Jim Cramer

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What were today's dominoes? Well, we got three of them: Apple, specifically issues with the Apple Watch, but also some concerns that the phone may not be that strong, General Mills in what I regard as a flabbergasting disappointment of an earnings report, and still one more miserable quarter from Bed Bath & Beyond.feedback
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Sep 20 2017 FedEx
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: “If you want your children to become fluent in the language of finance, you are going to have to do it yourself.” in the article The 2 distinct places investors should keep their cash.
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Jim Cramer quotes

Sep 15 2017

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

Sep 15 2017

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

Sep 15 2017

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

Sep 15 2017

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

Sep 15 2017

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

Sep 15 2017

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

Sep 14 2017 - General Motors

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

Sep 14 2017 - IPhone

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

Sep 14 2017

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

Sep 14 2017

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

Sep 14 2017

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

Sep 14 2017

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

Sep 14 2017 - IPhone

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

Sep 14 2017 - IPhone

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

Sep 14 2017 - IPhone

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

Sep 14 2017 - Wall Street

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

Sep 14 2017 - Pokemon

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

Sep 14 2017

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

Sep 14 2017

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

Sep 14 2017

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

Sep 14 2017

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

Sep 14 2017

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

Sep 13 2017

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

Sep 13 2017 - Nordstrom vs. Trump

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

Sep 13 2017 - Nordstrom vs. Trump

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

Sep 13 2017

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

Sep 13 2017

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

Sep 13 2017 - IPhone

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

Sep 13 2017

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

Sep 13 2017 - Samsung

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

Sep 13 2017 - Samsung

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

Sep 12 2017

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

Sep 12 2017 - Oil

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

Sep 12 2017

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

Sep 12 2017

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

Sep 12 2017

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

Sep 12 2017 - Immigration

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

Sep 12 2017

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

Sep 12 2017 - Republican Party

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

Sep 12 2017

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

Sep 12 2017

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

Sep 12 2017

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

Sep 12 2017 - Iphone 7

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

Sep 11 2017 - Netflix

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

Sep 11 2017

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

Sep 11 2017

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

Sep 11 2017

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

Sep 11 2017 - IPhone

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

Sep 11 2017

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

Sep 11 2017

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

Sep 11 2017

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

Sep 11 2017

It was really bad but not horrible.feedback

Sep 11 2017 - North Korea

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

Sep 08 2017

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

Sep 08 2017

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

Sep 08 2017

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

Sep 08 2017

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

Sep 07 2017

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

Sep 07 2017

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

Sep 06 2017 - Heinz

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

Sep 05 2017 - Oil

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

Sep 05 2017

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

Sep 01 2017 - Facebook

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

Sep 01 2017 - Facebook

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

Sep 01 2017 - Facebook

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

Aug 31 2017 - Wall Street

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

Aug 31 2017 - Facebook

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

Aug 31 2017 - Facebook

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

Aug 31 2017 - Facebook

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

Aug 31 2017

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

Aug 31 2017

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

Aug 31 2017 - Netflix

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

Aug 31 2017

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

Aug 31 2017

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

Aug 31 2017

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

Aug 31 2017

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

Aug 31 2017

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

Aug 30 2017 - Oil

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

Aug 30 2017 - Oil

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

Aug 30 2017

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

Aug 30 2017

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

Aug 30 2017

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

Aug 30 2017 - Trump Presidency

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

Aug 30 2017 - Trump Presidency

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

Aug 30 2017 - Trump Presidency

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

Aug 29 2017 - Oil

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

Aug 29 2017 - China

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

Aug 29 2017 - Japan

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

Aug 29 2017 - Samsung

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

Aug 29 2017 - Oil

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

Aug 29 2017 - Oil

When you check out both the weekly and the daily charts for copper, you see a bunch of indicators that suggest it's already way overbought.feedback

