Jim Cramer

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Last quote by Jim Cramer

I would be buying FedEx with both hands here.feedback
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NEW Nov 17 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: “A lot of the retailers are bouncing today because Amazon can't destroy everybody. You get this number, you have to ask yourself: Is retail really dead? (Gap) is a mall-based retailer to a large extent and they're putting up good numbers.” in the article Crushed retail stocks show some life because 'Amazon can't destroy everybody'.
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Jim Cramer quotes

Nov 16 2017

Who wouldn't want Jack Welch on the board? Because Jack's got more business sense than ever. If you put him on, maybe he can find out what went wrong, fix a lot of the stuff that went wrong, so it can inform Flannery's decisions. And he wouldn't be afraid – he's a tough guy, but he's a fair guy.feedback

Nov 16 2017

I know that [Chairman and CEO John] Flannery and Jack talk, which is good.feedback

Nov 15 2017

Now, if you were just taking your cue from the action you would've decided that Home Depot had a terrible quarter. Of course, Home Depot's stock got dinged again today thanks to the market-wide sell-off and the usual worries about what Amazon's going to do next now that it's devastated the supermarket space with its newfound price cuts. But home improvement is still very much Home Depot's wheelhouse. I think the stock's a buy.feedback

Nov 15 2017

Conagra understands and embraces the change that millennials are demanding. That's how you stay fresh. That's how you win, because my cohort? We think we're important ... but we're no longer clued in. People my age are actually fine with antibiotics ... in our chickens and plastic? Oh, what the heck. It's fine. Millennials aren't fine with it. And like it or not, they're the future. I feel like my generation's become an irrelevant vestige of a branded past.feedback

Nov 15 2017

Now, if you were just taking your cue from the action you would've decided that Home Depot had a terrible quarter. It was right there, at $163, down $2, and a lot of people sold. It's just that the sellers turned out to be wrong, and you really don't want to be wrong in this business – it's too expensive.feedback

Nov 15 2017

For starters, we have no idea when Buffett will be done selling, and few investors like to own a stock that he's given up on. That said, at these levels IBM's stock yields 4 percent, and to me, the stock feels like it's become an emotional juggernaut. I believe in the turn here. I think the stock can go a little lower, but boy, is it getting intriguing.feedback

Nov 15 2017

These days, if Germany's market is down 1 percent and Britain's down 1 percent and Japan's down 1 percent, we'll find a reason to sell off, like the Senate insisting on rolling Obamacare repeal into their tax bill. But here's the bottom line: do not take your cue from the action. In this business, stocks are often wrong. Instead, you need to do your own homework, pick your prices, and then patiently wait for the names you like to pull back for a bad reason, something that happens with alarming frequency.feedback

Nov 15 2017

I think this is something big and it's going to drive Square up, and it's going to make people feel better about bitcoin.feedback

Nov 14 2017

Don't get me wrong, it's OK to be concerned. You should always keep a close eye on your stocks – they're not cash. But I think worries about a devastating sell-off lurking just around the corner are indeed overblown, because there are a lot more benign forces at work in this market and not many malignant ones that can cause fortunes to be lost in the blink of an eye.feedback

Nov 14 2017

If we don't try to understand how things went so wrong at GE, if we don't unearth all of the accounting issues and the misinformation or, conceivably, outright dishonesty that was presented to us, how the heck can we trust this company to get anything right going forward? At the very least, the board owes us an explanation. After all, how can we tell that Flannery's going to fix everything when we don't even know what needs to be fixed? Hence my position on General Electric's stock: until we get some truth, there will be no reconciliation.feedback

Nov 14 2017

That was just nine months ago! And look, this is a huge conglomerate that should be able to forecast at least somewhat ... what it might earn. Turns out the negative analysts that Immelt showed just disdain for were spot on and dead right.feedback

Nov 14 2017

What matters to him is the future, not the past. Normally, I'm all for that kind of attitude, but as someone who believed that GE was doing much better than it was, I need to know two things: was the old management misleading us or were they misleading themselves?feedback

Nov 14 2017

Moreno thinks the fabulous bull market in tech might be less solid than it seems. As much as I'm a fan of many tech stocks here ... you always need to have a diversified portfolio in case any one particular sector gives up the ghost. In fact, Moreno says it's a picture-perfect uptrend, [with the] stock steadily rising above its 50-day moving average.feedback

Nov 14 2017

These readings make Moreno think that Starbucks' consolidation phase may be over, with the stock finally ready to make a sustained move higher, this despite a recent shade-down of the company's long-term growth forecasts when it reported recently.feedback

Nov 14 2017

This rally's been powered by strength in the Chaikin money flow [oscillator] and Moreno believes the stock has much more upside.feedback

Nov 14 2017

GE has its own set of self-inflicted, company-specific problems. I don't think GE's another Tyco or a Cendant, two notorious debacles that had a lot of negative pin action.feedback

Nov 14 2017

All that said, I remain cautiously optimistic and think you need to use these dips – yes, indeed, I know – as buying opportunities. Why? Five reasons.feedback

Nov 14 2017

Now sellers are coming in, I think, just to lock in their profits knowing there might not be any more real news for another three months. I think it's a silly reason to sell, but it's happening.feedback

Nov 14 2017

I just don't see how stocks are going to collapse under their own weight given the current benign business backdrop.feedback

Nov 14 2017

When Amazon starts shipping plants, I'm going to rethink my analysis.feedback

Nov 14 2017

And I think that pattern will be repeated because they're one of the survivors. And Amazon hasn't gone after them. Selling Home Depot ahead of the conference call has been time-honored. And then you sell more because you're worried about Amazon.feedback

Nov 13 2017

Now, look, I don't mean to pick on Macy's or J.C. Penney. It's just that I have a lot more nostalgia for these chains than for the relative newcomers like Nordstrom and Kohl's ... especially since I grew up in a household where all we did was talk about retail.feedback

Nov 13 2017

That's really the sad fact. Just like we would never have built cars for humans if we had known that robots could drive them better, we wouldn't have built malls knowing that the internet could be a more efficient ordering system. Yes, there will always be a use for department stores, but they're kind of relics. And there's no reason they need to stay alive.feedback

Nov 13 2017

Some of this comeback simply has to do with an improving economy and a value-conscious consumer – the cheapness people learned during the [2008] recession, that new frugality I talk about, won't be disappearing any time soon. But a lot of it is because both Dollar Tree and Dollar General buckled down and did what they had to do to turn things around.feedback

Nov 13 2017

In the last few months, both Dollar Tree and Dollar General's stocks have come roaring back. Dollar Tree's stock's up more than 40 percent from its summer lows. Dollar General's gaining nearly 27 percent. Not too shabby. Those are stunning moves, but they beg the question, how did the dollar stores get their groove back in a stronger economy?feedback

Nov 13 2017

But Flannery has to act fast. There can be no sacred cows. No more hype. No more unfulfilled promises. Out-of-control expenses must be reduced, divisions have to be separated, and, if necessary, GE may need to to disappear. Why? ... Because the previous management wrecked this once great American industrial.feedback

Nov 13 2017

Is GE the stock a buy down here? That's a rough one. Flannery said today that next year is a 'massive heavy lift.' I don't know, I don't like to lift massively.feedback

Nov 13 2017

Even though there is a lot that's not great here, Flannery is going to make it look like a regular company. You're going to be able to look at it and say maybe it's not where Honeywell is but it can get there.feedback

Nov 13 2017

Rarely have I felt this stupid.feedback

Nov 09 2017

We do not spend enough time talking about leadership in this business, but it's a huge component of what makes companies successful, which is why some of the best chief executives I've ever had the good fortune to meet were veterans.feedback

Nov 09 2017

I want the deal to go through because I think the combined companies would be terrific, but I'm not against it, particularly for income. No wonder veterans do so well in business. A winning strategy is a winning strategy – doesn't matter whether you're talking about the military or the private sector.feedback

Nov 09 2017

Cybersecurity is, unfortunately, a secular growth business, meaning that long term, hackers and digital terrorists [are] going to keep trying to steal our data and mess up our systems. That's why I think it's worth circling back to the companies that combat this stuff, especially since the whole cohort pulled back today, so it's a good opportunity. When a secular growth group pulls back, you need to use the weakness to dip your toe in the water.feedback

Nov 09 2017

The stock rallied more than 11 percent on the news, but since then, it's pulled back a bit, including today. I think you're getting a buying opportunity in Cyberark.feedback

Nov 09 2017

By the way, I know you rarely hear about situations where bankers are the good guys, but ... other than defense contractors, no other industry has a commitment to hiring veterans like the banks. They do so not out of the goodness of their hearts but because they value leadership, grace under pressure and loyalty to the institution.feedback

Nov 09 2017

It's the person at the top who defines how an institution works. Strong leaders translate into companies with stocks that outperform. And we see it all the time. We see it at PepsiCo with Indra Nooyi or at Apple with Tim Cook or at Johnson & Johnson, which is led by West Point graduate Alex Gorsky.feedback

Nov 09 2017

There are many different kinds of service, but the best companies can all foster environments that produce people who say, Bring on the pressure, we'll handle it as a team. The bottom line is that long term, companies with leadership, first-mover advantage, loyalty to the institution, attention to detail, and grace under pressure will usually prevail over their adversaries and preserve those institutions. So when you find a company with these traits ... you stick with it over the long haul and trust that they can triumph over any short-term headwinds that come their way.feedback

