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On CNBC: What to Buy in the Final Weeks of 2017

I joined CNBC’s Oriel Morrison to chat about some of the best investment destinations for the final weeks of 2017:   Is it time to look at midstream oil and gas pipelines? from CNBC.    This article first appeared on Sizemore Insights as On CNBC: What to Buy in the Final Weeks of 2017

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Video: Walmart Puts Pressure on Amazon

Should Wal-Mart have used cash pile to take on Amazon? from CNBC. I joined CNBC this evening to discuss Walmart’s (WMT) investor day… and how the company is upping the ante in its arms race with Amazon (AMZN). This article first appeared on Sizemore Insights as Video: Walmart Puts Pressure on Amazon

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Hewlett Packard Has a Big Amazon Problem

HPE’s new efforts are showing growth, but Amazon looms from CNBC. I joined CNBC this evening to chat about Hewlitt Packard Enterprise’s (HPE) latest earnings announcement. Hewlitt Packard Enterprise investors got some much-needed good news today, as the company beat third quarter estimates. Shares are up over 4% after hours. Earnings came in at 31 cents […]

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On CNBC: Explosive Growth in Chinese Parcel Delivery

Parcels delivered figure in ZTO express earnings stands out: CIO from CNBC. I joined CNBC last night to chat about ZTO Express (ZTO) earnings. Emerging markets have had a really rough time over the past few years, due to weak demand from The US and Europe, slower growth in China, weak commodity prices, the threat […]

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Without Obamacare Reform, What’s Next For Health Insurers?

I chatted with CNBC on the prospects for health insurance stocks now that Obamacare reform is off the table. The market seems to be pricing in a rosy scenario in which health insurers can continue to pass on rising costs indefinitely. I’m not so sure. At some price — and for many Americans, that point […]

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Video: Does Amazon Have a Rival Suitor for Whole Foods?

Could Amazon’s (AMZN) plans to buy Whole Foods Market (WFM) be thwarted by a rival suitor? I shared my thoughts with CNBC’s Dan Murphy. This article first appeared on Sizemore Insights as Video: Does Amazon Have a Rival Suitor for Whole Foods?

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On CNBC: Yum! Brands’ Growth All About Taco Bell

Yum! Brands’ (YUM) results were broadly positive, driven mostly by success at Taco Bell. EPS came in at 65 cents per share, about 8% higher than analysts’ estimates and up 17% from last year. Yum also beat revenue estimates, though by a smaller margin. Leading all of this was Taco Bell’s exceptionally strong performance, which […]

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On CNBC: Goldman Tanked the Market

I joined CNBC this evening to chat about Goldman Sach’s (GS) earnings miss. While the miss wasn’t that big (Goldman earned $5.15 per share vs. expectations of $5.33), this is the mighty Goldman Sachs we’re talking about. Goldman is the master of the universe, and it isn’t supposed to miss. So this had the effect […]

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Three Stocks To Buy For Valentine’s Day

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 […]

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Video: Market Correcting Sideways But Still Generally Healthy

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 […]

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