Jim Cramer

facebook_page
twitter_page

Last quote by Jim Cramer

These are all new earnings per share boosters that give you more reason to buy the darned stock. Sears, its pathetic partner, doesn't have that much left, but it does have one of the best brand names in appliances. They haven't savaged that. Kenmore's still good. You put Kenmore together with Amazon, you throw in Alexa so you can scream at your washing machine all you want to turn on, and voila, you're off to the races.feedback
share this quote
Jul 20 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Jim Cramer is associated, including Donald Trump, American Airlines, and money. Most recently, Jim Cramer has been quoted saying: “I buy down when I am investing. I cut my losses immediately when I am trading if the reason I am trading the stock doesn't pan out.” in the article Cramer clears up the key difference between trading and investing.
Automatically powered by Storyzy
Take our quote verification challenge and find out !

Jim Cramer quotes

Jul 19 2017

But these algorithms only work if they have huge piles of data, and the best data you can find here is the kind of consumer credit info that's Equifax's bread and butter. And it's not just the banks. These days, everybody wants to see your credit score, from car deals to phone companies to advertising agencies who want to ... do more targeted marketing.feedback

Jul 19 2017

Since the re-christening, I've had not one, not two, but three patrons at Bar San Miguel, my Mexican place in Brooklyn, tell me they bought Nvidia after they heard me rename that mongrel for the red-hot semiconductor stock. They knew the story, not just the dog. One day, maybe they'll just know the dog and it'll be time to skedaddle. But when you can go toe-to-toe with random drinkers at a local tavern about a stock that you adore, that's a really good sign.feedback

Jul 19 2017

This whole theory of mine has less to do with these particular stocks than with the fact that people are beginning to wake up to the idea that owning the stocks of companies they love after doing some homework – not just index funds, but in addition to them – can turn out to be very lucrative.feedback

Jul 19 2017

I'm not necessarily interested in [HGTV], neither are millenials. They don't own homes. They rent.feedback

Jul 19 2017

This is just another Amazon story in some ways. It is just another company that has been 'Amazoned.feedback

Jul 19 2017

IBM is really burdened by the old business. And the new business – they're up against these amazing companies. It takes so long to remake an organization when you're up against Amazon, when you're up against [Google-parent] Alphabet, when you're up against Microsoft. These are competitors the likes of which IBM has never seen before.feedback

Jul 18 2017

The reason you can make money in individual stocks – as long as you do the homework – is that markets are rarely super efficient, the conventional wisdom is often wrong, and there are often huge opportunities there for the taking if you know where to look. Straight Path had a lot going against it, sure, absolutely, but at the end of the day they owned some insanely valuable spectrum assets that ultimately made AT&T and Verizon willing to pay through the nose to buy the whole company. That's what really mattered.feedback

Jul 18 2017

It's not like tech is vaulting into the stratosphere while everything else does nothing. What we have here is a broad-based rally that's taking up all sorts of stocks, proving once again that diversification is the only free lunch in this business.feedback

Jul 18 2017

The action in Straight Path Communications has been very exciting, but I wouldn't call it efficient.feedback

Jul 18 2017

Don't let its measly 50-cent gain fool you. United Health reported a great quarter. Its stock's a buy.feedback

Jul 18 2017

As Reed says, Negative free cash flow will be an indicator of enormous success. In other words, Netflix is an entertainment company but is being valued as a tech company, as money managers believe it's all well and good to lose money now if you're going to dominate later.feedback

Jul 18 2017

It's the same model as Amazon. Money managers backed Amazon because they knew, at a certain point, if they wanted to, they could raise the price of Prime offerings to make more money. The more Netflix knows about what people love, what you love, the more it can scale that love into not profits – as so many thought were needed – but subscribers. And by that metric, do you know that the stock of Netflix remains undervalued? Which is why, even after this run, it is still not too late to buy Netflix.feedback

Jul 18 2017

At the same time, the Chaikin Money Flow [oscillator] ... measures the level of buying and selling pressure in a stock and is still in very positive territory, suggesting that the big boys continue to accumulate shares in AbbVie. Put it together and Moreno believes that this rally is not finished.feedback

Jul 18 2017

The bottom line here: don't trust the muted reactions we're beginning to see to some of these amazing results from our fabulous American companies with their amazing management[s]. Don't say, This is a narrow market because only FANG is going higher.' Instead, say, Let me go back over these quarters without thinking about how embarrassing Washington has become.' When you stop viewing stocks through the prism of politics, you know what? You're going to find a lot of things that you like, a lot of things that you should be buying.feedback

Jul 18 2017

This company's generating $6 billion in cash [and] returning scads of it to shareholders. But the bulk of this defense contractor's profit comes from, you guessed it, Washington, and who the heck wants to be chained to these do-nothing embarrassments?feedback

Jul 18 2017

What can I say, I think Dimon hit the nail on the head. However, I wish he'd used a different forum to talk about politics, because Dimon's screed forever linked JPMorgan's amazing quarter with the nonsense of Washington. Yet JPMorgan's results, like those of Citi and Bank of America, are splendid examples of how well banks can run without one ounce, one iota of help from our federal government.feedback

Jul 18 2017

Here's the problem, though: if you own stocks, by nature you need to be optimistic. You'd be hard-pressed to own any stocks if you thought our nation was a colossal joke.feedback

Jul 18 2017

Facebook figured out you use the internet to be able to tell personal narratives. Amazon figured out you use the internet to sell merchandise. Google figured out the internet to be able to do YouTube short form. These guys figured out the internet by being able to produce content that is loved in Korea and loved in Brazil and loved in Europe.feedback