Nov 09 2017

This has got to be one of the more arbitrary and capricious potential prosecutions I've seen. I think the Justice Department is trying to create some sort of thesis that this is some sort of colossus. Give me a break. I mean where is the antitrust there?feedback

Nov 09 2017

I'll tell you one thing: you wouldn't get these prices, no way. There's no way we'd actually pay just under $13 bucks for this thing in an IPO, even though the stock fell almost 15 percent today on what can only be considered hellish earnings.feedback

Nov 08 2017

Some people always believe that. Nevertheless, in the stock market, sometimes bad is bad. Not only should Snap be worth much less than $15 and a half billion, I question, should it even be public? In fact, if they'd waited three more quarters to do the IPO – meaning right here – the stock likely wouldn't be anywhere near this high. With these numbers, you know what, it might not even have been able to come public at all.feedback

Nov 08 2017

This is bush league, people. Programmatic ads ... shred your margins and they never return to the old level because advertisers are just going to go where the algorithms say they can get the best results. Jeez, that's the last thing we want from Snap, another surprise.feedback

Nov 08 2017

My prediction? I think tax reform will go the way of 'repeal and replace.' Why? Because a major tax overhaul is really complicated, it takes a lot of time and it takes a lot more friendship than they have down there in Washington. Reagan got it done in 1986, but it didn't happen overnight, it took two years, it had to happen in a bipartisan way and both sides had to like each other so that there could be some give. Align is pure selfie generation stuff, and I blame the iPhone for the need to look better on Instagram. This one's all about the internet of things, not about politics.feedback

Nov 08 2017

The president has been a terrific salesman for our international companies, best in my lifetime for certain. [He's a] very commercial president, often making it clear that if foreign countries want to appease him, they need to buy and build American. I think he's had some success getting foreign companies to do business here, to open more plants here, although he's been less effective at his stated objective of narrowing our trade deficits.feedback

Nov 08 2017

For the record, we've told club members of the ActionAlertsPlus.com club that if they don't already own Nvidia, please wait, because it could easily sell off on even the slightest imperfection in tomorrow's results.feedback

Nov 08 2017

Like Micron, there are many people who believe this pace is impossible to sustain – they think Lam will flood the market with too much supply of machines, but that no longer seems likely. Hence the stock's 113 percent move.feedback

Nov 08 2017

But it's really a play on management's ingenuity. Now, there's a long list of other stocks that have done well, but after looking them over ... I can tell you that very few have anything to do with Washington or politics or Trump or Congress. In fact, most others in the top 30 have a tech theme to them. Bottom line? While our stock market's been good, so [have] the rest of the world's markets. President Trump has certainly created a benign environment for business, but I think the real heroes here are the CEOs who have driven their stocks higher by just being smart and executing right.feedback

Nov 08 2017

When you have a president who grades himself by how stocks do, you know he's just not going to hurt the market. Most of the president haven't really cared about the market.feedback

Nov 08 2017

They basically said, Don't worry, all the things you hear about us that are bad ... they're bad. We're getting to them. Give us some time. You can't have a conference call like that. What I didn't know before I read this, was how badly everything is working for Snap.feedback

Nov 08 2017

There's nothing to buy here.feedback

Nov 07 2017

I can't believe they don't take it to the finish line.feedback

Nov 07 2017

This year I keep hearing Netflix. This is the way to stop Netflix.feedback

Nov 07 2017

If you get Hulu, which is a household name, suddenly you have something that looks like Netflix.feedback

Nov 07 2017

The reason these stocks keep roaring? Because of the synchronized economic acceleration worldwide that keeps taking people by surprise ... since few can remember ever seeing this kind of global recovery – a true rising tide that's lifting all industrial boats.feedback

Nov 06 2017

Put simply, as in many other industries, we have too many semiconductor companies and they're competing for too little business. But if you can combine companies, you end up saving money while building up more bargaining power with your customers, and that's a win.feedback

Nov 06 2017

The odds of this deal actually being completed seem pretty long. Qualcomm's stock has been held back by its squabble with Apple. Its board of directors knows that the share price would probably be worth more than where it's currently trading and they don't want to give the company away.feedback

Nov 06 2017

This is incredible. Incredible. And right before Nvidia reports this week. Gutsy.feedback

Nov 06 2017

Intel and AMD have hated each other since their formation. So, this is amazing.feedback

Nov 03 2017

But when the market opened this morning, Activision Blizzard's stock collapsed while Starbucks' stock soared. How the heck is that even possible? Well, you see, it's all in the expectations.feedback

Nov 03 2017

But the stock does have a habit of trading down after it reports, so I want you to wait until we hear the conference call before you do any buying.feedback

Nov 03 2017

My only regret is that I didn't pound the table even harder. Since then, Chemours has vaulted from $7 to $55. That's a 647 percent gain, monster, crushing the performance of the broader market and its old parent company.feedback

Nov 03 2017

Which brings me, again, to the other reason I love spinoffs: They can make very attractive takeover targets. Often times, a big conglomerate will resist selling off one of its divisions to a competitor, but split that division off as a separate company, give it its own board of directors and its own shareholders, and suddenly, they become a lot more amenable to a takeover.feedback

Nov 03 2017

That's after Adient's stock sold off hard [Thursday], down 5 percent when the company reported what many people thought was a disappointing quarter. I didn't see anything wrong with it. This might be the buying opportunity.feedback

Nov 03 2017

I'm going to just stick with what we need on this and say you're going to get a rate hike on this. You can do it. There's less slack. It's all systems go.feedback

Nov 03 2017

It's certainly not based on average hourly earnings, which it's really incredible how you can be this tight at 4.1 and people not getting 40 cents or 30 cents more. It's growth without inflation which has been historically unbelievable for the stock market.feedback

Nov 02 2017

No one got Apple right except for us. What a shame, as this company, with a market cap approaching what could be $1 trillion, could have made fortunes for people if they would just understand that you can own – not trade, but own – a piece of this amazing company.feedback

Nov 02 2017

The stock of Global Payments has rocketed up more than 48 percent year to date, so good that, yes, I'm kicking myself. I wish I had highlighted it earlier. These guys own the client relationships in the payments business and they're the ones who set pricing. They also have some e-commerce, cross-border and gambling-related solutions.feedback

Nov 02 2017

They typically screw up their faces and say, I don't know. I have no idea.' Well, let me tell you something. The company that is Apple reported tonight and it was one of the greatest blowouts I have ever seen. Spectacular revenue growth, amazing earnings, a re-acceleration in China, bountiful services stream, and you just try getting an [iPhone] 10. Just try.feedback

Nov 02 2017

Facebook's stock was up 4 [basis] points before [CEO Mark] Zuckerberg said that and added, protecting our community is more important than maximizing our profits. I think this comment's just like the ad slowdown comment. It's done to temper expectations as well as make it clear to Congress that Facebook's good actors.feedback

Nov 02 2017

There's a retail investor cohort who actually cares about different things. You gotta have faith, and individual investors, they've got just that when it comes to the stock of Tesla. They believe in Tesla, which is why they'll soon come in to buy the stock because they love the car and they don't care about things like profit or gross margins or earnings per share.feedback

Nov 02 2017

Meanwhile, Global Payments is looking to expand internationally. Right now, the rest of the world accounts for roughly a quarter of the company's sales. Asia, Europe, [the] Middle East, Africa, [and] Latin America is where the real growth is, so they're aggressively trying to take share overseas.feedback

Nov 02 2017

Bottom line: I love the payments space. That's why we own the cheapest one for my charitable trust – club members know First Data, which hasn't been acting well but is so inexpensive, is the one that has got the best value – but if you want a little-known company that's essential to the payments food chain, then you could do a whole lot worse than Global Payments. Only concern? [The] stock's run a lot this year. Yeah, ideally, you could wait for a pullback. How about this: half before, half after.feedback

Nov 02 2017

I don't like to game the earnings reports, but if Global Payments delivers another good quarter next week and the stock gets dinged anyway, I wouldn't be surprised if you're getting another buying opportunity.feedback

Nov 02 2017

I believe that as long as people are incredulous or disdainful or scared of this market ... then there's trillions of dollars of tinder on the sidelines that can come in and take stocks higher. And that process is pretty self-fulfilling; as they take stocks up, their old memories of the bad times disappear [and] new ones are created based on a better economy and a realization that the stock market, and even the most obvious of companies as plain as the nose on my face, can make you a heck of a lot more money than any other asset class under the sun.feedback

Nov 02 2017

[It's] pretty amazing given how poorly cash has done versus stocks. The risk aversion is tremendous.feedback

Nov 02 2017

[Mutual fund inflows] remain pretty dismal, [with] more money coming out in the last month than going in despite the stunning gains we've seen. Many weeks still produce big outflows from stocks, good weeks where people make money. Call that negative sentiment for certain.feedback

Nov 02 2017

It would make it so it is just a show.feedback

Nov 02 2017

I thought this was a masterful conference call. Why? Because he is basically heading off any possibility that they'll be a billion dollar fine [or] Justice Department investigation. It's a brilliant narrative. Because what most people had been afraid of what that he was going to say he was going to boost security, but it would have no impact on earnings.feedback

Nov 01 2017

I am actually less worried about looking like an idiot and more concerned that you might be scared away from the stocks by the tepid conventional wisdom. That's why I think it's so important that you have to understand how a bull market like this one operates.feedback

