The rise of Bitcoin – Just call it Tulip Mania or Speculative Fever

| November 30, 2017

As someone who had an early interest in cryptocurrency as a replacement for product and services exchange, the recent rise of Bitcoin is nothing more than frightening. Supply and demand obviously has traders of this public ledger block chain protected transaction “currency” excited and like all manias, is concerning since eventually trading profits will be […]

Upside vs downside in owning GE stock after a steep decline

| November 15, 2017

I occasionally receive emails or comments from friends and acquaintances who know I watch financial markets asking me to share my thoughts on investing. They really want stock "recommendations," but almost always refuse to give advice when it comes to picking and choosing individual companies. For the record, there is always financial risk and the […]

A restaurant stock with OUR figure skating twist $BWLD

| November 14, 2017

Always interesting when personal stories intersect with financial stories. Roark Capital has made an offer to buy Buffalo Wild Wing Roark Capital has made an offer to buy Buffalo Wild Wings, a source familiar with the matter told CNBC. Roark made an offer of more than $150 per share, the person told CNBC. Shares surged […]

A new spreadsheet for dividend investment tracking

| November 12, 2017

It has been a challenging year to get my old spreadsheets to update property after changes in sources for the dividend tracking financial data. Since the 1990s I’ve used Yahoo as a data source to use with Excel or Google Sheets and for the most part they have been satisfactory. After changes at Yahoo in […]

Tech, tech, tech – Nasdaq stocks rocked on Friday

| October 28, 2017

A rocking bunch of positive earning from tech companies push companies like Google, Amazon, Apple, Facebook, Netflix, Microsoft, Intel and even Twitter higher. Although some financial analysts are recycling the “irrational exuberance” term, the excellent quarterly financial numbers are actually a reason for a positive attitude. I’m still nervous as to all the unknown surprises […]

Which corporations stand to benefit the most with a 20% tax rate?

| October 4, 2017

A little bit of research highlights which of the Dow 30 companies benefit from corporate tax reform and which one are currently better at working the existing complex tax code. Company Ticker Median effective income-tax rate – past five reported quarters UnitedHealth Group Inc. US:UNH 40% Home Depot Inc. US:HD 36% Verizon Communications Inc. US:VZ […]

Stock trades and boat woes – some plans work out, others do not

| August 31, 2017

As the title and Robert Burns suggest, "the best laid plans of mice and men often go awry." Here are a couple Thursday lunchtime updates. On the upside, the Ford ($F) trades from a week ago continue to pan out and I exited half of my position on Thursday morning to book profits (for those […]

The Ford $F stock trade is working again

| August 19, 2017

Although the news of late on the political front has been challenging (Trump Admin, Barcelona, Charlottesville, North Korea) the savvy investor/trader can use these moments to put the "risk capital" part of their portfolio to good use. Most who trade have plenty of horror stories where their trades have gone terribly wrong, but usually the […]

Investors are getting nervous over face-off with North Korea

| August 10, 2017

With the tension rising between the U.S. and North Korea over nuclear weapons, the broad financial markets headed lower today for the first time in a while (or so it seemed). The often cited DJIA closed down 204.69 or about 1% while the Nasdaq doubled that move at 2% down. Even though the tone was […]

The new CFO of Twitter – what do we know?

| July 12, 2017

From a shareholder perspective we know investors seem to like Ned Segal – share price is up significantly after the announcement. From a Twitter USER perspective, we don’t even know him – Segal isn’t active on Twitter. Twitter Inc (NYSE: TWTR) confirmed Tuesday the appointment of Ned Segal as the company’s next chief financial officer. […]

The Quants Run Wall Street Now – @WSJ

| May 21, 2017

LINK to WSJ article

Looking for a beaten up stock? Look at FireEye – $FEYE

| April 27, 2017

Once a cloud-computing software security darling, FireEye has taken it on the chin and then some. Concerns still abound, but from most accounts, a bottom in stock price may have been found. It is particularly encouraging that Goldman’s Gabriela Borges, a software security analyst, has issued a “buy” recommendation and believes the stock will rally 18% […]

Tired of the financial markets making new record highs?

| February 21, 2017

Once again the US Financial market rose to new record highs on Tuesday as the Trump rally continues to encourage investment and hope for earning, regulation reductions and tax relief. Likely those three biggies will either get done and satisfy investors or disappoint with a delay and trigger a sell-off. Who knows if congress can […]