Jul 18 2017

I come back after a hard day and just like it.feedback

Jul 18 2017

You know you don't to get to be FANG for nothing.feedback

Jul 18 2017

This is [an] intellectual opioid.feedback

Jul 17 2017

What isn't getting enough attention by anybody is how we're seeing such strong turns in so many countries and continents around the globe. It's why I think the EZU, the iShares MSCI Eurozone ETF makes so much sense to own.feedback

Jul 17 2017

But every now and then, investors will have such a low opinion of management that a CEO departure can actually send a stock soaring higher. Just look at what happened with an old favorite of mine, Zimmer Biomet, the big medical device company that specializes in orthopedic implants, just last week.feedback

Jul 17 2017

I can't stress how important this development is. This is the quarter that international saves the domestic situation, and not just because the dollar's getting deliciously weaker versus other currencies. The rest of the world's simply in better shape than we are right now, and that means so many of our stocks with global businesses could have a lot more room to run.feedback

Jul 17 2017

Some of the problem had to do with where Zimmer makes its money. Even after the Biomet deal, the company gets roughly 60 percent of its sales from hip and knee implants, which is one of the slower growing segments in the space.feedback

Jul 17 2017

Dvorak wasn't exactly doing a great job. His resignation signals to investors that the company might finally be ready to consider a major shift in its strategic direction. In fact, the analyst community had nothing but positive things to say about the shakeup.feedback

Jul 17 2017

They're all hostage to the need for more volatility and higher interest rates, neither of which seems to be in the cards any time soon.feedback

Jul 17 2017

GE presents a cautionary tale for those who own Procter & Gamble. Procter, like GE, has set out to cut costs and boost revenues. But neither has cut deep enough or been able to grow much to speak of. I agree with Peltz when he says GE and Procter can accelerate cost cuts. Let's see what Immelt and incoming CEO John Flannery have to say about the prospects for a better 2018.feedback

Jul 17 2017

If you do not know the stock or the company Schlumberger, it's a marvel, the oil service company that remains the gem in a very tattered industry. I've got a real bad feel for what he's going to say this time, mainly that oil's not going higher and activity will be subdued for the rest of the year and perhaps much of 2018.feedback

Jul 17 2017

I have found their commentary on its big cargoes – what's doing better, autos, equipment, homebuilding, coal, agriculture, construction – gives you a classic mosaic that can help you figure out how strong commerce really is in this country. Plus, I'm of the opinion that as the transports go, so goes the economy. The key transport to me? Not the airlines, Union Pacific.feedback

Jul 17 2017

CEO Satya Nadella impresses many people as an intellectual techie, but he doesn't get enough credit for competitive spirit and nature when it comes to winning. Don't forget, we're also going to see the full fruits of his Microsoft's LinkedIn acquisition. I bet they'll be very positive too.feedback

Jul 17 2017

Still, my feeling is that Procter & Gamble is worth owning – that's been my view the whole way – because you've just gotten still one more way to win. The uglier this proxy fight gets, maybe the more shareholders stand to gain. That's why, when we hear from them, I bet we get a nice upside surprise as the stock has pulled back and is giving you what I think is a very good entry point.feedback

Jul 17 2017

I think it might be an actual harbinger for the other FANG names, a good sign.feedback

Jul 17 2017

(The Dow) is still kind of a classic gauge of the big international stocks. And I think it's the rest of the world that's doing really well. I think people are really too focused on gridlock here.feedback

Jul 17 2017

These are the stocks that have just been percolating up.feedback

Jul 17 2017

Look, you just have to hope that you don't wake up in the morning and see Amazon has decided to get in your business.feedback

Jul 13 2017

We want companies in retail to get to better numbers via innovation, excitement, experiential, game-changing acquisitions. But other than Wal-Mart and Amazon, there really aren't that many that fill that bill. That's why I remain concerned longer term about retail. You're getting a good trade here, but I think, because of Amazon, that's all it is: a trade, not an investment.feedback

Jul 13 2017

Migraines are a huge category. I think there's definitely a place for their drug. Even the bears think it could [do] $300 million in annual peak sales, and this is now just a $600 million company. Plus, at these levels, I think that Alder could be a terrific takeover target if the drug works better. I know this stock has burned people on the way down, but it's got a viable drug and we care about where a stock's going on this show, not where it's been. In my view, Alder's been de-risked down here, and I think it's worth speculating on.feedback

Jul 13 2017

The data here seemed pretty good, at least until a few weeks ago. Chronic migraines are a serious problem, one that costs businesses $13 billion every year as a result of lost workdays. So a drug that could effectively prevent migraines would be very, very valuable, not just to the people who suffer from this painful condition, but also for their employers.feedback

Jul 13 2017

I think Alder BioPharmaceuticals sold off too hard in the wake of the data it released two weeks ago.feedback

Jul 13 2017

If offices want to attract talent, especially from the younger generation, they need furniture that facilitates a more collaborative work environment, which is good news for Herman Miller and Steelcase.feedback

Jul 13 2017

I say enjoy the trades. Remember, though, this is a market that loves technology, worships at the altar of health care, and thinks the industrials are about to have a renaissance.feedback

Jul 13 2017

My argument here is that in the last two days, a group of people have decided that not everything in oil is worthless. And if you want to know one that's not worthless, it is Apache.feedback

Jul 13 2017

I like a market that rotates into the down-and-outers and embraces value even without mergers and acquisitions. I didn't think it could happen. It makes you want to trust the rally more. I trust it already, but evidence of reform among the penalized is always welcome. Still, don't count on retail or the oils or the autos to remain this market's leaders for long, because eventually this market's real generals will take back the baton and start sprinting again.feedback

Jul 13 2017

There's a subtle moment … in this call. The implication was, don't fear the lockup expiration as much. A lot of it's done by insiders. I think the next thing that happens is the insiders come out and say, We're not selling, not at these prices. If anything, were buyers.' That gets the short squeeze going.feedback

