Jim Cramer

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Last quote by Jim Cramer

I think McConnell is trustworthy on this issue.feedback
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NEW Aug 22 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: “One-time repatriation would make it so there is a lot of stocks that I don't like right now that I would really like. I do not understand the whole dialogue. Health care is the hardest thing in the world. They picked the hardest thing in the world to start off with. Tax reform, where tax reform means tax cuts, we all favor tax cuts, particularly when it comes to election time.” in the article McConnell's comment on the debt ceiling an 'underpinning for a potential rally'.
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Jim Cramer quotes

Aug 17 2017

When the book is closed on retail this quarter, we're going to have two different narratives: there are the companies that Amazon can crush and the companies that Amazon should admire or perhaps even fear.feedback

Aug 17 2017 - Walmart

Speaking of family, that's Wal-Mart's ace in the hole here.feedback

Aug 17 2017 - Walmart

Let just call it as it is: a legitimate, two-horse race with others bringing up the rear, but at least they're now at the track.feedback

Aug 17 2017 - Walmart

If I'm the chief technology officer of any supplier, I'm going to green-light shifting away from Amazon Web Services to the ultra-competitive Microsoft Azure or Google Web Services. That way, my CEO can go to Wal-Mart's headquarters and say, Hey, we know the score. We're not trading with the enemy anymore.feedback

Aug 17 2017 - Trump Presidency

I certainly can see that Cohn's important enough to Trump's economic agenda that his leaving would really hurt the stock market. But then again, the White House issued a statement saying he's not going anywhere, so it's not a particularly cogent reason to sell.feedback

Aug 17 2017 - Trump Presidency

If you're selling stocks because so many CEOs are getting off the Trump train, I've got a news flash for you: you need a better reason. Trump's economic agenda is stalled because Congress can't get its act together. It can't even pass a debt ceiling bill. If the executive council dismissals is what makes you want to sell, you should've gotten out months ago.feedback

Aug 17 2017 - Trump Presidency

The calendar and these weak-handed momentum shareholders that have gone along for the ride have coalesced to produce a wave of selling. Now you have to ask yourself, will the president seize that as an excuse to deflect anyone who wants to link this decline to the White House, blame it on August? Why not? Beats blaming the CEOs who broke with the president, unless you're the kind of guy who just loves having someone to blame.feedback

Aug 16 2017 - Oil

The reason? Listen, you need to understand that the business world is made up of cycles. There are all sorts of cycles. There's the housing cycle, the consumer spend cycle, the auto cycle, the tech spend cycle, the non-residential construction cycle, the truck build cycle, the oil and gas cycle, the mineral cycle, the aircraft cycle... a lot of cycles. And other than autos and the oils, all of these other cycles are in the sweet spot.feedback

Aug 16 2017

In short, Etsy's an internet-based marketplace, Shopify's a set of tools that helps you build your own online store. While both stocks have done very well this year, there's no denying that Shopify's been a better performer for the whole period of time that these two companies have been publicly traded.feedback

Aug 16 2017

TJX put on a clinic about what you can do to beat Amazon: experiential opportunities, treasure hunt environment, lower prices for branded goods than the online colossus can offer. Shopify and Etsy both look good, and while Shopify's been a stronger performer historically, I think that Etsy's the cheaper stock [and] might have a better risk-reward. That said, I recommend waiting for the next market pullback if you like either stock, and I like the stock of Amazon better than both.feedback

Aug 16 2017 - Amazon

TJX put on a clinic about what you can do to beat Amazon: experiential opportunities, treasure hunt environment, lower prices for branded goods than the online colossus can offer. I never mind when execs practice UPOD, under-promising and over-delivering. It matters. My take? TJX barely moved on its excellent quarter, which makes it a screaming buy. I think it actually returned many more points. Urban moved a great deal, but it's got room to run. And Target, with its 4.4 percent yield? It works fine for me, too, at least for now.feedback

Aug 16 2017 - Amazon

I was also impressed with its new small format stores ... [and] the movement into college campuses that [Target CEO Brian] Cornell promised – it's happening, it's working – as well as the electronics section, which had been disappointing in the recent past.feedback

Aug 16 2017

Think of everything that goes into your house. Housing is a 10-percent part of the economy, but because of all of the accouterments both outside and inside, plus all of the financial and legal ramifications of buying a home, it punches way above its weight.feedback

Aug 16 2017 - Internet of Things

Remember, if something's a cycle, that means it booms and busts. If it's secular, that means a sustained boom. If you think the growth in cellphones, the internet of things and artificial intelligence are secular, as I do, then there are a ton of stocks worth buying here. The disbanding of Trump's manufacturing council doesn't mean a thing to any of those cycles.feedback

Aug 16 2017

If you want to evaluate the stock market, you need to look at businesses as the sum total of the prospects of their sales and earnings and look at them through the lens of what you'd pay for those numbers, based on the price of money – interest rates and inflation. Beyond that, we can get all geopolitical, we can get mired down by the madhouse in Washington, but never forget that the four walls of the spreadsheet are far more powerful in this room than the four walls of the White House.feedback

Aug 16 2017 - Trump Presidency

Now I typically would never say that other than in 1972, 74. He needs to be careful because these are precepts that are held by most of our country and not just by the people who protested and took down the statues. These are long-held principals from Lincoln and from Eisenhower. ... You don't want to go against those guys.feedback

Aug 16 2017 - Trump Presidency

The market is completely divorced from whatever is going on. Because I think the market just says, Listen, we're not going to have tax reform' ... We're not going to have anything. We're just going to have total chaos, so let's focus on the companies.feedback

Aug 15 2017

Last week, though, we got a classic example of why you need to buy this stock into any real big weakness.feedback

Aug 15 2017

We'd put a slew of stocks on the board and you had to pick them with imaginary money. It was a fabulous lesson, one I suggest you perform yourself if you're just starting out ... especially if you don't have enough money saved up yet to build a real portfolio.feedback

Aug 15 2017

To me, it seems like a match made in heaven. In fact, the only thing I don't understand is why the two companies didn't merge.feedback

Aug 15 2017

Otherwise, the stock of this phenomenal retailer may be just too hard to own because the analyst community has deemed it too vulnerable to Amazon with their questions on the call, even as their reports remain, for the most part, positive about the best do-it-yourself chain on earth.feedback

Aug 15 2017

This partnership helps to make Yelp and GrubHub the undisputed kings of the online food space.feedback

Aug 15 2017

Put it all together and it's no surprise the stocks shot up into the stratosphere on the news, or that the analyst community was universally positive about the deal. And that's without really even knowing the financial terms of the transaction.feedback

Aug 15 2017

I think this partnership has the potential to give both companies a major shot in the earnings arm. Here's the bottom line: Yelp and GrubHub were already improving before the news of this fantastic partnership broke nearly two weeks ago, and it shook the world in this sector. But I think this tie-up could power these two abandoned tech names to even higher territory. That's why I believe both stocks are worth owning here even after these runs, and especially on any market-wide pullback like we had back on Thursday.feedback

Aug 15 2017

I could go on and on, but let me suggest that before you even buy a stock, you see if you have too many draft picks from one position, especially wide receiver. You could get days like last Thursday where you're totally trashed and put up no points and that's enough to drive you out of fantasy football, or even the actual portfolio league of stocks, anytime.feedback

Aug 15 2017

Running backs need to be bruisers who can go the distance and not get hurt mid-season. Defense is so easy it's ridiculous. You can pick up Lockheed Martin, my favorite, or General Dynamics or Raytheon – a lot of Pick Sixes expected there – Northrop Grumman, L3 or sleeper stocks like Kratos.feedback

Aug 15 2017

How about if you want to play fantasy with a traditional two running back, three wide receiver, one tight end, one quarterback, a kicker, and a defense set up? I find this breakdown to be incredibly educational for us for investing purposes because by the nature of the fantasy football setup, you have to have a diversified portfolio.feedback

Aug 15 2017 - Amazon

These guys do not pick out individual retailers and say, I'm going to short that.' They short the group. They say, Amazon is almost back to a [$1,000 stock price] after a mediocre quarter. That's what I want to be in.feedback

Aug 15 2017 - Amazon

That takes away for the moment the existential threat but not the Amazon threat. Amazon is just looming over everything.feedback

Aug 15 2017 - Amazon

There's just a tremendous fear of Amazon everywhere.feedback

Aug 14 2017

Despite the fact that everyone was freaking out, the positive backdrop for stocks didn't change. We have low inflation, low interest rates, good earnings and a weak dollar.feedback

Aug 14 2017

Interest rates went higher today, and that should continue, but for the most part it hasn't and we have been stalled.feedback

Aug 14 2017

It's fine for a guy like Marks to be risk averse. He's already a billionaire and you only need to get rich once. For the rest of us, I think you're better off listening to yourself.feedback

Aug 14 2017

The worries were genuine. Nevertheless, they produced a tremendous multi-year buying opportunity.feedback

Aug 14 2017

But come on. What do you say to that litany of horribles? To me it says get out now. And people did. In droves.feedback

Aug 14 2017 - Trump Presidency

Mr. Frazier has so kept down his sales by not promising about what Keytruda does because he does not want to give people false hope. Anyone who's lost anyone to cancer – I lost my mom to cancer – [that's] the last you want to hear.feedback

