The Money Runner
Gilead’s (GILD) $1000 Pill
By David Nelson, CFA Gilead (GILD) was ground zero for the Biotech sell-off. The sector is down about 25% from its highs made earlier in the year and now (GILD) may be where the sector makes its stand. Unlike Amazon (AMZN), Netflix (NFLX), Tesla (TSLA) and others that have been hit hard by the recent […]
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) […]
Freeport (FCX) CEO Adkerson Gets the Gold & Shareholders Get the Shaft –
It’s only been a year since the board and management of Freeport McMoRan (FCX) launched a self-serving deal that lined the pockets of insiders while losing $Billions in market cap for shareholders. Here they are once again pushing the envelope on greed and incompetence. Yesterday the company awarded CEO Richard Adkerson 1 million restricted stock […]
Before the Bell – Wednesday’s Taper – Boeing (BA) vs. Union
Barron’s View 2014 – I hate just being one of the crowd but I guess that’s my fate. Barron’s cover article this week focused on Wall Street Strategist predictions for 2014. It looks like consensus gives a high probability of the S&P 500 being up about 10% from current levels. That pretty much matches my […]
Black Friday – WMT, TGT, GME + China, Japan & US Play Chicken!
Media Alert – I will be joining host Charles Payne on Fox Business this morning, Varney & Company. Hit time is 9:30 AM EST. (Below is a link to Wednesday’s CNBC appearance at the NYSE) Upgrades/Downgrades – There will be little action from the research departments of the major houses today. Retail – Does Black […]
David Nelson – Anchor & Expert Guest Highlight Reel
http://youtu.be/rudlTOyXifQ Highlights from David’s work as News Anchor and frequent guest on most of the major networks including Fox News, CNBC, Fox Business, Bloomberg and theStreet.com