Nov 01 2017

The analysts who cover this once great growth category have to find something to love. So they ask themselves, how about a 3 percent yielder where the future looks brighter than the past? How about Kellogg? And that's how a stock in this bedraggled consumer products group can spike after a long road down, a road I believe that will be less traveled by buyers after the stock moves up a couple of points from here and then the buyers move on.feedback

Nov 01 2017

Congress still hasn't come up with any sort of tax reform package that has any hope of passing, and does anyone even remember the president's $500 billion infrastructure plan? The truth is, it doesn't really matter.feedback

Nov 01 2017

In a normal market, the disciplined thing to do is sell when you have a decent gain. But now that the economy's healthier – synchronized global expansion – and the market's roaring, there's a new discipline. You need to learn how to hold onto terrific stocks of terrific companies, because there's a good chance that the upside will be greater than you imagine.feedback

Nov 01 2017

In a bear market or even a neutral market, these people don't really matter unless they're saying something negative. But in a bull market their positive pronouncements are suddenly taken seriously, which is how upgrades can cause such big moves.feedback

Nov 01 2017

Clients would look at me like I was nuts, but then they'd watch and it would happen. It's ridiculous. It's illogical. It's the opposite of how markets are supposed to behave, but you'd be amazed at how often this silly rule of thumb actually works in this kind of bull market. It's momentum talking, but momentum carries a lot of weight in this kind of bull market.feedback

Nov 01 2017

The whole equation's changed. In a bull market, you need to put more emphasis on not missing gains rather than simply trying to sidestep possible losses. In short, you have to be able to stay the course, even when it flies in the face of your instincts.feedback

Oct 31 2017

Of course, not everything's a winner. I bet you [CEO] Kevin Plank gets it together, though. I bet you he stops that whiskey-and-rye thing that he's doing and just focus[es], bearing down. That's his style. Do I want to buy the stock at $11? Maybe. There's too much inventory, though, in keeping with a general retail malaise that's crushed the stocks of Macy's and Kohl's.feedback

Oct 31 2017

The bottom line? When a group that's very much in vogue with the Wall Street fashion show gives you a series of excellent quarters, like we've seen with these cloud based software plays, the stocks just keep climbing. That's classic bull market behavior. And the charts, as interpreted by Bob Lang? Well, they suggest that Autodesk, Adobe, Ansys and PTC have a lot more room to run.feedback

Oct 31 2017

Split-offs, spin-offs, dumping under-performing divisions, that's how your got stock higher.feedback

Oct 31 2017

I'm not telling people to lighten up either in stocks or in mindset. ... I am urging you to forget about tax reform and when that's going to occur, who runs the Fed – love Jay Powell, known him forever – or where rates are going in 2018 and accept the fact that we have a genuine, non-inflationary boom going on both here and around the world, and the stock market accurately reflects this fabulous situation. This is what a real bull market looks like – don't fight it. Exploit it while it lasts!feedback

Oct 31 2017

[It] made us believe growth would always be slow and difficult to come by. For years, it felt like either our economy or the major economies overseas were going to be muted because businesses didn't want to spend because there wasn't enough demand to make it worthwhile.feedback

Oct 31 2017

This quarter's proven to be one of tremendous bounty, so tremendous that people can't even recognize it.feedback

Oct 31 2017

Everybody knew it was going to be horrendous. I think this is more secular. I think the company has lost its way. The industry is much tougher.feedback

Oct 31 2017

I may put this as the worst of the quarter.feedback

Oct 30 2017

This is a market that seems to have suspended nearly all of the ordinary rules that we go by. Things that aren't supposed to happen have been happening at a faster pace than at any time I can recall. So many stocks are behaving incorrectly, at least compared to the long-held hedge fund playbook.feedback

Oct 30 2017

But now, the situation's starting to get different. Almost all the hype surrounding Snap has dissipated, the enthusiasm surrounding the stock has completely vanished, and even though the share price has been steadily working its way higher since the August lows, the recent strength's gotten very little attention.feedback

Oct 30 2017

Citi says that J.C. Penney is withering, that they've cut expenses to the bone – no, through the bone – [and] they need to add the expenses back. The merchandise is not distinguished, the home goods have lower gross margins. There seems to be no way out. If that's the case, then there's not much reason to own the thing. I thought the report was too downbeat and that CEO Jeff Gennette deserves a little more of a honeymoon than this. I mean, the guy's only been at the helm for about eight months. But this downgrade? It made me feel like time is running out.feedback

Oct 30 2017

One of the biggest challenges for money managers is that this market's no longer following the patterns established by history. But in a real bull market like this one, we make exceptions to the playbook and we 'rally to the occasion,' so to speak. In the end, it's happening, it's true and it's making a mockery of the bears who've told us endlessly that these stocks simply should not be going up right here, right now. Well, that's exactly what they're doing and that's all that matters.feedback

Oct 30 2017

If that's the case, then the homebuilders can be bought right into the teeth of the next rate hike, although I'd wait to see who the new Fed chairman is before you pull the trigger. I think any of the candidates other than [current Fed Chair Janet] Yellen would make the bulk of money managers start worrying about faster rate hikes.feedback

Oct 30 2017

The hedge fund playbook says we should be shorting these stocks aggressively at this point in the cycle. And look, I believe the playbook will be right eventually. However, you don't get this kind of rally unless something good is happening, and when I go over the homebuilders, I come up with three things that could be driving the bus.feedback

Oct 30 2017

Bottom line? Snap's stock may have stabilized, but I think it's still too soon to give this one our blessing as an investment. I'm just not wild about the risk-reward here until we get more signs that management knows what they need to do to turn the company around. I remain open-minded and I want to believe, but my discipline tells me it's soon to recommend the stock of Snap.feedback

Oct 30 2017

Those numbers were always going to have to decelerate, but they slowed faster than investors had hoped. In the latest quarters, Snap delivered 286 percent and 153 percent revenue growth respectively, and while that's terrific in absolute terms, it was weaker than Wall Street had been expecting.feedback

Oct 30 2017

Citi says that J.C. Penney is withering, that they've cut expenses to the bone – no, through the bone – [and] they need to add the expenses back. The merchandise is not distinguished, the home goods have lower gross margins. There seems to be no way out. It's almost as if Amazon is a country within itself – it's got the best tech, the best selections, the best prices, and the best delivery. Heck, CEO Jeff Bezos may even have the best space program.feedback

Oct 30 2017

What works in this market works very well, and what doesn't work often is left by the wayside.feedback

Oct 30 2017

I urge people to not pay any attention to these publications that come out and say, Look, there's a shortage, they switched suppliers. Apple is like the 'Fight Club'. The first rule about Apple is you don't talk about Apple. So all these guys, they just don't know anything.feedback

Oct 30 2017

I urge people, please, own Apple. Own it because it is an inexpensive stock making the greatest consumer products.feedback

Oct 27 2017

I believe that CEO Ajay Banga will put up some amazing numbers and even though the stock's already up 44 percent for the year, I think ... Mastercard can still head higher. Who did the best job? Who stole the show? Was it Amazon? Was it Alphabet? Maybe Intel. Could be Microsoft. The answer? All of them, and all for different reasons.feedback

Oct 27 2017

But I think there's something that these guys can do to control their own destiny.feedback

Oct 27 2017

But overall, Coca-Cola is a growth challenged company. We know Coca-Cola's committed to expanding into new categories. We know they like beverages. That doesn't leave them with many options if they want to do a gigantic takeover that could move the needle.feedback

Oct 27 2017

Granted, Coca-Cola's stock has outperformed PepsiCo's ... for 2017. I think that's just because they're playing catch up after years and years and years of sustained under-performance.feedback

Oct 27 2017

They can make the soda business healthier while they also move into the not-so-healthy energy drink space. The important thing is that Coca-Cola needs growth and Monster's got growth in spades. Here's the bottom line: Coca-Cola needs to find some way to juice its growth rate, and buying Monster Beverage would do the job. That's exactly what would make this stock intriguing in a market that's gotten bored with the food and beverage space and ... I think it would send Coca-Cola's stock much, much higher.feedback

Oct 27 2017

The company has $100 billion in cash, 60 percent of that overseas, which really makes you wish Congress would get its act together on tax reform.feedback

Oct 27 2017

The people who run them are all such visionaries about where things are going that I just can't keep up. And that, ladies and gentlemen, is why their stocks are really flying higher, and why they're all-stars at the show. [That's] why their growth seems almost unconstrained. And that's why, even after today's moves, the stocks of Amazon, Alphabet, Microsoft and Intel are still all buys.feedback

Oct 27 2017

How is it possible that all of these tech titans are doing so well? Today's tech strength is all about data. More specifically, the explosion of data via the cloud. Amazon, Alphabet and Microsoft are the big three of web services, the backbone of the cloud. Intel's chips for data center servers are being pulled along for the ride.feedback

Oct 27 2017

I'm reiterating that you should buy Apple and own Apple, not trade Apple. As long as CEO Tim Cook is at the helm, as long as everyone in my family covets Apple's superb products, and as long as the stock is this cheap, I'm going to stick by that mantra.feedback

Oct 27 2017

It doesn't seem to matter whether this company delivers a good number or not. Earlier this week, Hershey reported what looked to me to be a decent showing. The stock got clocked. Mondelez's stock's already been crushed. But this group keeps self-immolating. I'd say be careful.feedback