Jul 13 2017

People who want to jump on the retail bandwagon, you need one other company. You've got to have Macy's come out. You've got to have a Kohl's come out. Somebody has to come out besides just [Target's] Cornell, so we know it isn't just one company.feedback

Jul 13 2017

We need to hear something from Macy's. We need to hear that [its] July Fourth sale was really big. And that the traffic is good. Traffic is the lifeblood. I think Kohl's is doing well with Under Armour; doing well with Nike. … It would be great for Kohl's to come out and do what Brian Cornell did. It would be great.feedback

Jul 13 2017

Then, you will have a short squeeze. It won't be a rip-your-face-off short squeeze, but a meaningful short squeeze. These stocks are cheap ... based on the destruction that Amazon Prime did to their common stocks. You have a trade here. I'm not talking about an investment.feedback

Jul 12 2017

What happens when it all comes together? We get an incredibly broad rally encompassing many different groups, many actually contrasting groups, the kind of move that reminds you why you just don't just sell everything because some talking head says, Oh boy, I'm scared and you've got to go home.' Or, at the very least, if you don't like the market, it signals that you're getting a better chance to sell.feedback

Jul 12 2017

Given all the original content Netflix puts out, the failures are somewhat inevitable, and if anything, they'll have to increase. That's the law of large content. Still, the record is darned good, much better than everyone else, and that matters, especially when worldwide numbers are at stake and some content plays extraordinarily well overseas.feedback

Jul 12 2017

We have consistently valued stocks under our coverage based upon the discounted present value of their future cash flows.' Goodie. That bit of ideology reminds me of that quote everybody attributes to Albert Einstein about the definition of insanity: doing the same thing over and over again expecting different results.feedback

Jul 12 2017

Knowing the right metric has always been the key to picking good stocks. Wedbush has clearly picked the wrong metric. And sometimes, that's all that matters.feedback

Jul 12 2017

You see, at a certain point, the prism you're using is just wrong, and you've got to to scramble. You have to adapt. You've got to find a new one. I don't mean to pick on Pachter, although I think 'Pick on Pachter' would be a great name for a sit-com, but periodically, there are stocks that defy the traditional metrics and you've just got to scrap those metrics if you want to understand the stock.feedback

Jul 12 2017

In short, Vantiv should be able to get a lot more mileage out of Worldpay's neglected American business. Here's the bottom line: With so much attention devoted to what's happening in Congress or this bombshell story with Fredo Trump – you broke my heart, Fredo – we're barely, barely, barely noticing dynamite M&A activity like Vantiv's proposed purchase of Worldpay. This is the biggest deal in the payments space since the Great Recession and I think it's terrific, particularly with the stock trading at just 17 times earnings. Forget Fredo, buy some Vantiv.feedback

Jul 12 2017

Why? For starters, Vantiv is about to go from a domestic payments play to a worldwide titan overnight. Thanks to the Worldpay acquisition they're going to get a huge international footprint, especially in Europe.feedback

Jul 12 2017

In short, a lot of the value in payment processing comes from having relationships with the retailers.feedback

Jul 12 2017

I love any rally that's led by the airlines because it means that the transports can break out, thereby confirming any strength in the Dow.feedback

Jul 12 2017

In the last 24 hours, we heard that Facebook, letter F, is now going to charge for Messenger, one of its greatest yet-to-be-monetized assets. Letter A, Amazon? Prime Day exceeded all expectations, including the incredibly high ones that I set. N, Netflix, catching a lot of love just today from analysts who're seeing great international growth. And then ... Alphabet won a billion-dollar tax fight in Europe.feedback

Jul 12 2017

There's no better sign of worldwide growth than CAT hitting those hallowed levels. I'm a strong believer in what our resident commodity seer, Carly Garner, has said since she told us to sell in the $50s and buy in the low $40s – oil is range-bound. She seems pretty confident, now that it ticked to $46, that it's going to $50 next. Don't forget to sell when it gets there, though.feedback

Jul 12 2017

Keep days like today in your head. These are a reminder, a reminder that patience can and does get rewarded. Occasionally the market elects to do what's rational, not what's stupid. Isn't it a delight to watch it unfold?feedback

Jul 12 2017

I like the fact that the despot, Home Depot, which I believe is having a good quarter, is ramping. I didn't see much on Amazon Prime to steal any of that great retailer's thunder, or customers for that matter. Same with Wal-Mart, which I think didn't deserve to sell down that hard and represents some pretty good value here.feedback

Jul 12 2017

The guy has had his whole career in finance, and that's what I want. I would love to have a Fed chief that understood finance in reality.feedback

Jul 12 2017

He's a practical guy, and I think he's not a theoretical guy. I think he is a guy who understands the labor force better than any of the people I've heard describe it.feedback

Jul 11 2017

Why are so many energy stocks down versus where they were trading when oil bottomed early last year? Because in January of 2016, many investors believed oil and gas could rapidly come roaring back, maybe $60, maybe $80, but these days we've come to accept the lower for longer thesis. Still, I think there's value in stocks like a Carrizo, which have a real and I think sustainable rate of return down here, it just might take a long time for them to get the credit they deserve.feedback

Jul 11 2017

Each area needs growth in earnings and in sales, or at least one of those, and the only way to get it by now is to actually do deals, do deals with other companies in the industry.feedback

Jul 11 2017

While Salesforce, Workday and Red Hat have all had a very strong year, in the last five-odd weeks they've been hit with a wave of selling. However, they're now beginning to bounce back, and Lang believes that all three could be ready to resume their runs higher after some modest pullbacks.feedback

