Jim Cramer

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Last quote by Jim Cramer

Flannery's going to run this company like other great industrials are run, by the books, for cash and cash flow. Not the way that I would describe as being the GE way, which was totally opaque and totally nauseating. I wish Mr. Flannery luck. He'll need it, but his candor and rigor tell me that he's the right man to turn around this once great American company. I always feel emboldened when we get a real doozy of an earnings report like we did from General Electric and the stock in question comes out the other side unscathed.feedback
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Oct 20 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Jim Cramer is associated, including Donald Trump, American Airlines, and money. Most recently, Jim Cramer has been quoted saying: “We are coming in hot going into the biggest earnings week of the year, and the stakes have been ratcheted up so dramatically that we better get some darned good numbers from these companies.” in the article GE’s CEO is dismantling the company’s corporate culture.
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Jim Cramer quotes

Oct 20 2017

I always feel emboldened when we get a real doozy of an earnings report like we did from General Electric and the stock in question comes out the other side unscathed. If we got one or it put itself up for sale, either way, I think Arconic's stock can fly. But, what the heck, it's time something happened.feedback

Oct 20 2017

Now, you have to keep in mind that the moves in these stocks ahead of earnings have been pretty mind-blowing, so don't freak out if the stocks can't get more lift after they report. That especially goes for Caterpillar, which has been nothing short of phenomenal. But please be aware: if these stocks come in ahead of the quarter, that will most likely prove to be a buying opportunity, not unlike [Thursday's] much-pilloried session.feedback

Oct 20 2017

This is not a report card on Flannery. This is basically a statement on all the things they've done wrong.feedback

Oct 20 2017

It's a disgrace, what happened here. This was a great American company. And Mr. Flannery is going to return it to a great American company.feedback

Oct 19 2017

That's when you need to be ready with the playbook. That's when you need to go over all your notes that were written in a calmer moment after watching the show about what to buy, your shopping list and how, if you get a pullback that has nothing to do with the merchandise that you want, damaging just the stock but not the company, you should use it to pounce at sale prices rather than being so confused by the fog of war that you panic like everyone else.feedback

Oct 19 2017

It was as if the world had ended and it didn't matter what you owned, it was going to be beaten down to a pulp by the endless cascade of Chicago S&P futures raining on the New York Stock Exchange. I was scared stiff.feedback

Oct 19 2017

If the stock weren't up that much, it would be a pound the table situation.feedback

Oct 19 2017

Next up: Abbott [Laboratories], down this morning [after] reporting a fabulous quarter yesterday. Unfortunately, the discount didn't last past the morning. But if you caught it, hallelujah!feedback

Oct 19 2017

How many times have people sold it on that kind of stuff? It has just kept people out of one of the great runs of all time.feedback

Oct 18 2017

Look, I appreciate [that] he's trying to get Congress motivated, but just on the facts, I think he's quite wrong. The truth is, most executives don't believe tax reform is coming. It's simply not integral to this market. Yes, they've lost faith.feedback

Oct 18 2017

While JNJ has been a real battleground in recent months, after yesterday's phenomenal quarter, the bulls have scored a decisive victory. Not all opinions are created equal in the stock market, but it sure does make it tough on you, doesn't it? Eventually someone is going to be right and someone else will be wrong. With JNJ, yesterday's quarter tells us the bulls were right, and I think the stock could have more upside here.feedback

Oct 18 2017 - Netflix

Whether it be the imminent decision by Amazon to go into drug stores – those stocks indicate a very near-term threat – or the multiple price target increases for Netflix after that barn-burner of a quarter or a terrific new Google phone to rival Apple, there's always something going on with these stocks.feedback

Oct 18 2017 - IPhone

It's not well known among the analysts, who are too old to use this kind of thing, but this app, as of [Wednesday], is topping the '148 Free iPhone Apps' list ahead of Instagram and, more important, ahead of the enemy, Snapchat. Let's just say that [tbh] seems like a gateway to Instagram that detours you from Snap, and for $100 million, once it's blown out in the Facebook ecosystem, it seems like money well spent.feedback

Oct 18 2017 - Facebook

Do I want to buy the stock of Facebook because of this? Let me give you a really odd answer: yes. Yes, because if this rate of adoption continues, then the price tag would have been $1 billion a few months from now, not $100 million, and Snap would have gotten massive publicity about how it intended to blunt anything Facebook does to move younger if Snap had made the purchase first.feedback

Oct 18 2017 - Facebook

It is something that puts the whole Snap-tops-Instagram-among-teens narrative, which has hurt Facebook's stock, into question. For $100 million smackers, it's a terrific insurance bet and it's a potential nail in the growth story of Instagram's chief teen rival, Snap. It's a great use of that gigantic cash hoard. And isn't that really what being a part of FANG is all about?feedback

Oct 18 2017 - North Korea

Washington's shenanigans do create some pretty terrific buying opportunities. There are a ton of sellers lurking on any news related to North Korea, the 'little' guy with the rockets. There are always people getting anxious about the president's off-the-cuff comments, like the calm before the storm line [or how] drug companies [are] getting away with murder.feedback

Oct 18 2017

They've been some of the most dependable stocks every time they get hit because it's not like world peace is breaking out.feedback

Oct 18 2017

The next quarter is going to have the revenue up. The streak is going to break. [CFO Martin Schroeter] is underpromising. He's going to overdeliver. Next year is going to be terrific.feedback

Oct 18 2017

It's not a discussion about Buffett anymore. It's about a discussion of reignition of earnings.feedback

Oct 17 2017 - Netflix

Here's the issue in a nutshell: when everyone expects the numbers to be phenomenal, it's very difficult to blow people away, no matter how excellent the quarter really is. And make no mistake, this was an absolutely fabulous quarter. Not perfect, but really, really great with even better guidance.feedback

Oct 17 2017 - Netflix

I'm not asking for there to be a suspension of rigor – which is at times the case with Tesla. I'm not asking for 100 percent rigor and no pizazz, which often can be the case with dry subjects like insurance or banking. I just think a little fun injects confidence into the proceedings, and in a world that lacks confidence, it's nice to hear it in a CEO's voice every now and then. It makes you feel more confident yourself, so if a stock gets hammered, like Netflix was today, you know that you should buy it into weakness.feedback

Oct 17 2017 - Netflix

Here's something you never hear from anyone: Maybe stocks are cheaper than we think. When we see gigantic Dow Jones components jumping like small capitalization stocks, which helped the venerable index trade through 23,000 at one point today ... we do know that something real is afoot.feedback

Oct 17 2017 - Netflix

Netflix's stock may have sold off a bit today, but don't take that as an indictment of the quarter.feedback

Oct 17 2017 - Netflix

That's some amazing, turbo-charged growth. Yet when you look at Johnson & Johnson's price-to-earnings multiple, which is how we compare companies on an apples-to-apples basis ... this stock sells for just 18 times next year's earnings estimates.feedback

Oct 17 2017 - Netflix

Remember, these declines tend not to last very long in this market if the companies behind them are growing like weeds, as this one is, and the analysts who recommended it before will reiterate their buys with raised price targets – in fact, that process has already started. In a few days, buyers will swarm back to the stock, which I believe is worth a lot more than its current market cap because of the vision, the artificial intelligence – they know what you want – and the fact that Netflix is one of the great bargains of our era.feedback

Oct 17 2017 - Heinz

Broken support is another one of these things technicians don't want to see. [It] often signals a further nasty decline. In short, Ponsi says it's an ugly chart.feedback

Oct 17 2017 - Wall Street

If you want a healthy bull market, the consumer staples stocks are exactly the ones we need to leave behind. These are classic, recession-proof names that investors buy when they're worried about a slowing economy. The fact that they're being sold indicates Wall Street is more confident about the future. Bottom line: the charts, as interpreted by Ed Ponsi, suggest that the consumer staples cohort and, in particular, the food stocks could have more downside. That's an absolutely essential component if the bull herd can continue to thunder.feedback

Oct 17 2017 - Heinz

That's an extremely negative sign, so negative that technicians like to call it the death cross. It's very difficult to fight a bad chart and it's doubly difficult to fight a death cross. In short, based on what Ponsi's seeing here, the consumer staples ETF is in trouble.feedback

Oct 17 2017

I hear people say, But Jim, this is peak earnings.' I say, Sure, I'm worried about the pricing of some [sectors]: DRAMs, semis, disk drives, flash memory. But I don't think we're seeing peak numbers from a JNJ. I don't think we're seeing peak numbers from a UnitedHealth.' I hear them say, Wait until the Fed raises rates.' News flash: not only have they been raising rates, but it's actually good for the financials, which is a huge part of this economy.feedback

Oct 17 2017 - Samsung

I often want to ask them, Hey, do you use Samsung?' I mean, really. I think it could charge double for its service business and people would have to pay up because there's nowhere else to go, it's the only ecosystem that is seamless. Yet the darned stock sells for less than 15 times next year's earnings estimates – its price is really being controlled by these tech analysts – and that's without even backing out its enormous hoard of cash.feedback

Oct 17 2017

Its valuation makes no sense to me. Same goes for JPMorgan, which is also selling at 14 times earnings with the best growth I can recall, the lowest non-performing loans I can remember, and a new rate cycle ahead that could raise earnings by billions of dollars – and the company doesn't need to add a soul to its workforce to get that return. I'm telling you, as someone who watches earnings and knows how much people pay for them, historically, these valuations are not just cheap. They're ridiculous.feedback

Oct 17 2017

I hear them say, Hey, it's all a Fed bubble.' Guess what? The Dow has now almost tripled since I started hearing that argument. They [were] cogent then, cogent now, and I bet they'll be just as wrong this time.feedback

