too expensive, it needs to come down. The hedge fund VIX is probably off the charts after this run.feedback

May 09 2017

Take just last night. First, Marriott reported extremely robust numbers – simply incredible – with management talking about how strong the U.S. and Europe are. Now, you could argue that all of this is just pent-up demand after travel did indeed drop briefly when Trump's bans were in effect before the courts halted them.feedback

May 09 2017 - Facebook

That money may just be coming out of retail. Remember, travel is as experiential as it gets, meaning it's something you can put on your Facebook page. Retail? It's just a chore made easier by Amazon. No wonder the travel and leisure stocks have been defying the short-sellers. They're the exact right place to be.feedback

May 09 2017

Yep, travel is so strong that even this widely watched incident meant nothing for the biggest corporate villain of the era.feedback

May 09 2017 - Bear market

On previous occasions, Garner notes that oil eventually rallied out of holes like this one. When crude gets ... this oversold, she says it's typically the kiss of a death for a bear market, although oil generally retests its lows or even makes slightly lower lows before rebounding. That's crucial. Garner suspects this time will be no different. Remember, this is how it's been for months. We sell off to the $40s then we bounce right back to the $50s, over and over and over.feedback

May 09 2017 - Oil

That means there could be liquidation ahead as the big boys capitulate. After the recent ten-point decline, you'd better believe these money managers are feeling uneasy. That's why Garner believes crude could have yet another leg down to the low $40s before it can bottom.feedback

May 09 2017 - Oil

Here's the bottom line: the charts, as interpreted by Carley Garner, who has been dead right, suggest that oil probably isn't finished going down. But once it gets closer to $40 a barrel, she expects crude will be able to bounce right back, as it's done so many times before. What can I say? It's been a see-saw. I see no reason why that should change anytime soon.feedback

May 09 2017

People don't pick a lot of individual stocks. People have kind of listened to Warren Buffett more than they listened to anybody else. And Warren Buffett says just keep contributing to your 401(k), just keep buying the index fund. I'm not saying that that is a complacent thing. I'm saying that's become kind of the way people save.feedback

May 08 2017

This is a classic example of how important agency deregulation, from the president on down, can be for valuations in the stock market. President [Donald] Trump's people simply don't fear increases in fees for consumer[s] or the power of concentration to influence political views. Tribune Media gives Sinclair tremendous reach and much greater scale.feedback

May 08 2017

If it does, I think that's a classic sign that even though the market may value a company's stock at what seems like a high price, that stock may still be cheap to a company that wants the whole business. More important, from the point of view of the overall market valuation, Sinclair's stock initially jumped 3 percent on the news, even as it ultimately pulled back and ended up slightly in the red, while Coach's stock jumped 4.8 percent. That's really significant.feedback

May 08 2017

This market might seem expensive to you, but to Sinclair and Coach, it's just right for making acquisitions. So I have to ask: who's next to take the plunge?feedback

May 08 2017

Why buy the potential acquirer? Well, that's interesting, because this is why: I think the potential targets right now could be overvalued because of all the chatter, but Nexstar's stock is cheap no matter what happens.feedback

May 08 2017

Coach has a gigantic worldwide network of stores. Running these additional brands through that network, especially in Asia, has created a terrific diversification away from the U.S. brick-and-mortar retailers, who we know are struggling. In addition, Luis will seek to re-rate Kate as more of an upscale brand, like it used to be, by reducing the wholesale and online flash sale channels.feedback

May 08 2017

Maybe the takeaway is that only the world's greatest investor can afford to openly admit making a mistake. Everyone else just must be too insecure to do the same thing. He admitted that he recognized Google's cost of taking that ad was virtually nil, that it represented nearly 100 percent profit. He even met with the founders of Google.feedback

May 08 2017

When you put Buffett's IBM pick alongside his failure to pull the trigger on Google, you have to conclude that nobody in this business gets it right all the time. If even the 'Oracle of Omaha' can make this kind of mistake, then you can understand why I'm so adamant that you keep your retirement money in a low-cost index fund that mirrors the S&P 500.feedback