Oct 27 2017

This company's growth is so anemic, I'd rather just own a utility, any utility ... unless Kraft Heinz can find someone, a competitor, to buy. Not only is it pressured by millennials, who seem to oppose their wares in principle, but the remaining food companies seem addicted to going it alone. We think of this company as a gaming enterprise, but maybe we should be thinking of it as an owner of teams in a whole new type of sport that sells out the house with aplomb. If you don't own it yet, why don't you wait to see it report?feedback

Oct 26 2017

You could argue 3M's having one of its strongest years ever and that's saying something. This company was founded in 1902. I am dazzled by the performance of this company and its stock, which soared from $220 to $237 in two days. This is a big, old-line industrial. You know what? It went down a little today. Pullback: gift.feedback

Oct 26 2017

I went and looked at my feed today and what did I see? A very sizable number of AMD followers criticizing me for being short AMD and trying to blast it down with negatives. This is called 'homer' behavior, raw home-team booster-ism that lacks any sort of objectivity or rigor and has no place in the stock market. This is how you lose money, people.feedback

Oct 26 2017

I want to shine a light on something I saw in my feed on Twitter, something that's actually not a good sign ... for this red-hot, scorching bull market. It concerns me, and I want it to concern you.feedback

Oct 26 2017

People, listen to me: If a company misses estimates, it's not my fault that its stock goes down. This is business, not personal. Managements do get it wrong. Business can be difficult. I promise you I'll monitor Twitter for this kind of behavior for other stocks, but only if you monitor your own behavior to be sure that you, too, aren't rooting too much for the home team and forgetting that, in this business, there is no home team. Just dollars and cents. Common sense.feedback

Oct 26 2017

Did they fire a lot of people? Was there a big currency gain? No. Consumer demand. In other words, business is booming.feedback

Oct 26 2017

One drug, one line item, and it's pure carnage.feedback

Oct 26 2017

In this scenario, you need to recognize that risk, like beauty, is in the eye of the beholder and right now, what's risky is what used to let you sleep at night: the foods, the drugs, the health cares. And what's rewarding? The cyclical companies with managers who pruned and cut and tucked and nipped their way through the wilderness, and they finally, at long last, reached the promised land. And they're making fortunes for everyone who stuck with them.feedback

Oct 26 2017

Right now, it feels like we're at the beginning of the first truly worldwide economic expansion since the 1990s.feedback

Oct 26 2017

What's driving this strength? Simple: For the first time in many years, the rails have more business than they can handle.feedback

Oct 26 2017 - Twitter

Some very big names were leaving it. And there were very big names who were leaving it because frankly, it was too painful. I think they've reduced the pain. They've cut back on all the junk. Expenses are good. And, by the way, they're doing a total disclosure on political ads, which I really like.feedback

Oct 26 2017 - Twitter

It was a takeover story for a while. And now it could be ... this is a story about a site that is getting the Bank of Americas. That kind of advertising. It's getting banks. It's getting consumer product goods.feedback

Oct 25 2017

Look, you rarely get a chance to buy this stock into weakness. What's behind the strength at Stanley Black & Decker? When you dig down, the explanation's pretty clear: the company's been making some very shrewd moves with its product portfolio, the shrewdest of all being the acquisition of the Craftsman tool business from the moribund Sears Holdings.feedback

Oct 25 2017 - Snapchat

Is this tech stock worth speculating on, or will it be another Snap or Roku or Switch, three newly minted IPOs that have been slammed since they came public? Let's find out by playing one of my favorite games. We're going to play Know Your IPO.feedback

Oct 25 2017 - McDonald's

It was almost as if Chipotle was the hidebound, troubled, figure-it-out-as-we-go-along kind of company levered to one new dish, the queso, while McDonald's was all about execution and value, the twin pillars of higher stock prices.feedback

Oct 25 2017

This is one fabulous deal for this guys. It makes sense. Basically, Stanley Black & Decker sold their low-growth mechanical security division, which I really didn't like at all, in order to pay for Craftsman. That's an iconic American brand that could have tremendous growth now that it's owned by someone competent.feedback

Oct 25 2017

It's a great business that Newell didn't want because, remember, they're trying to pare back their portfolio and embrace the consumer, but Loree and his team realized that these brands could really broaden the company's reach. [Thanks to] James Loree's terrific deal-making, Stanley Black & Decker has accelerated revenue growth and investors can't get enough of it. I like this stock now that it's pulling back after [Tuesday's] huge run, but I'd like it even more if the current sell-off continues. Either way, though, the stock of Stanley Black & Decker? It's a buy.feedback

Oct 25 2017

Here's the bottom line: It looks to me like MongoDB definitively does have disruptive technology on their hands, but given the potential competition and the track record of other recent tech IPOs, I'm going to recommend this one, but I'm going to recommend it for speculation only. In other words, you can own MongoDB, but only with money that you're totally willing to lose if the competition heats up and things get merciless for the company.feedback

Oct 25 2017

MongoDB does something different. The guys who created this company got frustrated by the available database options on the market, so they built their own platform designed for developers, by developers. The company has its own unique offering that they believe combines the best of both relational and non-relational databases.feedback

Oct 25 2017

I always say you've got to go with what you know.feedback

Oct 25 2017

Take your cue from what I call the craft, the notion that you've listened to the calls, seen the analysts' reactions, and reasoned that maybe a bargain is in the offing because you've done work about what the company's worth. The stocks are often wrongly priced during the peak of earnings period, at least initially, because of this cacophony of reports.feedback

Oct 25 2017

There's no need to do more than that. [For] all we know, this could be the first day of a larger sell-off ... You don't want to buy all at once. You do want to bet on your own fallibility.feedback

Oct 25 2017 - Chipotle

AMD's guidance, which was sub-optimal, had a lasting impact on lots of areas within tech, and many of those areas had been strong. Still, though, I can't countenance the idea that AT&T, Chipotle and AMD are responsible for the magnitude of today's sell-off.feedback

Oct 25 2017

I know you could say, Why do I ever have to do anything on down days?' The answer is, of course you don't. But let's start from the fundamental supposition that we want to buy when merchandise is on sale or being given away, not when it's going up in price. We want to be disciplined. We want to be consistent with what's worked before. This method I just described has worked for me for more than 30 years. No reason it won't work for you and for me now.feedback

Oct 25 2017 - McDonald's

I want to say it is a work in progress, but I'm going to say it is an overpriced stock. McDonald's deserves to go higher and Chipotle should go lower.feedback

Oct 25 2017 - McDonald's

There is no time. This is America and it's business. Chipotle is not going to get the time. The stock is going to go lower.feedback

Oct 25 2017 - McDonald's

The only bright spot in this thing was that avocado prices have come down, but I didn't need them to tell me that.feedback

Oct 24 2017 - Walmart

This whole chain leads me to believe that if you're selling into a brick-and-mortar business but also developing an e-commerce strategy on the side, you're really just playing a form of defense that hurts your margins in ways that investors just aren't prepared for. Put simply, other than Amazon and maybe Wal-Mart, the much-vaunted omni-channel's been a bear of a thing to manage for all involved. The more investors realize that the perils of online commerce far outweigh the benefits, the more they'll be able to save and not lose money going forward.feedback

Oct 24 2017 - GoPro

So what's behind these runs? Can they be sustained? Can you own either [stock] into next week's earnings reports? Well, I think you've got to to take them case by case, because GoPro looks like it might actually be turning. Things are still murky at Fitbit.feedback

Oct 24 2017 - GoPro

Crucially, though, GoPro has realized that software in these devices matters a whole lot more than the hardware. Their software platform, sometimes called an ecosystem, improved dramatically in recent months, including their QuikStories App, which makes it much easier to edit your videos so you can share them on Instagram or Snapchat.feedback

Oct 24 2017 - GoPro

Here's the bottom line: in this market, even the doggiest dogs can have their day. I think GoPro has really turned things around here. I wouldn't be averse to putting on a small position before the quarter. But Fitbit? I think it still has a lot of wood to chop, so to speak.feedback

Oct 24 2017

Here's the bottom line: the charts, as interpreted by Carley Garner, who's been spot-on for us, suggest that this rally might have a shorter shelf-life than we'd like. I'm a little more optimistic than that because the earnings from some of these great American companies have been so breathtaking. But you need to hear Garner's message because complacency, for all of us, is dangerous. When everyone else is euphoric after a huge run, it does not hurt for all of us to be a little more skeptical.feedback

Oct 24 2017 - Oil

A reading over 70 is rare and signals that we're pretty overbought, meaning we've come up too far too fast. Over the last 20 years, the RSI on the S&P 500's monthly chart has broken out above 70 just three times ... One, the peak of the dot-com bubble in 1999 and 2000, then right before the financial crisis in 2007, and then the oil implosion in late 2014.feedback

Oct 24 2017

In other words, calmness breeds complacency, historically, and sooner or later complacency gets punished, sometimes with a slap on the wrist, sometimes with a full-on beat-down.feedback

Oct 24 2017

Put it all together and Garner finds it hard to imagine how this market could become less volatile. But she thinks it can easily get more volatile, and when that happens, there's a decent chance that we will indeed get hit with a pullback.feedback

Oct 24 2017

Trust me when I say that a large portfolio manager, someone who runs, say, $5 billion, needs to buy a lot of 3M to make it matter. When you add another couple of managers trying to do the exact same thing to the exact same stock, there's simply not a lot of supply around, and that's how some company as big as 3M could rally $13 bucks in one session.feedback