Oct 17 2017

You could argue that all of these stocks deserve to go dramatically lower ... but I just think they're expensive and JNJ is ridiculously cheap.feedback

Oct 17 2017 - Netflix

The overall unbelievable theme of the analysts – even though they all raise price targets – is how long can this go on? I point out it can keep going on because it's an $80 billion company that represents the only international TV network worth $100 billion. Let the traders knock it down and long knives be out and then pick it up.feedback

Oct 16 2017

Those are all minor chords. It's this: When you look at the hottest stocks in this environment, the major theme is the cloud. Everything else pales in comparison.feedback

Oct 16 2017 - Net neutrality

Really, though, none of this explains why GM's stock has gone from zero to hero in a matter of just months. Everything I've just mentioned certainly helps, it's a nice background, but none of it gets at the real issue here. The real reason, I think, for the sudden love [is] you're witnessing a re-rating of GM's shares by the analysts and then a total change in the investor base.feedback

Oct 16 2017

That's the kind of coverage you might expect for a fast-growing, cloud-based software stock, not a major American automaker.feedback

Oct 16 2017 - Trump Presidency

At many public companies, management's more motivated by salaries, bonuses, perks. Not that there's anything wrong with a CEO getting paid to do his job, but it's always better when the people in charge have a great deal of their wealth tied up in the actual common stock.feedback

Oct 16 2017 - Trump Presidency

All things that expanding businesses need to stock up on to comply with the workplace safety laws. Hence the Trump stock designation.feedback

Oct 16 2017

Based on today's rebound, the investors were right to buy Apple into weakness – they got it for a song.feedback

Oct 16 2017

Here's the bottom line: traders keep giving you gifts when they bolt, and with the exception of the Trojan horse that is retail, I think these gifts need to be taken. The opportunities [are] just too darned good to pass up.feedback

Oct 16 2017

Sure enough, when I got the upgrade, there wasn't anything in therethat we didn't already know: Apple's got good pricing power on its phones, excellent app store growth [and an] ever-expanding service revenue stream. So why did Apple's stock roar higher then? My conclusion: it never should've been knocked down in the first place.feedback

Oct 16 2017

What you have to do is look for individual breakdowns in stocks that should not have broken down. That stock was at $150 and then it dropped to $136 and then it went back.feedback

Oct 16 2017 - Netflix

When I look at Netflix and I look at their scalable model, obviously people continue to think, How could this company only be valued at $80 billion if it's going to be your worldwide cord cutting play?feedback

Oct 16 2017 - Netflix

Which leads me to believe that it'll either be up really big tonight or it'll be down a little bit and be up really big tomorrow.feedback

Oct 13 2017

Look, it's highly unusual for non-dividend paying, high-multiple stocks to be the lovey blanket of safety that these FANG names have actually become in our market. But, you see, their growth has nothing to do with the economy. FANG is driven by a global secular trend that's not going away any time soon.feedback

Oct 13 2017

At the moment, it feels like even a monkey with a dartboard could make a killing in the semis. That's how strong they've been. But this is also an inherently high-risk group. The moment we get any meaningful signs of an economic downturn, you better believe these high-flying semiconductor stocks ... will lose some of their mojo.feedback

Oct 13 2017

Once you are generating a ton of cash like that, there are a lot of ways you can [use it] to make your stock safe, more durable and a better investment, and that's exactly what the incredibly shareholder-friendly Texas Instruments has done. This is the key: these guys are very disciplined about capital allocation.feedback

Oct 13 2017

I think it's fine for income generation. I prefer something that offers both dividends and growth. Growth is hard to come by in that industry.feedback

Oct 13 2017 - Netflix

My prediction is that when Netflix reports after the close, the stock will either go up instantly by a huge amount or go up over time after a dip, because I think this company is worth more than its current $86 billion market cap. Granted, Netflix the stock is no bargain on earnings. But as we've seen over and over and over again, the earnings are the wrong way to judge a company like this one that's trying to take over the world and is succeeding pretty much everywhere it goes.feedback

Oct 13 2017 - Wall Street

I think IBM's mistaken if it believes that Wall Street will embrace a company with no revenue growth quarter after quarter. [If] you give a downbeat projection, the stock can go still lower if the company only meets that downbeat projection rather than beating it.feedback

Oct 13 2017 - Obamacare

Since UnitedHealth had already pulled out of the Obamacare exchanges, I'm tempted to say it's a buy into weakness. However, we really don't know. The situation's gotten murky. So I'd rather wait until we get more information. This is a must-listen-to conference call. Will Procter be able to maintain better-than-average growth, as it's been doing the last few quarters, or did the proxy take their eye off the ball? We're going to find out.feedback

Oct 13 2017

At $67, the stock is now down 14 straight points from its high. I think it's worth it as a flier, so to speak, because ... I think it'll catch up to its peers and I think it's going to crush the estimates, frankly.feedback

Oct 13 2017 - Facebook

Take the money all at once. Don't let them string it out like that. You want the time value of all that cash working for you. That's vital.feedback

Oct 12 2017

The bottom line? I love this kind of story. It's meat and potatoes. LKQ is exactly the kind of quiet, unheralded, under-the-radar winner that makes this market so powerful. I think it deserves more credit. That's why I'm sponsoring it and why I'm pounding the table. Given the strength of the numbers and the stock's cheapness, I bet the completely anonymous LKQ has a lot more room to run. Sure, I'd like it on a pullback. That'll give you a chance to get to know the company, not just the initials, before you take the plunge.feedback

Oct 12 2017

Like any other market, when there's too much demand, stocks go higher, and when there's too much supply ... stocks go lower. Today, you could see those supply and demand dynamics in action ... and that led to some very difficult trading.feedback

Oct 12 2017

Why not expect some change? Nearly half the shareholders who voted agreed with Peltz that Procter is too insular and not innovative enough when it comes to developing smaller new brands into larger established ones. That's what Peltz was pushing for in a nutshell.feedback

Oct 12 2017 - Unilever

Freda's chief stamp? Innovation. Estee Lauder develops new, exciting cosmetics faster than any smaller competitor could. Freda knows all of his international markets well, he understands what the local people want, what sells, and where the markets are going like no one else in this industry.feedback

Oct 12 2017 - Unilever

What do those three winners have in common? They're all run by executives who used to work at Procter & Gamble, all of them born elsewhere, all of them with tremendous command of multiple international markets.feedback

Oct 12 2017 - Unilever

He's embraced the strategy of buying small brands and then blowing them out in a big way. For example, he purchased Dollar Shave Club for a billion smackers last year. He kept the iconic CEO Mike Dubin. It's the first serious challenge to Gillette in that venerable brand's history. I can't see Dubin fitting in anywhere at Procter & Gamble.feedback

Oct 12 2017 - Oil

Don't forget that this market is fickle. Sure, oil and retail have been a continual disappointment, but supply does come out in tech and transports. As for the banks? They've run a huge amount. It looks like they're now going to give you a chance to scale into them at a lower level. ... My advice: never buy on day one of a big sell-off or day two, either, which would be [Friday]. There will most definitely be more supply behind it.feedback

Oct 12 2017

It's incredible that it hung in above $41 for so long despite a declining session. Yes, there's that much demand for semiconductor stocks that when a big chunk comes up for sale, the big institutions couldn't get enough of it. Plus, Micron's spending the money wisely. They're using $476 million to pay down debt, then using the rest to buy new equipment so they can build more DRAMs and flash chips.feedback

Oct 12 2017

The company had been viewed as a survivor doing better than the other stores in the mall. Instead, we can only conclude that the mall traffic took one more leg down in the month of September. So, of course, that's another reason to buy the stock of Amazon.feedback

Oct 12 2017 - Facebook

I do not trust the machines to do what people can do at this stage of the game.feedback

Oct 12 2017 - Facebook

This is about the gross margins of these companies. If they have to start hiring people who are English lit. majors rather than those computer scientists out of Stanford, you would see their gross margins go down.feedback

Oct 12 2017 - Facebook

I think they are fantastic at looking at what I regard as keywords.feedback

Oct 11 2017 - Sex

This is like fishing, catching a 40-inch edible fish every day, each different from the day before.feedback

Oct 11 2017 - Sex

Venator Materials may not be the sexiest company ever, but ... this spinoff came at the ideal moment, right when Venator's core titanium dioxide business is experiencing a real renaissance. This story has a lot going for it, more than almost all the other spin-offs I've heard of, and unlike so much of the market, this is a cheap stock. I say the potential rewards dramatically outweigh the risks and Venator's stock makes a ton of sense to buy in this wildly pro-spin-off market.feedback

Oct 11 2017 - Sex

Wal-Mart's being re-rated. This is an important term and I want everyone to understand it. This company is actually doing something that's supposed to be theoretically impossible: it's upping its spending on e-commerce; developing systems that will make Jet.com, one of its subsidiaries, a formidable competitor; it's increasing its buyback by $20 billion; it's paying people more while improving the store experience and it's increasing earnings, plus possibly even beating Amazon.feedback

Oct 11 2017 - Amazon

It's a two-man race now, but one stock sells for 234 times earnings [and] the other sells for 19 times earnings. Granted, no major money manager is going to sell Amazon; it's too hot, it's too good. But there's a world of portfolio managers looking for another potentially dominant retailer with a cheap stock and a great balance sheet. Which is why I think the stock of Wal-Mart, even after this miraculous run, is not finished going higher.feedback

Oct 11 2017 - Amazon

This is not the Wal-Mart we're used to. I don't think anyone can really put a dent in Amazon Web Services ... but I will say this: by virtue of its huge network of stores, Wal-Mart can do plenty of damage to Amazon's retail business.feedback

