It’s Valentine’s Day, and love is in the air. I joined CNBC’s Pauline Chiou to chat about stocks to commemorate the occasion. I’ll start with LVMH Moët Hennessy Louis Vuitton (LVMUY), the world’s largest fashion powerhouse… and also happens to be the maker of fine champagne. So if anything gets Valentine’s Day off to a […]
I joined CNBC for a quick chat Sunday night: After a initial surge following the election, stocks have traded mostly sideways for the past month. But by most measures, including market breadth, this is a healthy bull market. Valuations are stretched, to be sure. And that will likely keep a lid on stock returns […]
I chatted with CNBC’s Akiko Fujita this evening about finding values in an expensive stock market. And one of the very cheapest sectors right now is Big Auto. I’m currently long General Motors (GM) and Ford (F) and consider both undervalued by half. This article first appeared on Sizemore Insights as On CNBC: In an […]
I joined CNBC this evening to chat about Starbucks’ (SBUX) fourth quarter earnings. Overall, this was a very solid quarter for Starbucks, and the most profitable in the company’s history. SBUX beat analyst estimates on both top-line sales and earnings per share. Guidance for next year was a little weaker than expected, but not […]
I joined Akiko Fujita on CNBC’s The Rundown to chat about bank stocks and the Fed. This article first appeared on Sizemore Insights as Bank Stocks: STILL All About the Fed
I joined Newsmax’s JD Hayworth to chat about Amazon’s (AMZN) new convenience stores, Walmart’s (WMT) pay raises and Apple’s (AAPL) prospects following Samsung’s exploding phone woes. This article first appeared on Sizemore Insights as Video: What’s Amazon’s Next Move?
Twitter (TWTR) shares were down 20% on news from the site Recode that Google (GOOGL), Apple (AAPL) and Disney (DIS) were all backing out of respective bids. This leaves Salesforce.com (CRM) as the only legitimate potential suitor. Twitter has been the center of endless gossip since rumors leaked that the company was putting itself up […]
I joined Newsmax’s JD Hayworth to discuss the the possibility of the Fed following in the Bank of Japan’s footsteps and buying stocks. We also talk about 401(k) plans… and why you should be maxing out yours. This article first appeared on Sizemore Insights as Live on Newsmax TV: Will the Fed Start Buying Stocks?
I joined CNBC’s Pauline Chiou Sunday evening to discuss the FANG stocks: Facebook (FB), Amazon (AMZN), Netflix (NFLX) and Alphabet (GOOGL), née Google. The FANGs have given the market a growth story that it really needed. Revenue growth in the S&P 500 has been tepid at best for years, and earnings per share growth has been […]
I gave my thoughts to CNBC’s Bernie Lo on Microsoft’s (MSFT) $26 billion takeover of LinkedIn (LNKD). While I am a long-time Microsoft bull, the company has a terrible track record on acquisitions, including the $7 billion purchase of Nokia in 2013 (which was effectively written down to zero), the $6 billion purchase of online […]