Oct 24 2017

These companies have cut costs to the bone. Their managements have been waiting for this moment, right now, when things get better. Here it is.feedback

Oct 24 2017

When you see the first good quarter, you know things aren't about to turn down. A worldwide expansion means these companies could have several more beats just like this one, versus the anemic numbers they had the year before.feedback

Oct 24 2017

We're in a strange time because I think that we're very gripped by politics here. The rest of the world [is] kind of gripped by global expansion.feedback

Oct 24 2017 - Fake news

There isn't anyone who doesn't feel that the sideshow is hurting us. So, it's funny to see [Treasury] Secretary [Steven] Mnuchin say, A lot of the rally is because of the hope for tax reform.' I think it is happening despite Washington. I'm not trying to create fake news. I speak with a lot of CEOs.feedback

Oct 23 2017 - Trump Presidency

But this quarter, Seagate gave you some encouraging signs about its data center business levered to its biggest disk drives. No one saw that coming. That's why this stock rallied so big. It was hated, so it got a monster 12.6 percent move. The whole point of a 401(k) plan is that your contributions are tax-deductible up to $18,000 a year. They want to slash that to $2,400? It's hard to imagine a less popular way to pay for the massive tax cuts that President [Donald] Trump assures us [will] make our companies more competitive while helping the middle class.feedback

Oct 23 2017 - Oil

The best thing that could happen to Schlumberger long term is a healthy oil market where crude can go higher. The company believes we're getting there, but the oil service industry might need to experience some near-term pain first. At these levels, with oil possibly making a major comeback next year ... I think you're getting an excellent buying opportunity in the best stock of the best company in the entire industry, Schlumberger.feedback

Oct 23 2017 - Oil

The biggest winners so far of the earnings season ahead of what's going to be an amazing week? It's the stocks of companies that were supposed to report sub-par earnings. These are the stocks that are really exploding higher.feedback

Oct 23 2017

But if you neuter 401(k)s, then really, you're just punishing individuals who save in order to give corporations a tax break. Well, that's just crazy.feedback

Oct 23 2017

To me, that means the only way we're going to get tax reform is if it's much smaller than what we're currently being promised, small enough that it doesn't have to be offset by something unpopular like this.feedback

Oct 23 2017 - Republican Party

There were no denials about this potential slash by anyone in the House GOP leadership. It's on the table for them, even if it isn't for the president. This proposal will end up being on the butcher block and it won't get done even if, by some miracle, tax reform passes, but it is a tremendous example of what's wrong with this whole process and why I remain steadfast that you focus on corporate profits, not corporate welfare, from Washington.feedback

Oct 23 2017

The whole attraction of a 401(k) is you pay into it using pre-tax income, and this would wreck that whole system. For all of those reasons, I think this proposal to make 401(k) contributions taxable at a much lower level is dead on arrival. The most important takeaway is that the guys running this process in Congress, some could say that they're clowns. They should've known this proposal would face massive resistance.feedback

Oct 23 2017 - Social security

[401(k)s are] widely viewed as a bulwark against the possibility of cuts in Social Security, something that seems politically unthinkable even as the actuarial tables say it might be inevitable.feedback

Oct 23 2017

This is the biggest earnings week of the year. Look over your portfolio. Are hopes low for your stocks? That's good. Are hopes high? Be very careful. Don't expect too much from the ones with few enemies and naysayers. Expect the most from the stocks of companies that have disappointed in the past. Most important, if you get a pullback in the one-time disappointers that are now doing well, you've got to pounce. In the immortal words of those stock geniuses, the Gershwins: they can't take that away from you.feedback

Oct 23 2017 - Nike

But this quarter, Seagate gave you some encouraging signs about its data center business levered to its biggest disk drives. No one saw that coming. That's why this stock rallied so big. It was hated, so it got a monster 12.6 percent move. Have you heard anyone say that about Nike lately or Under Armour? No.feedback

Oct 20 2017

Flannery's going to run this company like other great industrials are run, by the books, for cash and cash flow. Not the way that I would describe as being the GE way, which was totally opaque and totally nauseating. I wish Mr. Flannery luck. He'll need it, but his candor and rigor tell me that he's the right man to turn around this once great American company. I always feel emboldened when we get a real doozy of an earnings report like we did from General Electric and the stock in question comes out the other side unscathed.feedback

Oct 20 2017

We are coming in hot going into the biggest earnings week of the year, and the stakes have been ratcheted up so dramatically that we better get some darned good numbers from these companies.feedback

Oct 20 2017 - Nike

I think this is an example of why it's better to be lucky than good, because both Nike and Adidas bailed on the golf equipment business, removing a huge amount of competition. It's easy to win when Nike decides to forfeit the game.feedback

Oct 20 2017

The bottom line: Did I blow it when I tried to call a turn in the golf business late last year? Nah, golf's definitely doing better than many people thought it would be not that long ago. But I did make a mistake in my stock selection – I should've stuck with just Callaway as the best way to get some golf exposure and left awful Dick's Sporting Goods out of it. I got it wrong. For now, I think Callaway could have some upside long-term, but I'd wait for it to come down before I'd pull the trigger. And if you want a sleep-at-night golf stock? Please just pick up some EPR.feedback

Oct 20 2017

I thought it might be a collateral way to play the strength in golf thanks to Golf Galaxy, its subsidiary, but I was mistaken.feedback

Oct 20 2017 - Wall Street

This is all about getting Wall Street to give the stock the credit it really does deserve, unlocking it. Money managers have trouble analyzing big conglomerates. They just do. But a leaner, stripped-down Honeywell with laser focus will be easier to get your head around. It makes me want to be a buyer.feedback

Oct 20 2017

What can I say? Being thoughtful pays off, and I bet this stock has a lot more room to run.feedback

Oct 20 2017

If you thought this guy was some untried and untested newcomer, you're sorely mistaken. He is whip-smart and really knows the company. Cote had been grooming him for years and by the time Adamczyk took over he was more than ready. It was a huge shift, yet the stock hasn't done much since the news broke, even though the company also pre-announced a strong quarter that same day. Personally, I think the lack of investor enthusiasm could be a fabulous buying opportunity for you.feedback

Oct 20 2017

As long as crude is trapped at $50 a barrel, which it is, there's no long-side trade developing.feedback

Oct 20 2017

This thing's been a beast and the company might tell an even better story about defense spending, but if you aren't in Boeing yet, I have to tell you, you're going to have to wait until it comes down because you've missed it.feedback

Oct 20 2017

Yep, big menu, big plays, truly a rapid-fire week. So here's the bottom line: Remember, the bias is to buy, not sell, but only if you can get these high-quality stocks unchanged to lower. Chasing here after this big run? No thanks. Wait for a day like [Thursday] and then do some buying.feedback

Oct 20 2017

I always feel emboldened when we get a real doozy of an earnings report like we did from General Electric and the stock in question comes out the other side unscathed. If we got one or it put itself up for sale, either way, I think Arconic's stock can fly. But, what the heck, it's time something happened.feedback

Oct 20 2017

Now, you have to keep in mind that the moves in these stocks ahead of earnings have been pretty mind-blowing, so don't freak out if the stocks can't get more lift after they report. That especially goes for Caterpillar, which has been nothing short of phenomenal. But please be aware: if these stocks come in ahead of the quarter, that will most likely prove to be a buying opportunity, not unlike [Thursday's] much-pilloried session.feedback

Oct 20 2017

This is not a report card on Flannery. This is basically a statement on all the things they've done wrong.feedback

Oct 20 2017

It's a disgrace, what happened here. This was a great American company. And Mr. Flannery is going to return it to a great American company.feedback

Oct 19 2017

That's when you need to be ready with the playbook. That's when you need to go over all your notes that were written in a calmer moment after watching the show about what to buy, your shopping list and how, if you get a pullback that has nothing to do with the merchandise that you want, damaging just the stock but not the company, you should use it to pounce at sale prices rather than being so confused by the fog of war that you panic like everyone else.feedback

Oct 19 2017

It was as if the world had ended and it didn't matter what you owned, it was going to be beaten down to a pulp by the endless cascade of Chicago S&P futures raining on the New York Stock Exchange. I was scared stiff.feedback

Oct 19 2017

If the stock weren't up that much, it would be a pound the table situation.feedback

Oct 19 2017

Next up: Abbott [Laboratories], down this morning [after] reporting a fabulous quarter yesterday. Unfortunately, the discount didn't last past the morning. But if you caught it, hallelujah!feedback

Oct 19 2017 - IPhone

How many times have people sold it on that kind of stuff? It has just kept people out of one of the great runs of all time.feedback

Oct 18 2017

Look, I appreciate [that] he's trying to get Congress motivated, but just on the facts, I think he's quite wrong. The truth is, most executives don't believe tax reform is coming. It's simply not integral to this market. Yes, they've lost faith.feedback

Oct 18 2017

While JNJ has been a real battleground in recent months, after yesterday's phenomenal quarter, the bulls have scored a decisive victory. Not all opinions are created equal in the stock market, but it sure does make it tough on you, doesn't it? Eventually someone is going to be right and someone else will be wrong. With JNJ, yesterday's quarter tells us the bulls were right, and I think the stock could have more upside here.feedback

Oct 18 2017 - Netflix

Whether it be the imminent decision by Amazon to go into drug stores – those stocks indicate a very near-term threat – or the multiple price target increases for Netflix after that barn-burner of a quarter or a terrific new Google phone to rival Apple, there's always something going on with these stocks.feedback

