Bernie Enters the Race

Bernie Sanders enters a crowded field. Economists getting out their calculators.

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Stock Buybacks Do Nothing for Sales or Income – just EPS

$SPYB – Companies mortgage their future to goose the bottom line

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Buybacks in focus on Capital Hill

David says the reason companies buyback stock are a lot more “sinister.”

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Dinosaurs of the Dow

David goes on Public TV to discuss why stocks kicked out of the Dow Jones Industrial Average do so well.

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BEZOS TO NEW YORK – “It’s not personal…it’s strictly business”

By David Nelson, CFA After waves of protests Amazon (AMZN) executives are re-evaluating plans to put a campus in New York City. The original plan called for 25,000 jobs in Long Island City and an investment of about $2.5 Billion. Political opponents of the plan have forced a sudden change of heart among company executives. […]

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State of the Union – “I don’t blame China”

David weighs in on the State of the Union and the President’s comment “I don’t blame China”

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Disney – 2 hours before the earnings report

 

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State of the Union – Infrastructure

David reacts to the President’s State of the Union call for an infrastructure bill

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