The November survey covered 219 fund managers with $611 billion under management. Continue reading “December 2023 Bank of America Global Fund Manager Survey Results (Summary)”
Category: Commentary
How It Started. How It’s Going – Stock Market (and Sentiment Results)…
On Tuesday I joined Charles Payne on Fox Business to discuss 3 turnaround stocks we own and why we own them. Thanks to Charles, Kayla Arestivo and Nick Palazzo for having me on:
Continue reading “How It Started. How It’s Going – Stock Market (and Sentiment Results)…”
“Devices and Door Handles” Stock Market (and Sentiment Results)…
On Monday, I joined Nicole Petallides on the Schwab Network (live from the NYSE) to discuss market outlook into year-end and 2024, as well as two stock picks. Thanks to Nicole, Kaitlyn Crist, Heidi Schultz and Meaghan Grealish for having me on:
As we wind down an amazing earnings season, I’m trying to highlight the results from 1-2 companies per week that we have talked about on our weekly podcast|videocast(s). Today we’ll do a deep dive on BAX and AAP: Continue reading ““Devices and Door Handles” Stock Market (and Sentiment Results)…”
“LONG Santa, SHORT the Grinch” Stock Market (and Sentiment Results)…
On Wednesday, I joined Julie Hyman and Brian Sozzi on Yahoo! Finance to discuss an untold (under-covered) story about Charlie Munger and the future of Berkshire Hathaway. This story was our inspiration for buying BIG in Cooper Standard (CPS) in May 2022. Thanks to Justin Oliver, Julie and Brian for having me on: Continue reading ““LONG Santa, SHORT the Grinch” Stock Market (and Sentiment Results)…”
Tools and Tech Stock Market (and Sentiment Results)…
As we catch up on an amazing earnings season…
(factset)
I’m trying to highlight the results from 1-2 companies per week that we have talked about on our weekly podcast|videocast(s). Today we’ll do a deep dive on SWK and BABA: Continue reading “Tools and Tech Stock Market (and Sentiment Results)…”
“Next Thing You Know” Stock Market (and Sentiment Results)…
“Next Thing You Know” is a song co-written and recorded by American country music singer Jordan Davis. It was released on February 21, 2023. It was nominated for the Country Music Association Award for Single, Song and Video of the Year at the 57th Annual Country Music Association Awards. (wikipedia) Continue reading ““Next Thing You Know” Stock Market (and Sentiment Results)…”
November 2023 Bank of America Global Fund Manager Survey Results (Summary)
The November survey covered 225 fund managers with $553 billion under management. Continue reading “November 2023 Bank of America Global Fund Manager Survey Results (Summary)”
“Earnings Results Hopping” Stock Market (and Sentiment Results)…
General Market Overview
Thanks to Liz Claman, Kathryn Meyers and Jake Mack for having me on Fox Business – The Claman Countdown – on Tuesday. I joined Jon Najarian – who will be a special guest on our podcast|videocast tonight. Watch here for my outlook and a turnaround pick:
Watch in HD directly on Fox Business
Here were my notes ahead of the segment:
Continue reading ““Earnings Results Hopping” Stock Market (and Sentiment Results)…”
“Weak Sisters Flushed” Stock Market…
Slowly but surely we are getting all of the weak sisters flushed out of undervalued great companies – while they chase into overpriced momentum vehicles that are set up for a fall. Continue reading ““Weak Sisters Flushed” Stock Market…”
“Doom & Gloom” Stock Market (and Sentiment Results)…
This week, the Wall Street Journal published an article entitled “Another Black Monday May Be Around the Corner.” Continue reading ““Doom & Gloom” Stock Market (and Sentiment Results)…”