The Money Runner
At 1300 Priceline is Cheaper than Groupon – David’s Interview on the Street
At over 1300 David tells the Street.com’s Debra Borchardt that Priceline (PCLN) is cheaper than the Groupon (GRPN) at 8.
Facebook (FB) – The Greater Fool?
By David Nelson, CFA It’s going to be pretty hard to come up with any metric that could justify Facebook’s (FB) acquisition of messaging start up WhatsApp at a cost of $16 Billion. The outlay consists of $4 Billion in cash, 184 million (FB) shares with a value of approximately $12 Billion. Additionally there is […]
The Weather Put – How Snow & Ice Heats up the Market
http://youtu.be/SobkMVg4GIk David joins the CNBC team from the floor of the NYSE and says the recent severe storms have actually helped the market.
SNOW & ICE HEAT UP THE MARKET
By David Nelson, CFA After taking a standing 8 count in January, U.S markets have battled back close to break-even for the year. Europe is in the green and some countries like Egypt have had explosive moves higher. If you asked professional investors at the start of the year which part of the world would […]
Thomson Reuters (TRI) – Earnings & Products Miss Expectations!
By David Nelson, CFA On Wednesday Thomson Reuters (TRI) reported earnings that missed consensus. Guidance was also below expectations so it’s understandable the stock was hit hard yesterday. Analysts who remain bullish on the company point to their flagship product EIKON, which is supposed to take back market share lost in recent years. The EIKON […]
If You Think Their Food Is Expensive Look at The Stock (WFM)
By David Nelson, CFA After the bell today Whole Foods (WFM) is scheduled to report earnings with a conference call at 5 P.M. Whole Foods (WFM) is a wonderful company but no longer deserves the super high multiple it’s enjoyed over the last decade. Regardless, of today’s release, I believe over time the earnings multiple for […]
Are Regulators Doing their Job? – Toyota $1Billion Settlement
http://www.youtube.com/watch?v=bKyG5CEbOBY David discusses the $1 Billion Toyota is paying to settle the case regarding “unintended acceleration.” Are regulators doing their job?
The Siren Song of Emerging Markets (EEM)
By David Nelson, CFA The emerging markets have always been the beta trade. U.S. markets go up and Emerging Markets rise even more. The inverse was also true but we knew that going in. These were developing markets that would sometimes falter. Inflation, policy mistakes, revolutions, dictators you name it were all risks investors were […]