Oct 11 2017

VF Corp. seems to have seen this transition coming – you don't just build out a strong online business overnight – and its gross margins are now bouncing back. Turns out, like with so many other product categories, people just don't want to buy this stuff in the store if they can get it online.feedback

Oct 11 2017

Things then got real ugly. A year ago, many investors were still optimistic this would just be merely a temporary disruption. The idea was that, eventually, Sports Authority's closure would benefit competitors like Dick's [Sporting Goods] or Finish Line or Foot Locker. Man, that's not how it played out at all. If anything, the same-store sales from these sports-oriented retailers have just cratered.feedback

Oct 11 2017

But now we've lapped the store closures and yet things just keep getting worse, something very few foresaw.feedback

Oct 11 2017

As the legendary Ella Fitzgerald sang in 'Summertime,' the fish are jumping [and the] cotton is high. If you don't grab a pole, though, and buy some bait, it's all going to be lost on you as it is on so many Americans who don't know a rod from a reel.feedback

Oct 11 2017

This was a gift. I'm calling it a 40-pound striper caught surf casting.feedback

Oct 11 2017

You can tell from his tweets that he grades himself by the performance of the S&P 500 the same way he graded himself with the Nielsen ratings when he started 'The Apprentice'. I know he disbanded the economic councils, but he still has those contacts and he knows what sends the stock market higher. If you work at one of these larger brokerage houses, your research director is in your face begging you to put out some new names knowing they'll pop.feedback

Oct 11 2017

You can't show performance in this market without buying stocks. It's that simple: for money managers, you know what this period is? This is the buy or die period.feedback

Oct 11 2017 - Kroger

Some are game fish like Nvidia, hitting an all-time high on autonomous driving chips. Some are the bottom fishers: Intel, AMD, Kroger. Some are brick-and-mortar retailers that typically rally for a few days, then you've got to toss them back. Those are strictly catch and release. And some are just delicious dinners like McDonald's, Visa, MasterCard, Wal-Mart, visible from the surface – branzino – capable of being lured in with some chum and a couple of dumb minnows.feedback

Oct 11 2017 - Facebook

I've been waiting for Snap to get back to that level where it became public. This is a very encouraging report.feedback

Oct 11 2017

I don't know what to do. Rarely have I felt this stupid.feedback

Oct 11 2017

The board agrees that the dividend would be paid. The statement would be very simple.feedback

Oct 10 2017 - Internet of Things

That goes double for the semiconductor space, the chipmakers that make big-picture themes like autonomous driving, internet of things, artificial intelligence, mobile, gaming [and] the data center ... possible. Strength in the semis signals that consumers are willing to spend more money on all sorts of devices, which is why this group can be such a terrific leader, especially during economic expansion like we have around the globe.feedback

Oct 10 2017

Some of these activists are better than others, but generally speaking, when a smart activist like a Peltz or a [Elliott Management's Paul] Singer gets involved, it's a good thing for you at home. Even when the activists fail to get everything they want, you, as a shareholder, should be grateful for their work. Believe me, these stocks, many of these, would be even lower, maybe much lower, without the pressure these funds put on management.feedback

Oct 10 2017 - Federal Reserve

The industry was subject to stringent regulations that made riskier banking impossible, while dividend growth was forbidden without the approval of the Federal Reserve.feedback

Oct 10 2017

And while you can argue about the merits of deregulation, one thing is clear: Quarles is going to be fabulous for those of you who own bank stocks. Why does all of this matter? Let's put it together. If the banks no longer have to guess what the examiners want from them in the stress tests, if they're allowed to increase their dividends as they think prudent, and if the Fed gives us a normal series of rate hikes, they'll make investors fortunes.feedback

Oct 10 2017

When these hedge funds and mutual funds anoint a stock as a winner and decide to buy it hand over fist, you better believe you're going to get a higher share price. At the end of the day, institutional buying is what's driving stocks higher. Intel is Exhibit A.feedback

Oct 10 2017

The charts, as interpreted by Bob Lang, suggest that Intel's got more upside – although it would be even better after a pullback – while Qualcomm's stock might finally be getting it together, and Broadcom could be ready for another big move after a long-term breather. Now, I think he's got a point. I agree with him on Intel. I'm hopeful about Broadcom. Qualcomm's got a tougher road to hoe because it's got a long-running patent dispute with Apple.feedback

Oct 10 2017

All that said, the biggest winners here [are] you, the shareholders. Any spur from outside that creates more accountability is always going to be a good thing. I like that kind of challenge. I feel comfortable enough in my skin to have one, though obviously the board of directors didn't. Still, they would've been better off with him than without him.feedback

Oct 10 2017

It's another situation where activism could have done a lot more good if management had just listened in the first place.feedback

Oct 10 2017

I think the split will create a ton of value, even as some expressed disappointment. The disappointment is your buying opportunity, as the breakup here will create two best-in-class companies that don't necessarily belong under one roof. This is good news for Smith & Nephew shareholders, as Elliott can put pressure on management to conduct its business in a more rigorous fashion – that's one of the firm's hallmarks. My charitable trust owns Arconic ... and NXP Semiconductor in part because of the pressure Elliott's putting on both businesses to unlock more value.feedback

Oct 06 2017 - Amazon

Does this make any sense? You know what, I don't even know anymore. Here's all I ask. The highest valued stocks are now making the big moves – 'highest valued' meaning the highest price-to-earnings, highest price-to-sales [multiples] – so I'm begging you to do something for me: if you're going to own these stocks ... please know what you're buying.feedback

Oct 06 2017 - Amazon

In this market, once Amazon locks its phasers on you, nothing's ever going to be the same. So down $10's not enough to immunize Costco's stock from further declines. The reality is Amazon's efforts are putting a lid on Costco's stock and they've taken away the floor.feedback

Oct 06 2017 - Amazon

When a high-quality stock like Celgene gets slammed but the underlying thesis is still intact, I think you need to do some buying. Celgene's building a stable of multi-billion-dollar drugs, it's got fabulous management, and [blood cancer treatment] Revlimid's patent protection will likely hold up, so don't let this Morgan Stanley analyst scare you out of a good story, especially when that analyst sat out the whole run with a hold on the stock, which is not what I'd call value-added.feedback

Oct 06 2017 - Amazon

After digging into this story, I think the pros do outweigh the cons, although I'm obviously not alone in believing that, as the stock surged from $17, where it came public today, up to $20.84. That's a 22 percent gain right out of the gate. Which begs the question: is Switch worth owning even after today's monster move?feedback

Oct 06 2017 - Amazon

I am urging you to be careful. At this point, the odds do favor a pullback. It could give you a better chance to buy. Notice I'm not saying, Sell.' I'm just saying I want you to be ready. Here's the CliffNotes version of this call: millennials don't like to go to Costco. They'd rather go to Amazon. Membership growth isn't as robust among younger people, so the aging of its core demographic – 52 is the average – will, in the end, mean that Costco's stock is no longer a bargain no matter what.feedback

Oct 06 2017 - EBay

You never want any company to be that dependent on a single customer, but the data center business tends to be pretty sticky. I'm not that concerned.feedback

Oct 06 2017 - EBay

The fact is this is a pretty lucrative business. I told you I love the data center. However, while Switch is intriguing, it also has some issues that we've got to address here.feedback

Oct 06 2017 - EBay

Bottom line? I do love the data center, and I like Switch the company even with the convoluted ownership structure. In the end, though, the stock is simply a little too rich for me right now to recommend. That said, call me a believer in the concept. Just not the price.feedback

Oct 06 2017

I don't want to over-dramatize my concerns here, but I have to tell you this market has been so unbelievably strong that it's natural to believe that there will be some profit-taking if the earnings aren't perfect when they start next week.feedback

Oct 06 2017

If JPMorgan can break through $100 – it's at $96 and change now – then we've got some very good leadership to go to the next level. Given that most people now expect the Fed to raise [interest] rates in December, it's likely that this stock will get there on any positive commentary by CEO Jamie Dimon.feedback

Oct 06 2017

I think it'll be shallow. Why? Because [CEO] Patty Doyle delivers and I don't think you want to fight the trend of Domino's, which is still very inexpensive given its humongous cash flow. I'm going to be looking for places to trim, to raise cash, because I want to come into earnings season lighter than I am, so to speak. I'll be telling [ActionAlertsPlus.com] club members next week in our monthly call that you need to have some cash on hand for a decline – and a decline is what you should expect after we've become as overbought as we are at this time.feedback

Oct 06 2017

The quarters have been weak there. I don't know if they've got a strategy.feedback

Oct 06 2017 - Amazon

It was very disturbing, because it basically just says, Amazon is coming for you guys and we don't even care what you say.feedback

Oct 06 2017 - Amazon

They're not signing up like they used to be. Do millennials still go there? Every question of the undercurrent is Amazon.feedback

Oct 06 2017

If you're buying on [tax reform] you're going to be disappointed.feedback

Oct 05 2017

If anything, these analysts who lack the intestinal fortitude are more likely to downgrade once we get slammed with that sell-off.feedback

Oct 05 2017 - Microsoft

Wait a second, so the acquisition's now good, the margins aren't peaking, there's no slowing volume? Put it all together and this upgrade is a genuine towel throw. It's a total capitulation of the 'I can't take it anymore' variety.feedback

Oct 05 2017 - Microsoft

When I read the report, it was almost written by Captain Obvious. The only thing they left out was CEO Satya Nadella's cool black t-shirt look.feedback

Oct 05 2017 - China

The source of CAT's strength? The company had a true blowout quarter thanks to a pickup in orders, very lean inventories and a very low table of employment. It's a big winner as China and Europe return to growth ... and you'd better believe they'll sell more equipment for the rebuild effort in the wake of the recent hurricanes here.feedback