Jul 11 2017

Plus, the upward slope of the Relative Strength Index, the RSI, an important momentum indicator, is very steep, which Lang tells us means this can continue to perform much better than the rest of the market. Put it all together, and Lang says that Red Hat really just needs to rally less than three dollars from here, to $100, at which point he expects the stock to roar higher before temporarily running out of steam at the $110 area.feedback

Jul 11 2017

If Salesforce.com can rally less than two bucks from here to $90, then the W will have been confirmed, and from that level, Lang believes it could be an easy run to the mid-$90s or even past $100. In short, Salesforce's chart has a lot going for it. It's Lang's favorite name in the group.feedback

Jul 11 2017

Now, Lang believes that Workday is getting ready to make a run for its old highs. If the stock can climb less than a buck, climbing back over $100, then Lang thinks it could be smooth sailing to $105 in the not-too-distant future. Here's the bottom line: the cloud companies have some of the best growth rates around, and their charts, as interpreted by Bob Lang, suggest that stocks like Salesforce, Workday and Red Hat could be ready to roar once again after a nice pullback just last month.feedback

Jul 11 2017

Snap, crackle, pop. This is (Mark) Zuckerberg going after them in a way that is only – it's not even imaginable what he is doing. If Facebook wants to smash Snap, it can do it. This is becoming one the great busts of 2017.feedback

Jul 11 2017

Because then I think you can own the liquor market. ... This thing is a little too underage. And it's viewed as being a little too subversive and it also has a certain way of delivering a message that Instagram is just directly copying.feedback

Jul 10 2017

If we put it all together, and I think it's crazy that both Yum and Yum China are trading at basically the same price-to-earnings multiple, but not because of what we used to think was the case. You see, now, with Taco Bell so strong, I think Yum Brands is the true growth vehicle here, and after that last quarter, it's clear that Yum China has some real problems with growth that need to be worked out before it deserves to trade at the same footing with its original parent company.feedback

Jul 10 2017

I want to address this reluctance to believe in the bull head-on by going over the top 10 reasons why investors always seem to have one foot out the door, despite the fact [that] we've had one heck of a run from the lows way back in March of 2009. I simply can't buy into the senile bull thesis. You start with the current bid. Berkshire Hathaway's a great fit for us, and they'd be very supportive of our investment strategy.feedback

Jul 10 2017

I say do this: let the retail stocks come down for another couple of days. Let Amazon blow out the numbers for Prime Day. Let everybody cut estimates for all the others. But remember: Not all retailers are created equal. When the split occurred, growth investors flocked to Yum China. Those seeking reliability went for the parent, Yum Brands. Now Yum brands has Yum China beat on both counts. It's simply superior to the Chinese spinoff, and until that changes, I'm sticking with my recommendation that the original Yum is the one that's worth owning.feedback

Jul 10 2017

Ever since Whole Foods deal, we've heard repeatedly that Amazon might buy any brick-and-mortar company that can help them dominate, including the likes of Macy's. That'd be an interesting situation: Amazon knocks down a stock with its own power and then gobbles up the stock underneath when it suits them.feedback

Jul 10 2017

Best Buy's the rare retailer that people thought couldn't be Amazon-ed because the stuff you buy there actually requires help. But Amazon's putting together a unit, we've learned, that is set to be able to do exactly what Best Buy does, and pop! There goes the stock of what we thought to be a winner.feedback

Jul 10 2017

Take the stock of Costco, which has been hammered relentlessly since the Amazon-Whole Foods tie-up, falling from $180 to $151. Yet even after this stunning decline, Costco's stock still sells at over 23 times earnings and it has many bulls who remain cheerleaders for the company.feedback

Jul 10 2017

So many stocks entered bear market mode in these three corrections that it's almost like we've had three bull markets with some really horrifying interregnums. That's why I simply can't buy into the senile bull thesis. Other that O'Reilly Automotive, we really haven't had any of these nasty things lately.feedback

Jul 10 2017

Most managers simply don't know what they do. So therefore they presume these stocks are expensive.feedback

Jul 10 2017

Can you recall any recent secondaries aside from the disastrous Twilio and Acacia deals? I can't.feedback

Jul 10 2017

I've been examining literally hundreds of stocks that are not on most people's radar screens, humdrum companies like Brink's or Avery Dennison or Federal Realty, which I know is down on its luck right now, but they simply can't be considered pricey. And this isn't just anecdotal evidence. So much of the movement in this market has been broad-based, with vicious rotations being used to re-charge whole sectors.feedback

Jul 10 2017

Yes, there have been some retail bankruptcies, but not really major ones. Maybe you haven't even shopped at any of them. The fear of Amazon has become so all- encompassing, though, that bargains might soon be created. I say stay tuned to the downgrades after Amazon Prime Day tomorrow. At that point, I'm more interested in buying than selling.feedback

Jul 10 2017

I can't quantify this other than to say that they are top-of-mind disappointers.feedback

Jul 10 2017

No bear market has ever begun with the financials as the leaders. Many have started with the banks as laggards, though.feedback

Jul 10 2017

At the end of the day, a government that does nothing under a Republican president is still more market-friendly than one that does nothing under a Democrat. I'm not trying to be political here, it's just that the Republicans are known as the party of capital and the Democrats are known as the party of labor – both equally valid, I think – and the stock market? It's capital.feedback

Jul 10 2017

We need to hear every Fed and their talking endlessly. ... Officials say we're going from three hikes to four based on the employment number on Friday. Three hikes to four hikes means you can go into these bank quarters, which are reported on Friday, with a full head of steam.feedback