Oct 18 2017 - IPhone

It's not well known among the analysts, who are too old to use this kind of thing, but this app, as of [Wednesday], is topping the '148 Free iPhone Apps' list ahead of Instagram and, more important, ahead of the enemy, Snapchat. Let's just say that [tbh] seems like a gateway to Instagram that detours you from Snap, and for $100 million, once it's blown out in the Facebook ecosystem, it seems like money well spent.feedback

Oct 18 2017 - Facebook

Do I want to buy the stock of Facebook because of this? Let me give you a really odd answer: yes. Yes, because if this rate of adoption continues, then the price tag would have been $1 billion a few months from now, not $100 million, and Snap would have gotten massive publicity about how it intended to blunt anything Facebook does to move younger if Snap had made the purchase first.feedback

Oct 18 2017 - Facebook

It is something that puts the whole Snap-tops-Instagram-among-teens narrative, which has hurt Facebook's stock, into question. For $100 million smackers, it's a terrific insurance bet and it's a potential nail in the growth story of Instagram's chief teen rival, Snap. It's a great use of that gigantic cash hoard. And isn't that really what being a part of FANG is all about?feedback

Oct 18 2017 - North Korea

Washington's shenanigans do create some pretty terrific buying opportunities. There are a ton of sellers lurking on any news related to North Korea, the 'little' guy with the rockets. There are always people getting anxious about the president's off-the-cuff comments, like the calm before the storm line [or how] drug companies [are] getting away with murder.feedback

Oct 18 2017

They've been some of the most dependable stocks every time they get hit because it's not like world peace is breaking out.feedback

Oct 18 2017

The next quarter is going to have the revenue up. The streak is going to break. [CFO Martin Schroeter] is underpromising. He's going to overdeliver. Next year is going to be terrific.feedback

Oct 18 2017

It's not a discussion about Buffett anymore. It's about a discussion of reignition of earnings.feedback

Oct 17 2017 - Netflix

Here's the issue in a nutshell: when everyone expects the numbers to be phenomenal, it's very difficult to blow people away, no matter how excellent the quarter really is. And make no mistake, this was an absolutely fabulous quarter. Not perfect, but really, really great with even better guidance.feedback

Oct 17 2017 - Netflix

I'm not asking for there to be a suspension of rigor – which is at times the case with Tesla. I'm not asking for 100 percent rigor and no pizazz, which often can be the case with dry subjects like insurance or banking. I just think a little fun injects confidence into the proceedings, and in a world that lacks confidence, it's nice to hear it in a CEO's voice every now and then. It makes you feel more confident yourself, so if a stock gets hammered, like Netflix was today, you know that you should buy it into weakness.feedback

Oct 17 2017 - Netflix

Here's something you never hear from anyone: Maybe stocks are cheaper than we think. When we see gigantic Dow Jones components jumping like small capitalization stocks, which helped the venerable index trade through 23,000 at one point today ... we do know that something real is afoot.feedback

Oct 17 2017 - Netflix

Netflix's stock may have sold off a bit today, but don't take that as an indictment of the quarter.feedback

Oct 17 2017 - Netflix

That's some amazing, turbo-charged growth. Yet when you look at Johnson & Johnson's price-to-earnings multiple, which is how we compare companies on an apples-to-apples basis ... this stock sells for just 18 times next year's earnings estimates.feedback

Oct 17 2017 - Netflix

Remember, these declines tend not to last very long in this market if the companies behind them are growing like weeds, as this one is, and the analysts who recommended it before will reiterate their buys with raised price targets – in fact, that process has already started. In a few days, buyers will swarm back to the stock, which I believe is worth a lot more than its current market cap because of the vision, the artificial intelligence – they know what you want – and the fact that Netflix is one of the great bargains of our era.feedback

Oct 17 2017 - Heinz

Broken support is another one of these things technicians don't want to see. [It] often signals a further nasty decline. In short, Ponsi says it's an ugly chart.feedback

Oct 17 2017 - Wall Street

If you want a healthy bull market, the consumer staples stocks are exactly the ones we need to leave behind. These are classic, recession-proof names that investors buy when they're worried about a slowing economy. The fact that they're being sold indicates Wall Street is more confident about the future. Bottom line: the charts, as interpreted by Ed Ponsi, suggest that the consumer staples cohort and, in particular, the food stocks could have more downside. That's an absolutely essential component if the bull herd can continue to thunder.feedback

Oct 17 2017 - Heinz

That's an extremely negative sign, so negative that technicians like to call it the death cross. It's very difficult to fight a bad chart and it's doubly difficult to fight a death cross. In short, based on what Ponsi's seeing here, the consumer staples ETF is in trouble.feedback

Oct 17 2017

I hear people say, But Jim, this is peak earnings.' I say, Sure, I'm worried about the pricing of some [sectors]: DRAMs, semis, disk drives, flash memory. But I don't think we're seeing peak numbers from a JNJ. I don't think we're seeing peak numbers from a UnitedHealth.' I hear them say, Wait until the Fed raises rates.' News flash: not only have they been raising rates, but it's actually good for the financials, which is a huge part of this economy.feedback

Oct 17 2017 - Samsung

I often want to ask them, Hey, do you use Samsung?' I mean, really. I think it could charge double for its service business and people would have to pay up because there's nowhere else to go, it's the only ecosystem that is seamless. Yet the darned stock sells for less than 15 times next year's earnings estimates – its price is really being controlled by these tech analysts – and that's without even backing out its enormous hoard of cash.feedback

Oct 17 2017

Its valuation makes no sense to me. Same goes for JPMorgan, which is also selling at 14 times earnings with the best growth I can recall, the lowest non-performing loans I can remember, and a new rate cycle ahead that could raise earnings by billions of dollars – and the company doesn't need to add a soul to its workforce to get that return. I'm telling you, as someone who watches earnings and knows how much people pay for them, historically, these valuations are not just cheap. They're ridiculous.feedback

Oct 17 2017

I hear them say, Hey, it's all a Fed bubble.' Guess what? The Dow has now almost tripled since I started hearing that argument. They [were] cogent then, cogent now, and I bet they'll be just as wrong this time.feedback

Oct 17 2017

You could argue that all of these stocks deserve to go dramatically lower ... but I just think they're expensive and JNJ is ridiculously cheap.feedback

Oct 17 2017 - Netflix

The overall unbelievable theme of the analysts – even though they all raise price targets – is how long can this go on? I point out it can keep going on because it's an $80 billion company that represents the only international TV network worth $100 billion. Let the traders knock it down and long knives be out and then pick it up.feedback

Oct 16 2017

Those are all minor chords. It's this: When you look at the hottest stocks in this environment, the major theme is the cloud. Everything else pales in comparison.feedback

Oct 16 2017 - Net neutrality

Really, though, none of this explains why GM's stock has gone from zero to hero in a matter of just months. Everything I've just mentioned certainly helps, it's a nice background, but none of it gets at the real issue here. The real reason, I think, for the sudden love [is] you're witnessing a re-rating of GM's shares by the analysts and then a total change in the investor base.feedback

Oct 16 2017

That's the kind of coverage you might expect for a fast-growing, cloud-based software stock, not a major American automaker.feedback

Oct 16 2017 - Trump Presidency

At many public companies, management's more motivated by salaries, bonuses, perks. Not that there's anything wrong with a CEO getting paid to do his job, but it's always better when the people in charge have a great deal of their wealth tied up in the actual common stock.feedback

Oct 16 2017 - Trump Presidency

All things that expanding businesses need to stock up on to comply with the workplace safety laws. Hence the Trump stock designation.feedback

Oct 16 2017

Based on today's rebound, the investors were right to buy Apple into weakness – they got it for a song.feedback

Oct 16 2017

Here's the bottom line: traders keep giving you gifts when they bolt, and with the exception of the Trojan horse that is retail, I think these gifts need to be taken. The opportunities [are] just too darned good to pass up.feedback

Oct 16 2017

Sure enough, when I got the upgrade, there wasn't anything in therethat we didn't already know: Apple's got good pricing power on its phones, excellent app store growth [and an] ever-expanding service revenue stream. So why did Apple's stock roar higher then? My conclusion: it never should've been knocked down in the first place.feedback

Oct 16 2017

What you have to do is look for individual breakdowns in stocks that should not have broken down. That stock was at $150 and then it dropped to $136 and then it went back.feedback

Oct 16 2017 - Netflix

When I look at Netflix and I look at their scalable model, obviously people continue to think, How could this company only be valued at $80 billion if it's going to be your worldwide cord cutting play?feedback

Oct 16 2017 - Netflix

Which leads me to believe that it'll either be up really big tonight or it'll be down a little bit and be up really big tomorrow.feedback

Oct 13 2017

Look, it's highly unusual for non-dividend paying, high-multiple stocks to be the lovey blanket of safety that these FANG names have actually become in our market. But, you see, their growth has nothing to do with the economy. FANG is driven by a global secular trend that's not going away any time soon.feedback

Oct 13 2017

At the moment, it feels like even a monkey with a dartboard could make a killing in the semis. That's how strong they've been. But this is also an inherently high-risk group. The moment we get any meaningful signs of an economic downturn, you better believe these high-flying semiconductor stocks ... will lose some of their mojo.feedback