Aug 14 2017 - Trump Presidency

Mr. Frazier has not been at the forefront of raising prices for the sake of raising prices. For those that think it's absolutely right that Trump called [Frazier] out because he called Trump out, all I can say is … do homework. Homework is key because I know companies. I know companies. In the industry, Mr. Frazier is not known as someone who has done ripoff pricing. There are some companies that have continually ripped off the American people. But Merck has not been one. If you hate him or like him for what he said, can we at least get the facts straight on Mr. Frazier.feedback

Aug 11 2017

Thanks to the magic of compounding, the earlier in your life you start investing in the market, the bigger your long-term gains can be.feedback

Aug 10 2017

Of course, the stock gave up much of its gain today after Amazon announced it would launch a competing ticket service – they tried to partner with Live Nation but apparently couldn't agree on who'd keep the data. But the truth is that tickets are only one piece of the pie here. Live Nation now owns so many venues and festivals that Amazon will just be another vendor for them.feedback

Aug 10 2017

That's why I think this stock remains one of the best plays on millennials, and any giveback on this Amazon foray may be an excellent opportunity to buy the stock of Live Nation.feedback

Aug 10 2017

Now the company's plan to build that network of festivals is being put into action and it's generating staggering numbers worldwide, with operating revenues up 29 percent, operating income up 53 percent and free cash flow – these events just spin off cash – up 42 percent. The goal of all advertisers is to hit people when they're most interested. The best platform I've seen to date for these hard-to-reach folks may be Live Nation. That's why I think this stock remains one of the best plays on millennials.feedback

Aug 10 2017

In other words, Live Nation's taking advantage of all the customer relations products that Salesforce.com has to sell these millennials more goods and services at the point when they're most thinking about them.feedback

Aug 10 2017 - Amazon

Hey, maybe 'expensive' doesn't mean 'sell, sell, sell'. The most disciplined thing you could've done with these stocks was to stay long through all the jeremiads by the graybeards to get out of them. You had to tune out the sirens of skepticism who said they were dangerous.feedback

Aug 10 2017 - Amazon

But their dividends are often much higher than Treasurys and Treasurys give you no upside whatsoever, so what are you supposed to do? If you choose to hide in Treasurys while these stocks, I'm talking about Clorox, Procter & Gamble, frolicked higher, you've missed out a big run. Where I come from, you know what they call that? A mistake.feedback

Aug 10 2017 - Amazon

Listen to yourself. Do your own work. But understand that it takes a ton of discipline and conviction to own a Facebook or an Amazon or an Apple through these runs, and you aren't an idiot if you do. You're smart. In fact, I have one word for you: congratulations.feedback

Aug 10 2017 - Amazon

I keep coming back to one major issue, even as I expect the market to go down [on Friday]. Almost every winning stock I've mentioned was overvalued, classically overvalued before its run. I can show you analyst after analyst who told you that stock was going to get crushed because earnings were going to be down in 2017. Oh yeah, that's right, the stock went to $160. But they were smart.feedback

Aug 10 2017

I'm willing to say that it was horrible but not really horrible.feedback

Aug 10 2017

I was looking for a much, much bigger number. I was looking for a loss of 30 cents. They gave me a loss of 47 cents. This one remains 'Mr. Travesty' when it comes to IPOs.feedback

Aug 09 2017 - North Korea

Don't bother trying to play the nuclear standoff in North Korea. It's a fool's game. I'm not saying you shouldn't freak out; after all, this is the first time a rogue nation with nukes has flat out threatened to use them on us.feedback

Aug 09 2017

It's amazing how powerful the millennials are. They're impossible to get away from. Honestly, if it weren't for the fact that I have two millennial daughters, I would hate this generation, the generation that demands to be catered to or else they just cut you off at the knees – or at the cord, if you're a cable operator.feedback

Aug 09 2017

Boeing managed to blow away the numbers late last month because the analysts still aren't giving the CEO, Dennis Muilenburg, the credit he deserves. And while more of them have gotten religion, there's still a lot of holds on the darned thing, and I believe Boeing is being underestimated, meaning the stock, after marking some time here and going down a little, I think it could have more room to run.feedback

Aug 09 2017

Now, the estimate bumps make sense. After all, Boeing boosted its own earnings outlook by roughly 6.5 percent. But why the heck did so many firms have sell ratings on the stock? Even before Boeing reported in late July it was the best performer in the Dow for 2017. It's not like this has been some kind of stealth jet rally.feedback

Aug 09 2017

I am a go-to guy, though, on what you should do with your portfolio in the event of thermonuclear war. Have cash. Have gold.feedback

Aug 09 2017 - ICBM

At this point, if either side blinks – whether it's us or the North Koreans – we're going to get a rally. I don't want to miss that rally. With that level of cash and gold, I still think your participation in the post-crisis rally will be just fine if things work out as I hope. And even if we need to live with a nuclear, ICBM-armed North Korea for the rest of Kim Jong Un's lifetime, I think the market can handle it.feedback

Aug 08 2017

I cannot stress enough just how important this is for the company that pioneered the microprocessor for the personal computer.feedback

Aug 08 2017

It sounds like there's a very real possibility that Intel could truly take some solid business from Nvidia, although the market's big enough for both, if you ask me.feedback

Aug 08 2017

This is one of the most reliably bullish chart formations around. Now that American Express has broken out above $85, Lang is betting it could reach $100 very soon. Here's the bottom line: The charts, as interpreted by Bob Lang, suggest that Visa, MasterCard and American Express will continue to be the big winners from one of my favorite themes, the gradual switch from paper to plastic. But this is not a rising-tide-lifts-all-boats situation, because Discover's stock has been left behind and Lang doesn't see that changing any time soon.feedback

Aug 08 2017

Ideally, Lang would like to see Mastercard pull back to its 50-day moving average. That's been an excellent floor of support for the stock. However, given that Mastercard's doing quite well and the company has a large, aggressive buyback, you might have to wait a long time for that kind of decline.feedback

Aug 08 2017

After the stock's big breakdown in March, it's made a series of lower lows and low highs. That is not a good sign.feedback

Aug 08 2017

He notes that every time Visa's pulled back to its short-term 50-day moving average, that's the blue line, it's been an extraordinary buying opportunity. Put it all together and Lang thinks Visa's the best name in the group. He wouldn't be surprised if the stock can climb up to $120 by the end of the year. That's up nearly 20 percent from these levels.feedback

Aug 08 2017 - Amazon

Why? Because their managements are finally acting like they have a clue, and arresting the decline is the first step in turning things around. These kinds of old-school apparel companies need to make smart partnerships if they're going to have any hope of keeping Amazon at bay. The bottom line? Look, I am not saying Amazon's finally in the rearview mirror. I just think that some retailers can survive their onslaught a lot better than others, and, at last, the stock market has started to figure that out.feedback

Aug 08 2017 - Amazon

Now, we know Amazon's still out there, lurking. CVS today reported a good number, but not a great one, and it's very clear that Amazon's cutting into the front of its store business.feedback

Aug 07 2017 - Volkswagen scandal

It turned out to be the maker of the semiconductors used in gaming, artificial intelligence, machine learning. It turned out to be one of the greatest bargains of all time. But a funny thing happened since Lynch penned his seminal work. The homework has, in some cases, actually kept you out of stocks that you might otherwise have owned and made fortunes in.feedback

Aug 07 2017 - Netflix

But the love for the product and the genius of the man behind it, [founder and CEO] Jeff Bezos, drove the stock to where it is today, one of the greatest runs of all time.feedback

Aug 07 2017 - Netflix

But the second part? Whoa! It's almost impossible to tell how much money Tesla makes per car, if anything. Nor is it possible to define the future of the company. If everything goes right it could be the next Amazon, a tech company that sells cars, just as Amazon's a tech company that's in retail. If it doesn't, then the stock could flame out.feedback

Aug 07 2017 - Netflix

I wish I had an answer for this conundrum. Maybe you just take some real 'Mad Money' and buy one of them: preferably Netflix or Amazon because they're far more proven than Tesla. No matter. The fact is that some stories flunk the near-term fundamentals even as they triumph over the long term. ... Two of these three have already done so. For all I can tell, the third will, too.feedback

Aug 07 2017 - Netflix

Making things even more difficult, on the recent conference call, CEO Reed Hastings actually championed the notion that negative free cash flow, something I don't like, will be an indicator of enormous success. I just don't think that would pass the Lynch test.feedback

Aug 07 2017 - Netflix

Given the 2017 numbers we should use, both the estimates and what's in the can, the stock's trading at 16 times earnings. That's before you back out the humongous cash hoard. It's dirt cheap, people.feedback

Aug 07 2017 - Netflix

So, I decided to go back to see how FANG, my acronym for Facebook , Amazon , Netflix and Google, now Alphabet , was doing at that 15th anniversary when the piece was written, because I think it's an excellent illustration of why you shouldn't take these sirens of skepticism too seriously.feedback

Aug 07 2017 - Netflix

What you need to know is that if you looked at the numbers alone two years ago, you would've missed that Amazon was developing this incredible cloud-based web services business. Hmm, what's 40 percent of Amazon worth right now? How about $395? That's right, the web services business alone is worth more than what the entire company was selling for a couple of years ago.feedback

