The Money Runner
Monster Breakout in the German DAX – How to Play It
By David Nelson, CFA This chart of the German Dax took on a life of its own when I posted it on Twitter last night. After many retweets and favorites I knew I had to share it with the Yahoo audience. As always Sunday is a big research day giving me a chance to reflect […]
Earnings on Deck – CNBC – JNJ, IBM & NFLX
http://youtu.be/dtyJFmYaNhg David joins the Closing Bell gang with host Kelly Evans to discuss the earnings today from JNJ, IBM and NFLX. For IBM I guess the Emperor still has no clothes.
Tax Plan Won’t Pass – Fox Business
http://youtu.be/EvV_VFAuNxI David tells hosts Fox Business host Stuart Varney and Elizabeth McDonald the President’s Tax Plan he is about to put forth in the State of the Union speech has little chance of passing.
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 […]
New Year Picks – 2015
http://youtu.be/w0BfeAvtMCk David’s last recommendation for LUV ran 38% in just a couple of months. David again recommends the airline, Celgene (CELG) and Lockheed Martin (LMT)
2014 Yearbook
Alpha Select – December 2014 Update *Alpha Select – December (-1.15%) YTD +13.19% * Net of Fees David Nelson, CFA After a rough start, a series of geopolitical events shaking investor confidence and a disappointing final trading day, 2014 added a 6th year to the bull market that began in 2009. Alpha Select enjoyed another strong year […]
2015 Bull Market – It’s Different This Time
By David Nelson, CFA Every year, around this time strategists put together projections taking a bull or bear stance as the sound of the first opening bell rings in 2015. After a 6 year run, a PE multiple marching steadily higher, a wave of buybacks that can’t last and a Fed heading to the exit, […]
2015 – The Fox Business Interview
http://youtu.be/kB2O5aoGNx0 David talks about 2015 targets and concerns as we head into the new year.