Oct 13 2017

Once you are generating a ton of cash like that, there are a lot of ways you can [use it] to make your stock safe, more durable and a better investment, and that's exactly what the incredibly shareholder-friendly Texas Instruments has done. This is the key: these guys are very disciplined about capital allocation.feedback

Oct 13 2017

I think it's fine for income generation. I prefer something that offers both dividends and growth. Growth is hard to come by in that industry.feedback

Oct 13 2017 - Netflix

My prediction is that when Netflix reports after the close, the stock will either go up instantly by a huge amount or go up over time after a dip, because I think this company is worth more than its current $86 billion market cap. Granted, Netflix the stock is no bargain on earnings. But as we've seen over and over and over again, the earnings are the wrong way to judge a company like this one that's trying to take over the world and is succeeding pretty much everywhere it goes.feedback

Oct 13 2017 - Wall Street

I think IBM's mistaken if it believes that Wall Street will embrace a company with no revenue growth quarter after quarter. [If] you give a downbeat projection, the stock can go still lower if the company only meets that downbeat projection rather than beating it.feedback

Oct 13 2017 - Obamacare

Since UnitedHealth had already pulled out of the Obamacare exchanges, I'm tempted to say it's a buy into weakness. However, we really don't know. The situation's gotten murky. So I'd rather wait until we get more information. This is a must-listen-to conference call. Will Procter be able to maintain better-than-average growth, as it's been doing the last few quarters, or did the proxy take their eye off the ball? We're going to find out.feedback

Oct 13 2017

At $67, the stock is now down 14 straight points from its high. I think it's worth it as a flier, so to speak, because ... I think it'll catch up to its peers and I think it's going to crush the estimates, frankly.feedback

Oct 13 2017 - Facebook

Take the money all at once. Don't let them string it out like that. You want the time value of all that cash working for you. That's vital.feedback

Oct 12 2017

The bottom line? I love this kind of story. It's meat and potatoes. LKQ is exactly the kind of quiet, unheralded, under-the-radar winner that makes this market so powerful. I think it deserves more credit. That's why I'm sponsoring it and why I'm pounding the table. Given the strength of the numbers and the stock's cheapness, I bet the completely anonymous LKQ has a lot more room to run. Sure, I'd like it on a pullback. That'll give you a chance to get to know the company, not just the initials, before you take the plunge.feedback

Oct 12 2017

Like any other market, when there's too much demand, stocks go higher, and when there's too much supply ... stocks go lower. Today, you could see those supply and demand dynamics in action ... and that led to some very difficult trading.feedback

Oct 12 2017

Why not expect some change? Nearly half the shareholders who voted agreed with Peltz that Procter is too insular and not innovative enough when it comes to developing smaller new brands into larger established ones. That's what Peltz was pushing for in a nutshell.feedback

Oct 12 2017 - Unilever

Freda's chief stamp? Innovation. Estee Lauder develops new, exciting cosmetics faster than any smaller competitor could. Freda knows all of his international markets well, he understands what the local people want, what sells, and where the markets are going like no one else in this industry.feedback

Oct 12 2017 - Unilever

What do those three winners have in common? They're all run by executives who used to work at Procter & Gamble, all of them born elsewhere, all of them with tremendous command of multiple international markets.feedback

Oct 12 2017 - Unilever

He's embraced the strategy of buying small brands and then blowing them out in a big way. For example, he purchased Dollar Shave Club for a billion smackers last year. He kept the iconic CEO Mike Dubin. It's the first serious challenge to Gillette in that venerable brand's history. I can't see Dubin fitting in anywhere at Procter & Gamble.feedback

Oct 12 2017 - Oil

Don't forget that this market is fickle. Sure, oil and retail have been a continual disappointment, but supply does come out in tech and transports. As for the banks? They've run a huge amount. It looks like they're now going to give you a chance to scale into them at a lower level. ... My advice: never buy on day one of a big sell-off or day two, either, which would be [Friday]. There will most definitely be more supply behind it.feedback

Oct 12 2017

It's incredible that it hung in above $41 for so long despite a declining session. Yes, there's that much demand for semiconductor stocks that when a big chunk comes up for sale, the big institutions couldn't get enough of it. Plus, Micron's spending the money wisely. They're using $476 million to pay down debt, then using the rest to buy new equipment so they can build more DRAMs and flash chips.feedback

Oct 12 2017

The company had been viewed as a survivor doing better than the other stores in the mall. Instead, we can only conclude that the mall traffic took one more leg down in the month of September. So, of course, that's another reason to buy the stock of Amazon.feedback

Oct 12 2017 - Facebook

I do not trust the machines to do what people can do at this stage of the game.feedback

Oct 12 2017 - Facebook

This is about the gross margins of these companies. If they have to start hiring people who are English lit. majors rather than those computer scientists out of Stanford, you would see their gross margins go down.feedback

Oct 12 2017 - Facebook

I think they are fantastic at looking at what I regard as keywords.feedback

Oct 11 2017 - Sex

This is like fishing, catching a 40-inch edible fish every day, each different from the day before.feedback

Oct 11 2017 - Sex

Venator Materials may not be the sexiest company ever, but ... this spinoff came at the ideal moment, right when Venator's core titanium dioxide business is experiencing a real renaissance. This story has a lot going for it, more than almost all the other spin-offs I've heard of, and unlike so much of the market, this is a cheap stock. I say the potential rewards dramatically outweigh the risks and Venator's stock makes a ton of sense to buy in this wildly pro-spin-off market.feedback

Oct 11 2017 - Sex

Wal-Mart's being re-rated. This is an important term and I want everyone to understand it. This company is actually doing something that's supposed to be theoretically impossible: it's upping its spending on e-commerce; developing systems that will make Jet.com, one of its subsidiaries, a formidable competitor; it's increasing its buyback by $20 billion; it's paying people more while improving the store experience and it's increasing earnings, plus possibly even beating Amazon.feedback

Oct 11 2017 - Amazon

It's a two-man race now, but one stock sells for 234 times earnings [and] the other sells for 19 times earnings. Granted, no major money manager is going to sell Amazon; it's too hot, it's too good. But there's a world of portfolio managers looking for another potentially dominant retailer with a cheap stock and a great balance sheet. Which is why I think the stock of Wal-Mart, even after this miraculous run, is not finished going higher.feedback

Oct 11 2017 - Amazon

This is not the Wal-Mart we're used to. I don't think anyone can really put a dent in Amazon Web Services ... but I will say this: by virtue of its huge network of stores, Wal-Mart can do plenty of damage to Amazon's retail business.feedback

Oct 11 2017

VF Corp. seems to have seen this transition coming – you don't just build out a strong online business overnight – and its gross margins are now bouncing back. Turns out, like with so many other product categories, people just don't want to buy this stuff in the store if they can get it online.feedback

Oct 11 2017

Things then got real ugly. A year ago, many investors were still optimistic this would just be merely a temporary disruption. The idea was that, eventually, Sports Authority's closure would benefit competitors like Dick's [Sporting Goods] or Finish Line or Foot Locker. Man, that's not how it played out at all. If anything, the same-store sales from these sports-oriented retailers have just cratered.feedback

Oct 11 2017

But now we've lapped the store closures and yet things just keep getting worse, something very few foresaw.feedback

Oct 11 2017

As the legendary Ella Fitzgerald sang in 'Summertime,' the fish are jumping [and the] cotton is high. If you don't grab a pole, though, and buy some bait, it's all going to be lost on you as it is on so many Americans who don't know a rod from a reel.feedback

Oct 11 2017

This was a gift. I'm calling it a 40-pound striper caught surf casting.feedback

Oct 11 2017

You can tell from his tweets that he grades himself by the performance of the S&P 500 the same way he graded himself with the Nielsen ratings when he started 'The Apprentice'. I know he disbanded the economic councils, but he still has those contacts and he knows what sends the stock market higher. If you work at one of these larger brokerage houses, your research director is in your face begging you to put out some new names knowing they'll pop.feedback

Oct 11 2017

You can't show performance in this market without buying stocks. It's that simple: for money managers, you know what this period is? This is the buy or die period.feedback

Oct 11 2017 - Kroger

Some are game fish like Nvidia, hitting an all-time high on autonomous driving chips. Some are the bottom fishers: Intel, AMD, Kroger. Some are brick-and-mortar retailers that typically rally for a few days, then you've got to toss them back. Those are strictly catch and release. And some are just delicious dinners like McDonald's, Visa, MasterCard, Wal-Mart, visible from the surface – branzino – capable of being lured in with some chum and a couple of dumb minnows.feedback

Oct 11 2017 - Facebook

I've been waiting for Snap to get back to that level where it became public. This is a very encouraging report.feedback

Oct 11 2017

I don't know what to do. Rarely have I felt this stupid.feedback

Oct 11 2017

The board agrees that the dividend would be paid. The statement would be very simple.feedback

Oct 10 2017 - Internet of Things

That goes double for the semiconductor space, the chipmakers that make big-picture themes like autonomous driving, internet of things, artificial intelligence, mobile, gaming [and] the data center ... possible. Strength in the semis signals that consumers are willing to spend more money on all sorts of devices, which is why this group can be such a terrific leader, especially during economic expansion like we have around the globe.feedback

Oct 10 2017

Some of these activists are better than others, but generally speaking, when a smart activist like a Peltz or a [Elliott Management's Paul] Singer gets involved, it's a good thing for you at home. Even when the activists fail to get everything they want, you, as a shareholder, should be grateful for their work. Believe me, these stocks, many of these, would be even lower, maybe much lower, without the pressure these funds put on management.feedback