Aug 29 2017 - Oil

Here's the bottom line: The charts, as interpreted by our go-to commodities person, Carley Garner, suggest that crude oil could soon fall off a cliff while copper might be running out of momentum. Neither of these is what I'd call a good sign. You know what? I'm on board with both calls.feedback

Aug 29 2017 - Oil

As of the latest report, large speculators [were], once again, awful. They had a net long position of 445,000 futures contracts. Now, that is shy of the 500,000-plus reading we had earlier this year – also at elevated levels, though – but Garner says it still points to an extremely one-sided trade. In short, if hedge fund managers were going to bet on oil, they've probably done it already, which means there's little chance of fresh money coming in to push up the price of crude.feedback

Aug 29 2017 - Internet of Things

That's pretty much a recipe for the internet of things stocks, which could use a boost after several days of relentless selling. I remain adamant that the best places to be are the companies, especially the [semiconductor makers], that can capitalize off voice technology and the upcoming iPhone launch.feedback

Aug 29 2017

The worst-case scenario for Houston is indeed playing out when it comes to property damage. The damage from the storm leaves the fourth-largest city in America badly in need of a wholesale remake, which means that Houston will likely require a huge amount of federal money – like it or not, Feds – to get back to the way it used to be.feedback

Aug 29 2017

This euro rally means that European exporters will have much less of an advantage versus our companies. That's tremendous news for American businesses that thrive on a weak dollar.feedback

Aug 29 2017

[Buffett] views it as a consumer product company, and the average consumer product stock trades at 24 times earnings, yet it is lucky to have even 2.5 percent growth, whereas Apple has much faster growth with a stock that's way cheaper.feedback

Aug 29 2017

The bottom line: We're back to business as usual – only more so – with a Houston twist, almost as though it's a television show that's back to its regularly scheduled programming. And for the most part, the market likes what it's seeing, hence today's fabulous intra-day bounce ... that I think could have some staying power barring errant missiles or a much worse turn to what many people are calling 'the storm of the decade.feedback

Aug 29 2017

The president has to go down there and say this is the greatest reconstruction in history because the president is given to hyperbole ... and that's going to require money. But where's the money coming from?feedback

Aug 29 2017

Doesn't this once again delay the idea that they can spend time on tax reform? If it's a Katrina-like event, it's all hands on deck. There could be a gigantic rebuild. Three or fourth months from now, we will be talking about maybe even a GDP expansion, if the president goes down there and says he's going to have the greatest rebuild in history. But will the Congress let him spend that money?feedback

Aug 28 2017

Look, I feel miserable telling you how to profit from this very sad event. But history tells us what can happen in the worst-case scenario, and that case would end up applying here, which is why it's something we need to consider, and perhaps even act on.feedback

Aug 28 2017

So much of their capacity is exported, particularly refined product, which makes it even worse for them.feedback

Aug 28 2017

That should jack up the price of refined product considerably around the country, even more than what's occurred. Now, Valero is the single most dominant refiner in the country, and on the company's website it says that it's not experiencing any material shutdowns in its operations. There should be an immediate spike to Valero's earnings.feedback

Aug 28 2017

I think these insurers are all buys after another day or two of selling. In fact, it might not be an apples-to-apples comparison, as I expect the federal flood program will bear the brunt of the losses here. But it's safe to expect that insurers will be able to raise rates after a storm of this magnitude.feedback

Aug 28 2017

I like this choice most of all given that Becky Quick from CNBC interviews Warren Buffett Wednesday and he will, no doubt, be extremely bullish about his company's prospects.feedback

Aug 28 2017 - IPhone

Don't overthink the question of who wins from this new iPhone iteration. Apple wins. The pullback in Broadcom is a clarion call to buy it if you don't own some already. Broadcom is an amazing company and its stock is just too cheap considering that the Apple ramp is about to occur.feedback