Oct 05 2017

It's become a must-own tech name for big-time portfolio managers who like growth but also want to sleep at night. Put simply, these names went higher largely because they were the only game in town, cash-heavy stocks of companies that are doing better than we thought that could grow in an era of slow growth. And that's precisely what's driving this remarkable move.feedback

Oct 05 2017

I think what shocked people here is that the modern-day Visa was built by Charlie Scharf, who recently left that job, but his successor, Al Kelly, seems to be handling things perfectly well. I admit I was worried when Scharf left. I was wrong. Kelly's amazing. Visa's business is humming.feedback

Oct 05 2017 - Amazon

He explained that the stock of drug store retailer Walgreens has struggled after news that Amazon could be looking to break into the multibillion-dollar pharmacy market. Yes. Let's watch the transports. Because classic Dow theory says as long as they go up we're fine. Watch JB Hunt, XPO Logistics – not in the transports average but [has] been extraordinary.feedback

Oct 04 2017

The moment a company's management finds out that it possesses material non-public information, they must immediately close the window on insider selling. Otherwise, the chance is way too great that some executive will take advantage of that inside information and dump stock, which may have happened at Equifax.feedback

Oct 04 2017

[In] superhero terms, I'd say Tyson got its powers by mutating. The company changed in some big ways and it's quickly resulted in better numbers.feedback

Oct 04 2017

A year ago DexCom got slammed based on competitor concerns from another giant, Medtronic, and its so-called artificial pancreas – a glucose monitor combined with an insulin pump – but the stock was able to make a dramatic comeback, as DexCom's numbers continued to be excellent. Anyone who's owned this stock has been obliterated by the Abbott news, and that's terrible. Mea culpa again. But at these levels, I believe DexCom will be able to rebound, even if it might take some time.feedback

Oct 04 2017

I'm sure the government has no idea how to get at what's happened here, given how our country so often fails to go after executives for wrongdoing. But if the SEC could find that Equifax knowingly failed to observe the trading window rules, then it could easily go after these execs. The way I see it, the three insiders who sold either didn't know about the hack, in which case they should be fired for a lack of basic knowledge about their own company, negligence, or they did know, in which case they should be prosecuted to the fullest extent of the law for selling when they did.feedback

Oct 04 2017

This is the type of thing that Congress should immediately refer to the SEC to examine why the window was kept open when it's so important to slam it shut the moment the company is in possession of material non-public information. Honestly, I think this is truly frightening, so if Equifax won't cooperate with the SEC, I really think the matter should be referred immediately to the Justice Department for an insider trading criminal investigation.feedback

Oct 04 2017 - Oil

The oil stocks have had quite a run lately. Call me nervous about number cuts.feedback

Oct 04 2017

CSX's stock is up 44 percent for the year thanks to the miracle man at the helm, Hunter Harrison, and it seems so overdone that even I, a railroad fan, have to say enough is enough. Well that would also be a reason to sell Micron ... which would in turn be a reason to sell semiconductor equipment maker Lam Research.feedback

Oct 04 2017

There are always some investors out there who haven't factored this stuff in. So, for those of you who think I'm a Pollyanna and an aggressive cheerleader and an all-bull all-the-time guy, there's my list of worries. You know about what I'm concerned about. Doesn't mean that these stocks can't go higher. But the bottom line is that the strong action in so many stocks has turned into a headwind for the stocks, a self-fulfilling headwind, which means we'll need to get some extra blowout numbers if these names are going to continue to advance.feedback

Oct 03 2017

How can I get more of your business?' was always the signature line of anyone involved with Wells Fargo. Candidly, I truly believed they did it better than anyone else. The only resignation I expect here is from the people like me who are resigned to the idea that nothing more will be done. As I said to my partners on 'Squawk on the Street' this morning, this is America, where people who commit white-collar crimes for corporations rarely suffer anything worse than some firings and some clawbacks and some nasty looks at the supermarket.feedback

Oct 03 2017 - Wall Street

I wish he'd just made the case that Wall Street was willing to pay a higher price-to-earnings multiple for shares of his bank precisely because of its apparent success at cross-selling. That's just the truth – for years, it was why investors, including my charitable trust, owned the darned thing.feedback

Oct 03 2017

Beyond that, I guess I could tell you to buy the stock, but ... I like so many other bank stocks more because it turns out that Wells Fargo's past strength was illusory. Before the scandal broke, the stock got a premium valuation because of the cross-selling. Now that's gone and it's just another bank. There are zillions of 'em out there, many both cheaper and better.feedback

Oct 03 2017

For the moment, the action in the volatility index, as interpreted by our VIX expert Mark Sebastian, suggests that this fabulous stock market, at least for the bulls, could have even more room to run. And it wouldn't surprise me one bit if he turns out to be right, especially since, historically, the last three months of the year tend to be pretty positive for stocks, especially if they've been up.feedback

Oct 03 2017

In short, this is unprecedented. It's almost as though this market has forgotten how to feel fear.feedback

Oct 03 2017

Yet when I criticized [Musk] for the short-term failure, analysts quickly derided such small thinking, reminding me that Musk did say that the Model 3 would be manufacturing hell. I told one analyst who's negative that this stock is so beloved it would probably go higher, not lower, on the news. This was before the bell. I was doing it just to give him a hard time, but that's exactly what happened as the stock ultimately rallied nearly 2 percent.feedback

Oct 03 2017

After years of not being able to get out of its own way, GM's stock is now in historic beast mode, with analyst after analyst who'd been lukewarm suddenly embracing the darned thing. The idea that Delta's not bathing in red ink was a clarion call to buy this bedraggled group. They are are all beloved now, as much as they were hated just a few days ago. It's a mad scramble to buy the stock of any airline, not just Delta, even though at most moments in history this would've been seen as a not-so-hot quarter and a good reason to sell.feedback

Oct 03 2017

Yes, these are indeed the times that try bears' souls for certain – that is, if they even have souls. Logically speaking, many of these moves should not be happening. The action's way too positive, but then again, you could also argue that maybe we've all just been too negative for too long. And until the bears start acknowledging, en masse, that things are better than they thought, this rally could be far from over.feedback

Oct 03 2017

Every time they report these spectacular numbers, the so-called experts presume that we're looking at the last good numbers before the business falls off a cliff.feedback

Oct 03 2017

He will do a fabulous job. And then there will be some more articles. ... and then we'll move on because it is America. I thought the report was outrageous. Did anyone else say it was outrageous? What happens when they issue a report and I'm the only guy who says it's outrageous.feedback

Oct 02 2017

When a company's track record is this good, you need to take advantage of the most modest pullbacks to do some buying, and they seem to keep happening after every quarter. That's why I'd pick up some Accenture stock right here, and then you've got to hope it keeps pulling back in order to buy even more at a lower level.feedback

Oct 02 2017

My view is simple: if it ain't broke, don't fix it. Buying Accenture into even small bouts of weakness has been a hugely winning strategy, and I think it's got more room to run.feedback

Oct 02 2017

Given that we are going into earnings season, it's rather strange, and, I should add, actually incredibly healthy to see so many stocks from so many sectors running into their quarters. Normally I'd be worried by this kind of action, but if they get hit after they report, I think you can confidently buy them into weakness considering the broad-based nature of this rally.feedback

Oct 02 2017

But most of it is a disbelief on the part of the analysts who cover the stock that the Dreamliner's making money . It's the only large plane model that is doing well, but so what? You know what, it's doing it. Let it cool off and then buy.feedback

Oct 02 2017

The stock went into high gear after Volvo announced its intention to go all-electric. I prefer FMC as a lithium play, but I recognize that there isn't much stopping Albemarle.feedback

Oct 02 2017

[The acquisition] suggests that the business still has a pulse. Short-sellers don't like to bet against any stocks where they can find a pulse. So, thanks to a combination of short covering and some easy [earnings] comparisons, Michael Kors is working, even if I don't trust it.feedback

Oct 02 2017

His replacement, Mauricio Gutierrez, has done a remarkable job re-establishing the company's finances. He's gone a long way toward making NRG a utility that could one day rebuild its dividend, hence the 50 percent [quarterly] gain in the stock. I also think, by the way, it could be a takeover target given its national reach and its relatively small $8 billion market cap[italization]. I think there's something there.feedback

Oct 02 2017

It's better to be lucky than good, but in this case, United Rentals is both lucky and good.feedback

Oct 02 2017 - Federal Reserve

Here's the bottom line: the 10 winners all had their individual reasons to rally, although a common theme was the expectation that they wouldn't be doing well coming into the quarter, which brought short-selling, which turned out to be as wrong, as wrong as it could get. I think the most important takeaway, though, is to stop focusing on Trump and Yellen. Instead, focus on the fundamentals and you'll catch some of these. Yes, you'll do much better.feedback

Oct 02 2017 - Disney

The valuation had been suppressed by these long-term worries. Now it's being advanced by them.feedback

Oct 02 2017 - Disney

This is a market that embraces the simple, and [Disney's] stock is running because Altice basically gave in. In another time, this contract dispute would've been viewed as unimportant. Instead, it's a clarion call to buy shares of this iconic American company. That could be enough to carry the day for him.feedback

Oct 02 2017 - Wall Street

The stocks rallying the hardest say that things are going great, so we have to note how true believers are frantically putting money to work right into the face of domestic and global uncertainty. Let me go over the examples of what I'm talking about, a lack of cynicism on Wall Street, as these dreamer investors keep dreaming and the hard-nosed traders find areas to exploit to the upside despite all the uncertainty around us.feedback