Oct 10 2017 - Federal Reserve

The industry was subject to stringent regulations that made riskier banking impossible, while dividend growth was forbidden without the approval of the Federal Reserve.feedback

Oct 10 2017

And while you can argue about the merits of deregulation, one thing is clear: Quarles is going to be fabulous for those of you who own bank stocks. Why does all of this matter? Let's put it together. If the banks no longer have to guess what the examiners want from them in the stress tests, if they're allowed to increase their dividends as they think prudent, and if the Fed gives us a normal series of rate hikes, they'll make investors fortunes.feedback

Oct 10 2017

When these hedge funds and mutual funds anoint a stock as a winner and decide to buy it hand over fist, you better believe you're going to get a higher share price. At the end of the day, institutional buying is what's driving stocks higher. Intel is Exhibit A.feedback

Oct 10 2017

The charts, as interpreted by Bob Lang, suggest that Intel's got more upside – although it would be even better after a pullback – while Qualcomm's stock might finally be getting it together, and Broadcom could be ready for another big move after a long-term breather. Now, I think he's got a point. I agree with him on Intel. I'm hopeful about Broadcom. Qualcomm's got a tougher road to hoe because it's got a long-running patent dispute with Apple.feedback

Oct 10 2017

All that said, the biggest winners here [are] you, the shareholders. Any spur from outside that creates more accountability is always going to be a good thing. I like that kind of challenge. I feel comfortable enough in my skin to have one, though obviously the board of directors didn't. Still, they would've been better off with him than without him.feedback

Oct 10 2017

It's another situation where activism could have done a lot more good if management had just listened in the first place.feedback

Oct 10 2017

I think the split will create a ton of value, even as some expressed disappointment. The disappointment is your buying opportunity, as the breakup here will create two best-in-class companies that don't necessarily belong under one roof. This is good news for Smith & Nephew shareholders, as Elliott can put pressure on management to conduct its business in a more rigorous fashion – that's one of the firm's hallmarks. My charitable trust owns Arconic ... and NXP Semiconductor in part because of the pressure Elliott's putting on both businesses to unlock more value.feedback

Oct 06 2017 - Amazon

Does this make any sense? You know what, I don't even know anymore. Here's all I ask. The highest valued stocks are now making the big moves – 'highest valued' meaning the highest price-to-earnings, highest price-to-sales [multiples] – so I'm begging you to do something for me: if you're going to own these stocks ... please know what you're buying.feedback

Oct 06 2017 - Amazon

In this market, once Amazon locks its phasers on you, nothing's ever going to be the same. So down $10's not enough to immunize Costco's stock from further declines. The reality is Amazon's efforts are putting a lid on Costco's stock and they've taken away the floor.feedback

Oct 06 2017 - Amazon

When a high-quality stock like Celgene gets slammed but the underlying thesis is still intact, I think you need to do some buying. Celgene's building a stable of multi-billion-dollar drugs, it's got fabulous management, and [blood cancer treatment] Revlimid's patent protection will likely hold up, so don't let this Morgan Stanley analyst scare you out of a good story, especially when that analyst sat out the whole run with a hold on the stock, which is not what I'd call value-added.feedback

Oct 06 2017 - Amazon

After digging into this story, I think the pros do outweigh the cons, although I'm obviously not alone in believing that, as the stock surged from $17, where it came public today, up to $20.84. That's a 22 percent gain right out of the gate. Which begs the question: is Switch worth owning even after today's monster move?feedback

Oct 06 2017 - Amazon

I am urging you to be careful. At this point, the odds do favor a pullback. It could give you a better chance to buy. Notice I'm not saying, Sell.' I'm just saying I want you to be ready. Here's the CliffNotes version of this call: millennials don't like to go to Costco. They'd rather go to Amazon. Membership growth isn't as robust among younger people, so the aging of its core demographic – 52 is the average – will, in the end, mean that Costco's stock is no longer a bargain no matter what.feedback

Oct 06 2017 - EBay

You never want any company to be that dependent on a single customer, but the data center business tends to be pretty sticky. I'm not that concerned.feedback

Oct 06 2017 - EBay

The fact is this is a pretty lucrative business. I told you I love the data center. However, while Switch is intriguing, it also has some issues that we've got to address here.feedback

Oct 06 2017 - EBay

Bottom line? I do love the data center, and I like Switch the company even with the convoluted ownership structure. In the end, though, the stock is simply a little too rich for me right now to recommend. That said, call me a believer in the concept. Just not the price.feedback

Oct 06 2017

I don't want to over-dramatize my concerns here, but I have to tell you this market has been so unbelievably strong that it's natural to believe that there will be some profit-taking if the earnings aren't perfect when they start next week.feedback

Oct 06 2017

If JPMorgan can break through $100 – it's at $96 and change now – then we've got some very good leadership to go to the next level. Given that most people now expect the Fed to raise [interest] rates in December, it's likely that this stock will get there on any positive commentary by CEO Jamie Dimon.feedback

Oct 06 2017

I think it'll be shallow. Why? Because [CEO] Patty Doyle delivers and I don't think you want to fight the trend of Domino's, which is still very inexpensive given its humongous cash flow. I'm going to be looking for places to trim, to raise cash, because I want to come into earnings season lighter than I am, so to speak. I'll be telling [ActionAlertsPlus.com] club members next week in our monthly call that you need to have some cash on hand for a decline – and a decline is what you should expect after we've become as overbought as we are at this time.feedback

Oct 06 2017

The quarters have been weak there. I don't know if they've got a strategy.feedback

Oct 06 2017 - Amazon

It was very disturbing, because it basically just says, Amazon is coming for you guys and we don't even care what you say.feedback

Oct 06 2017 - Amazon

They're not signing up like they used to be. Do millennials still go there? Every question of the undercurrent is Amazon.feedback

Oct 06 2017

If you're buying on [tax reform] you're going to be disappointed.feedback

Oct 05 2017

If anything, these analysts who lack the intestinal fortitude are more likely to downgrade once we get slammed with that sell-off.feedback

Oct 05 2017 - Microsoft

Wait a second, so the acquisition's now good, the margins aren't peaking, there's no slowing volume? Put it all together and this upgrade is a genuine towel throw. It's a total capitulation of the 'I can't take it anymore' variety.feedback

Oct 05 2017 - Microsoft

When I read the report, it was almost written by Captain Obvious. The only thing they left out was CEO Satya Nadella's cool black t-shirt look.feedback

Oct 05 2017 - China

The source of CAT's strength? The company had a true blowout quarter thanks to a pickup in orders, very lean inventories and a very low table of employment. It's a big winner as China and Europe return to growth ... and you'd better believe they'll sell more equipment for the rebuild effort in the wake of the recent hurricanes here.feedback

Oct 05 2017

It's become a must-own tech name for big-time portfolio managers who like growth but also want to sleep at night. Put simply, these names went higher largely because they were the only game in town, cash-heavy stocks of companies that are doing better than we thought that could grow in an era of slow growth. And that's precisely what's driving this remarkable move.feedback

Oct 05 2017

I think what shocked people here is that the modern-day Visa was built by Charlie Scharf, who recently left that job, but his successor, Al Kelly, seems to be handling things perfectly well. I admit I was worried when Scharf left. I was wrong. Kelly's amazing. Visa's business is humming.feedback

Oct 05 2017 - Amazon

He explained that the stock of drug store retailer Walgreens has struggled after news that Amazon could be looking to break into the multibillion-dollar pharmacy market. Yes. Let's watch the transports. Because classic Dow theory says as long as they go up we're fine. Watch JB Hunt, XPO Logistics – not in the transports average but [has] been extraordinary.feedback

Oct 04 2017

The moment a company's management finds out that it possesses material non-public information, they must immediately close the window on insider selling. Otherwise, the chance is way too great that some executive will take advantage of that inside information and dump stock, which may have happened at Equifax.feedback

Oct 04 2017

[In] superhero terms, I'd say Tyson got its powers by mutating. The company changed in some big ways and it's quickly resulted in better numbers.feedback

Oct 04 2017

A year ago DexCom got slammed based on competitor concerns from another giant, Medtronic, and its so-called artificial pancreas – a glucose monitor combined with an insulin pump – but the stock was able to make a dramatic comeback, as DexCom's numbers continued to be excellent. Anyone who's owned this stock has been obliterated by the Abbott news, and that's terrible. Mea culpa again. But at these levels, I believe DexCom will be able to rebound, even if it might take some time.feedback

Oct 04 2017

I'm sure the government has no idea how to get at what's happened here, given how our country so often fails to go after executives for wrongdoing. But if the SEC could find that Equifax knowingly failed to observe the trading window rules, then it could easily go after these execs. The way I see it, the three insiders who sold either didn't know about the hack, in which case they should be fired for a lack of basic knowledge about their own company, negligence, or they did know, in which case they should be prosecuted to the fullest extent of the law for selling when they did.feedback

Oct 04 2017

This is the type of thing that Congress should immediately refer to the SEC to examine why the window was kept open when it's so important to slam it shut the moment the company is in possession of material non-public information. Honestly, I think this is truly frightening, so if Equifax won't cooperate with the SEC, I really think the matter should be referred immediately to the Justice Department for an insider trading criminal investigation.feedback

Oct 04 2017 - Oil

The oil stocks have had quite a run lately. Call me nervous about number cuts.feedback

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