Aug 28 2017 - IPhone

So here's the bottom line: while Harvey dominates the headlines, takeovers and an accelerated iPhone launch explain a lot more of today's gyrations than the storm of the decade. Always remember that what matters to normal people isn't necessarily what matters to the stock market.feedback

Aug 28 2017

The answer? For years now, Gilead just sat on a considerable cash hoard generated by its Hepatitis C cure. ... As long as it did nothing with the money, the stock was stagnant. Now that it's doing something the stock can climb, and I think it's got more room to run.feedback

Aug 28 2017 - IPhone

I think that's wrong. They could be both buying opportunities. Let me specifically spell out the possibilities for Broadcom. That's been a horrendous stock for the last couple days. It makes the most intellectual property in the iPhone of all the suppliers mentioned.feedback

Aug 28 2017

The first rule of Apple is that you don't talk about Apple. Given that we're at the eve of a new launch, I believe that if Broadcom had raised its forecast commensurate with what Apple expects as a possible sell-through, it would've been violating that first rule.feedback

Aug 24 2017

Retailers looking to protect themselves from Amazon, the dark star of retail, now have not one, not two, but three potential force fields. There's plenty of gremlins at play here that seem to counteract the positives that might let us go higher. Why don't we tick them down?feedback

Aug 24 2017 - Amazon

The web's been a good way to get more sales, but Manny's boldest move was to expand overseas right into one of the worst contractions of all time, the European recession-slash-depression. PVH's European growth is remarkable both in department stores and stand-alones. The dollar's become a true tailwind. Manny's taking share in the U.S. and that's keeping things humming, but the gross margins overseas are prodigious. Now he's applying the same skills to China, where a day like the Single's Day in November is gigantic for this once largely domestic enterprise.feedback

Aug 24 2017 - Amazon

WSM is a company that did a total, total makeover, embracing customer relations management – think Salesforce.com – time to market, time to delivery, better interface, quicker style turns and, most important, digital advertising, which led to an expanded funnel and much higher-than-expected numbers.feedback

Aug 24 2017 - Amazon

We should get used to them being able to deliver these kinds of numbers. The dollar stores had been inconsistent of late, but Dollar Tree's forecast verbiage was so good that I think they can deliver going forward. Burlington's consistently beaten the Street with its closeout model, yet it's rarely gotten the respect it deserves.feedback

Aug 24 2017 - Amazon

Until recently, these sorts of things felt like the exclusive province of Amazon, which understood customer acquisition through a broad funnel years ago. Why has Williams-Sonoma embraced the new formula? I think it's because they've always been a catalog company and catalog companies understand things like new lists, wider funnel, [and] targeting. But in retrospect, they've been flying blind. Alber understands what has to happen to make her company see again, and the uplift has been as swift and positive.feedback

Aug 24 2017 - Wall Street

They're the only stocks that strike people with spare cash as compelling. Hardly anyone wants to own any other individual stocks like a Boeing, that's been so great, [or] a Honeywell. No, they'd rather keep their money in index funds or FAANG. I'm a big believer in index funds, but this, it's gotten ridiculous. Only on Wall Street could that be some kind of counter-intuitive, outsider, concept. This short-termism plays out every day in the analyst-journalist financial community.feedback

Aug 24 2017

I was aghast and I said so here, but when the stock didn't initially rebound, I was viewed as a houseman and a crank. Now it's up big. Yet do those who bashed the stock have to pay any price for their shortsightedness? Nope, yet they scared tons of people away from a great stock at a great price.feedback

Aug 24 2017

Still, because we've been told endlessly that stocks will get slammed when they raise rates or sell bonds, many people fear investing. The mindset this nonsense has created is so counter-productive to making money as an investor that it should be a financial crime.feedback

Aug 24 2017

Here's the bottom line: we can go up overall, because remember: This is a market of stocks, and stocks represent the future, longer term prospects of companies, not this trading back and forth. Despite these seven sideshows, the main event keeps going ever-higher because most CEOs work hard to create value for the shareholders, which, in the end, is what really matters.feedback

