Tag Archives: MSFT

August 19

Market Economy Disconnect

David joins CNBC anchor Dominic Chu – David weighs in on Jim Cramer’s Mad Money comments on the market economy disconnect

August 06

Microsoft to buy TikTok

David weighs in on the forced sale of TikTok

August 03

Top Heavy Market – Should Investors Be Concerned?

By David Nelson, CFA CMT Last week capped off another powerful month for the broad indices setting up a potential challenge to the all-time S&P high set in February. Of course, the NASDAQ is already there in large part powered by the 5 largest companies (APPL, MSFT, AMZN, GOOGL & FB) that all hit highs […]

June 03

Asset Class War – The Movie

David joins Fox Business anchor Charles Payne and Bank of New York Chief Strategist to weigh in on the economy and markets. David says you don’t have to sell Amazon $AMZN but…

April 29

Let’s be careful out there!

By David Nelson, CFA CMT Despite all the noise about using their new found wealth to expand CAPEX Goldman data points to stock buybacks increasing by 13% to just shy of $1Trillion for 2019. Politics aside CEOs continue to take the easy way out. Readers know my position on buybacks as being overused and often a […]

January 27

Heads I win, tails you lose

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 […]

March 23

Canaries in the Coal Mine

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 […]

April 08

BNN – The Three Stooges Market – From the Nasdaq

David talks about the recent selloff in high momentum stocks on Canada’s Business News Network.

March 25

The Magnificent Seven of Old Tech

By David Nelson, CFA In the last few days we’ve seen a massive rotation from the market’s biggest winners to what investors refer to as Old Tech. For those of you not in the markets long enough to remember the Magnificent Seven, there was a time when (AAPL), (INTC), (MSFT), (IBM), (ORCL), (CSCO), & (EMC) […]

September 16

“Hello, My Name is David Nelson and I’m an Appleholic” – Redux

“Hello, My Name is David Nelson and I’m an Appleholic.” I confessed that to Newsmax readers in my article in late 2012. I was hopelessly addicted succumbing to the siren song of Apple products, spiffy stores and yes soaring stock price. Up until a few months earlier it was a must own stock for investors. Portfolio […]