Jul 10 2017

If it's really that great ... just play them.feedback

Jul 10 2017

I'm a little discouraged.feedback

Jul 07 2017 - Marijuana

Even if Brink's isn't trying to capture the marijuana market share directly, there are only so many armored trucks in this country, and when demand for them surges from one particular industry, you better believe that's going to help with pricing across the board. This is a pot play! Brink's has worked a remarkable transformation, and despite all the hand-wringing about the death of king cash, this stock seems to have a lot more room to run, especially as states legalize pot.feedback

Jul 07 2017

I'd recommend buying Oracle here, as it is a classic 'buy the dip' situation. But here's the issue with buying forlorn stocks: you don't know when they're going to become less forlorn. You have to buy Oracle here and then maybe pick up some more at lower levels if it gets hit. You have to be willing to do that. I would back up the truck at $46, where it was before it reported.feedback

Jul 07 2017

Notice, I'm not saying you can buy anything that goes down. Plenty of stocks deserve to get hammered, like all the retailers that are being steamrolled by Amazon. I'm simply saying that if you refine the 'buy the dips' policy into something more rigorous, namely buying the stocks of companies that have gone down in spite of terrific quarters, you'll be in a much better position when the market turns, just like it did today, or the sellers, of course, come to their senses.feedback

Jul 07 2017

Why? I've got an answer. Because, again, until today, the stock has been going down since its initial post-earnings spike. It sounds [like] circular reasoning: the stock is going down because nobody cares. They don't care that it's actually getting cheaper. But believe me, now that Oracle's shares are changing direction, it's going to gain adherents as it climbs as quickly as it picked up sellers on the way down.feedback

Jul 07 2017

Of course, as important as the non-farm payroll report is, at the end of the day, what really matters for individual stocks are the earnings, and we kick off a brand new earnings season on Tuesday. If PepsiCo gets hit after it reports, you should be ready to buy. I bet the numbers show a 20 percent increase over last year's Prime Day, which I expect to cause a boatload of retail analysts to come out of the woodwork and downgrade any retailer that is still standing that they haven't downgraded yet.feedback

Jul 07 2017

I think its stock dramatically undervalues the overall enterprise . It's a sterling example of what I think is cheap even when the broader market may spook people.feedback

Jul 07 2017

It's incredibly important because lately, this market's been led in part by the financials, and an important Fed head arguing for four hikes would be music to their ears, especially given that we are going to get a lot of bank earnings at the end of the week.feedback

Jul 07 2017

Even if these numbers are as tame as I expect them to be, I think the Fed has enough latitude for two rate hikes this year. In my view, they've still got a long way to go before higher interest rates represent any kind of meaningful risk for this economy.feedback

Jul 07 2017 - Federal Reserve

This is nirvana for banks. This rate rise makes it ... so easy for Janet Yellen. It makes it so JPMorgan, you got to go to a $100 price target. ... It's going to have a remarkable quarter.feedback

Jul 07 2017

I look at that broad number and I say this is one of the reasons I remain more sanguine than I think many people. You get job growth (and) that still gives the Fed reason to do some normalization, which I want because that's good for banks. I've been in the business long enough to recognize when I see this level of employment, I can't just call it a bubble.feedback

Jul 06 2017

What really matters here is that this market's recent rally is not just about flashy tech stocks that so many investors feel uncomfortable with. It's also composed of boring, steady-eddie players like Avery Dennison, and as long as this kind of stock is leading the way, I feel good about the norm of the market, since this company is the definition of normal – the regular American Joe stock that's worth investing in any day of the week.feedback

Jul 06 2017

That's why the Blue Apron IPO was one of the most eagerly anticipated deals of the year. It seemed like investors were practically salivating for this one. Yet the actual IPO, it's been a total bust from start to finish, and, fairly or unfairly, its weakness is giving other digital startups a bad name.feedback

Jul 06 2017

Avery Dennison may not be sexy, but it's one of the kind of unsung heroes that no one talks about. They just don't. Would I recommend buying it? Sure, I think the stock could have a lot of upside.feedback

Jul 06 2017

It's unsustainable. As long as its costs keep rising faster than its sales, it's hard to see how Blue Apron can become profitable, but if they cut back on their spending? Jeez, then the competition might steamroll them.feedback

Jul 06 2017

Here's the bottom line: don't freak out about Blue Apron. This is a company that came public too late, too late to cash in on the period of insane growth. It probably should've IPO'd a year ago if it wanted to get a better valuation. Could it be worth owning at some level? Look, I'm concerned about what Blue Apron's first quarter out of the gate as a public company might look like, so my advice to you here is to stay on the sidelines for now and be patient. Maybe they can get the problems under control and you can swoop in at a lower level. Maybe.feedback

Jul 06 2017 - Samsung

I give you this list not because I'm a bear, and not because the market is down hard today, the first time in four sessions. It's more because I want you to know that I have a list and I check it constantly. I always add new things to it, because that's what you do if you're a pro. In my mind, there's two ways to look at this issue: go long Apple and short the South-Korea-based Samsung if you are narrow and linear and focused just on the stock market, God love you. Or be prepared for the un-preparable. I'm just glad Dear Leader has such a small nuclear arsenal, but that's a pretty low bar.feedback

Jul 06 2017 - Costco

But it doesn't matter, because even though the sales are terrific, the shares of Costco trade at nearly 25 times earnings and that's too high a price-to-earnings multiple versus what Amazon can potentially do to it down the road when it's bought Whole Foods. After that day we're going to hear that sales were probably up 20 percent versus last year's Amazon Prime, so the day we get the results, every other retailer out there is going to take a header. We've got to get past that day. It just doesn't feel all that safe out there.feedback

Jul 06 2017 - North Korea

It's kind of an existential issue, because an erratic dictator with an ICBM, he can do a lot of damage before he goes down. But it's hard to see how we can just keep placating North Korea given this development.feedback