Aug 24 2017

New money just doesn't come in at the pace it did during the great advances of the past. Without that firepower and with companies spending 17 percent less on buybacks than they did at this time last year, it is difficult to simply levitate.feedback

Aug 24 2017 - Obamacare

When President Trump sticks to the script on his teleprompter, the market seems to go higher. When he's all caught up in the enthusiasm of the moment and starts improvising, he says things that get in the way of his economic agenda. So let me be real, Mr. President: I like your economic agenda! So would you mind being kind enough to emphasize it even when you extemporize? It could be fun! Instead, talking about the wall or Obamacare or protesters or the non-Fox News media just creates a distraction that pushes out the agenda.feedback

Aug 24 2017

The endless bearishness of hedge fund managers weighs on us, too.feedback

Aug 23 2017

Align's products have proven to be more popular. Invisalign is simply better. Look, I know competition is anathema to profits, but I really don't believe this Straumann-ClearCorrect deal represents a meaningful threat to Align Technology. That said, we prefer to buy high-quality stocks into weakness. Maybe we should just hope that Align pulls back again, giving us the opportunity to get into this quintessential look-you-selfie-best, InstaImperative' stock.feedback

Aug 23 2017

Buy an older mansion with lots of land and then fill it with masterpiece art. Why? Mansions and masterworks have been known to maintain their value even in the worst periods of hyperinflation in any country you name.feedback

Aug 23 2017

I do think you should give some money to charity.feedback

Aug 23 2017

Do it immediately. Get an accountant who understands taxes so you never, ever have to worry about the one thing that destroys more wealth than anything but health problems – the government.feedback

Aug 23 2017 - Walmart

But ... think about the tie-up between the Google device and Wal-Mart after today's news. What happens if Wal-Mart calls all of its suppliers and says, Hey, you know what? If you want in on this program with Google, it only works if you're using Google's web services, not Amazon's. What then? Do the suppliers want to lose that business? Do they want to cross the Bentonville colossus? How about if they offer you help to get off of Amazon Web Services? Would you refuse?feedback

Aug 23 2017 - Walmart

Wal-Mart's not going to be outdone with its Google partnership. They have too much money riding on this fight and the company keeps assuring me that we ain't seen nothing yet out of theses partnerships. I like this battle royal. Plus, Google may know even more about you than Amazon does. Combine Google and Walmart, and for the first time – maybe the first time in a long time, maybe the first time ever – it feels like Amazon could have a real rival, someone to fear and loathe on the Alexa trail.feedback

Aug 23 2017 - Walmart

If that's the case, then you could see why so many prominent technicians ... have decided that Amazon's chart has a real bearish pattern and that institutions may be figuring out the vulnerability of this monster and its chart and want to take a pause until more institutions understand what could be wrong with the Amazon story.feedback

Aug 23 2017 - Walmart

So, this is an answer. I don't think it is a coherent an answer. If you want to play this, I'd play it with Nvidia.feedback

Aug 23 2017 - Walmart

I don't think Google Voice shopping is going to be as accurate as Amazon voice shopping. They have more work to do on voice. Voice is everything. Google Voice is not as good as I think people think it is.feedback

Aug 22 2017 - Oil

With these BHP assets for sale, we can find out what this shale acreage is worth. Estimates for the properties [are] all over the map. Suffice it to say that if there are bidding wars for these assets and they fetch anywhere near $10 billion, then every oil stock we follow is way too cheap and you've got to buy them hand over fist. Anything less than $7 billion, they get a big leg down.feedback

Aug 22 2017 - Oil

I want to say it had more substance given its magnitude. But we are in a totally erratic moment in a totally erratic month where I truly believe one day never seems to beget the next. But that doesn't mean we can't ponder why we went up to measure the meaning of this rally.feedback