Aug 07 2017 - Netflix

I think those are low-ball numbers, too, but the point is that if you looked at the right metric two years ago, it would've been obvious that Facebook was much cheaper than it seemed. That's nothing like the Nasdaq peak in 2000.feedback

Aug 03 2017

I've calmed since then. Ranting didn't get the job done. I failed. But a decade later, I can look myself in the mirror knowing that, unlike so many others, at least I tried.feedback

Aug 03 2017

The airlines have never been this flush. They're lining up for planes. Airline traffic is in secular growth mode because of the great middle-class-ification occurring all over the globe. In short, [the move is] merited.feedback

Aug 03 2017

Apple trades at 14 times earnings versus Clorox. Now, is that ridiculous? Even though its products are every bit as beloved as bleach? Not only does Apple's move up make sense, doesn't it seem like it should be much higher?feedback

Aug 03 2017 - Walmart

That's why its stock's been among the best performers in the market. The company, under CEO Doug McMillon, has made so many improvements and it's going to leverage its huge store base to try to defeat Amazon. If I'm right, there's no way this stock will stay this low.feedback

Aug 02 2017

As I've said repeatedly, 2017 is nothing like 2000. The tech stocks that are doing fabulously here belong to companies like Apple that have huge cash hoards and are insanely profitable. In many cases, their stocks are downright cheap. You've got this deadly combination of stocks coming down and commentators 'reverse' cheerleading for stocks, accentuated by the Dow 22,000 nonsense that says they can say, Hey, you know what? This is toppy action.feedback

Aug 02 2017 - Uber

It's a simple thesis. The create-memories-to-watch thesis coupled with video games and internet programming best watched on the go, but not driving, at home or going to the movies. And, of course, we're ordering food via Uber and GrubHub.feedback

Aug 02 2017 - Iphone 7

How do we know this? Because we heard it on the AT&T call. Specifically, in reference to their Time Warner acquisition, management explained that people are watching Time Warner on their handheld – again, widescreen handhelds like the iPhone 7 Plus.feedback

Aug 02 2017

People want document-able, record-able experiences. Unless they can go out and create memories they can share with their friends online, they mostly watch things at home and order delivery instead of driving to restaurants.feedback

Aug 02 2017 - McDonald's

Sure, there's a round number curse, has been for 21 of these crossed thresholds that I've seen in my lifetime. What matters, though, is that there are plenty of companies out there that saw their stocks get laid low by these sell programs, and when they get taken down like that, you're always going to hear the sirens of panic telling you to sell everything. In reality, it's more likely to be the sound of opportunity knocking. You just have to have some cash ready to buy the dip in a responsible way.feedback

Aug 02 2017 - McDonald's

All of these add up to a mixed-to-positive picture, oddly mirrored by the stocks in the Dow that have taken us from 21,000 to 22,000, namely Boeing, which is responsible for 387 Dow points, McDonald's, 175 points, UnitedHealth, 170, and Apple, 135.feedback

Aug 02 2017 - McDonald's

You've got this deadly combination of stocks coming down and commentators 'reverse' cheerleading for stocks, accentuated by the Dow 22,000 nonsense that says they can say, Hey, you know what? This is toppy action. Yes, all of this seems to occur around these round numbers and it's a real mind game that gets played out to your disadvantage unless you've got some cash to do some buying.feedback

Aug 01 2017

We always need to ask ourselves if we've gotten too complacent. That's just a necessity. You do that as part of being a disciplined investor.feedback

Aug 01 2017

I say congratulations to CEO Tim Cook, and while I'm at it, can I ask where the 'Apple's best days are behind it' chorus is playing? I would like to pick at the production. Now [Apple's stock is] at an all-time high, more than 60 points, 60 points left on the table by those who traded it instead of owning it.feedback

Aug 01 2017

When that behavior changes, it can mean something strange is happening.feedback

Aug 01 2017 - Bull market

Bottom line: the volatility index, as interpreted by VIX master Mark Sebastian, suggests that this sedate bull market might be in a little more near-term danger than we'd like to believe. My view? Nobody ever got hurt taking a profit and I'd love a short-term pullback that you and I could use as a buying opportunity.feedback

Aug 01 2017

Put it all together and Sebastian thinks we need to be prepared for a bit of a sell-off over the next few weeks. In the last couple weeks the VIX has managed to go higher along with the S&P, and that's never a good sign. That's what he's focused on. However, this sell-off might be brief and minor, like the one we had in April.feedback

Aug 01 2017 - Amazon

Now, much of this move has occurred during the swoon of Amazon's stock itself. I don't know if its rally can be sustained – the stock went up more than $8 bucks [on Wednesday] – but it's something worth watching, as the Seattle behemoth's been mighty quiet of late. Right now, though, we seem to be in an Amazon-free zone. I do not know how long it lasts, but for the moment, you have to believe that when the cat's away, the mice will, indeed, play.feedback

Aug 01 2017 - Amazon

Still, with Ulta trading at 33 times earnings, you have to tread a little carefully and be ready for another reversal if Amazon squawks to some reporter, somewhere, in some paper about cosmetics, although the follow-through 4-[basis]-point rally today was certainly pleasing.feedback

Aug 01 2017

I have 10 stocks that either got hammered or should've been up much more but weren't because of the turmoil we just went through. These are battle-tested. They just reported. You can't beat that.feedback

Aug 01 2017

But these guys are the kings of e-commerce. OK, there was some hacking story that got a lot of people confused at the same time. Opportunity.feedback

Aug 01 2017

[CEO Al Kelly is] client-centric, tireless and an all-around ambassador for the empire that is [Visa]. Loads of cash, too. I like that pace.feedback

Aug 01 2017

There's absolutely no hair on this company – it's kind of like me – and it generates cash, uses what it needs to stay on top and then returns it in the form of aggressive buybacks and dividends. Texas Instruments used to be boom-bust. Now it's just boom.feedback

Aug 01 2017

Give me a break. Constellation's got real taste in beer. I'm talking about Modelo, Corona [and] Pacifico. It's killing it.feedback

Aug 01 2017 - Internet of Things

The risk-reward here for Intel is pretty darned sweet, and the price-to-earnings multiple should be higher given the company's internet of things – not personal computer – orientation, even as it's simply incredible how much money Intel's still making on a market that declines very fast.feedback

Aug 01 2017

I think you're being given a gift here with this pullback. I'll go a step further: CEO Inge Thulin delivered another really solid quarter but the stock had run as if everyone thought it would be a blowout. That's not the 3M way. This stock remains a terrific core holding for your portfolio.feedback

Aug 01 2017

[The] stock's down 8 percent for the year. Interest rates don't look like they're going up anytime soon. This makes it a terrific bond market alternative with upside.feedback

Jul 31 2017 - Facebook

When you consider that advertising made up half of their business as recently as five years ago, that's a real problem. If you want to know why President Trump always bashes the Times, aside from the fact that he likes to [insult his critics], it's because the company's advertising revenue stream seemed to be drying up.feedback

Jul 31 2017 - Facebook

The crux of the problem? OK, newspaper companies like the Times make their money in two ways: from circulation fees – meaning selling subscriptions – and from selling advertising. Believe it or not, contrary to President Trump's take on The New York Times, the company's circulation revenue has actually been growing pretty steadily year after year after year. It's on the advertising side where they've been getting killed.feedback

Jul 31 2017 - Facebook

So where do I come down with this? First, sorry, Mr. President, but The New York Times is thriving here, not failing. But while the company's made a remarkable turnaround, I think it might be too late to buy the stock here. Easy money has most certainly been made. But on a decline, it sure is tempting. After all, how many of us went to the site immediately when it broke the 'Mooch' news ? If The Times is failing, it's failing upwards.feedback

Jul 31 2017

Here, again, though, you need to understand that the the key to this bull is its rotational nature. As far as the aging and allegedly senile nature of the bull? I think that's the top down talking. I analyze the actual stocks [from] the bottom up and things look OK.feedback

Jul 31 2017

In '29, it was safety last. Now, it's safety first. In the end, maybe that's what's really keeping stocks up. Maybe that's what's propelling us higher. The bottom line? The skepticism has been so darned thick that until we get others naming their pets after cloud plays or touting stocks while shining shoes, I'm going to remain constructive on the future, the future of the best-performing asset class, the future of equities.feedback

Jul 31 2017

Every book about the great crash of 1929 mentions how the shoeshine boys around the New York Stock Exchange were playing stocks with borrowed money right up until the crash. That kind of thing is cited as the sure sign of a top.feedback

Jul 28 2017

At the end of the day, I'm against ETFs because they often create enormous distortions that can obliterate even the best of stocks. You have to accept a lot more risk if you own a stock that's particularly hostage [to] a given ETF.feedback

Jul 28 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. 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

Jul 28 2017

The truth is, your inclinations are right and the action is every bit as stupid as it appears. There's no way to think of it other than negatively.feedback

Jul 28 2017

If you think you can't pick the best of these stocks, then I would suggest that you might not know enough about the sector to begin with, so don't think you can outsmart it by picking an ETF.feedback

Jul 28 2017

The simple fact is that the key metric itself and these algorithmic traders have made owning some groups of stocks beyond mystifying. You could literally own the stock of a company where the earnings estimates are going higher, yet its stock is going lower.feedback