May 08 2017

If you want to augment your index fund with a few stock picks of your own, I think that's a totally responsible and, frankly, thrilling way to try your hand at growing wealth beyond the ordinary, even if the ordinary has done pretty darned well all by itself.feedback

May 08 2017

What can we learn from this mistake? First, we have to recognize a humbling, humbling thing: stock picking is really difficult. Few people would've had the kind of insight that Buffett had about Google, and yet he didn't buy it.feedback

May 06 2017

We would. We would, and we will, and you'll be hearing more about that across the summer.feedback

May 05 2017

Not all steelmakers are created equal. Some are a lot more equal than others. When you look at the major American steel players – and there, you've got to think AK Steel, Nucor, Steel Dynamics, and the troubled U.S. Steel – what you see is a wide range of companies with very different characteristics.feedback

May 05 2017

Disney's a buy given its fabulous movie schedule and robust theme parks. I think [CEO Bob] Iger's conscious of ESPN's positioning and will be able to spin it in a positive and believable way. Snap's setting itself up as a trade into the numbers if it stays right here or goes a little bit lower, but that could be a hard task because it seems to be climbing. The competitive business at Instagram is smoking. Let's see if there's room for both. The current course isn't working when it comes to the stock or the flag planted in cognitive and analytics.feedback

May 05 2017 - Twitter

[IBM] could buy Twitter to take advantage of all of its ability to keep track of the feedback for its customers while using the exquisite direct message function to stay in touch with those clients. It would become a company that, in one fell swoop, would suddenly be a lot more social, mobile and cloud.feedback

May 05 2017 - Twitter

The current course isn't working when it comes to the stock or the flag planted in cognitive and analytics. Buying Twitter would be just the move it needs to do to say, Look at us, we have the knowledge, the smarts, and we can integrate this raw platform into the new IBM, not the old one that serially bought back stock and paid a big dividend.feedback

May 05 2017 - Twitter

He wasn't sold on the strategy because the strategy wasn't paying off. More important, though, I'm hoping that she and her team feel liberated. They've returned so much cash to shareholders through dividends and buybacks that they haven't been able to do the kind of transformational acquisition, the buy of an Adobe, or a Salesforce or a Workday, or even a Twitter – something so cloud-based that it would change the company's complexion overnight.feedback

May 05 2017

And I bet that if business stays as strong as it is right now, they could declare a special dividend. They've done that in the past.feedback

May 05 2017

In the end, I'm going to go with Nucor – it's a higher quality company, better management, slightly faster earnings growth, low cost, and a more consistent track record, which is why I've been telling members of the ActionAlertsPlus.com club that they should be buying it, as we've been doing for my charitable trust. Steel Dynamics – very close second.feedback

May 05 2017

Of course, the White House hasn't decided to do anything yet other than investigate the issue, but some broader based tariffs, if we get them, could give the industry a real boost.feedback

May 05 2017 - China

In other words, Nucor and Steel Dynamics seem to be in pretty good shape. They're both up slightly for 2017, while U.S. Steel and AK Steel have been put through the meat grinder, down 35 and 43 percent, respectively. The culprit? Two things: one, all the emerging market economies that had been such voracious buyers of steel started to slow down, and two, in order to combat its own slowdown, the Chinese government started subsidizing steel production. China then dumped their excess steel all over the world at depressed prices, including right here in the United States.feedback

May 05 2017

Expect some positives on the airlines and some talk about how he wants to do big deals because everything's so fabulous out there. I wonder what he'll say about Coca-Cola's transition – you know, they've got a new CEO. How about the leadership at Wells Fargo? What's he going to do about that?feedback

May 05 2017

Remember, the latter is less a function of the mall and instead a function of the strip. It's reliable, it's cheap, has a large dividend, big buyback – all covered. As the market fights through earnings period, investors await the president's real plan on taxes and a potential meeting of the minds with Congress. If something happens – anything, really – the animal spirits could come roaring back in the economy and the stock market. But let me let you in on something: if you hear two words, border' and 'tax,' it could be a very long set of months before anything gets done.feedback