Jul 06 2017 - Trump Presidency

If that [bill] fails – and it probably will, which I've been telling you from the beginning – then we're going to have to accept that this market likely won't be getting much assistance from the Trump administration. In fact, the only thing coming from Washington is rate hikes from the Fed and potential bond sales, which is only good news for you if you're a bank CEO. Bad for everyone else.feedback

Jul 05 2017 - Bitcoin

I've found the best analogy to what I do may be the sports world. I'm not going to tell you who's going to win the U.S. Open if I cover the NFL. In the end, as much as I like the sound of my own screeching voice and nasty Philadelphia accent, I'm not going to bloviate about something that I don't understand very well. I take my role as your investing coach way too seriously.feedback

Jul 05 2017 - Bitcoin

Despite all of the crude bulls out there, and boy, we've got way too many of them, the truth is that we've simply got too much supply for crude to mount any kind of sustained rally.feedback

Jul 05 2017 - Oil

Once that happens, we go right back down to $40, and perhaps even fall to the high $30s, which is why Garner's tentative target is for oil is $39.feedback

Jul 05 2017 - Oil

So many traders assume the momentum will continue in either direction, and they keep getting caught on the wrong side of the trade, which Garner says is exaggerating the volatility of the oil market.feedback

Jul 05 2017 - Oil

At the same time, we've got a floor of support in the low $40s. So the next time you feel like going all in on the oils near $50, please just refer back to this chart. Above $50, many producers in the Permian [Basin] can come in and make a fortune selling oil futures, so the market gets flooded with new supply, and when you increase supply without boosting demand, prices go down. That is economics 101, people.feedback

Jul 05 2017

In 2000, most of the tech leaders were about to experience a sudden drop-off in sales. I'd argue that the exact opposite is true for these major video game companies, all of which seem like they're on the verge of an earnings breakout of epic proportions.feedback

Jul 05 2017

Whatever, travel and leisure stocks, everything from hotels and time shares to airlines and cruises, live on the new-high list, and with good reasons: they all seem to have endless runs of better-than-expected earnings – remember, that's what drives stocks – and, crucially, these industries employ a huge number of people.feedback

Jul 05 2017

For the longest time, this kind of concentrated selling could bring the entire market down – makes sense given that autos and retail are so heavily linked to the overall economy.feedback

Jul 05 2017

So, here's the bottom line: it's true, autos and traditional retail may be weak. But these 10 other sectors can justify an awful lot of strength, certainly enough to make it possible for the stock market to plow higher, even without the usual suspects helping us along.feedback

Jul 05 2017

Many of our capital goods businesses realized years ago that they had to diversify away from the United States and they spread their wings to Europe and Asia and all sorts of emerging markets. Those moves turned out to be poorly timed, sub-optimal, at least until this year. With the rest of the world now in recovery mode, heavy equipment makers are experiencing what I am regarding as a nirvana moment.feedback

Jul 05 2017

Eighth, we know housing is an industry that punches above its weight. It accounts for only about 10 percent of consumer spending, but the demand for housing is off the charts versus the supply, which explains why the homebuilders endlessly hit the 52-week high list even though the overall housing start numbers aren't that strong and rates are going higher.feedback

Jul 05 2017 - Baidu

Let those guys who were selling [tech stocks] furiously on Monday come back. ... You don't just turn it around on nothing. Let them come back, let them knock some things down, and then come in.feedback

Jul 05 2017 - Federal Reserve

I think the economy is OK. I think that inflation is lower than they want. They definitely want to get off the emergency. I think that the Fed is kind of – it's in a unique place. It can take a lot of action and not hurt the stock market. It can move and people will continue to buy the banks.feedback

Jul 05 2017 - Federal Reserve

That rotation out of tech, I think it had much more to do with a markup that existed until the week before of a serious markup of everything internet of things, everything video games, everything of artificial intelligence and not social media and not web services.feedback

Jun 30 2017 - Disney

If you don't want to do this for your children, do it for yourself, because kids who can manage their own finances are kids who won't be begging you for mula even after you have gone into retirement.feedback

Jun 29 2017 - PoPro

Trading around a core position is an important basic trading strategy that everyone can use, even those of you who find the notion of trading, as opposed to investing, to be abhorrent.feedback

Jun 28 2017 - Heinz

I want to show you that it isn't reckless to try to pick individual stocks, and those who say it is just don't understand the process of first-hand experience, married with research and buttressed by skepticism. It all increases the odds of successful individual stock investing while minimizing the risks of single-stock ownership.feedback

Jun 28 2017 - Heinz

As a homegamer, you can use the flailings of the hedge fund performers to your own advantage by picking up best-of-breed companies.feedback

Jun 28 2017 - Heinz

Heinz was a staple with a good dividend, and what I didn't understand at the time was when the economy heats up, people dump these kinds of stocks for something more cyclical.feedback

Jun 28 2017

I recognized that you can study and you can pick worthwhile stocks that might be doing better than the average stock and that can, indeed, augment your savings provided you do it right, have some edge and stay current on the company.feedback

Jun 28 2017

All I can say is that I'm glad for two things: one is that Pop never borrowed money to buy National Video, and two, that stocks blessedly stop at $0 on the way down.feedback

Jun 27 2017

We all know that teenagers are incorrigible. The last thing they want to hear about is stocks. They have bigger fish to fry. To which I say, so what? I'm not going to tell them what to buy. I'm going to let them tell me.feedback

Jun 27 2017

I bet you they'd pick Hasbro over Mattel. If you want to get your kids into investing, buy a brand name. Something they can see and hear and tough and even like. Yeah, just own it. The stock won't always work. But think of what you liked when you were little, and remember that you may have a long term winner on your hands.feedback

Jun 27 2017

There's too much risk in individual stocks to just put together a portfolio of them of your own choosing. So, at a minimum, I am demanding that you put your first $10,000 beyond what you have from your first twenty years into an index fund, the S&P 500 being my favorite.feedback