Sep 29 2017 - Disney

To use another baseball analogy, it's like steroids – once somebody starts juicing, anyone who wants to remain competitive has to jump on the bandwagon. Artificial intelligence is like steroids for your business.feedback

Sep 29 2017 - Disney

I get the sense that when it comes to the power of artificial intelligence, we're thinking way too small. We don't understand that AI might hold the key to all of sales if we simply learn how to harness it.feedback

Sep 29 2017 - Disney

Normally I don't care about these kinds of things, but I believe this might actually crystallize the debate about cord-cutting and the need for certain programming no matter what. I bet [Disney] can overcome the problem of cord-cutting and be able to grow thanks to the tremendous franchises, top-notch programming and amazing theme parks. No need to pound the table here right now. However, I think this is a terrific moment to gauge the value of Disney's programming because we'll see whether people can live without it.feedback

Sep 29 2017

What would happen if we had artificially intelligent baseball players? I'd argue that eventually, they'd all bat a thousand and we'd simply have to figure out how to keep the ball in the park. That's why robots will never be allowed to play baseball.feedback

Sep 29 2017 - Artificial Intelligence

That means it really is different this time. In other words, artificial intelligence isn't cyclical. It's not boom-bust. It really is a secular, long-term transformation, which makes owning anything in the big data space ... in any way, shape or form [is] the place to be. Not for now. Not for next quarter. But for years to come.feedback

Sep 29 2017

I got a ton of pushback, in ink, by analysts saying that I didn't know what I was talking about when it came to the homebuilders. Well, now this $14 stock has gotten to $24, and I have to ask: do the analysts who are upgrading KB Home – now, at $24 – do they know anything about homebuilding? Sure, I still like the stock, but others I like too, including Lennar.feedback

Sep 29 2017

Be aware that these negativists are still lurking and they will try to knock it down again.feedback

Sep 29 2017

I'd be very skeptical of it going into the quarter. You need to be able to withstand some selling pressure if you're going to own this one through the quarter.feedback

Sep 29 2017 - Bull market

The homebuilders are signaling a bull market. It's just an out-and-out bull market in homes. And you know they're fooling around with stuff that could affect the bull market.feedback

Sep 28 2017

I wouldn't go short or long this thing. Now the Republicans are in charge, and I think part of the confusion here about us and Washington is that some investors believe the people running things really care about the market as a tremendous wealth creator and a barometer of how they're doing. It's not true. You just need to follow the money, the money being spent by my wife and my kids. I try to tell myself these are business expenses – makes it easier to swallow. It's a changed world, and unless you're in touch with those around you, you're probably just too darned busy working to see it.feedback

Sep 28 2017

So where do I come out? The bottom line is that Wayfair's doing better. Its stock deserved to roar higher at one point, but here I think the shorts are getting a little shrill. But they make some sense. No matter. It's a battleground stock. I loathe battlegrounds. ... I wouldn't go short or long this thing. I just think the whole thing is just too dangerous to play in.feedback

Sep 28 2017

You guessed it: Wayfair's using the Amazon template, spending a fortune in order to grow in the hopes of taking over the furniture world.feedback

Sep 28 2017 - Republican Party

Look, I'd love some tax reform. I want more competitive corporate rates. I want repatriation. I want there to be a middle class tax break. But, to me, Ryan set us all up for total failure once again.feedback

Sep 28 2017 - Republican Party

When you're investing your hard-earned dollars you need to know who to bet on and who to bet against. Centene was the single best way to profit from a bet that repeal and replace would fall apart and the current system would stay the course.feedback

Sep 28 2017 - Republican Party

Once again, investment decisions made based on this charade are going to backfire. So my first conclusion? You may like tax reform. You may think it should matter to your investment strategy. But I'm saying that I'm on the hunt for the next set of Centenes, the stocks that will do best with no tax reform because the Republican leadership has over-promised and are now likely to under-deliver in their own special way.feedback

Sep 27 2017 - Heinz

I'm thinking about really good companies [like] the stock[s] of Clorox, Procter & Gamble, Coca-Cola, Kraft Heinz. We want those to go down because the economy's strengthening. Who wants to be in those stocks if things are really getting better? Not me and not you. Look, a diversified portfolio is never a bad thing. [It's] fine to have one or two of them, but not if you expect the economy to roar, which is what the bank stock rally says.feedback

Sep 27 2017

Now, not everyone is sold on either of these companies. Nike's going to keep hurting because of oversupply. Micron's going to keep going higher as long as there's undersupply. But the simple fact is Nike's sales have hit a wall because of brick and mortar and mall disruption, while Micron's demand is accelerating and exploding, which is good for all of technology. So chips and sneakers? They're both all about supply and demand. And in that context, Micron wins by a mile.feedback

Sep 27 2017 - Uber

After months of flailing around, Uber finally made a great decision when they brought in Expedia's Dara Khosrowshahi to run the company. This unicorn still faces a lot of challenges – for starters, Khosrowshahi needs to figure out how Uber can turn a profit – but maybe, just maybe, when the company's ready to come public in a few years, it might actually be worth owning because this man's at the helm.feedback

Sep 27 2017 - Uber

To put it into contemporary terms, Expedia and Priceline were the Uber and Lyft of the travel industry, and Khosrowshahi? Well, he played a major role in shepherding that transformation. When he took over at Expedia, the company had $15 billion in annual bookings; as of last year, [it had] $72 billion in bookings.feedback

Sep 27 2017 - Uber

Put it all together and Khosrowshahi did a lot of things at Expedia that he now can repeat at Uber. He built a company with tremendous scale that gives it a major leg up when dealing with hotels and rental car agencies and airlines.feedback

Sep 27 2017

Right now, higher rates will encourage the banks to do more lending. That's good, not bad.feedback

Sep 27 2017 - Netflix

When it's just FANG, Facebook, Amazon, Netflix and Google, now Alphabet, it's too narrow and it's almost zero-sum, which is the opposite of a well-composed rally that has legs.feedback

Sep 27 2017

I know that's a lot to put on one group, but I've studied rallies for 39 years and I've never seen a bad one that's led by the banks. If anything, strength in the financials is a precursor to better things, wider breadth, meaning more stocks go up and a lot more companies that will do better next year over this year.feedback

Sep 26 2017 - Bitcoin

The most valuable currency in this business isn't dollars. It's not gold. It's not even bitcoin. It's the benefit of the doubt. When the market realizes that a CEO deserves it, their stock tends to catch fire. If there's one thing we can bank on, it's that he's not going to be tripped up by some storms, even really bad ones.feedback

Sep 26 2017

Let's ask ourselves, did these high-flying tech stocks get too expensive? You could argue that at various times, like Muhammad Ali, they're going to lose a few rounds. Hey, listen, every stock occasionally gets knocked to the darned canvas. But then they're going to go back up, because there's no issues that I've been able to find involving the fundamentals.feedback

Sep 26 2017

Donald seems ready for any disaster and he always seems to have a back-up plan. In fact, Donald raised the low end of his forecast DESPITE the hurricane damage and actually indicated that there was only a 1 percent cancellation rate. People are just lining up to go on these things. In short, the recent weakness? Another chance to buy.feedback

Sep 26 2017

Bottom line: the charts, as interpreted by Tim Collins, who's been red-hot, suggest that Eli Lilly could have a lot of upside here, with not as much potential on the way down. As I've said, I am a huge fan of Lilly the company, and in a chaotic world, you could do a lot worse than this high-quality big pharma company.feedback

Sep 26 2017

At these levels, Collins likes that Eli Lilly has two very clear floors of support underneath. It's got one at $84.25 and one at $82.75. Even better, because the stock recently started hitting new highs, it has no real ceiling of resistance.feedback

Sep 26 2017

Just look at that strong, extremely upward-sloping floor of support underneath.feedback

Sep 26 2017 - IPhone

So, the proximate sell-off cause, at least number one? Apple. Now, I am saying it's been pretty neutralized. Sure, the stock can go lower, but at these levels, it's beginning to reflect the failure of the iPhone 9, and that product doesn't exist.feedback

Sep 26 2017 - Wall Street

Needless to say, the bias on Wall Street always seems to be not that you should own Apple, but you should trade it. In the end, most people who try to trade Apple end up buying high and selling low – the opposite of what you're supposed to do.feedback

Sep 26 2017 - Tesla

Remember, the cloud lives in the data center. So if the cloud's slowing, the data center should be slowing, too. Yet last night Nvidia announced that its new line of chips won business from three of the largest Chinese data center operators out there: Alibaba, TenCent and Baidu, which are growing like mad. I'll match those orders against a defeat at Tesla any day of the week.feedback

Sep 26 2017

I like the stock more because Smith is gone because I think there's more of a chance that there won't be a full-blown investigation.feedback

Sep 25 2017 - Oil

We know the oils are rallying, but there's more to this move than just the strength in crude. We've heard rumblings of mergers in the drilling business. After so many years in the price-cutting wilderness, it's about time these companies thought about combining forces.feedback

Sep 25 2017 - Oil

The White House seems like it still hasn't figured out what rates it wants, let alone what could possibly pass. They might as well be working from two different countries to solve the tax issue, and it's incredibly clear that Congress can't possibly tackle two things at once. Getting tax reform done in September turns out to be a pipe dream.feedback

Sep 25 2017 - Wall Street

I've got to side with the analysts who've been covering the name for years rather than the naysayers at Off Wall Street. BioTelemetry had run a great deal, but thanks to the sell-off, I think you can get into the stock at a discounted price. I think it's worth buying, cautiously, of course, because it's for speculation only. It's a small-cap stock, even as the newfound negativity has created what may be an excellent buying opportunity.feedback