May 05 2017

Otherwise, if you want to do some selling, do it at the end of the day as Buffett's aura usually lasts about 24 hours. It could be a reset quarter for Newell, but then again, if there's enough innovation, it might transcend the declining sales venues. Is it too early to find out if Jarden's really helping, with its pastiche of brands for everything from outdoors to home appliances to class rings, or did Newell pay too much given declining store traffic? We'll certainly know soon enough.feedback

May 05 2017

I think the company's business, whether it be gaming or data center or autonomous cars, is very strong. I just don't know how weak the hands are of those who own the stock. I expect good things from Nvidia, but so does everybody else. I think the challenge to Whole Foods is real and the desire to put the company in play is serious enough that it might be addressed head-on and harshly by the very tough CEO, John Macke.feedback

May 05 2017

This is a creative company that's been around forever and, by the way, it's been a good buy forever. Disney's a buy given its fabulous movie schedule and robust theme parks. I think [CEO Bob] Iger's conscious of ESPN's positioning and will be able to spin it in a positive and believable way. I have to believe that the online travel strength will be just as self-evident with Priceline which, by the way, has a stock that often sells off when it reports only to rise back up after some churning.feedback

May 05 2017

What could tip things in favor of the bulls? If the White House and Congress can come together on some kind of tax reform. This market would roar if they would pass what our president describes as the biggest tax cut in history, although maybe you've noticed that he has a tendency to use hyperbole. But truthfully, all he has to do is get Congress to approve a tax holiday on the repatriation of overseas capital and we could have another leg up.feedback

May 05 2017

Cruise companies have been putting up fantastic numbers. They're the ultimate in experiential fare.feedback

May 05 2017

I think it's devastating for IBM. IBM spent a lot of time trying to figure out what Warren really wanted. (They) felt what he really wanted was return of cash and buy back stock. I think to some degree, a return of cash and buy back stock has constrained that company.feedback

May 04 2017 - Tesla

While you might think a business that relies on retailers would be in trouble here, the company has had a lot of success expanding into all sorts of digital channels, and that's where the consumers are spending their money these days. I think this widely misunderstood stock could have a lot more, not a little, but a lot more upside. If you're an analyst, I think the only way to handle an Elon Musk conference call is to take some mind altering drugs so you can really tune in and turn on the whole psychedelic story.feedback

May 04 2017 - Tesla

So, just in case you thought there was an inventory problem, just in case you thought there was a demand problem, just in case you thought he was off course in market cap, just when you thought that he was maybe hyping for production, the one thing you do know is you can't short this stock now, because by year-end, you have to figure Musk could be saying that he's going to make a million cars in China by 2020 – at least aspirationally – and you'll be hit by one of the biggest short-squeezes in history.feedback

May 04 2017 - Tesla

Normally, I could be totally delusional' is not a phrase you want to hear from a CEO, but Musk has enough confidence to pull it off.feedback

May 04 2017

The deflation trade resurfaced, which means money flows back to the insurers like AIG, MetLife, and Allstate will always do. The biotechs always surge at this time, and this time was led by Regeneron.feedback

May 04 2017 - Oil

Don't get too comfortable with this rotation, though, because tomorrow we get that non-farm payroll number from the Labor Department. It's going to wipe today's slate clean and give you a new one to draw on. So, while you might've expected the market to rally on the successful health care vote in the House, the riptide of oil and worries about payrolls put a lid on what could've been a raucously positive session.feedback

May 03 2017

The company's figured out a masterful gameplan, selling its merchandise in new outlets like e-commerce, as well as cheaper stores where you might not expect to find such a high-end portfolio of brands. I think that means the stock may still be a buy, even as it's run up 37 percent for the year.feedback

May 03 2017

The fact that their stocks aren't hostage to our country's gross domestic product, as they maybe should be, is no fault of anyone other than the bean counters, who I'd contend just aren't factoring in the incredible business creation that I'm seeing out here. These stories are bigger than America's GDP growth, or lack thereof. Profitable and growing companies are everywhere the eye can see. We see that in the stock market, even if it doesn't show up in the aggregate Labor Department or Commerce Department [numbers], or PMIs or retail sales numbers or personal consumption figures.feedback