Jul 28 2017 - Oil

So 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.feedback

Jul 28 2017

We're never going back to those halcyon days where all that really mattered to a stock's price was the sector's interaction with the business cycle, along with the worth of the company and the executives who drove it.feedback

Jul 28 2017

Much of the damage from the crash of 1987, where the Dow fell 508 points in one day ... and then plunged again the next day before an anemic recovery, was almost entirely due to the relationship between the futures and the common stocks in the S&P 500.feedback

Jul 27 2017 - AT&T

I think the reason T-mobile's stock didn't fly on that better-than-expected quarter when they reported is that the empires of the old world are striking back. Now, AT&T and Verizon aren't un-carriers; they aren't cool in any way, shape or form. But as investments? They're beginning to be, let's say, among the best and their stocks are open for business for everyone who needs income and not just the capital appreciation that I think T-Mobile will continue to give you.feedback

Jul 27 2017 - AT&T

OK, they may still be dumber than T-Mobile, but what I find intriguing is that if both AT&T and Verizon are in growth mode here, then their stocks might be better buys than T-Mobile at this level unless the un-carrier catches a takeover bid.feedback

Jul 27 2017 - AT&T

This represents a pretty incredible 90-day turnaround for the telco titan.feedback

Jul 27 2017 - Amazon

Please leave some room for more stock on Monday, when the stock could start stabilizing. The bottom line here is that when we have a reversal day like today, the end-of-the-worlders grab the mic and they won't let go of it until the third day of the sell-off, when they say 'buy' all over again. Instead of taking them too seriously, though, you need to use this weakness as a buying opportunity, as long as you remember your first buy may not be your only buy.feedback

Jul 27 2017 - Facebook

I am telling you Zuckerberg has the next five years planned out. This is an expensive stock.feedback

Jul 27 2017 - Facebook

[Zuckerberg's] ads are something you want to watch.feedback

Jul 26 2017

As long as the transports are in trouble, we need to be at least a little worried about the whole market. So what's the best hope for a reversal in this super important cohort? I'd say it comes from United Parcel.feedback

Jul 26 2017 - FedEx

People are expecting a very good quarter given the incredibly fast shift to e-commerce in this country. UPS should be a huge winner now that online is totally ascendant, but how many times has this company managed to snatch defeat from the jaws of victory? FedEx did a great job when it reported, but the stock's been stuck in neutral. Perhaps UPS can get it going again. My fingers are crossed.feedback

Jul 26 2017

Put it all together, and while I do think Polaris is turning things around, the story is just too risky for this guy. The recalls simply make this stock too dangerous. I have to give CEO Scott Wine and his team credit for getting Polaris out of a really bad situation, but as long as these product recalls keep coming, I think now the stock is just too risky to own because execution matters. And the execution here? Well, you fill in the blank.feedback

Jul 26 2017 - AT&T

Look, I know more than any it pays to be skeptical of a stock that's run so much, but after this quarter, I think the story's still got a lot more upside.feedback

Jul 26 2017 - AT&T

Given that AMD's now promising profitability and positive cash flow ... I think it's good to go. [The] problem, of course, [was] there was some profit-taking at the end of the day, but is that really a problem? Or is that an opportunity?feedback

Jul 26 2017 - AT&T

That answer was super revealing because Stephens wasn't even asked about HBO specifically; the question was about Time Warner as a whole. But that was hand-tipping ... akin to why DirecTV worked so well for them. Game of Thrones, meet NFL Sunday Ticket.feedback

Jul 25 2017

No one downgraded it. Most analysts actually praised it and raised their price targets. I say wait until the hot money comes out and then make your stand, which will, I believe, not be too far down from these levels.feedback

Jul 25 2017

Look, you need a healthy amount of skepticism to be a good investor, no denying that, but it's also important to know when to believe. I'm talking about buying the stocks of companies that have been left for dead because of a single bad quarter when the executives have proven time and time and time again that they can navigate rougher waters and right the ship.feedback

Jul 25 2017

We're going to hear from GD tomorrow, and the charts, as interpreted by Tim Collins, suggest this defense stock could have a lot more room to run with minimal downside. So if General Dynamics reports a good quarter and its stock gets slammed anyway like United Technologies, that's all the more reason to treat the weakness as a buying opportunity for this, the highest quality defense stock there is.feedback

Jul 25 2017

In short, Collins says that as long as the stock continues to hold above $196, there's no reason not to own General Dynamics. Here's the bottom line: in this crazy week that's overflowing with earnings, I find these charts to be good touchstones that can try to help you navigate your way through potentially confusing situations.feedback

Jul 25 2017

Collins thinks we could potentially be seeing something very similar from GD, General Dynamics, the big defense contractor, after it reports [Wednesday]. If General Dynamics gives you a nice beat and maintains its guidance but the stock goes down, which it would, by the way, then you might just be getting a wonderful gift. If the stock can rally up a buck and a half from here, it will have broken out. If that happens, Collins would be a strong buyer, because that kind of breakout typically means that a stock has much more room to run.feedback

Jul 25 2017

You need to have some faith in companies' management teams that have delivered endlessly or you'll never ever be able to buy stocks at a discount. These four are giving you bargains. They won't U-turn and go right back up. That doesn't happen. But I think all four are worth buying into weakness as long as you scale into them gradually on the way down, starting in tomorrow's session.feedback

Jul 25 2017

I think long-time CEO Patty Doyle deserves the benefit of the doubt here after everything he's done right for us over the years. You really want to bet against him? Hey, be my guest – I'll gladly take the other side of the wager.feedback

Jul 25 2017

The culprit behind the sell-off? I think [CEO] Inge [Thulin] spoiled investors by giving them quarter after quarter of margin expansion, so this time, when we didn't get that and they missed the earnings by a penny, the darned thing got sent right to the slaughterhouse. Personally, I think it's nuts, especially when 3M promised some second-half improvement in the key health care division. So I suggest you use this opportunity to buy some shares in one of the highest quality companies out there.feedback

Jul 25 2017

Caterpillar is back much harder than I thought.feedback

Jul 25 2017

This stock will not stop at $113. There will be some bears who will try to say, Wait a second. China's not that strong.' They'll try to hold it down. But in the end, this beat and raise is the most serious beat and raise of the earnings season. Stock goes higher.feedback

Jul 25 2017 - Oil

When you're talking about construction equipment coming back without an infrastructure bill. When you talk about favorable price realization for energy without oil above $50. How many people did these guys get rid of? I mean this is an incredible streamline cat.feedback

Jul 24 2017 - Oil

Kibsgaard, in other words, thinks the jig is almost up and that producers who exceed their cash flow will be cut off. If that's the case, if the U.S. spigot finally slows down, then oil can indeed start to go higher.feedback

Jul 24 2017 - Oil

Here's the problem, though: while Ethan Allen's stock has been slammed and RH has roared higher, I can't bring myself to recommend either. While RH has performed a lot better than Ethan Allen's stock this year, both companies seem to be in a less than ideal situation. We don't really know if either one can deliver on a turnaround, and until we got some proof, my take? Stay on the sidelines.feedback

Jul 24 2017 - Amazon

These all read as nothing has happened with Whole Foods – that Whole Foods wasn't bought by Amazon. All of these analysts better take into account that the world changed when Amazon bought Whole Foods. There hasn't been anyone who has been able to say, I'm Amazon proof.feedback

Jul 20 2017 - Netflix

These are all new earnings per share boosters that give you more reason to buy the darned stock. Sears, its pathetic partner, doesn't have that much left, but it does have one of the best brand names in appliances. They haven't savaged that. Kenmore's still good. You put Kenmore together with Amazon, you throw in Alexa so you can scream at your washing machine all you want to turn on, and voila, you're off to the races.feedback

Jul 20 2017 - Netflix

Now, I'm not saying these stocks can't go down – Alphabet and Netflix both declined [Thursday]. I'm saying that they just keep making news, generating actual events and products that are indeed additive to earnings. Raising-numbers FANG. As long as that continues to happen, these stocks can continue to go higher, and you shouldn't feel foolish for pulling the trigger because they seem to introduce needle movers every single day of the week.feedback

Jul 20 2017 - Netflix

Okja was Netflix's final release of the second quarter and I think it's the film that put international sign-ups over the top of domestics. Right story, right publicity, fabulous knowledge of South Korean culture, all things that the conventional studios reject or just don't even know how to do.feedback

Jul 20 2017 - Amazon

Just like with Costco, all of the analysts quickly defended Lowe's and Home Depot intraday, telling us not to worry. However, just like Costco, it doesn't matter. People sold the stocks anyway.feedback

Jul 20 2017 - Amazon

Here's the bottom line: you can take your time and wait until this rotation runs its course, but you need to understand that the 'guilty until proven innocent' taint has been very difficult to shake if your company finds itself in Amazon's sights, which is why it's so difficult to own anything that tries to compete with them. However, if you stay away from retail, there's still plenty to like. And remember: retail's a very small part of the entire stock market.feedback

Jul 20 2017 - Amazon

It sure looked like a buying opportunity given that Home Depot does well as long as long as the price of housing continues to climb, which it has, and there's increasing household formation, which there is. This is the stuff of nightmares to a company like Lowe's or Home Depot, as they derive 11 percent and 8 percent of their sales from appliances, respectively.feedback

