The Money Runner
Buying a Bank Stock? Read This First
By David Nelson, CFA They have the same tickers and familiar logos but banks sure aren’t the same companies of years past. Gone is the staggering Return on Equity (ROE) and huge trading gains that became the hallmark of firms like Goldman (GS), JP Morgan (JPM)* and others. Make no mistake, these mammoth institutions still […]
Citi – I Don’t Want to Play In their Sandbox
http://youtu.be/NEw6QNfpr9c David battles it out over Citigroup with Michael Farr. CNBC hosts Bill Griffeth and Kelly Evans hold it all together.
Before the Bell – Fed’s Next Move – Baby Boomers – Barron’s Picks – GILD
The Fed’s Next Move – After Friday’s strong employment report investors are now faced with a decision. Which do they want more, jobs or QE? Friday’s answer was a resounding “jobs”. How will they feel if the Fed moves as early as next week to remove stimulus and start the taper? The taper will certainly […]
Before the Bell – HPQ MS C & The Daily Bubble Watch
Media Alert – I will be on CNBC’s Closing Bell later today. Hewlett Packard (HPQ) – Earlier this year HPQ was priced for extinction. Despite the meteoric rise in the shares it’s hard for me to get excited about a company facing likely revenue declines for the next several years. The debate on the street […]