Apple is sitting pretty again after reporting earnings

| February 1, 2017

After the stock market closed yesterday, Apple $AAPL reported their fiscal first quarter earning and shocked even the most bullish in the crowd. Their iPhone 7 sales help them deliver record earning, no doubt due to Samsung’s battery issues (Android users switching to Apple iOS). Considering Apple make a lot more than phones, it is […]

How much longer will the Trump Rally last?

| December 5, 2016

The exuberance is everyway if you listen to the talking heads on cable business news shows as all but "one" component of Pres-Elect Donald Trump’s platform is good for business, jobs and the economy. Unfortunately it is the component that the media and Twittersphere is currently focused on … a 35% tariff on U.S. companies […]

Salesforce.com rumored to be expressing interest in Twitter

| September 23, 2016

While Twitter shareholders seemed to like the rumor of Salesforce.com showing interest in $TWTR, those holding shares of $CRM are not quite as enthused. This has happened before so we’ll see if there is any real substance … OR if others might be interested? Google??? Salesforce.com Inc. is considering a takeover of Twitter Inc., according […]

iPhone7 preorders are strong for $AAPL at Sprint and T-Mobile

| September 13, 2016

T-Mobile US  said on Tuesday that pre-orders for Apple’s  iPhone 7 and iPhone 7 Plus broke the company’s record and Sprint (S) said they were almost four times greater than last year. Pre-sales of the phone, which started on Friday, were up fourfold from the next most popular iPhone and set a single-day sales record […]

Again, $TWTR is great for traders, not so much for investors

| August 18, 2016

If I were a bit more savvy and listened to my own advice, I would have traded Twitter ($TWTR) for a few dollars this week. On a downgrade to a SELL by Evercore ISI analyst Ken Sena, shareholders listened and poured their sell orders onto the exchanges after seeing shares climb the last few days […]

Twitter investors and stock traders see different things $TWTR

| August 11, 2016

Get hammered, bounce back. After promising news of more live event streaming, and peppering in a few buyout rumors, $TWTR could really be off to the races (again). It’s a chart only a "trader" can love … since investors question Twitter’s business model and management. A chart for the summer of 2016 tells the tale. […]

Buy Apple (AAPL) and hold it for the long haul

| April 29, 2016

It has been a rough couple of days for Apple ($AAPL) shareholders as growth this past quarter was elusive. Most blame the global economy, and in particular China, for the weak quarterly numbers. It does remind me of late 2012 and 2013 when analysts questioned whether management had lost their way. The same is happening […]

Elio Motors’ shares launch on OTCQX

| February 20, 2016

Time to keep an eye on this small company … really hoping it can keep promises and start producing a $6800 three wheeled car without too many hiccups. Shares will be traded on the OTCQX under the ticker ELIO according to a press release.  

Not a promising 2016 start for investors

| January 8, 2016

January 2016 has not given investors an optimistic start as stocks sold off for another day on Thursday. The slide gives the Dow its worst start to begin a year since the 30-stock index was created in 1928. Fingers are pointing to economic woes and government financial manipulation in China as well as world oil […]

As the market slides, one wonders if the Fed can change rates?

| November 13, 2015

It has been a rough day … week … for the financial markets. One has to wonder if the Fed will ever be able to move lending rates back to traditional levels? Sure doesn’t look like the economy here or abroad is able to support itself without the easy money policies. (charts and heatmap: www.finviz.com)

Confused over direction: Both for Twitter and $TWTR stock

| October 29, 2015

Now that the popular social networking company Twitter has a “rudder,” Jack Dorsey, CEO, one would think confidence  would be higher? That is difficult to tell when reading and monitoring those who are paid to research, have deeper insight and advise investors (graphic on right). The consensus is wildly split, both on the direction of […]

A lack of foreign policy experience and a portrait of weakness

| October 1, 2015

The world around us is degrading into chaos as Russian “tough guy” President Vladimir Putin sent his militarily into the middle east and has quickly backed Syrian President Bashar al-Assad against the supposedly the terrorist group ISIL/ISIS who is aggressively building their Caliphate and the American backed pro-western rebels (well, maybe … but who really […]

Twitter could be a marketing juggernaut – $TWTR

| September 18, 2015

Twitter is an untapped monster. When $TWTR management (ie. new CEO and team) decides to market to "viewers" of tweets (not just the user base).