Sep 25 2017 - Oil

The bearish argument boils down to a pretty basic thesis: they believe the company's cardiac monitoring services division, which made up 80 percent of the business last year, is losing market share. It's just that these declines are being obscured by the company's many recent acquisitions.feedback

Sep 25 2017

So September comes to a close and nothing of substance has been done in Washington. It's the ultimate do-nothing Congress, and now we've also got a do-nothing White House, at least until the president stops acting like a sports talk radio personality. In short, if you were hoping for tax reform from this government, all I can say is don't hold your breath.feedback

Sep 25 2017

You simply can't pass a major piece of legislation in this country unless both the president and Congress are focused on it. Right now, it feels like nobody's focused on tax reform, with the president more concerned about the national anthem, the NFL, and the ratings for football games.feedback

Sep 25 2017

Consider a stock like TJX [Companies], which soared today simply because it's been too unloved. Why not? Sometimes an unloved stock can become loved if it surprises to the upside, and that's exactly what one of my favorite analysts, Matthew Boss of JPMorgan, says will happen when TJX reports, which is why it's one of my charitable trust's biggest positions.feedback

Sep 25 2017

If you look through the old news clips, they're filled with premature obituaries of FANG. Every one has been incredibly cogent. Every one's been wrong. That's why I like to keep one foot in the rocket ship and another on earth.feedback

Sep 25 2017

The contrast was stark between the cheap stocks that managed to work their way higher [on Monday] and the more expensive stocks that got pulled back to earth by the gravitational pull of this high-valuation sell-off. Each winner has an individual reason for winning. All the losers suffered a uniform fate regardless of the news flow.feedback

Sep 20 2017 - FedEx

What were today's dominoes? Well, we got three of them: Apple, specifically issues with the Apple Watch, but also some concerns that the phone may not be that strong, General Mills in what I regard as a flabbergasting disappointment of an earnings report, and still one more miserable quarter from Bed Bath & Beyond.feedback

Sep 20 2017 - Tesla

Here's the bottom line: I like Nvidia, but I love protecting your profits even more. The charts, as interpreted by Carolyn Boroden, suggest that Nvidia could be due for a $10 to $30 pullback after its recent run, and if you're nimble, maybe you want to try to sidestep some of that decline. More important, if Nvidia is pulverized like that, well, maybe you get a chance to own a piece of this great semiconductor company with a remarkable number of strengths and very few weaknesses, even as this potential loss of the Tesla business to AMD could certainly be one of them.feedback

Sep 20 2017

My take? If you don't own any of these stocks, then I would start picking small at one of them into weakness. You may not get an instant rally, especially if we keep hearing rumors about some sort of weakness in an Apple product line, but you're certainly getting a fabulous price break versus where they were a few weeks ago, and these stocks all get cheaper as they go down.feedback

Sep 20 2017

They aren't exactly loved by millennials. And in many cases, their raw costs are going up while their sales are flat-lining or going down. However, the packaged food stocks make excellent dominoes because they're very good at falling.feedback

Sep 20 2017

When this market gets some bad news after its remarkable run, you have to break out the dominoes to explain the sector decline. I wish I could tell you the game is now done for these given sectors and the damage contained. Usually, though, we get more than one day as analysts come out and start downgrading. I say if you own no tech stocks, take a stab at one of your favorites, but take a pass on the foods and the retailers because those dominoes actually deserve to fall.feedback

Sep 20 2017

I think she's dead right. I can't believe they're going to get away with this. I think Equifax keeps their head down, they get away with it. I asked (Warren) to bring the board for some hearings. She would like to do that. This is a company that seems to have no knowledge of what's really going on.feedback

Sep 19 2017 - Amazon

Don't rule out the newfound alliances with Amazon or the more aggressive style of those we think are being left behind, including, by the way, Wal-Mart with its fast-growing Jet.com business. It's not over until the fat lady sings. Right now, I'm not hearing anything from her yet, that is, if there's ever going to be a song at all.feedback

Sep 15 2017

I'm urging you: first, don't get cocky. Second, don't load up on leverage. Don't use margin. Third, don't speculate with more than 10 percent of your money. That's fine, 10 percent. Fourth, have a diversified portfolio. And fifth, please don't feel guilty about taking profits while you still have them. No one ever got hurt taking a profit.feedback

Sep 15 2017

Clearly the market isn't as enthusiastic for this big radio tie-up as we first thought. But what if the market is misreading this CBS Radio deal? It's a complex transaction. I think the negative sentiment here is giving you a fabulous buying opportunity.feedback

Sep 15 2017

People remain endlessly skeptical that anything good can happen industrially both here [and] around the world. Yet Brixmor, Eaton, XPO Logistics, Caterpillar and United Technologies – a pretty diverse group – paint a very positive picture of what's really going on here. So don't be baffled by the national retail sales or industrial production numbers. Be skeptical of them. There's a much better story out there if you just bother to look under the hood.feedback

Sep 15 2017

In short, while online competition's been devastating to television, radio is different because most people listen to radio in the car. You can't play with your smartphone when you're driving – you need to keep your eyes on the road. All you can do is listen, which is why radio is still relevant.feedback

Sep 15 2017

I say the negativity is misplaced and Entercom's stock is a bargain. In fact, it may be one of the cheapest stocks in the entire market. Why? Because pf the complexity of the transaction and the perception that radio's dead. That's scaring people away. As long as there are cars with human drivers – and I know one day there might not be, but right now, there are – there will be radio, and Entercom could be the best way for institutional investors to profit from that longevity.feedback

Sep 15 2017

If you simply wanted to own a sedate, small-cap radio station with a nice dividend, well, things have suddenly gotten a lot more complicated. Basically, Entercom is swapping out much of its shareholder base, and until the deal gets done, many new buyers, I think, are going to hold off on pulling the trigger.feedback

Sep 15 2017

Those repurchases, they've been a huge waste of money and time for management. Maybe this time will be different? I think not – Bed Bath's a well-run company, but there's only so much they can do against a practically unbeatable behemoth like Amazon.feedback

Sep 15 2017

I'm urging you not to get complacent. There's no doubt that business is better, no doubt that it's a light week and there may not be so many catalysts that could take things down. However, that is when, historically, you need to be the most vigilant. Or another way to put it: the market never stays this easy for long.feedback

Sep 15 2017

This is a company that seems to have no knowledge of what's really going on.feedback

Sep 15 2017

I mean is there anything more than what they have in terms of the bad guys saying, the holy grail. This is just the pot of honey.feedback

Sep 14 2017 - General Motors

Look at the stock of General Motors. It's finally breaking out. Do you know how many years that thing has been toiling in the House of Pain? That's those insurance checks. They're coming in. Look at the stock of auto parts maker Magna International. Morgan Stanley had the misfortune of downgrading this one right before the storm. Now it's hitting 52-week highs as the slowdown thesis for the auto industry is kaput and the parts industry is soaring.feedback

Sep 14 2017 - IPhone

I think one of the reasons why there was so little 'Wow, got to have it' about the new iPhone, at least among the analyst community, is that the analysts themselves might be too old to get their heads around the way younger people see these products. When new technology comes out, millennials, who tend to be too young to be senior analysts, are far more likely to figure out how to use them and how to adapt to them.feedback

Sep 14 2017

Five years ago, it looked like this electronics retailer was roadkill, and it was regularly dismissed as merely being a showroom for Amazon. Remember that? You'd go into Best Buy, you'd look at the televisions, computers [or] speakers, then you'd order them off the web for a lot less money. Then Hubert Joly took over as CEO in September of 2012, and ever since then, Best Buy has come roaring back, with the stock nearly quadrupling over five short years.feedback

Sep 14 2017

All that caution – 'competitive, promotional, competitive, promotional, competitive' – it freaked people out, and investors sold the stock willy-nilly as they were worried that Best Buy was going to get slammed at the end of the year. Honestly, though, I think this was much ado about nothing. We already knew that electronics, and gaming hardware in particular, was a competitive space. We already knew the holiday season can get really promotional. None of it was revelatory. The truth is, Best Buy's been competing and thriving for years now.feedback

Sep 14 2017

Of course, Best Buy has already started bouncing back, but the stock is still down $5 from its highs and it's got a lot of big catalysts coming up in the next few weeks. That's why I think it's not too late to buy the stock of BBY.feedback

Sep 14 2017

Here's the bottom line: when a high-quality stock gets marked down for the wrong reasons, you need to back up the truck. Make no mistake, Best Buy is high-quality, and while it's already started bouncing, I think BBY could have a lot more room to run.feedback

Sep 14 2017 - IPhone

You think any of these post-50-year-old analysts get that? They don't see anything new because they don't understand how 20-somethings use technology to brand or even re-brand themselves. They don't understand silly games. They see everything as incremental. Younger people see everything as the ability to explore the seemingly un-explorable or re-create themselves to friends in a setting that's as compelling as a big-screen movie.feedback

Sep 14 2017 - IPhone

If you're a baby boomer like me, then the best way to figure out what's happening or what's going to happen, especially when it comes to this kind of technology, is to watch what your own kids are doing.feedback

Sep 14 2017 - IPhone

Cruises are fun, I get that. More important, though, an EDM cruise is a chance to brand yourself via Instagram.feedback

Sep 14 2017 - Wall Street

One device can do hundreds of things that Wall Street analysts would never want to do or know about. That's why it's 'Blah, blah, blah' instead of 'Wow.' That's why these analysts think the stock should be traded. And that's why they're wrong.feedback

Sep 14 2017 - Pokemon

Playing Pokemon Go, I suddenly could envision a game that could talk to you in high resolution [and] allow you to communicate with others in real time with much more clever augmented realities. Those are not yet available, but these phones are coming closer and closer, and I want to see very much what the iPhone X can do along these lines. I know my kids will tell me much earlier than I will know myself.feedback