Jul 20 2017 - Amazon

When we talk about the major innovations of our time, that's it? Are you kidding me? Is it really that hard to push a button? [If] you get me someone to put the stuff in, that's different. My wife makes me do the laundry because it's a humbling experience to be in my house. It takes longer to say 'Alexa, start my dryer' than it does to push the button. It's a great press release.feedback

Jul 19 2017 - Facebook

While the potential Discovery-Scripps deal, at about $10 billion is more than twice the size of the $4.2 billion food transaction ... these are happening for similar reasons. Companies, afraid of losing their relevance and their clout, are merging with their peers or rivals in order to produce stronger entities with more appeal to their masters, meaning their distributors and their ultimate customers.feedback

Jul 19 2017

As I see it, millennials like adding stuff to food that has spice but doesn't make you fat so you can still look your selfie best. Mustard and hot sauce have a lot fewer calories than, say, mayo or butter. [The brands] do fit with the company's understanding that these days, people want to stay home and cook using McCormick's spices and a whole slew of condiments.feedback

Jul 19 2017

So along come some willing acquirers who have no choice but to try to break out of their not-so-hot areas and broaden distribution because, ultimately, their markets are challenged by new buyers. Millennials just aren't interested in canned and bottled food or evergreen programming like their parents were.feedback

Jul 19 2017

So don't think of these deals as growth-makers. They're defensive deals done to stay relevant in a difficult marketplace where every way that you used to get customers is now up in the air, while merchandise and channel loyalties are at an all-time low. And going forward, I bet we see a lot more mergers of this similar path.feedback

Jul 19 2017

But these algorithms only work if they have huge piles of data, and the best data you can find here is the kind of consumer credit info that's Equifax's bread and butter. And it's not just the banks. These days, everybody wants to see your credit score, from car deals to phone companies to advertising agencies who want to ... do more targeted marketing.feedback

Jul 19 2017 - Amazon

Since the re-christening, I've had not one, not two, but three patrons at Bar San Miguel, my Mexican place in Brooklyn, tell me they bought Nvidia after they heard me rename that mongrel for the red-hot semiconductor stock. They knew the story, not just the dog. One day, maybe they'll just know the dog and it'll be time to skedaddle. But when you can go toe-to-toe with random drinkers at a local tavern about a stock that you adore, that's a really good sign.feedback

Jul 19 2017 - Amazon

This whole theory of mine has less to do with these particular stocks than with the fact that people are beginning to wake up to the idea that owning the stocks of companies they love after doing some homework – not just index funds, but in addition to them – can turn out to be very lucrative.feedback

Jul 19 2017

I'm not necessarily interested in [HGTV], neither are millenials. They don't own homes. They rent.feedback

Jul 19 2017 - Amazon

This is just another Amazon story in some ways. It is just another company that has been 'Amazoned.feedback

Jul 19 2017 - Amazon

IBM is really burdened by the old business. And the new business – they're up against these amazing companies. It takes so long to remake an organization when you're up against Amazon, when you're up against [Google-parent] Alphabet, when you're up against Microsoft. These are competitors the likes of which IBM has never seen before.feedback

Jul 18 2017 - AT&T

The reason you can make money in individual stocks – as long as you do the homework – is that markets are rarely super efficient, the conventional wisdom is often wrong, and there are often huge opportunities there for the taking if you know where to look. Straight Path had a lot going against it, sure, absolutely, but at the end of the day they owned some insanely valuable spectrum assets that ultimately made AT&T and Verizon willing to pay through the nose to buy the whole company. That's what really mattered.feedback

Jul 18 2017

It's not like tech is vaulting into the stratosphere while everything else does nothing. What we have here is a broad-based rally that's taking up all sorts of stocks, proving once again that diversification is the only free lunch in this business.feedback

Jul 18 2017

The action in Straight Path Communications has been very exciting, but I wouldn't call it efficient.feedback

Jul 18 2017

Don't let its measly 50-cent gain fool you. United Health reported a great quarter. Its stock's a buy.feedback

Jul 18 2017 - Netflix

As Reed says, Negative free cash flow will be an indicator of enormous success. In other words, Netflix is an entertainment company but is being valued as a tech company, as money managers believe it's all well and good to lose money now if you're going to dominate later.feedback

Jul 18 2017 - Netflix

It's the same model as Amazon. Money managers backed Amazon because they knew, at a certain point, if they wanted to, they could raise the price of Prime offerings to make more money. The more Netflix knows about what people love, what you love, the more it can scale that love into not profits – as so many thought were needed – but subscribers. And by that metric, do you know that the stock of Netflix remains undervalued? Which is why, even after this run, it is still not too late to buy Netflix.feedback

Jul 18 2017 - Ecuador elections 2017

At the same time, the Chaikin Money Flow [oscillator] ... measures the level of buying and selling pressure in a stock and is still in very positive territory, suggesting that the big boys continue to accumulate shares in AbbVie. Put it together and Moreno believes that this rally is not finished.feedback

Jul 18 2017

The bottom line here: don't trust the muted reactions we're beginning to see to some of these amazing results from our fabulous American companies with their amazing management[s]. Don't say, This is a narrow market because only FANG is going higher.' Instead, say, Let me go back over these quarters without thinking about how embarrassing Washington has become.' When you stop viewing stocks through the prism of politics, you know what? You're going to find a lot of things that you like, a lot of things that you should be buying.feedback

Jul 18 2017

This company's generating $6 billion in cash [and] returning scads of it to shareholders. But the bulk of this defense contractor's profit comes from, you guessed it, Washington, and who the heck wants to be chained to these do-nothing embarrassments?feedback

Jul 18 2017 - Bank of America

What can I say, I think Dimon hit the nail on the head. However, I wish he'd used a different forum to talk about politics, because Dimon's screed forever linked JPMorgan's amazing quarter with the nonsense of Washington. Yet JPMorgan's results, like those of Citi and Bank of America, are splendid examples of how well banks can run without one ounce, one iota of help from our federal government.feedback

Jul 18 2017

Here's the problem, though: if you own stocks, by nature you need to be optimistic. You'd be hard-pressed to own any stocks if you thought our nation was a colossal joke.feedback

Jul 18 2017 - Netflix

Facebook figured out you use the internet to be able to tell personal narratives. Amazon figured out you use the internet to sell merchandise. Google figured out the internet to be able to do YouTube short form. These guys figured out the internet by being able to produce content that is loved in Korea and loved in Brazil and loved in Europe.feedback

Jul 18 2017 - Netflix

I come back after a hard day and just like it.feedback

Jul 18 2017 - Netflix

You know you don't to get to be FANG for nothing.feedback

Jul 18 2017 - Netflix

This is [an] intellectual opioid.feedback

Jul 17 2017

What isn't getting enough attention by anybody is how we're seeing such strong turns in so many countries and continents around the globe. It's why I think the EZU, the iShares MSCI Eurozone ETF makes so much sense to own.feedback

Jul 17 2017

But every now and then, investors will have such a low opinion of management that a CEO departure can actually send a stock soaring higher. Just look at what happened with an old favorite of mine, Zimmer Biomet, the big medical device company that specializes in orthopedic implants, just last week.feedback

Jul 17 2017

I can't stress how important this development is. This is the quarter that international saves the domestic situation, and not just because the dollar's getting deliciously weaker versus other currencies. The rest of the world's simply in better shape than we are right now, and that means so many of our stocks with global businesses could have a lot more room to run.feedback

Jul 17 2017

Some of the problem had to do with where Zimmer makes its money. Even after the Biomet deal, the company gets roughly 60 percent of its sales from hip and knee implants, which is one of the slower growing segments in the space.feedback

Jul 17 2017

Dvorak wasn't exactly doing a great job. His resignation signals to investors that the company might finally be ready to consider a major shift in its strategic direction. In fact, the analyst community had nothing but positive things to say about the shakeup.feedback

Jul 17 2017

They're all hostage to the need for more volatility and higher interest rates, neither of which seems to be in the cards any time soon.feedback

Jul 17 2017

GE presents a cautionary tale for those who own Procter & Gamble. Procter, like GE, has set out to cut costs and boost revenues. But neither has cut deep enough or been able to grow much to speak of. I agree with Peltz when he says GE and Procter can accelerate cost cuts. Let's see what Immelt and incoming CEO John Flannery have to say about the prospects for a better 2018.feedback

Jul 17 2017 - Oil

If you do not know the stock or the company Schlumberger, it's a marvel, the oil service company that remains the gem in a very tattered industry. I've got a real bad feel for what he's going to say this time, mainly that oil's not going higher and activity will be subdued for the rest of the year and perhaps much of 2018.feedback

Jul 17 2017

I have found their commentary on its big cargoes – what's doing better, autos, equipment, homebuilding, coal, agriculture, construction – gives you a classic mosaic that can help you figure out how strong commerce really is in this country. Plus, I'm of the opinion that as the transports go, so goes the economy. The key transport to me? Not the airlines, Union Pacific.feedback