May 03 2017

They want you to trade it. They want you to be in and out and in and out. They think you're the world's greatest hedge fund.feedback

May 02 2017

Don't take me seriously, I just think and tweet as if I'm not president, but a provocateur in chief who doesn't know my own power. Of the fivers, I can go with Kohl's. The rest? I want more yield, which means I want lower prices before I can give the stocks my blessing.feedback

May 02 2017

Dividend stocks are supposed to be safe. These two don't feel that way now.feedback

May 02 2017

Here's the bottom line: the charts, as interpreted by Ed Ponsi, suggest that this fabulous tech rally is being fueled, in large part, by some broad-based strength in the software space. I think, because of all the power in those names, this move? It's far from over.feedback

May 02 2017 - Microsoft

In other words, the stunning rally in the Nasdaq is about more than just these high-profile stocks. Ponsi notes that when Microsoft got overbought in the recent past, your best course of action has been to wait for the stock to come back down. Now, if history's any guide, you'll get your chance to buy this one closer to the 50-day moving average. If you don't get a pullback and you don't already own it, you've got my blessing to put on a partial position on now.feedback

May 02 2017

It's done so on low volume, which Ponsi says is pretty normal. Right now he thinks traders are waiting for Salesforce to break out to the upside on high volume, at which point he expects them to start buying it aggressively again.feedback

May 02 2017 - China

These deals have transformed it from a tiny regional player to a company with businesses in every fast-growing state. And that's how Martin Marietta could act like a fast growing tech stock when it blew out the quarter [Monday] night. North American engine shipments declined by 1 percent. But international revenues increased by 17 percent and, more important, first quarter revenues, including joint ventures, came in at $1.1 billion, an increase of 49 percent, because of growth in China for Cummins' highway and constriction business.feedback

May 02 2017

But the bottom line is, in an environment where Trump's trumping himself with inconsistent pronouncements that are throwing off pretty much everyone, it pays to merge, it pays to spin, it pays to sell internationally, or it pays to produce a better mouse trap. Without one of these, all I can say is good luck.feedback

May 02 2017

With a price-to-earnings multiple way below the average stock, with a gigantic buyback that you are more than welcome to sell into because Tim Cook, the CEO, is adamant the stock is cheap ... and with a potential for repatriation of tens of billions of dollars at low tax rates if the president and Congress could see eye to eye on anything, I say be my guest. But after scrutinizing the quarter, I am sticking with my long-held view to own it. Don't trade it.feedback

May 02 2017

This audience does not like the big banks. They feel like what happened during the Great Recession was that there was far too much concentration in the hands of Wells Fargo, in the hands of JPMorgan, in the hands of Bank of America. Those were really at the behest of the government. They were trying to make sure everybody was able to have a bank that worked and we didn't have a collapse. So, to undo it, while it certainly would make sense in terms of getting back to the percentages ... I think is almost impossible.feedback

May 01 2017 - Facebook

Of course, we know that Zuckerberg's philosophy isn't all that different from Apple's view: you build the best product and user experience and they'll keep coming back and the investors will stay with you. I'm always surprised that people consider this philosophy such a mystery. If they want this business, I think they can make a grab for it, and it would probably cost them a lot less than outright acquiring the new stock that is Yext. Take a pass.feedback

May 01 2017 - Facebook

While the stock may be hot since it came public, the product is not what you'd call sexy, not revolutionary, or even moderately disruptive.feedback

May 01 2017 - Netflix

That is a giant admission that these chains aren't going to be able to get as many people in the seats anymore buying beer for too much money versus what you can buy it for at the supermarket. And yes, selling marked-up alcohol is the secret behind the success of so many dinner chain restaurants. Whether it's student debt or lower wages or a sense that you want to multi-task, check out Facebook, Snap or Twitter while watching the game or looking at Netflix, or maybe all of those, the simple fact is that the change is accelerating, not arresting itself.feedback