Twitter $TWTR: What is the catalyst for growth?

| September 8, 2015

For those owning Twitter stock (TWTR) – trading Tuesday afternoon at $27.22 (down 3.3%), it has been a year without all that much good news to cheer about, followed by a declining stock price since May 2015. Today another executive, the former CFO Mike Gupta (overseeing the company’s venture capital arm) jumped ship. One wonders […]

Tech stock rise and text stocks fall–difficult evaluation

| August 6, 2015

I’ve been watching some tech stocks climb as their valuations seem exorbitant while others languish; it makes little sense to me. Stocks like Apple ($AAPL) look oversold considering their  while IPOs in other startups continue to attract money. Then there is the companies heavily used and relied on by media and celebrities alight, Twitter ($TWTR) […]

Leap Second: Are you ready to lose a second of your life?

| June 30, 2015

This might be a big deal for someone doing computerized “flash trading” but for most of us it would have gone unnoticed for the bulletin. So as a service to you, be warned … you’ll probably get “one-second” less sleep tonight.

Will investors keep selling in May … and go away until autumn?

| May 6, 2015

Equity markets are struggling to make any positive headway this month as each time there is a sliver of optimism that the economy will improve, another round of negativity takes the wind out of sails. Wednesday, after what looked like a positive start to the trading day, a “triple whammy of a pullback in energy […]

Typical risk-off trades–DJIA ends 1st quarter 2015 in the red

| April 1, 2015

Watching the commodities today … particularly oil and precious metals. In the “classic risk off trade,” when stocks are selling off, gold rises (chart right – Business Insider). Looking a little more down the road, investment banks who follow crude oil futures see the price on a slow rise after a weak winter and spring. […]

Adding Exxon ($XOM) to a long hold dividend paying portfolio

| February 25, 2015

With oil prices down and the stock market in rally mode (particularly these top 5 Nasdaq stocks), it might be time to nibble on a few of TheStreet Ratings best Oil and Gas companies (below).  I’ve been watching a few of the “big oil” companies figuring it was time to start building a more diversified […]

US Stock Markets–DOW and S&P500 closing at record highs

| February 13, 2015

The U.S. stock market rallied this week and closed Friday in nose bleed territory. The Dow finished the day at 18,019.35 up 47 points and S&P 500 setting a new record as well up .41 percent at 2096.99. The Nasdaq was up as well and closed at 4893.84, nearing its old high of 5,048.62 back […]

The Swiss Bank surprise has investors rushing into Gold

| January 15, 2015

While watching the stock market decline and gold prices rise this week (Swiss franc against the euro decoupling) and listening to economists suggest deflation is likely, it is becoming clear that the slowdown overseas will be impacting earning for large cap companies and international funds. The U.S. economy seems to be holding up, but pension […]

Volatile up then down day for the U.S. stock market

| January 13, 2015

When looking at the U.S. financial indices for the first half of January 2015, one would be hard pressed to believe the optimistic opinions from most financial analysts and those talking about the domestic economy. Most cite the low interest environment and low energy prices as a reason to be optimistic, but day to day […]

Where will the stock market end the year?

| November 7, 2014

The Stock Trader’s Almanac is always an interesting read in referencing history when it comes to forecasting market moves. If their research is correct we may still have 5-10% to grow. Quite bullish. Since the great stock washout of 2014 the S&P 500 and Dow Jones Industrial Average have gone up about nine percent in […]

In keeping with graphs and charts: Gold’s Vomiting Camel

| November 3, 2014

Here’s a new chart for those who enjoy the occasion Chartist trader humor … Gold’s Two Hump Vomiting Camel Pattern chart from CNBC’s Fast Money.

Investing: Don’t try to time the market, BUT if you do…

| November 3, 2014

Most financial experts emphasis not to “time the market” when investing, but it is difficult to resist researching and compiling statistics?  Well, I’m guilty and have used a few when routinely adding investments to a retirement portfolio, particularly when buying the broad market. In the 1990s when trading futures somewhat regularly (not comfortably or particularly […]

Equities rally, dollar stronger and precious metals decline

| October 31, 2014

A big morning for stocks as global markets celebrate Japan expands their stimulus. The DOW hit an all-time intraday high as giddy investors bought blue chip equities expecting the economy to continue to grow. The good news of better corporate profits and the Federal Reserve’s finalizing their stimulus makes Wall Street feel good … BUT […]

Market sell-off impacts Apple shareholders and market cap

| October 15, 2014

Will the Apple event on Thursday do much to ease the pain $AAPL shareholders are feeling in Wednesday’s afternoon sell-off? Share prices dropped over 3% in the last couple of days with today taking the biggest dive.

Desultory - des-uhl-tawr-ee, -tohr-ee

  1. lacking in consistency, constancy, or visible order, disconnected; fitful: desultory conversation.
  2. digressing from or unconnected with the main subject; random: a desultory remark.