Jul 17 2017 - LinkedIn

CEO Satya Nadella impresses many people as an intellectual techie, but he doesn't get enough credit for competitive spirit and nature when it comes to winning. Don't forget, we're also going to see the full fruits of his Microsoft's LinkedIn acquisition. I bet they'll be very positive too.feedback

Jul 17 2017

Still, my feeling is that Procter & Gamble is worth owning – that's been my view the whole way – because you've just gotten still one more way to win. The uglier this proxy fight gets, maybe the more shareholders stand to gain. That's why, when we hear from them, I bet we get a nice upside surprise as the stock has pulled back and is giving you what I think is a very good entry point.feedback

Jul 17 2017

I think it might be an actual harbinger for the other FANG names, a good sign.feedback

Jul 17 2017

(The Dow) is still kind of a classic gauge of the big international stocks. And I think it's the rest of the world that's doing really well. I think people are really too focused on gridlock here.feedback

Jul 17 2017

These are the stocks that have just been percolating up.feedback

Jul 17 2017 - Amazon

Look, you just have to hope that you don't wake up in the morning and see Amazon has decided to get in your business.feedback

Jul 13 2017 - Walmart

We want companies in retail to get to better numbers via innovation, excitement, experiential, game-changing acquisitions. But other than Wal-Mart and Amazon, there really aren't that many that fill that bill. That's why I remain concerned longer term about retail. You're getting a good trade here, but I think, because of Amazon, that's all it is: a trade, not an investment.feedback

Jul 13 2017

Migraines are a huge category. I think there's definitely a place for their drug. Even the bears think it could [do] $300 million in annual peak sales, and this is now just a $600 million company. Plus, at these levels, I think that Alder could be a terrific takeover target if the drug works better. I know this stock has burned people on the way down, but it's got a viable drug and we care about where a stock's going on this show, not where it's been. In my view, Alder's been de-risked down here, and I think it's worth speculating on.feedback

Jul 13 2017

The data here seemed pretty good, at least until a few weeks ago. Chronic migraines are a serious problem, one that costs businesses $13 billion every year as a result of lost workdays. So a drug that could effectively prevent migraines would be very, very valuable, not just to the people who suffer from this painful condition, but also for their employers.feedback

Jul 13 2017

I think Alder BioPharmaceuticals sold off too hard in the wake of the data it released two weeks ago.feedback

Jul 13 2017

If offices want to attract talent, especially from the younger generation, they need furniture that facilitates a more collaborative work environment, which is good news for Herman Miller and Steelcase.feedback

Jul 13 2017 - Oil

I say enjoy the trades. Remember, though, this is a market that loves technology, worships at the altar of health care, and thinks the industrials are about to have a renaissance.feedback

Jul 13 2017 - Oil

My argument here is that in the last two days, a group of people have decided that not everything in oil is worthless. And if you want to know one that's not worthless, it is Apache.feedback

Jul 13 2017 - Oil

I like a market that rotates into the down-and-outers and embraces value even without mergers and acquisitions. I didn't think it could happen. It makes you want to trust the rally more. I trust it already, but evidence of reform among the penalized is always welcome. Still, don't count on retail or the oils or the autos to remain this market's leaders for long, because eventually this market's real generals will take back the baton and start sprinting again.feedback

Jul 13 2017 - Snapchat

There's a subtle moment … in this call. The implication was, don't fear the lockup expiration as much. A lot of it's done by insiders. I think the next thing that happens is the insiders come out and say, We're not selling, not at these prices. If anything, were buyers.' That gets the short squeeze going.feedback

Jul 13 2017

People who want to jump on the retail bandwagon, you need one other company. You've got to have Macy's come out. You've got to have a Kohl's come out. Somebody has to come out besides just [Target's] Cornell, so we know it isn't just one company.feedback

Jul 13 2017 - Nike

We need to hear something from Macy's. We need to hear that [its] July Fourth sale was really big. And that the traffic is good. Traffic is the lifeblood. I think Kohl's is doing well with Under Armour; doing well with Nike. … It would be great for Kohl's to come out and do what Brian Cornell did. It would be great.feedback

Jul 13 2017

Then, you will have a short squeeze. It won't be a rip-your-face-off short squeeze, but a meaningful short squeeze. These stocks are cheap ... based on the destruction that Amazon Prime did to their common stocks. You have a trade here. I'm not talking about an investment.feedback

Jul 12 2017

What happens when it all comes together? We get an incredibly broad rally encompassing many different groups, many actually contrasting groups, the kind of move that reminds you why you just don't just sell everything because some talking head says, Oh boy, I'm scared and you've got to go home.' Or, at the very least, if you don't like the market, it signals that you're getting a better chance to sell.feedback

Jul 12 2017 - Netflix

Given all the original content Netflix puts out, the failures are somewhat inevitable, and if anything, they'll have to increase. That's the law of large content. Still, the record is darned good, much better than everyone else, and that matters, especially when worldwide numbers are at stake and some content plays extraordinarily well overseas.feedback

Jul 12 2017 - Netflix

We have consistently valued stocks under our coverage based upon the discounted present value of their future cash flows.' Goodie. That bit of ideology reminds me of that quote everybody attributes to Albert Einstein about the definition of insanity: doing the same thing over and over again expecting different results.feedback

Jul 12 2017 - Netflix

Knowing the right metric has always been the key to picking good stocks. Wedbush has clearly picked the wrong metric. And sometimes, that's all that matters.feedback

Jul 12 2017 - Netflix

You see, at a certain point, the prism you're using is just wrong, and you've got to to scramble. You have to adapt. You've got to find a new one. I don't mean to pick on Pachter, although I think 'Pick on Pachter' would be a great name for a sit-com, but periodically, there are stocks that defy the traditional metrics and you've just got to scrap those metrics if you want to understand the stock.feedback

Jul 12 2017

In short, Vantiv should be able to get a lot more mileage out of Worldpay's neglected American business. Here's the bottom line: With so much attention devoted to what's happening in Congress or this bombshell story with Fredo Trump – you broke my heart, Fredo – we're barely, barely, barely noticing dynamite M&A activity like Vantiv's proposed purchase of Worldpay. This is the biggest deal in the payments space since the Great Recession and I think it's terrific, particularly with the stock trading at just 17 times earnings. Forget Fredo, buy some Vantiv.feedback

Jul 12 2017

Why? For starters, Vantiv is about to go from a domestic payments play to a worldwide titan overnight. Thanks to the Worldpay acquisition they're going to get a huge international footprint, especially in Europe.feedback

Jul 12 2017

In short, a lot of the value in payment processing comes from having relationships with the retailers.feedback

Jul 12 2017

I love any rally that's led by the airlines because it means that the transports can break out, thereby confirming any strength in the Dow.feedback

Jul 12 2017 - Netflix

In the last 24 hours, we heard that Facebook, letter F, is now going to charge for Messenger, one of its greatest yet-to-be-monetized assets. Letter A, Amazon? Prime Day exceeded all expectations, including the incredibly high ones that I set. N, Netflix, catching a lot of love just today from analysts who're seeing great international growth. And then ... Alphabet won a billion-dollar tax fight in Europe.feedback

Jul 12 2017 - Oil

There's no better sign of worldwide growth than CAT hitting those hallowed levels. I'm a strong believer in what our resident commodity seer, Carly Garner, has said since she told us to sell in the $50s and buy in the low $40s – oil is range-bound. She seems pretty confident, now that it ticked to $46, that it's going to $50 next. Don't forget to sell when it gets there, though.feedback

Jul 12 2017

Keep days like today in your head. These are a reminder, a reminder that patience can and does get rewarded. Occasionally the market elects to do what's rational, not what's stupid. Isn't it a delight to watch it unfold?feedback

Jul 12 2017 - Walmart

I like the fact that the despot, Home Depot, which I believe is having a good quarter, is ramping. I didn't see much on Amazon Prime to steal any of that great retailer's thunder, or customers for that matter. Same with Wal-Mart, which I think didn't deserve to sell down that hard and represents some pretty good value here.feedback

Jul 12 2017

The guy has had his whole career in finance, and that's what I want. I would love to have a Fed chief that understood finance in reality.feedback

Jul 12 2017

He's a practical guy, and I think he's not a theoretical guy. I think he is a guy who understands the labor force better than any of the people I've heard describe it.feedback

Jul 11 2017 - Oil

Why are so many energy stocks down versus where they were trading when oil bottomed early last year? Because in January of 2016, many investors believed oil and gas could rapidly come roaring back, maybe $60, maybe $80, but these days we've come to accept the lower for longer thesis. Still, I think there's value in stocks like a Carrizo, which have a real and I think sustainable rate of return down here, it just might take a long time for them to get the credit they deserve.feedback

Jul 11 2017 - Snapchat

Each area needs growth in earnings and in sales, or at least one of those, and the only way to get it by now is to actually do deals, do deals with other companies in the industry.feedback

Jul 11 2017

While Salesforce, Workday and Red Hat have all had a very strong year, in the last five-odd weeks they've been hit with a wave of selling. However, they're now beginning to bounce back, and Lang believes that all three could be ready to resume their runs higher after some modest pullbacks.feedback

Jul 11 2017

Plus, the upward slope of the Relative Strength Index, the RSI, an important momentum indicator, is very steep, which Lang tells us means this can continue to perform much better than the rest of the market. Put it all together, and Lang says that Red Hat really just needs to rally less than three dollars from here, to $100, at which point he expects the stock to roar higher before temporarily running out of steam at the $110 area.feedback

