It was the “eureka” moment, as I read the press release. Of course! How to revive or at least drain more value from a beloved, but way past mature American brand name. Talk about a consume...
Tag: Stephen Guilfoyle
Intel Has Problems, But If You Insist Here’s How to Play It
It should have been a good day for semiconductor stocks. On Wednesday, the WSTS (World Semiconductor Trade Statistics) released the organization’s new semiconductor market forecast generated in ...
It’s Exxon vs Chevron: Here’s How Investors Can Play Them
On Tuesday, the nation of Qatar announced the selection of Exxon Mobil (XOM) , TotalEnergies (TTE) , Shell (SHEL) , and ConocoPhillips (COP) as partners in what is expected to be the multi-billion dol...
Move Over Target and Walmart, Costco Gets the Gold Star
Club retailer Costco ( COST) released the firm’s fiscal third-quarter earnings on Thursday evening. What a nail-biter! A week earlier, the stock had been smashed in sympathy with the earnings-re...
Can Costco Buck the Retail Train Wreck Trend? We’re About to Find Out
I can’t tell you to follow my lead on this one. It’s too risky. All I can do is tell you how I think and why I think what I think. Then you can decide for yourself. I took it on the chin i...
Is It Time to Jump Back Into Ford? Here’s How to Trade It
The recent news has been messy. On Friday, Ford Motor (F) sold another 7M shares of electric vehicle start-up Rivian Automotive (RIVN) for about $188M. Ford had sold 8M shares of RIVN earlier in the w...
AMD Crushed It, Lisa Su Crushed It: Here’s How to Trade It
Crushed it! Okay, maybe I’m a little biased. Maybe I’m long Advanced Micro Devices (AMD) . Maybe Lisa Su was already my favorite all-time CEO. Maybe, just maybe, when Advanced Micro Device...
As Pfizer Faces a Period of Volatility, Here’s My Plan for the Shares
The numbers for Pfizer (PFE) are excellent. The guidance? Meh. Pfizer released the firm’s first quarter financial performance on Tuesday morning. Pfizer posted adjusted EPS of $1.62 (GAAP EPS of...
Qualcomm Is Now an Elite Semiconductor Company: Here’s My Plan
Qualcomm (QCOM) released the firm’s fiscal second quarter results on Wednesday evening, and unlike Meta Platforms (FB) , which got all the FinTV coverage overnight, actually did hit “it...
Plug Power Is a Strictly Speculative Name: Here’s My Trade Idea
Surely you saw the news this morning. Apparently, retail giant Walmart (WMT) has agreed to purchase “green” hydrogen from Plug Power (PLUG) to power the firm’s forklifts in operation...
Bank of America’s Results Are Better Than Expected: Here’s My Plan
On Monday morning, the nation’s second largest bank released the firm’s first quarter financial results. Those results appear to be somewhat better than some had expected after seeing seve...
AT&T Isn’t Calling My Name, But I Have a Trade Idea
On Friday, AT&T (T) and Discovery closed the $43B “Reverse Morris Trust” deal that turned their media operations into one larger, potentially key player in that space, while separating...
AMD Is About as Hot as It Gets: Here’s How to Trade It
The news on Monday morning was a little surprising. Long-time Sarge fave Advanced Micro Devices (AMD) had agreed to acquire edge computing startup Pensando for about $1.9B… just weeks after clos...
Here’s How to Ride the Wave With Lithium Manufacturer Livent
News broke Wednesday afternoon. It appears that President Biden is preparing to invoke the Defense Production Act to help improve U.S. availability of lithium, nickel, cobalt, graphite, and manganese....
Invest in AbbVie? I’ve Made My Decision
Kind of like that bunny that keeps on going… pharmaceutical firm AbbVie (ABBV) , long a Sarge fave, and now one of the oldest continuous long positions on my book, keeps on going… higher. ...
Tesla’s Shares Have Been in a Downtrend: Here’s How to Trade It
February 24th. That’s the day that Russia invaded Ukraine. One gallon of regular unleaded gasoline cost U.S. consumers an average of $3.54 according to AAA. That average stands nearly a dollar h...
If You Want to Invest in CrowdStrike, Here’s What I Can Tell You
On Wednesday evening, Amazon (AMZN) stole the headlines. CrowdStrike (CRWD) released the firm’s fourth quarter financial performance to less fanfare than the firm might have on a different day. ...
Costco’s Results Were Strong: Here’s How to Play It
Perhaps the most consistent of all U.S. retailers did it again. On Thursday evening, Costco (COST) released the firm’s fiscal second quarter financial results, and those results were strong. Aga...
Zscaler Reports and the Stock Goes South: Here’s My Plan
On Thursday, a number of cybersecurity software stocks did very well as Russian troops invaded Ukrainian territory and the world braced for an expected upswing in cyber attacks. Sarge-fave Zscaler (ZS...
DraftKings Sells Off After Earnings: Here’s How to Trade It
The Super Bowl was what everyone had hoped for. A close game involving at least one major market based team, and a halftime show that held the attention of more peripheral fans. All told, roughly 112M...
If You’re an Intel Investor, Here’s What I’d Do
On the surface it appears that Intel (INTC) is at least moving in the right direction. That said, the load is heavy, and the path is strewn with debris. Let’s discuss. In late January, Intel, a ...
Cleveland-Cliffs Reports: Here’s How I’ll Trade It
Cleveland-Cliffs (CLF) released the firm’s fourth quarter financial results early on Friday morning. The results were much, much better than the year ago, comparable period. Just not what Wall S...
Apple Is the Greatest: Here’s How to Trade It Now
“I’m not the greatest, I’m the double greatest. Not only do I knock ’em out, I pick the round.” – Muhammad Ali The Greatest of All-Time I can only guarantee one thi...
I’m Going Public — With My Favorite ‘IPO’ of the Year
Amid all of the 400 or so traditional initial public offerings — and all the 600 or so “de-SPAC” names that went public through special purpose acquisition companies in 2021, I have ...