October 18th, 2019

Stock Market Rally Imminent

Chances of a stock market rally imminent are increasing as the earnings flow continues to be strong.  Financial stocks have posted strong results despite weaker trading revenues in fixed income and lighter net interest margins.  Industrial companies and health care stocks are also showing good relative strength.  Tandem Diabetes Care has been outperforming since we […]

October 16th, 2019

Streaming Wars Heat Up

Stocks in the hotly contested streaming wars heat up as investors price in market share.  Shares of Roku Inc. surged 13% after Apple Inc. partnered to have its content streamed on the Roku platform.  Analysts expect the synergies to immediately be accretive and provide Roku with another growth channel.  Streaming services is one the fastest […]

October 15th, 2019

Bank Earnings Stock Advice

Bank earnings stock advice – Banks kicked off the Q3 earnings season with JP Morgan beating results while Goldman Sachs and Citigroup met or slightly missed.  All three names are trading lower in the pre-market as investors are concerned with Net Interest Margins (NIM). Investors have a lot to chew on these days, especially when […]

August 1st, 2019

August 1 2019 Game Plan

  Global stock markets sold off on yesterdays US Federal Reserve interest rate announcement.  Investors were expecting some follow through comments on further stimulus action.  Instead, they got no such signs and the Fed said they were not embarking on a new cycle of cutting rates.   Investors sold off stocks with heavy trading volumes […]

April 14th, 2019

The Weekend Note April 13-14 2019

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