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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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On CNBC: In an Expensive Market, Auto Stocks are Cheap

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 […]

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Video: What’s Driving Starbucks’ Success?

  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 […]

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Bank Stocks: STILL All About the Fed

  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

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Video: What’s Amazon’s Next Move?

  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?

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