Doug Kass is the president of Seabreeze Partners Management Inc. Until 1996, he was senior portfolio manager at Omega Advisors, a $6 billion investment partnership. Before that he was executive senior vice president and director of institutional equities of First Albany Corporation and JW Charles/CSG. He also was a General Partner of Glickenhaus & Co., and held various positions with Putnam Management and Kidder, Peabody. Kass received his bachelor's from Alfred University, and received a master's of business administration in finance from the University of Pennsylvania's Wharton School in 1972. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law and currently serves as a guest host on CNBC's "Squawk Box."
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As we move closer toward the Christmas holiday, a news vacuum should develop, allowing for the normal seasonal market strength.
It is now time, after the recent fall, to consider the current risks still associated with holding AAPL's shares.
DB's shares hit another new low overnight.
The principal risks to the shares are a downturn in IT spending, execution challenges and acquisition integration risks.
The iPhone maker faces multiple risks that go well beyond how it finds itself in the crossfire of President Trump's trade war with China.
The market's reliance on FB, AMZN, NFLX and GOOGL has been unnatural and unhealthy.
It is even more important to distill, based on reasonable fundamental input, what the market's reward vs. risk is.
The last two days of enthusiasm was not all that decisive in terms of substance and action.
My core thesis is that after recording an 18% annual rate of EPS growth over time, it is likely that Disney's EPS growth will be below 10% a year going forward.
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