May 01 2017

That's going to shake everyone, from the big chains to the real estate investment trusts' landlords to the small and medium size businesses that would never have opened if they knew they could no longer count on the beer tap and mixed drinks to make their quarters.feedback

May 01 2017 - Netflix

There's another aspect that has Netflix's stock ramping endlessly: takeover talk. Let's put it this way: Apple's had ample time to consider buying Netflix to augment its service revenue stream – the key to having investors pay up for an otherwise hardware business model that's always viewed skeptically. The scuttlebutt says that Disney's ready to spin off ESPN and take in Netflix with a simplified structure, less levered to cord cutting. Last week's noisy layoffs at ESPN solidified the chatter.feedback

May 01 2017 - Netflix

We've all lived through the supposedly disappointing Facebook quarters that weren't really disappointing at all ... yet the stock gets hammered anyway. I'm always surprised that people consider this philosophy such a mystery. When you ponder how much Facebook's stock moves up intra-quarter, you'd think that there would be some sort of reluctance to sell on the news. Given how much it's run, I wouldn't be all that surprised if you get a better buying opportunity than you're going to get tomorrow morning, even if the results are terrific.feedback

May 01 2017 - Netflix

Amazon reported a fabulous quarter where it felt like the company couldn't hide its amazing profitability even if it wanted to. It's a great sign about the profitability because Amazon's expanding like mad. On every conference call, there are these endless questions about competition and how Netflix could ultimately get slammed because of it.feedback

May 01 2017 - Netflix

All I care about is an expansion of the ecosystem that people pay for to be part of what I call 'the Apple club'. Any sign that the service revenue stream has the potential to be greater than a Fortune 50 company instead of a Fortune 100 company, which is what they use lately – putting it above the $28 billion level that is a Fortune 100 [company]– that would cause the stock to run after the earnings print. FANG's back, but this time it's F-A-A-N-G; and while the spelling is tortured, the story is anything but.feedback

Apr 28 2017

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

Apr 28 2017 - Facebook

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.feedback

Apr 28 2017 - Amazon

Alphabet, a Trump stock? Why not, if repatriation comes through.feedback

Apr 28 2017 - Amazon

On the other hand, they didn't want to talk about new devices all that much. They didn't want to talk about their giant cloud operation, Amazon Web Services, either, other than to tell us that it's very profitable. No kidding.feedback

Apr 28 2017 - Amazon

They went so far as to say that they have their own chief technical officer dedicated to you if you want to go with them. I really liked how management emphasized the cloud story, and they're making me a believer every time they focus on this part of the narrative.feedback

Apr 28 2017 - Amazon

It remains one of the greatest stock stories ever told.feedback

Apr 28 2017

Here's one where you might want to see if the stock gets hit after it reports so you can come in at a lower price. That's been the pattern with the stock of this amazing company. It might be a great way to get in on a trend that still has a lot of room to run: the paper to plastic secular growth story.feedback

Apr 28 2017

Apple's doing so many things right. It's making the best products, developing a deep ecosystem with a substantial service revenue stream.feedback

Apr 28 2017

We know, though, it takes two to tango, and I'm hard pressed to see who would possibly want to sell in that consumer packaged goods industry as the remaining players seem to have no inclination to let go of the reins.feedback

Apr 28 2017

As I have repeatedly said, there is nothing wrong with the company AMD. What can I say? The market's fallen out of love with last year's darlings.feedback

Apr 27 2017 - Oil

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

Apr 27 2017

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

Apr 27 2017 - Oil

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

Apr 27 2017 - Oil

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

Apr 27 2017 - Oil

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

Apr 27 2017

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

Apr 27 2017

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

Apr 26 2017

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

Apr 26 2017

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

Apr 26 2017 - Oil

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

Apr 26 2017 - Trump Presidency

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

Apr 26 2017 - Coca-Cola

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

Apr 26 2017

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

Apr 26 2017 - McDonald's

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

Apr 26 2017

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

Apr 26 2017 - Disney

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

Apr 26 2017 - Costco

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

Apr 26 2017 - Disney

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

Apr 26 2017 - Disney

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

Apr 26 2017

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

Apr 25 2017

I think the international cross