January 27, 2012
The latest GDP figure is out and it's time to take a look to see how it stacked up against economists' and the Fed's expectations. Read more
January 26, 2012
I have a strong opinion on Netflix, in large part because it was one of our big winners in 2010. We captured a big chunk of its hypergrowth phase, riding the stock up from $111 at the end of May 2010 to $235 by late April 2011. So, does today's trading action means it's time to buy the stock. Let's find out. Read more
January 25, 2012
There have been a lot of developments since yesterday’s blog post, and I want to take a moment to go over what our elected officials and central bankers have to say about the U.S. economy. Read more
January 24, 2012
While scanning the headlines, I found a great article in the Wall Street Journal from a few days ago that I'd like to share with you. Kevin Marder, who heads Marder Investment Advisors and is a regular on MarketWatch, highlighted a few market trends that you wouldn't want to miss. Read more
January 23, 2012
This morning, we saw solid fourth-quarter results from Halliburton that consensus analyst views despite the political unrest in the Middle East. However, not all the news was good and I want to discuss what to expect going forward in the Oil Services sector. Read more
January 20, 2012
The biggest gainers of my career have come from companies with the biggest Earnings Growth, Earnings Momentum, Earnings Revisions and Earnings Surprises. I'll tell you a little more about how I focus on these fundamentals in a moment, but first I want to get right to how my earnings predictions stacked up in real life. Read more
January 19, 2012
Of the seven companies I highlighted in yesterday's note, we already have reports from three. Two appear to be winners, and one looks like a loser. But don't be fooled by the market's instant verdict. My full analysis is in today's blog. Read more
January 18, 2012
Tomorrow is a big day. It isn't often that you have so many big financials and technology stocks all reporting on the same day, but, Thursday, January 19th, is definitely one of those days. Here are the seven companies I'll be watching closely tomorrow. Read more
January 17, 2012
We have a further reminder why we should be staying far away from banks in today's earnings results from Citigroup. Read more
January 13, 2012
If you haven't heeded my warning to stay away from banks, today's results from JP Morgan are a sober reminder. Read more