By David Nelson, CFA On the heels of a year most investors would like to forget the first Q4 earnings reports are in with some interesting observations. The most surprising data point this season is the following: Investors are rewarding both positive and negative earnings surprises with higher prices. FactSet data shows companies coming in […]
Tag Archives: aapl
August
22
Tech Valuations – Does it matter?
posted by David Nelson, CFA
David joins Fox Business anchor Cheryl Casone to discuss Tech valuations in front of the longest running bull market on record.
August
09
North Korea & Your Money
posted by David Nelson, CFA
On set with CNBC anchors Melissa Lee and Brian Sullivan. Why don’t markets care?
March
23
Canaries in the Coal Mine
posted by David Nelson, CFA
By David Nelson, CFA “The canary in the coal mine is always the first to go.” For more than a century miners carried them in small cages deep into the mine as an early warning detection system for poisonous gas or carbon dioxide. The first sign of distress in the cage sent the men back […]
July
25
Are current levels in the S&P 500 justified?
posted by David Nelson, CFA
Scott Gamm and I talk about valuation levels for the SPX as well as what the week looks like with Apple (AAPL) earnings and the FED on deck. Click on picture for video.
November
10
Apple or Fitbit – Which one is best for your health?
posted by David Nelson, CFA
David joins CNBC’s Closing bell with Kelly Evans and Mike Santoli to discuss Fitbit and the challenges it faces.
February
02
January Redux – Alpha Select & BullFinder Updates
posted by David Nelson, CFA
David Nelson, CFA In a near repeat performance of last year’s kick off, the S&P ended the month falling close to 3%. Also, just like last year the only two sectors to end in positive territory were Utilities and Healthcare. Alpha Select our total equity model fared better than the benchmark down 1.98%. Click Here for profit […]
January
26
The U.S. Is Not the Only Game in Town – BNN Interview
posted by David Nelson, CFA
David talks about the earnings on deck, the FOMC decision and the massive breakout in the DAX.
December
01
The Twelfth Round – Alpha Select November Update
posted by David Nelson, CFA
Alpha Select – November 2014 Update *Alpha Select – November +3.00% YTD +14.51% **S&P 500 – November +2.45% YTD +13.49% * Net of Fees ** Includes Dividends By David Nelson, CFA Nothing short of a December knock out is going to save the Bears this year. With only 3 down months in 2014, the ref’s scorecard has it 8-3 […]