Aug 22 2017 - Netflix

As Moreno sees it, the weakness in Netflix has been weighing on the rest of the FANG cohort. Here's the bottom line: the charts, as interpreted by Moreno, suggest that this market may have gotten ahead of itself. Sooner or later, he thinks there will be a day of reckoning, and some butterfly is going to take flight and hurt the whole market. It's going to bring down some large-cap stocks. I think Moreno might be too pessimistic, but you know what? After looking at this, I figured no one's ever gotten hurt taking a little off the table and being a little more cautious after a big up day.feedback

Aug 22 2017 - Netflix

Moreno points out that the real, market-cap weighted version of this index is about 4 percent higher than the equal-weighted version. In short, in the past, FANG stocks like Netflix have given the entire index a real boost. But that's what he's concerned about.feedback

Aug 22 2017 - Netflix

You've heard this before: Lorenz noticed that small changes in initial weather calculations could have gigantic effects on the final results. This is not just about the weather, Watson. It applies to any complex system, including the stock market. In short, small causes can have large effects. Hence the analogy: a butterfly flaps its wings in Asia and that little movement of air ultimately causes a hurricane on the other side of the world.feedback

Aug 22 2017 - Netflix

Obviously, Netflix alone can't crush the whole market, but you get the point. It could it be the catalyst that starts a chain reaction of selling and sends us all reeling. This is August, stranger things have happened.feedback

Aug 22 2017

If you were waiting for a correction to start happening to do some buying, I've got news for you: it already happened. You have to feel terrific about this portion of tech.feedback

Aug 22 2017

So [when] Apple's stock rallies like today, everyone searches for something that's right. [But] they buy first.feedback

Aug 22 2017

A market that shrugs off what are perceived as disappointing quarters is a market that could roar on genuinely good numbers.feedback

Aug 22 2017

Banks need rate hikes more than anything else, and a rally led by the banks is good news for the market.feedback

Aug 22 2017

I think McConnell is trustworthy on this issue.feedback

Aug 22 2017

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.feedback

Aug 22 2017

(It) was really important and I think that can be an underpinning for a potential rally given the fact until he said that I think it was just chaos.feedback

Aug 21 2017

I've thought a lot about these periods and I've learned that there is such a thing as random movement periodically, and it always gets ascribed to something. The market's not always logical and the action doesn't always have to have a concrete cause. It might as well be ascribed ... to the eclipse.feedback

Aug 21 2017

The downfall of Macy's has been swift and staggering.feedback

Aug 21 2017

So, giving no credit at all to Macy's still-profitable business, if they just shut down and liquidated the company, it would be worth $5.5 billion. Given that Macy's is currently valued at $6 billion, that means you're getting the whole business, more than 800 department stores, for less than half a billion dollars.feedback

Aug 21 2017 - Netflix

But this is what I mean about August. The fact is ... there's nothing really going on at Facebook, and nothing at Apple, Amazon, Netflix [or] Alphabet. They remain dominant in their industries, as dominant as they were when they reported their earnings.feedback

Aug 21 2017 - Facebook

So before you sell into each August decline or buy into each August rally, which way too many people end up doing, the bottom line is that sometimes, nothing happens except an eclipse. Don't mistake the 'action' for actual action at companies or Treasurys or commodities or Washington. It's just confused people selling and buying, some putting money to work, others withdrawing it, a giant bank where there's nothing much going on except figments of imagination.feedback

Aug 21 2017 - Uber

It does show you that maybe he wanted to stay at GE.feedback

Aug 21 2017 - Uber

Maybe he brings a steady hand, and that is what's needed but I don't get it. You go from a company that's a colossus to a company that's a colossally crazed company and maybe Jeff wants that challenge.feedback

Aug 18 2017

When money is flowing into stocks, with the mutual funds buying in endless waves and the hedge funds desperate to own stocks rather than shorting them, then you're in the land of the thousand bull dances and you don't have to worry about where the fuel for a rally is going to come from.feedback

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 -