Russians created an anti-Hillary Clinton video game called "Hilltendo" and tried to make it go viral in the weeks before the 2016 U.S. presidential election, CNN has determined through a review of internet records and computer code.
It's one of the strangest ways yet discovered that Russians t
Yesterday, Morgan Stanleys Adam Jonas cut Delphi Automotive (DLPH) to Underweight from Overweight citing the threat posed by electric cars (and not just Tesla Motors (TSLA)). Today, Bairds David Leiker and team offer a fuller defense of Delphi Automotive, as well as Borg Warner (BWA) and Lear (LEA):
Aggressive buyers of Delphi and BorgWarner following another drive....More>>>
From a New York Times article early this year Donald Trump said he would be in favor of a 45% tariff on Chinese exports to the United States. This is one of the reasons that Apple’s shares dropped over $12 from the day after he won the Presidential election to two days ago but have since rebounded by $4 to $110. There have been a number of articles written about why tariffs would have bad....More>>>
“Mors tua, vita mea” (literally “your death is my life) probably was the motto that gladiators, in the ancient Rome, recited before entering in the Coliseum and fighting for their life. Over and above its literal translation, this Latin expression means that what is a damage for one person is often an advantage for another. There can only be one winner in a competition; that is....More>>>
I like to call it the "perfect income investment." The majority of individual investors have never even heard of this investment, but it's popular with sophisticated investors… the kind that manage billions of dollars. This investment has the safety of a bond. It pays regular income. But it's better than a bond… because it has the upside of stocks. ....More>>>
Oppenheimer analyst Chris Kotowski and team argue that banks like Bank of America (BAC), Citigroup (C) and Goldman Sachs (GS) will suffer a number of direct and indirect hits from Brexit–and lower their prices targets accordingly. They explain:
…while 2Q16 estimates should be little impacted by Brexit, it seems likely to us that the uncertainty....More>>>
Amazon.com Inc. (NSDQ:AMZN) is off to a great start to shopping season 2016. Starting with the record (Non-Prime day) number of Prime subscription sign-ups on the launch day of The Grand Tour,over a week ago, to the strong sales in the just concluded Thanksgiving weekend and the latest announcement of onboarding shipping giant Matson onto its cloud service, Amazon is clearly firing on all cylinders.....More>>>
IsQUALCOMM, Inc. stock a good long-term buy now? Flickr
Shares of San Diego, California-based smartphone chipmakerQUALCOMM, Inc. (NASDAQ:QCOM)are up by more than 9% in the last one month. QCOM stock seems to be in recovery mode after the lawsuits driven sell-off in January. To add to that Qualcomm had postedmixed Q1-2017 earningswhich further spooked investors. Investors have been....More>>>
Last week, Skechers (SKX) presented at UBS Global Consumer and Retail Conference, giving interesting updates on the status of their business and their expectations for the future. I think its worth refreshing our view of the stock and its attractiveness.
In the last few weeks, we have seen two high profile unicorns file for initial public offerings. The first out of the gate was Dropbox (Pending:DBX), a storage solution for a world where gigabyte files are the rule rather than the exception, with a filing on February 23. Following close after,
U.S. stock futures moved sharply higher on Monday, indicating Wall Street may extend gains seen late last week after data showed a strong increase in jobs created, but weaker-than-forecast wages. Dow futures
The Wheel of FORTUNE just concluded an interview, part of SA partnership with Cheddar TV to produce a Seeking Alpha "Idea of the Month" slot. These interviews are always a challenge because i) they are very short in nature (only 4-5 minutes), and ii) since it's live TV we are dealing