Sep 14 2017

That's perfect. That's the first lead. Big-time money managers don't want to buy stocks that have run. They want to buy stocks that are about to run.feedback

Sep 14 2017

But what, you're saying, is worth squawking about if there's really no reason for the J&J move? If you're saying that to yourself, you're a big silly, because something can always be ginned up.feedback

Sep 14 2017

It doesn't take much to get a short-term rotation going, even if many of these moves might not have long-term staying power. I'm not saying to relax and enjoy the ride, [but] the opposite – that's just complacency. I am staying to observe and understand, and then at least you can make sense of the action.feedback

Sep 14 2017

I think the board is unbelievable. What does it take to get fired in this country? I mean, this was – you blame it on them, you blame it on the offensive line, you're the head coach. Honestly, he should be fired. The board should just fire him.feedback

Sep 14 2017

I've been fired. It's not so bad. You can pick up your life again.feedback

Sep 13 2017

Thanks to the rise of the selfie generation, high-definition cameras all over the place mean one thing: If you're going to take zillions of photos of yourself and your friends, well, you've got to look a lot better than I do without makeup. So for a generation of people who are committed to posting pictures of nearly everything they do online ... cosmetics, for everyone, have become a must.feedback

Sep 13 2017 - Nordstrom vs. Trump

I wonder – I mean, honestly – could things be worse than last year or better? That's why this stock's extending its recent rally. The most important takeaway is you've got to recognize what Leonard Green, very smart guys, recognized: retail's not going away, it's just going to different places. Those stores that can handle one less trip to the mall each month will make it. They will. They'll stay in business and they will see their stocks increase in value. Perhaps not as far as you'd like, but in many cases, certainly further than they've already gone. I can't believe that I like this group.feedback

Sep 13 2017 - Nordstrom vs. Trump

How could you not like a company with a monster buyback, huge customer retention, inexpensive prices, a newfound love of brands like Nike and Under Armour, as well as, well, let's just throw it in, a 6 percent yield?feedback

Sep 13 2017

Why? Because you can't turn a trade into an investment no matter how much you might like to do so. You bought that stock with a specific catalyst in mind. If, for whatever reason, the catalyst doesn't play out like you expected, don't rationalize [and] try to come up with a new reason to own it. You've got to sell. Them's the rules, loss or not. At least the loss is contained if you take it off the table.feedback

Sep 13 2017

Imagine you're buying an Hermes tie. Let's say you pay $200 for it – I know, it's insane, OK? $200. But it's true. Now, let's say then you go and you see the same tie marked down the next day for $150. You don't assume that you should throw away your current tie because it lost value. Instead, you buy more ties because Hermes makes quality merchandise and, after all, you can't wear the same tie every day.feedback

Sep 13 2017 - IPhone

Why does all of this matter? Go back to the original narrative at the top. Say you bought Apple for a specific event, the iPhone launch. That event occurs. Predictably, there are a ton of analysts who say, Ehh.' That's what they do. So now you're going to be shaken out because you hear 'Ehh' and you know you made a mistake and now you've got to cut and run tomorrow. That's why I say the best thing to do would've been to do nothing.feedback

Sep 13 2017

Any of those buyers are almost certain to be shaken out now, and that's the worst thing you can do as a trader. You're at the mercy of everyone else in the market. Many of these people are now thinking, I'm an idiot, but you know what, I'll just own Apple for the long haul.feedback

Sep 13 2017 - Samsung

The Samsung ecosystem, I mean what is that? What is the Samsung ecosystem? It's like the Nevada rainforest.feedback

Sep 13 2017 - Samsung

The press is filled with the usual 'well it's really not that revolutionary.feedback

Sep 12 2017

That means when a hurricane like Harvey floods the coast of Texas and Louisiana, where so many refineries are located, a lot of capacity gets shut down, and that ends up being a huge boon for refiners who can take advantage of it.feedback

Sep 12 2017 - Oil

There are some industries that truly make out like bandits when the Gulf Coast gets hit with a really bad hurricane. I've already talked about how the half million wrecked cars from Harvey could lead to a resurgence in the auto industry [and] how the insurance industry might be able to raise your rates without paying out as much in claims because so few people have flood insurance on their homes. The biggest winner, though? Probably the oil refiners.feedback

Sep 12 2017

My favorite thing about Andeavor, though, is that none of its refineries were in Harvey's path. They're benefiting from the shutdowns along the Gulf Coast more than anybody else, because in addition to a bigger crack spread, Andeavor also gets to take some market share from its competitors until they get their refineries up and running again.feedback

Sep 12 2017

Here's the bottom line: the charts, as interpreted by Bob Lang, suggest that the big refiners – Andeavor, Valero and HollyFrontier – have more room to run, and I can tell you the fundamentals agree.feedback

Sep 12 2017

We'll buy them. We'll do it because we're patriotic and we're practical.feedback

Sep 12 2017 - Immigration

Any kind of comprehensive reform, whether we're talking health care or immigration or taxes, always takes forever, always ends up being unpopular [and] usually ends up failing. But if you want something done, just do it. Give the middle class a tax cut. Give companies a tax holiday on the repatriation of overseas assets, and then watch the economy bloom.feedback

Sep 12 2017

Then this morning the Treasury secretary said he wants to change the taxation of pass-throughs, a type of business that could benefit from tax reform. The administration also wants to eliminate deductions for state and local income tax in order to pay for the plan. Ugh. Here we go again.feedback

Sep 12 2017 - Republican Party

There was a time when I used to ask each executive who came on the show what they would do with the money they'll get from a lower corporate tax rate. I don't even bother doing that any more. You know why? Because I don't want to waste your time. You've got other things to do. Doing it this way, going about it the way the White House is doing it right now, pretty much insures failure. The best is the enemy of the good. Memo to the GOP: stop trying to make tax reform perfect. Just get something passed. Let's get this done.feedback

Sep 12 2017

Is it wrong to ask if history could be repeating itself? Here's my theory about United Technologies: as its stock has come down, wouldn't you know it? It's gotten cheaper. You might think that's so self-evident it's not even worth mentioning, but because of the decline, investors are running away from the stock, not towards it, as if United Technologies has somehow gotten more expensive. It hasn't, and I think we'll look back on this as a great buying opportunity.feedback

Sep 12 2017

In short, this was a stock that got cheaper as it went down, and if you bought it in the $90s after Cook spoke to us, well, you made a ton of money.feedback

Sep 12 2017

Here's the bottom line, though: don't sneer at every stock that goes lower. Sometimes there's more pain ahead as stocks get even cheaper because of fear or ignorance, but remember the winners. I think when you do, you'll look back and recall 'buy low, sell high.' Great investment strategy. Who would've thunk it?feedback

Sep 12 2017 - Iphone 7

I haven't heard anyone say, Nah, I just bought the [iPhone] 7.' I'm either hearing, Yes, I'll upgrade,' or 'I hope someone will buy it for me. That's incredible. That's what I call consumer product amore. It's the most beloved device I can remember.feedback

Sep 11 2017 - Netflix

Netflix always does well when people are shut in. It's as much of a storm play as Amazon, which gets new Prime members when local stores are closed for inclement weather.feedback

Sep 11 2017

You're not too late. In fact, since the deal was announced in late 2015, DuPont's stock has slightly underperformed the S&P 500 while Dow has only outperformed it by a hair, meaning the stock could have a lot more room to run as we await Dow-DuPont's big three-way split. I say trust [DowDuPont CEO] Ed Breen. He's the king of value creation via breakup. Long live the king!feedback

Sep 11 2017

You have to remember, the current DowDuPont setup is only an intermediate stage before the combined company breaks itself up into three separate businesses.feedback

Sep 11 2017

That's why I have a request to make here, a request that if you haven't visited the sadly beautiful fountains ringed by the names of the deceased, both the workers and the incredibly brave first responders who ran in to help save those who were trying to get out, as well as gone through the museum of remembrance itself, you must do so.feedback

Sep 11 2017 - IPhone

In this country, we know that the phone companies will subsidize the purchase. In other countries, the status of the iPhone could increase sales. There's something to be said about a market that views things positively, even as it's no time to celebrate in the real world that is oh-so-different from stocks and bonds.feedback

Sep 11 2017

The fact that hope can spring eternal on the basis of very little – in truth, literally nothing happened – is a sign of exactly the kind of blind faith that's integral to a bull market's character.feedback

Sep 11 2017

When we hear that business is better ... the transports always run. That's a terrific measure of commerce and one that always gets the bulls running.feedback

Sep 11 2017

It doesn't matter that there were perhaps tens of billions of dollars in damage[s] when the smoke clears or the weather gets better. Irma didn't live up to the scary hype, so to speak, and that boosted the markets. Remember, wind damage, unlike flooding, is actually covered by standard homeowners insurance, and the coffers of the insurance companies are filled from years without major natural disasters. These stocks, which had been in a relentless downturn, can, I believe, shake off the selling and rally anew.feedback

Sep 11 2017

It was really bad but not horrible.feedback

Sep 11 2017 - North Korea

I think that North Korea ... Ambassador (Nikki) Haley said it. They seem to want a war. I mean I have not seen this behavior from any country in the world. I think in some ways, people think the Chinese got to them. I happen to think the Chinese are not our friend there.feedback

Sep 08 2017

By this time, you should have been able to put enough away that bonds, even lower-earning bonds, will protect some of your invested capital.feedback

Sep 08 2017

I tell you that you need to buy a stock but then you have to keep up with it. You no longer need to spend a couple of hours a week studying your stocks. You need to read the conference calls. You can Google articles galore, so many that you'll get sick of the process very quickly.feedback

