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M&A Conductors – SMH

May 23, 2017 2:06 pm by Dan • Trade Ideas

After massively outperforming the Nasdaq in 2016 (up 35% vs up 7%), the semiconductor space (via the etf SMH) is doing it again in 2017 (up 18% vs 14%) despite any participation by the second largest …

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May 23, 2017 by CC • Trade Updates

Last week we previewed Cisco Q3 earnings. Here’s what we had to say: So what we have here is a cheap stock, strong balance sheet, a company willing to make acquisitions to diversify from legacy …

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May 23, 2017 by Dan • Morning Word

On last night’s Fast Money on CNBC we opened the program with a discussion of whether or not investors looking to put fresh money to work in the stock market should stick with winning sectors …

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May 22, 2017 by Dan • Big Printin'

Shares of Blackberry (BBRY) are up 9.4% as I write, up a whopping 63% on the year. No they did not come up with an iPhone killer, they actually don’t make smartphone hardware anymore, for …

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May 22, 2017 by Dan • Morning Word

Out with the old, in with the new. This morning Ford’s (F) board fired their CEO of three years and replaced him with their head of the autonomous driving unit, per Bloomberg: The top headline is …

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May 19, 2017 by Dan • Trade Ideas

On Wednesday Target (TGT) beat Q1 consensus eps estimates due in large part to better than expected same store sales comps (-1.3% vs estimates of -3.7%). In the earnings release, CEO Brian Cornell laid out the …

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