The Money Runner
CNBC – GILD Beats & AMGN Misses – David from the floor of the NYSE
http://youtu.be/18LEC6M-_1U David reacts to GILD and AMGN earnings from the floor of the exchange on CNBC’s Closing Bell
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) […]
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.
S&P 500 – “Back in Black”
By David Nelson, CFA After markets ended January in the red, February put on one of the best performances since early last year. The 4% move in the S&P is even more impressive when you consider right out of the gate we took a 300 point plunge in the Dow on the heels of weak […]
Before the Bell – The Correction? – Gilead (GILD) – The Budget Deal (Why Both Sides are Unhappy)
The Correction? -Yesterday’s sell-off was fueled by fears of a Taper that could come as early as next week and the remote possibility of a thumbs down vote on the budget deal. My call is still for a Q1 taper. I think the Fed would like one more employment report to give them the confidence […]
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 […]
