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:
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:
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)…”
“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)…”
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:
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…”