Sep 08 2017

These are crucial questions that only you can answer. I would like you to take more risk and more individual stocks that have growth characteristics once you have put away that $10,000. That's my preference. But I would hate to see you commit more than 20 percent of your money, your mad money, to individual stocks. That would not be my preference. The bottom line? It's your life, not mine. So get comfortable with what you can live with. But risk, at least until your middle years, should remain a friend.feedback

Sep 08 2017

The bottom line: when a child is born, think about setting up a [529 Plan] and putting index funds or individual stocks in with the index funds. Or, at least, consisting of an S&P 500 fund and the stocks consisting of a growth vehicle and an income one [where] you let the income compound. A high yield can lead to a doubling by the time the child reaches 10. Don't put this off. This must be done at the earliest moment to get the most time involved for your brand new loved one. No one has ever regretted this idea.feedback

Sep 07 2017

The less you make, the more likely it is that a Roth is for you. It's that simple.feedback

Sep 07 2017

For anyone whose marginal tax rate is 25 percent or less, which is most of America, I think you go with a Roth. Better to take the hit up front, then allow your Roth IRA to compound tax free for the rest of your life.feedback

Sep 06 2017 - Heinz

I want to show you that it isn't reckless to try to pick individual stocks, and those who say it is just don't understand the process of first-hand experience, married with research and buttressed by skepticism. It all increases the odds of successful individual stock investing while minimizing the risks of single-stock ownership. Mad Money.feedback

Sep 05 2017 - Oil

If you think that higher oil correlates with economic growth, then you're most likely to set up a basket of stocks that does well when the economy is accelerating, and you can buy that basket every time oil goes higher. When your stock keeps coming down even though there's nothing wrong at the underlying company, ask yourself if there's a larger rotation going on. If there is, you have a decision to make, cut and run or buy more.feedback

Sep 05 2017

When you're dealing with high-growth companies that sell into the same arena – cloud, mobile, social, big-data analytics – you have shareholders who own these things only for the momentum and they can be blown out rather easily.feedback

Sep 01 2017 - Facebook

If you think that a stock deserves to go higher, whether because of a re-rating or a takeover or anything else that will produce greater returns, then wait. No one is looking. Solid growth stories are hard to come by, and when you find them, you need to hang on for the ride. The industry of money management does you such a disservice on television, because the combination of their seeming perfection coupled with the debasing of your own abilities is a toxic brew for do-it-yourselfers.feedback

Sep 01 2017 - Facebook

You were simply paying the same amount for even bigger earnings growth. That is the best kind of situation.feedback

Sep 01 2017 - Facebook

I watched people clobber the market regularly and I have always, therefore, resented those who tell you that you can't do it yourself.feedback

Aug 31 2017 - Wall Street

From the beginning, ever since I started recommending FMC, I've argued that this is an overlooked company with a stock that simply doesn't get the respect it deserves from Wall Street. Even after its recent run, that's still true.feedback

Aug 31 2017 - Facebook

Just because FMC's stock has climbed relentlessly higher, that doesn't mean you've missed a thing. I'm not kidding. [There's] a lot of value creation still to come. If you don't already own FMC, I suggest waiting for the next big market-wide pullback, and then do some buying.feedback

Aug 31 2017 - Facebook

Facebook's a stud. I don't even know if there's an analogue in the NFL as I've never seen anything like this company. Facebook's one of those backs that gets all-purpose yards for doing nothing but being a platform for two billion people. No NFL player has ever had that kind of pull. The only company that can stop Facebook is Instagram and Facebook owns it!feedback

Aug 31 2017 - Facebook

No, it was all about a little company called Analog Devices. Of course, it's not really little anymore. It's a $30 billion semiconductor company, and it reported a terrific quarter and held a brilliant conference call.feedback

Aug 31 2017

Some of that is because of demand from car companies seeking autonomous driving solutions. And, for electric vehicles – the other mega-trend beside autonomous driving – when you're charging the battery, ADI's chips give you a reading that's three times more accurate than the competition.feedback

Aug 31 2017

If there's a rap against Brady, it's that he's an immobile passer. The rap against Apple is that it's just mobile. I look at Apple as the greatest consumer products company of all time, just as I look at Brady as the greatest quarterback of all time.feedback

Aug 31 2017 - Netflix

I keep waiting for another player to have an answer to Amazon. There isn't one. Classic, value-oriented investors don't like the style of Netflix; too unorthodox, too showboat. But I don't care how a player acts off the field. Netflix is on a whole 'nother plane, a winner which consistently breaks out when you least expect it to.feedback

Aug 31 2017

Why UNH? Because great tight ends not only catch, they block. I think that Optum, its amazing data business, is the authority on catching – what's flawed in the system, that is – and nobody blocks wasteful costs like UnitedHealth. They should call UNH 'Gronk.' Got me?feedback

Aug 31 2017

It's tough to keep Nvidia down. Like all great receivers, Nvidia's shaken off the drop and is headed back toward an all-time high.feedback

Aug 31 2017

As you can see, this is a team that's built for the ages, not just built for the season. Yes, it's a bullish team, I acknowledge that. It's not as defensive as some would like. You can keep some cash on the sidelines for a decline. But if you wanted a playoff-ready team of stocks, it is this one, and it's seasoned, it's ready, it's stacked, it's loaded and it's in total beast mode.feedback

Aug 31 2017

A million extra? I mean that's not a rounding error. It's not embarrassing, it's rogue. This is a rogue bank.feedback

Aug 31 2017

They thought they got to the bottom of it but they left out a million accounts. That does not seem like the bottom of this. This is so outrageous. I'd like to call all those board members to Congress. This was a bank that ran amuck in order to meet cross-selling obligations. ... We should not let up on this Wells Fargo situation.feedback

Aug 30 2017 - Oil

We've got to take a step back and look at the bigger picture here, because that's what helped power today's rally.feedback

Aug 30 2017 - Oil

I think corporate America has finally given up on our dysfunctional government and is now going full speed ahead on acquisitions. Ripe areas? Drugs, aerospace, even oils, if the price of oil were to drop to the low $40s where I think it's headed. All bad news for the shorts and a bit of welcome good news for the longs.feedback

Aug 30 2017

Gilead's stock has since vaulted from $73 to $81. That's incredible. The market-cap gain is nearly what they spent for Kite, even as there's little hope that Kite can boost earnings for at least three years. This purchase has started the chatter that Celgene will buy Bluebird Bio, which is working on some promising anti-cancer gene therapies. As with Gilead-Kite deal, both Celgene and Bluebird have been moving up. It's a virtuous circle.feedback

Aug 30 2017

This could even extend to a spike in autos and truck sales, as the Houston Automobile Dealers Associated says there could be half a million vehicles damaged by the storm. Can they be replaced? Of course, because they have insurance, which means there'll be lots of new orders, something Warren Buffett also hinted at today when he mentioned the liabilities of his own auto insurer, Geico.feedback

Aug 30 2017

The fourth-largest city in the [United States] has been taken offline, but for the most part, the state and local authorities actually seem to have it under control. While Harvey has been a real tragedy for the millions caught in its path, the natural disaster hasn't been accompanied by any man-made catastrophes like we saw during [Hurricane] Katrina. Trump's visit to Texas didn't turn out to be a fiasco. If anything, it was workmanlike [and] gave us a glimpse of the 'can do' business side of the president that we haven't seen much of lately.feedback

Aug 30 2017 - Trump Presidency

Granted, that's an element of wishful thinking I've just laid out. But a president who acts presidential is worth a couple of percent on the upside; a president who acts peeved, to put it diplomatically, ends up hurting his own cause as well as the market. The bottom line: President Trump, you want higher stock prices? You focus on the country, all of the country, as it attempts to help America's fourth-largest city get back on its feet again.feedback

Aug 30 2017 - Trump Presidency

And they both have the name R and R. Repeal and replace and rest and relaxation. There are 12 days in September, I mean that's a very short time to be able to do anything other than solve the debt ceiling.feedback

Aug 30 2017 - Trump Presidency

If the president is sticking to the prompter, then we can go higher. If he's off the prompter, then we probably go lower. You can just say today is a day where the president read the prompter, buy stocks ... president off prompter, sell stocks.feedback

Aug 29 2017 - Oil

The trouble with the oil market right now, in Garner's view, is that the buyers all feel like eternal optimists and they won't let multiple failed rallies stand in the way of their conviction. Take a deep breath, chill out, and for heaven's sake, learn from your mistakes!feedback

Aug 29 2017 - China

I can't believe I even need to spell this one out, but Alibaba's a Chinese company, and China is North Korea's only real ally. Although they keep saying they'll help us negotiate, the [People's Republic] is fine with a nuclear-armed North Korea. Given how well this company's doing, this stock should've been a buy, not a sell.feedback

Aug 29 2017 - Japan

First feature of the new normal? America's not the world's policeman anymore. Sure, an attack on Japan is like an attack on us. But if North Korea ever sends a missile at Japan instead of over it, that missile needs to be headed off. The question here is who pays for the Patriot missiles ... to shoot North Korea's nukes out of the sky?feedback

Aug 29 2017 - Samsung

Honestly, if you want to take a really grim, really cynical view here, the traders should've been buying Apple on the news and selling its main competitor, the South Korea-based Samsung, because if a conflict does break out, Samsung's headquarters would be right at the epicenter.feedback

Aug 29 2017 - Oil

Here's the thing: if Garner's suspicions prove to be correct and oil does pull back down to the mid-$30s, she thinks then it would be an absolutely fabulous buying opportunity. If you want some oil exposure, maybe it's a good idea to take her advice and wait for a major decline before you pull the trigger.feedback