Peter Willson is Assistant Managing Editor of Premium Services at TheStreet, which includes Real Money, Real Money Pro and various subscription products.
While we are breaking basis with this trade, we must take advantage of the stock price at these levels.
Jim provides takeaways from Goldman Sachs' initiation of Disney, and also discusses the Viacom /T-Mobile deal, Jamie Dimon's letter to shareholders, Lam Research, Facebook, Amazon and more!
Jeff and Zev discuss today's activity in the portfolio (the Amgen trim and the Nvidia initiation) and also answer a few member questions!
Jim discusses what to expect ahead of Alphabet's quarterly results, Goldman Sachs, what to expect ahead of Disney's Tuesday night earnings release, his take on J.P. Morgan's research note on Apple, and more!
News-related selling makes this this inexpensive stock look even cheaper.
Jim discusses the positive co-CEO announcement from Salesforce.com, earnings results from Cimarex, Anadarko Petroleum, Nvidia, and more!
In addition to answering subscriber questions, we plan to discuss investing themes such as discipline, patience and more!
Jim discusses a Morgan Stanley research note on Apple, NATO and defense, and answers a club member's question!
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