02/04/14 - 04:27 PM EST
The market on Tuesday turned up, and in my quick video, I focus on two key news items of today. Microsoft's announcement of Satya Nadella, who is currently the executive vice president of Cloud and Enterprise, marks a safe choice for the company but does highlight the company's focus of cloud and of enterprise versus consumer. The company has missed many opportunities in social, mobile and cloud, just as Facebook celebrates its ten year anniversary today. Retailer Michael Kors is surging after posting sales up 50% with European comps of 73% a real standout. Michael Kors and Under Armour have shown that in retail, execution can win out versus a sluggish macro and a polar vortex.READ FULL POST
01/31/14 - 04:16 PM EST
A volatile week on Wall Street provides some opportunities. Check out my video here.READ FULL POST
01/29/14 - 12:50 PM EST
While Alibaba may be more of a focus for Yahoo than the core business, there is no question that the underlying trends are not strong. Meanwhile, Google and Facebook remain favorites and are buyable for the long-term.READ FULL POST
01/27/14 - 06:12 PM EST
Emerging market question marks remain front & center. And while countries like Argentina and Turkey are dominating headlines, front & center is none other than China, with worries of slowing economic growth, with the factory sector contracting in January for the first time in six months. The emerging market question marks seem to be issue number one for the market right now, particularly as taper has been expected and is gradual.So, when thinking about China: When panic sets in, we turn to company-specific data. Ultimately, broader economic read concerns will dominate headlines, but let's turn back to some positive data we have gotten from individual companies, as there has been a good deal of positive news flow:READ FULL POST
01/27/14 - 09:27 AM EST
Take a quick look at my video, rounding up market movers this morningREAD FULL POST
01/23/14 - 10:29 PM EST
The divergence between McDonald's and Starbuck's at these levels couldnt be greaterREAD FULL POST
01/23/14 - 10:23 PM EST
When you look at Netflix's current price of $389, an all-time high for the company, and compare it with the high $40 price range back in 2009, there's no question that this one has been a clear winner.But that simple comparison ignores the many ups and downs the stock has taken... and it is the ups and downs that provide a good lesson for opportunities when it comes to momentum stocks...READ FULL POST
01/22/14 - 10:00 PM EST
It's just a couple of weeks into 2014, and activism is already dominating headlines.We got word earlier this week that activist investor Nelson Peltz is joining the Mondelez board. Trian's Peltz had been pushing for a merger of Mondelez with Pepsi's snack business-- and while he will drop this push now having a position on the board, Peltz will still push for margin improvement and top-line growth. Next up, Third Point's Dan Loeb has taken a large stake in Dow Chemical with a push for the company to sell off its petrochemical business. Remember, we have seen strong value creation from Dupont and PPG Industries as they have become more specialty chemical companies. And then, Carl Icahn, who is also adding to his Apple stake, submitted a proposal to Ebay to spin off its PayPal business and nominated two of his employees as candidates for the board. Or how about Elliott management coming after Riverbed Technology and Juniper Networks...READ FULL POST
01/21/14 - 10:34 PM EST
Today's market ended with the Dow Jones Industrial Average down 44 points while the S&P was in fact up 0.28%. Why the divergence? Key Dow components reported quarters that were seen as disappointing, but ultimately, as I highlight below, these names are still well positioned and we still see an underlying healthy market.READ FULL POST
01/17/14 - 03:30 PM EST
Biotechnology stocks have been front and center this week amidst the J.P. Morgan Healthcare conference, the big conference held in San Francisco each January where so many companies reveal important outlooks for the year and important pipeline updates. Historically, biotechnology stocks have outperformed during this conference week -- and we have seen broad-based strength from the group -- but more importantly, investors are provided with a reiteration of some of the strong themes that will dominate 2014...READ FULL POST
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