Jul 11 2017

If Salesforce.com can rally less than two bucks from here to $90, then the W will have been confirmed, and from that level, Lang believes it could be an easy run to the mid-$90s or even past $100. In short, Salesforce's chart has a lot going for it. It's Lang's favorite name in the group.feedback

Jul 11 2017

Now, Lang believes that Workday is getting ready to make a run for its old highs. If the stock can climb less than a buck, climbing back over $100, then Lang thinks it could be smooth sailing to $105 in the not-too-distant future. Here's the bottom line: the cloud companies have some of the best growth rates around, and their charts, as interpreted by Bob Lang, suggest that stocks like Salesforce, Workday and Red Hat could be ready to roar once again after a nice pullback just last month.feedback

Jul 11 2017 - Facebook

Snap, crackle, pop. This is (Mark) Zuckerberg going after them in a way that is only – it's not even imaginable what he is doing. If Facebook wants to smash Snap, it can do it. This is becoming one the great busts of 2017.feedback

Jul 11 2017 - Snapchat

Because then I think you can own the liquor market. ... This thing is a little too underage. And it's viewed as being a little too subversive and it also has a certain way of delivering a message that Instagram is just directly copying.feedback

Jul 10 2017 - China

If we put it all together, and I think it's crazy that both Yum and Yum China are trading at basically the same price-to-earnings multiple, but not because of what we used to think was the case. You see, now, with Taco Bell so strong, I think Yum Brands is the true growth vehicle here, and after that last quarter, it's clear that Yum China has some real problems with growth that need to be worked out before it deserves to trade at the same footing with its original parent company.feedback

Jul 10 2017

I want to address this reluctance to believe in the bull head-on by going over the top 10 reasons why investors always seem to have one foot out the door, despite the fact [that] we've had one heck of a run from the lows way back in March of 2009. I simply can't buy into the senile bull thesis. You start with the current bid. Berkshire Hathaway's a great fit for us, and they'd be very supportive of our investment strategy.feedback

Jul 10 2017 - China

I say do this: let the retail stocks come down for another couple of days. Let Amazon blow out the numbers for Prime Day. Let everybody cut estimates for all the others. But remember: Not all retailers are created equal. When the split occurred, growth investors flocked to Yum China. Those seeking reliability went for the parent, Yum Brands. Now Yum brands has Yum China beat on both counts. It's simply superior to the Chinese spinoff, and until that changes, I'm sticking with my recommendation that the original Yum is the one that's worth owning.feedback

Jul 10 2017 - Amazon

Ever since Whole Foods deal, we've heard repeatedly that Amazon might buy any brick-and-mortar company that can help them dominate, including the likes of Macy's. That'd be an interesting situation: Amazon knocks down a stock with its own power and then gobbles up the stock underneath when it suits them.feedback

Jul 10 2017 - Amazon

Best Buy's the rare retailer that people thought couldn't be Amazon-ed because the stuff you buy there actually requires help. But Amazon's putting together a unit, we've learned, that is set to be able to do exactly what Best Buy does, and pop! There goes the stock of what we thought to be a winner.feedback

Jul 10 2017 - Costco

Take the stock of Costco, which has been hammered relentlessly since the Amazon-Whole Foods tie-up, falling from $180 to $151. Yet even after this stunning decline, Costco's stock still sells at over 23 times earnings and it has many bulls who remain cheerleaders for the company.feedback

Jul 10 2017 - Bear market

So many stocks entered bear market mode in these three corrections that it's almost like we've had three bull markets with some really horrifying interregnums. That's why I simply can't buy into the senile bull thesis. Other that O'Reilly Automotive, we really haven't had any of these nasty things lately.feedback

Jul 10 2017

Most managers simply don't know what they do. So therefore they presume these stocks are expensive.feedback

Jul 10 2017

Can you recall any recent secondaries aside from the disastrous Twilio and Acacia deals? I can't.feedback

Jul 10 2017

I've been examining literally hundreds of stocks that are not on most people's radar screens, humdrum companies like Brink's or Avery Dennison or Federal Realty, which I know is down on its luck right now, but they simply can't be considered pricey. And this isn't just anecdotal evidence. So much of the movement in this market has been broad-based, with vicious rotations being used to re-charge whole sectors.feedback

Jul 10 2017

Yes, there have been some retail bankruptcies, but not really major ones. Maybe you haven't even shopped at any of them. The fear of Amazon has become so all- encompassing, though, that bargains might soon be created. I say stay tuned to the downgrades after Amazon Prime Day tomorrow. At that point, I'm more interested in buying than selling.feedback

Jul 10 2017

I can't quantify this other than to say that they are top-of-mind disappointers.feedback

Jul 10 2017 - Bear market

No bear market has ever begun with the financials as the leaders. Many have started with the banks as laggards, though.feedback

Jul 10 2017 - Democratic Party

At the end of the day, a government that does nothing under a Republican president is still more market-friendly than one that does nothing under a Democrat. I'm not trying to be political here, it's just that the Republicans are known as the party of capital and the Democrats are known as the party of labor – both equally valid, I think – and the stock market? It's capital.feedback

Jul 10 2017 - Amazon

We need to hear every Fed and their talking endlessly. ... Officials say we're going from three hikes to four based on the employment number on Friday. Three hikes to four hikes means you can go into these bank quarters, which are reported on Friday, with a full head of steam.feedback

Jul 10 2017 - Amazon

If it's really that great ... just play them.feedback

Jul 07 2017 - Marijuana

Even if Brink's isn't trying to capture the marijuana market share directly, there are only so many armored trucks in this country, and when demand for them surges from one particular industry, you better believe that's going to help with pricing across the board. This is a pot play! Brink's has worked a remarkable transformation, and despite all the hand-wringing about the death of king cash, this stock seems to have a lot more room to run, especially as states legalize pot.feedback

Jul 07 2017

I'd recommend buying Oracle here, as it is a classic 'buy the dip' situation. But here's the issue with buying forlorn stocks: you don't know when they're going to become less forlorn. You have to buy Oracle here and then maybe pick up some more at lower levels if it gets hit. You have to be willing to do that. I would back up the truck at $46, where it was before it reported.feedback

Jul 07 2017

Notice, I'm not saying you can buy anything that goes down. Plenty of stocks deserve to get hammered, like all the retailers that are being steamrolled by Amazon. I'm simply saying that if you refine the 'buy the dips' policy into something more rigorous, namely buying the stocks of companies that have gone down in spite of terrific quarters, you'll be in a much better position when the market turns, just like it did today, or the sellers, of course, come to their senses.feedback

Jul 07 2017

Why? I've got an answer. Because, again, until today, the stock has been going down since its initial post-earnings spike. It sounds [like] circular reasoning: the stock is going down because nobody cares. They don't care that it's actually getting cheaper. But believe me, now that Oracle's shares are changing direction, it's going to gain adherents as it climbs as quickly as it picked up sellers on the way down.feedback

Jul 07 2017

Of course, as important as the non-farm payroll report is, at the end of the day, what really matters for individual stocks are the earnings, and we kick off a brand new earnings season on Tuesday. If PepsiCo gets hit after it reports, you should be ready to buy. I bet the numbers show a 20 percent increase over last year's Prime Day, which I expect to cause a boatload of retail analysts to come out of the woodwork and downgrade any retailer that is still standing that they haven't downgraded yet.feedback

Jul 07 2017

I think its stock dramatically undervalues the overall enterprise . It's a sterling example of what I think is cheap even when the broader market may spook people.feedback

Jul 07 2017

It's incredibly important because lately, this market's been led in part by the financials, and an important Fed head arguing for four hikes would be music to their ears, especially given that we are going to get a lot of bank earnings at the end of the week.feedback

Jul 07 2017

Even if these numbers are as tame as I expect them to be, I think the Fed has enough latitude for two rate hikes this year. In my view, they've still got a long way to go before higher interest rates represent any kind of meaningful risk for this economy.feedback

Jul 07 2017 - Federal Reserve

This is nirvana for banks. This rate rise makes it ... so easy for Janet Yellen. It makes it so JPMorgan, you got to go to a $100 price target. ... It's going to have a remarkable quarter.feedback

Jul 07 2017

I look at that broad number and I say this is one of the reasons I remain more sanguine than I think many people. You get job growth (and) that still gives the Fed reason to do some normalization, which I want because that's good for banks. I've been in the business long enough to recognize when I see this level of employment, I can't just call it a bubble.feedback

Jul 06 2017

What really matters here is that this market's recent rally is not just about flashy tech stocks that so many investors feel uncomfortable with. It's also composed of boring, steady-eddie players like Avery Dennison, and as long as this kind of stock is leading the way, I feel good about the norm of the market, since this company is the definition of normal – the regular American Joe stock that's worth investing in any day of the week.feedback

Jul 06 2017

That's why the Blue Apron IPO was one of the most eagerly anticipated deals of the year. It seemed like investors were practically salivating for this one. Yet the actual IPO, it's been a total bust from start to finish, and, fairly or unfairly, its weakness is giving other digital startups a bad name.feedback

