Archive | Video RSS feed for this section

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

Comments Off on Bank Stocks: STILL All About the Fed Continue Reading →

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?

Comments Off on Video: What’s Amazon’s Next Move? Continue Reading →

Video: A Twitter – Salesforce Merger Makes No Sense

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 […]

Comments Off on Video: A Twitter – Salesforce Merger Makes No Sense Continue Reading →

Live on Newsmax TV: Will the Fed Start Buying Stocks?

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?

Comments Off on Live on Newsmax TV: Will the Fed Start Buying Stocks? Continue Reading →

Video: What’s Next for the FANG 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 […]

Comments Off on Video: What’s Next for the FANG Stocks? Continue Reading →

Microsoft Buying LinkedIn: $26 Billion Down the Tubes?

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 […]

Comments Off on Microsoft Buying LinkedIn: $26 Billion Down the Tubes? Continue Reading →

On CNBC: Is Amazon Worth $3 Trillion?

Amazon (AMZN) is firing on all cylinders right now. In a market really searching for a growth story, Amazon is providing it. After smashing earnings estimates last month on the back of better than expected results from Amazon Web Services — and posting its most profitable quarter ever — the news kept on rolling in […]

Comments Off on On CNBC: Is Amazon Worth $3 Trillion? Continue Reading →

VIDEO: Digesting McDonald’s Earnings

I joined CNBC’s Martin Soong to chat about McDonald’s (MCD) earnings. All in all, things are looking up for Mickey D’s. The turnaround seems to be getting traction, and same-store sales are up sharply. It’s been a long time since we could say that. Where does McDonald’s stock go from here? After the big move, […]

Comments Off on VIDEO: Digesting McDonald’s Earnings Continue Reading →

Video: Boeing Bucks the Multinational Trend and Overcomes the Strong Dollar

I joined CNBC’s Adam Bakhtiar last night to chat about Boeing’s (BA) earnings: In Boeing’s report, what wasn’t said was actually more significant than what was said. The recurring theme this earnings season has been companies meeting earnings estimates but missing on revenues due to dollar strength. We’ve been hearing that excuse for the last year […]

Comments Off on Video: Boeing Bucks the Multinational Trend and Overcomes the Strong Dollar Continue Reading →

On CNBC: Apple a “No Brainer” at These Prices

I joined Oriel Morrison and Bernie Lo this evening to chat about Apple (MSFT) and Microsoft (MSFT) after Monday’s market meltdown: Apple at current prices is a no-brainer to own. Yes, the upheaval in China will probably crimp growth this year. I get that. But Apple is already essentially priced as a no-growth company. There […]

Comments Off on On CNBC: Apple a “No Brainer” at These Prices Continue Reading →