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It was another two-faced session for the S&P 500 as nice opening gains turned into big closing losses.Luckily, this didn’t surprise readers of this blog. As I’ve been saying for a...
Inflation is supposedly on its way to falling gently back to 2% like a fluffy snowflake while the US economy roars ahead. Or at least that is what Wall Street needs you to think.However, the US...
Campbell's was one of few S&P 500 stocks that finished 2022 up at least 30%. When Campbell’s reports a month from now, the Street will look for 7% earnings growth. Management significantly...
Enphase Energy has given up all of its post-earnings gains the day after reporting earnings that beat on the top and bottom lines. Investors may react to the company’s soft guidance for the...
It was only in early November 2022 that China was considered to be “uninvestable“. After two years of crackdowns on the technology sector, the country’s stock market was in the...
With the markets off to a hot start so far this year, it’s only natural to think things might get a little toppy. I get it—and the truth is, this market is not without the risk of a...
Beyond Meat has seen its stock surge nearly 60% to start the year and may just be getting started. In recent quarters, demand for Beyond Meat products has faded. The company is trying to rediscover...
Chipotle Mexican issued weak results, but mitigating factors offset the news. Strong growth in rewards membership was a headwind but a sign of core strength. Growth is on the table in 2023, just...
The December rally, which was looking vulnerable as of Monday, managed to resume its trend before giving back some of those gains today. I'm still looking for a larger move back to retest breakout...
Confusion over the Federal Reserve’s rate outlook, a slowing economy, and elevated inflation will continue to dictate investor sentiment in 2023. I remain constructive on technology companies...
Almost five years ago I wrote a blog post titled, “BANG: Why The Gold Miners Could Soon Make FANG Look Tame.”A reader recently reached out to ask if I would post an update so here it is....
The analysts are interested in Pinterest. Results were lackluster, but not because engagement is weak. This stock is set up for a rebound that could begin in 2023. The tough times are not over for...
Get ready, my fellow contrarians—QQQ “amateur season” is approaching! If you watch as much March basketball as I do, you’re about to hear this repeated hundreds of...
Meta is the #1 most upgrade stock so far in the Q4 reporting cycle. Netflix isn't far behind as subscriber count and results attract higher price targets. ONSemi is the best-positioned chipmaker for...
OpenAI, the creator of ChatGPT, is rumored to have a $29 billion valuation. Microsoft is negotiating another $10 billion investment in OpenAI. Under the ‘term sheet’ discovered by Fortune...