Jul 06 2017

Avery Dennison may not be sexy, but it's one of the kind of unsung heroes that no one talks about. They just don't. Would I recommend buying it? Sure, I think the stock could have a lot of upside.feedback

Jul 06 2017

It's unsustainable. As long as its costs keep rising faster than its sales, it's hard to see how Blue Apron can become profitable, but if they cut back on their spending? Jeez, then the competition might steamroll them.feedback

Jul 06 2017

Here's the bottom line: don't freak out about Blue Apron. This is a company that came public too late, too late to cash in on the period of insane growth. It probably should've IPO'd a year ago if it wanted to get a better valuation. Could it be worth owning at some level? Look, I'm concerned about what Blue Apron's first quarter out of the gate as a public company might look like, so my advice to you here is to stay on the sidelines for now and be patient. Maybe they can get the problems under control and you can swoop in at a lower level. Maybe.feedback

Jul 06 2017 - Samsung

I give you this list not because I'm a bear, and not because the market is down hard today, the first time in four sessions. It's more because I want you to know that I have a list and I check it constantly. I always add new things to it, because that's what you do if you're a pro. In my mind, there's two ways to look at this issue: go long Apple and short the South-Korea-based Samsung if you are narrow and linear and focused just on the stock market, God love you. Or be prepared for the un-preparable. I'm just glad Dear Leader has such a small nuclear arsenal, but that's a pretty low bar.feedback

Jul 06 2017 - Costco

But it doesn't matter, because even though the sales are terrific, the shares of Costco trade at nearly 25 times earnings and that's too high a price-to-earnings multiple versus what Amazon can potentially do to it down the road when it's bought Whole Foods. After that day we're going to hear that sales were probably up 20 percent versus last year's Amazon Prime, so the day we get the results, every other retailer out there is going to take a header. We've got to get past that day. It just doesn't feel all that safe out there.feedback

Jul 06 2017 - North Korea

It's kind of an existential issue, because an erratic dictator with an ICBM, he can do a lot of damage before he goes down. But it's hard to see how we can just keep placating North Korea given this development.feedback

Jul 06 2017 - Trump administration

If that [bill] fails – and it probably will, which I've been telling you from the beginning – then we're going to have to accept that this market likely won't be getting much assistance from the Trump administration. In fact, the only thing coming from Washington is rate hikes from the Fed and potential bond sales, which is only good news for you if you're a bank CEO. Bad for everyone else.feedback

Jul 05 2017 - Bitcoin

I've found the best analogy to what I do may be the sports world. I'm not going to tell you who's going to win the U.S. Open if I cover the NFL. In the end, as much as I like the sound of my own screeching voice and nasty Philadelphia accent, I'm not going to bloviate about something that I don't understand very well. I take my role as your investing coach way too seriously.feedback

Jul 05 2017 - Bitcoin

Despite all of the crude bulls out there, and boy, we've got way too many of them, the truth is that we've simply got too much supply for crude to mount any kind of sustained rally.feedback

Jul 05 2017 - Oil

Once that happens, we go right back down to $40, and perhaps even fall to the high $30s, which is why Garner's tentative target is for oil is $39.feedback

Jul 05 2017 - Oil

So many traders assume the momentum will continue in either direction, and they keep getting caught on the wrong side of the trade, which Garner says is exaggerating the volatility of the oil market.feedback

Jul 05 2017 - Oil

At the same time, we've got a floor of support in the low $40s. So the next time you feel like going all in on the oils near $50, please just refer back to this chart. Above $50, many producers in the Permian [Basin] can come in and make a fortune selling oil futures, so the market gets flooded with new supply, and when you increase supply without boosting demand, prices go down. That is economics 101, people.feedback

Jul 05 2017

In 2000, most of the tech leaders were about to experience a sudden drop-off in sales. I'd argue that the exact opposite is true for these major video game companies, all of which seem like they're on the verge of an earnings breakout of epic proportions.feedback

Jul 05 2017

Whatever, travel and leisure stocks, everything from hotels and time shares to airlines and cruises, live on the new-high list, and with good reasons: they all seem to have endless runs of better-than-expected earnings – remember, that's what drives stocks – and, crucially, these industries employ a huge number of people.feedback

Jul 05 2017

For the longest time, this kind of concentrated selling could bring the entire market down – makes sense given that autos and retail are so heavily linked to the overall economy.feedback

Jul 05 2017

So, here's the bottom line: it's true, autos and traditional retail may be weak. But these 10 other sectors can justify an awful lot of strength, certainly enough to make it possible for the stock market to plow higher, even without the usual suspects helping us along.feedback

Jul 05 2017

Many of our capital goods businesses realized years ago that they had to diversify away from the United States and they spread their wings to Europe and Asia and all sorts of emerging markets. Those moves turned out to be poorly timed, sub-optimal, at least until this year. With the rest of the world now in recovery mode, heavy equipment makers are experiencing what I am regarding as a nirvana moment.feedback

Jul 05 2017

Eighth, we know housing is an industry that punches above its weight. It accounts for only about 10 percent of consumer spending, but the demand for housing is off the charts versus the supply, which explains why the homebuilders endlessly hit the 52-week high list even though the overall housing start numbers aren't that strong and rates are going higher.feedback

Jul 05 2017 - Baidu

Let those guys who were selling [tech stocks] furiously on Monday come back. ... You don't just turn it around on nothing. Let them come back, let them knock some things down, and then come in.feedback

Jul 05 2017 - Federal Reserve

I think the economy is OK. I think that inflation is lower than they want. They definitely want to get off the emergency. I think that the Fed is kind of – it's in a unique place. It can take a lot of action and not hurt the stock market. It can move and people will continue to buy the banks.feedback

Jul 05 2017 - Federal Reserve

That rotation out of tech, I think it had much more to do with a markup that existed until the week before of a serious markup of everything internet of things, everything video games, everything of artificial intelligence and not social media and not web services.feedback

Jun 30 2017 - Disney

If you don't want to do this for your children, do it for yourself, because kids who can manage their own finances are kids who won't be begging you for mula even after you have gone into retirement.feedback

Jun 29 2017 - PoPro

Trading around a core position is an important basic trading strategy that everyone can use, even those of you who find the notion of trading, as opposed to investing, to be abhorrent.feedback

Jun 28 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.feedback

Jun 28 2017 - Heinz

As a homegamer, you can use the flailings of the hedge fund performers to your own advantage by picking up best-of-breed companies.feedback

Jun 28 2017 - Heinz

Heinz was a staple with a good dividend, and what I didn't understand at the time was when the economy heats up, people dump these kinds of stocks for something more cyclical.feedback

Jun 28 2017

I recognized that you can study and you can pick worthwhile stocks that might be doing better than the average stock and that can, indeed, augment your savings provided you do it right, have some edge and stay current on the company.feedback

Jun 28 2017

All I can say is that I'm glad for two things: one is that Pop never borrowed money to buy National Video, and two, that stocks blessedly stop at $0 on the way down.feedback

Jun 27 2017

We all know that teenagers are incorrigible. The last thing they want to hear about is stocks. They have bigger fish to fry. To which I say, so what? I'm not going to tell them what to buy. I'm going to let them tell me.feedback

Jun 27 2017

I bet you they'd pick Hasbro over Mattel. If you want to get your kids into investing, buy a brand name. Something they can see and hear and tough and even like. Yeah, just own it. The stock won't always work. But think of what you liked when you were little, and remember that you may have a long term winner on your hands.feedback

Jun 27 2017

There's too much risk in individual stocks to just put together a portfolio of them of your own choosing. So, at a minimum, I am demanding that you put your first $10,000 beyond what you have from your first twenty years into an index fund, the S&P 500 being my favorite.feedback

Jun 27 2017

Parents, grandparents, listen up. You can give all sorts of things to families that had just had babies. I want you to open up accounts for them. Or at least give them some shares of stock so that from the earliest moment you can start the process of saving that you have to do.feedback

Jun 27 2017

But that's not what made this stock a 'Mad Money' crown jewel. Nope, it was the technology behind DPZ.feedback

Jun 27 2017

All of this technology was totally lost on me. I never minded the phone, was always patient about when the pizza would arrive, never cared about the interchange with the delivery person. I kind of liked it. In short, I was not like the target audience. That's why I always call Domino's a tech company that sells pizza.feedback

Jun 27 2017 - Samsung

When my kids come to me and beg me for a Samsung, you know what? You might hear me say some different things about Apple than I currently do.feedback

Jun 27 2017

You see, that's the beautiful thing about teen investing. You can lose it and no one may end up noticing in the end. You pull the same kind of thing later in real life, like me, it's got consequences. But the bottom line is that for now you can learn from your teenage children. Trust me. Invest with them. And you won't regret it.feedback

Jun 27 2017

These kinds of funds can really compound over time, meaning that if you let it run, the money can build upon itself.feedback

Jun 27 2017

The bottom line: when a child is born, think about setting up a Uniform Gift to Minors account 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

Jun 27 2017

I did, and he asked me if I knew what suitability was. I had no idea. So he introduced me to the concept. He asked me: Did I ever consider that many people who called me and got my answering machine might not be ready for the stock of the hottest semiconductor company in the land, and that I was recommending it to them one-on-one without any sense of it was right for them?feedback