Jun 27 2017

Parents, grandparents, listen up. You can give all sorts of things to families that had just had babies. I want you to open up accounts for them. Or at least give them some shares of stock so that from the earliest moment you can start the process of saving that you have to do.feedback

Jun 27 2017

But that's not what made this stock a 'Mad Money' crown jewel. Nope, it was the technology behind DPZ.feedback

Jun 27 2017

All of this technology was totally lost on me. I never minded the phone, was always patient about when the pizza would arrive, never cared about the interchange with the delivery person. I kind of liked it. In short, I was not like the target audience. That's why I always call Domino's a tech company that sells pizza.feedback

Jun 27 2017 - Samsung

When my kids come to me and beg me for a Samsung, you know what? You might hear me say some different things about Apple than I currently do.feedback

Jun 27 2017

You see, that's the beautiful thing about teen investing. You can lose it and no one may end up noticing in the end. You pull the same kind of thing later in real life, like me, it's got consequences. But the bottom line is that for now you can learn from your teenage children. Trust me. Invest with them. And you won't regret it.feedback

Jun 27 2017

These kinds of funds can really compound over time, meaning that if you let it run, the money can build upon itself.feedback

Jun 27 2017

The bottom line: when a child is born, think about setting up a Uniform Gift to Minors account and putting index funds or individual stocks in with the index funds. Or, at least, consisting of an S&P 500 fund and the stocks consisting of a growth vehicle and an income one [where] you let the income compound. A high yield can lead to a doubling by the time the child reaches 10. Don't put this off. This must be done at the earliest moment to get the most time involved for your brand new loved one. No one has ever regretted this idea.feedback

Jun 27 2017

I did, and he asked me if I knew what suitability was. I had no idea. So he introduced me to the concept. He asked me: Did I ever consider that many people who called me and got my answering machine might not be ready for the stock of the hottest semiconductor company in the land, and that I was recommending it to them one-on-one without any sense of it was right for them?feedback

Jun 27 2017 - Goldman Sachs

You buy a share of Nike and the next day Goldman Sachs downgrades it and the day after Foot Locker says there's been a slowdown in Jordans. You can't go back to your broker and say, Hey, chief, you never told me this could happen. I'm down $3 on 2000 shares. I'm out $6,000. I want that six grand. I want it back.feedback

Jun 27 2017

That stops here. Caveat emptor? No, just 'buyer be a-little-more-aware of what you might be committing your hard earned dollars to when you pull the trigger on a buy.feedback

Jun 26 2017

In fact, one of the chief reasons that I outperformed pretty much every manager in the business during my 14-year run as a professional money manager is that there were substantial blocks of time when I was largely in cash. I say some of the best stocks require some incubation.feedback

Jun 26 2017

What's the worst thing that can happen? The answer, of course, is plenty, and almost all of it bad.feedback

Jun 23 2017 - Amazon

I think the stock has to start reflecting this new world even more than it has. It still reflects too much of the old world, even down here. Unless Bed Bath can develop something new, something experiential, something different that can't be had online, the company's simply facing a dilemma that may be too hard for anyone to solve.feedback

Jun 23 2017 - Amazon

It's a truly existential crisis for this once-high-growth retailer because Bed Bath's got a frightful problem: the more it beefs up its online business, the worse it does.feedback

Jun 23 2017 - Amazon

Look, I'm not picking on Temares. But in this new world, no matter what a merchant does, they can't seem to win against Amazon.feedback

Jun 23 2017 - Cisco

Those of us who like Olive Garden know that we always feel like as though we 'beat them,' meaning that we get more food for less than money than we could anywhere else, and maybe more than it even costs them to prepare. Why is it so hard for other operators to realize that, if you're going to have people stay at the restaurant rather than take the food out, you've got to let them have seconds for free? Maybe Cisco announces something that shows a brighter growth path. Otherwise I bet it will continue to sit out this multi-month tech rally.feedback

Jun 23 2017

Micron's management needs to raise its forecast enough to convince people that its business still hasn't reached saturation. Remember, though, this is a boom-bust situation, supply-demand, and I think some analysts will downgrade Micron no matter what the quarter is.feedback

Jun 23 2017 - Oil

This market lives on the edge at all times because it no longer trades in unison. It's made up of a whole bunch of little submarkets. So stay in the bull markets, namely tech and health care, and avoid the bears, like oil and retail, and you'll be just fine.feedback

Jun 23 2017

The home run would be an outright sale, but General Mills values its storied independence. And while I believe it would be a fantastic combination with none other than Mondelez, the snack food play we had on last night, I just don't think a deal is in the cards.feedback

Jun 23 2017 - Trump Presidency

All banks passed the stress tests with flying colors. But CCAR, as it is known, will be about green-lighting banks to return more capital. Now, the hope for many banks is that the Trump regime's desire for deregulation will be reflected in these results and you'll see some major dividend boosts and buyback in the wake of the news.feedback

Jun 23 2017

My advice? If you're a trader, anticipate this decline and do some selling [Wednesday] to get ahead of the scalpers [Thursday]. But if you're an investor, hey, I've got an idea. Keep your powder dry, and come in on Friday afternoon and do some buying.feedback

Jun 23 2017 - Wall Street

High West, Prisoner – the wife's fave – and Case Noble – my fave – were all brilliant acquisitions at tremendous prices, much better than the billion dollars that Diageo's shelling out for George Clooney's Casamigos tequila. After the close we hear from a company that's become very controversial: Nike. Me? I despise battlegrounds, and Nike's the Wall Street equivalent of the Somme. If you want to invest in apparel, go buy some PVH, which is underrated and doing fabulously.feedback

