Amazon or Apple?
[vimeo 110184960 w=500 h=281] David discusses both Amazon and Apple with Fox Business anchor Stuart Varney.
Mr. Bezos – Please Sir, I’d Like Some More
By David Nelson, CFA Just some quick thoughts from last nights’ Amazon (AMZN) conference call. Amazon (AMZN) may be at a crossroads with investors. No one is questioning the success of the company or Jeff Bezos vision. Unfortunately this vision demands levels of investment that wipes out profits and continues to force investors to look […]
Walmart Quarter – It wasn’t just the weather
http://youtu.be/uhySko9kans David tells BNN host Mark Bunting that Walmart’s weak quarter was due to more than just the weather.
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 […]
High Flyers & Dumb Money
http://youtu.be/MWc7YAxeZsE Highlights from David’s interview with Gerri Willis on The Willis Report. David talks about how hedge funds are adding to the sell-off in High Flyers.
The Nasdaq Sell-Off – How it Started
http://youtu.be/VBZzNUXgs5U David is interviewed by Al Jazeera America host Stephanie Sy about the Nasdaq Selloff and how it started.
David Nelson – This is a Gut Check for Growth Investors
https://www.youtube.com/watch?v=3Uc2fzWKY-8 David says growth investors need a Gut Check on some of the more expensive stocks they own.
January – What Happened, Why It Happened and What We Are Doing About It!
By David Nelson, CFA January was a month most stock investors would like to forget, especially coming on the heels of 2013 where the market offered few opportunities to get in. Alpha Select outperformed this month but a 3.6% fall in the S&P has to be addressed. Let’s talk about; What happened, Why it happened […]