Tag Archives: AMZN

June 21

The Crowded Trade

David joins Fox Business anchor Charles Payne to discuss what he calls a crowded trade. The new Nifty Fifty.

April 15

Do we really need the U.S. Post Office

With a $65 Billion loss over the last 10 years it begs the question do we really need a Post Office in the internet age.

March 29

Amazon vs the President

No love lost between the President and Amazon CEO Jeff Bezos. Is an internet sales tax coming and what will it mean for business and consumers?

July 24

Amazon – The New Walmart

By David Nelson, CFA July 5th, 1994. Not exactly a date many would remember. Earlier that year Bill Clinton delivered his first state of the union address. Kurt Cobain, legendary singer of Nirvana commits suicide and O.J. Simpson is accused of a double murder. No, on July 5th deep in the confines of Seattle Washington […]

January 30

Amazon wants to rule the world

How can anyone compete. Jeff Bezos has convinced the investment community that they don’t need earnings as long as they can keep growing. An enormous advantage over just about any company on the planet with the ability to plow back earnings into R&D and CAPEX. David joins the Yahoo team to discuss Amazon’s move into […]

April 30

Bezos makes a cool $6 Billion

David joins host Jen Rogers for the Yahoo Mid Day Movers show to discuss Amazon’s blow out quarter.

December 28

5 Questions Investors are Asking

By David Nelson, CFA 2015 will end the year frustrating both bulls and bears. Unable to sustain a breakout in either direction, trends were tough to come by and most couldn’t sustain themselves long enough for investors to jump on board. While the S&P looks to come in about flat for the year one look […]

December 07

Why Growth is Killing Value – What it means for 2016!

By David Nelson, CFA The S&P 500 is up modestly year to date but the action beneath the surface has investors feeling like heroes or zeros depending on their latest stock pick. This bifurcation is easily seen when comparing S&P 500 Value stocks (IVE) with its growth counterpart (IVW). Investors continue to crowd into a dwindling inventory […]

November 25

Market Winners & Loosers – BNN

David sits down with BNN’s Francis Horodelski to talk about the state of the market

November 02

“Man looks into the abyss…”

By David Nelson, CFA “Man looks in the abyss, there’s nothing staring back at him. At that moment, man finds his character. And that is what keeps him out of the abyss.” – Lou Mannheim from the movie Wall Street After staring into the August – September Abyss investors collectively found their character pushing the S&P […]