Jun 23 2017 - Republican Party

You can't have both of those go up. It's antithetical. That is like oil and water.feedback

Jun 23 2017 - Republican Party

I really feel that people have to recognize a vote to be able to cut back Medicaid, which is what this really is ... is a vote to be able to lose your seat whether you're in the Senate or the House. So, I think this rally was about how this thing's dead.feedback

Jun 23 2017

How much you need is totally dependent upon the extravagance. My wife and I are of the same ilk: We're not crazy about spending, but when we do it, we do it big.feedback

Jun 23 2017

I am a big believer in finding something that you really like that's expensive. You can put your money on that, and then be frugal besides that.feedback

Jun 23 2017 - Bitcoin

One of the reasons why AMD and Nvidia have been going up is their chips are used for mining, for cryptocurrency mining. Do not play it for this is what I'm saying. But it is being played for that. Of course there are so many other uses for their chips, but a lot of retail people love bitcoin and are looking for a way to play it.feedback

Jun 23 2017 - Bitcoin

AMD chips are the best ones for the ethereum platform.feedback

Jun 23 2017 - Bitcoin

You play Nvidia for artificial intelligence, for GPUs, for autonomous cars, and for gaming. You play AMD for gaming and they have a faster chip than Intel.feedback

Jun 22 2017 - Goldman Sachs

Nine analysts asked questions about the quarter on that call, eight of them gave some form of congratulations. Only Goldman Sachs' Heather Bellini, one of my absolute favorite analysts, resisted the siren call, or it would've been a perfect game. Normally I'd like that impartial, diffident kind of question, but not this time. Come on Heather, join in on the fun and embrace Oracle like everyone else! Why? 'Cause that stock is going higher.feedback

Jun 22 2017 - Amazon

I, for one, am not throwing any flags because I think occasionally it's right to crow when you do something very right. And make no mistake, Oracle's nailing the transition from on-premises computing to the cloud.feedback

Jun 22 2017 - Amazon

The biggest winner in Amazon's destruction of the mall is, by far, TJX. It has the cash to come in and buy all this excess inventory that pops up when you close a store, which they then mark up for a lower price than Amazon can charge, and they still make a boatload of money.feedback

Jun 22 2017

The idea here is that Casamigos will help the company take share in the super premium category, while also giving them a terrific platform to grow its tequila business overseas. If they can keep Clooney as the face of the brand, this thing could really take off outside of the Western Hemisphere.feedback

Jun 22 2017

Again, I'm not saying Diageo overpaid here, they're just later to the party than Constellation. [But] with what Diageo's paying for Casamigos, management says it could take three years for the deal to become additive to the company's earnings. I don't like that.feedback

Jun 22 2017 - Amazon

Here's the bottom line: Not everything can be crushed by Amazon and the Empire is striking back. So Amazon better not get too cocky. The force may at last be with its competitors if it does.feedback

Jun 22 2017 - Amazon

Something's happening now. Something ... no one seems to be noticing, and that's the characterization seeping in that Amazon, loved by consumers, might end up being viewed as the evil empire.feedback

Jun 22 2017 - Amazon

It wants them to switch to other web services, namely Alphabet, ... Microsoft's Azure, which is very hot, or even IBM. Wal-Mart's too big a customer to say no to and it's not that hard to switch.feedback

Jun 22 2017

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

Jun 21 2017

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.feedback

Jun 21 2017

I'm cautious because I understand psychology. AMD's stock is as hot as a pistol, up 10 percent today alone. But it was also red-hot in late April, right before the stock plummeted from $13 to $10 overnight.feedback

Jun 21 2017

It's no country for old value. Growth reigns supreme. Valuation parameters are ignored. And cheap? Seemingly cheap stocks just get cheaper and more painful to own every day. Value may make a comeback someday, maybe we will get mergers, but right now, this market worships at the altar of growth, and growth alone.feedback

Jun 21 2017

In other words, it almost doesn't matter which growth stock you buy, because they all seem to go higher. I've got a new one for you, it's called 'Buy in May and go away.' It's been an extraordinary watchword for growth, even if it sounds less poetic than the usual 'sell in May and go away' nonsense.feedback

Jun 21 2017 - Trump Presidency

I think the main driver here is the rotation into the stocks of companies that do well when the economy's weak or when there's deflation – and boy, is there deflation – along with the fact that Trump isn't gunning for the pharmaceutical industry. It doesn't hurt that JNJ is also the ultimate stock to buy when the dollar gets weak, and it's been getting a little weak.feedback

Jun 20 2017 - Amazon

Just to be clear, Williams does not believe we're headed into a bear market, I want to make that point. But there's a very important pattern that makes him think that a meaningful decline could be looming in the not too distant future. Williams insists this decline will not mark the start of a bear market even though it's pretty hideous. Eventually he expects we'll get oversold, which will ultimately lead to a bounce. That's because the real cause here is the 10-year pattern.feedback

Jun 20 2017 - Amazon

First, bond buyers are transfixed by oil and its plunge down today to $43.feedback

Jun 20 2017 - Amazon

We can laugh, but Amazon's rampage is now getting out of control. This company is now wrecking the price structure of everything the consumer buys. The whole consumer price index is being Amazon-ed and we're now at a moment where the Fed might need to acknowledge, Wait a second, Amazon's mowing down inflation to the point where maybe we don't need to raise rates anymore.feedback

Jun 20 2017 - Twitter

He wasn't going to let anybody define Goldman this time around, hence, the tweeting.feedback

Jun 19 2017 - Amazon

With natural gas at $3, a dollar above where it was last year, and Rice's $1.12 all-in cost of production, this is a remarkable deal that will make fortunes for EQT's shareholders.feedback

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 - Oil

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

share this quote