May 24, 2017 by Dan • Morning Word

Yesterday we took a look Under the Hood of the performance by sector in the S&P 500 (SPX) and frankly, the crowding in a handful of stocks of near monopolistic companies, strength in utilities and consumer staples, and …

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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 • 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 17, 2017 by Dan • Morning Word

Tonight after the close Cisco Systems (CSCO) will report their fiscal Q3 results. The options market is implying about a $1.25, or 3.7% move in either direction between now and Friday’s close. That can be …

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May 16, 2017 by CC • Morning Word

Yesterday we previewed 3 big retail earnings The Home Depot (HD), TJ Maxx (TJX) and Dick’s Sporting Goods (DKS). In HD we detailed defined risk longs/ stock alternatives with both stocks near highs, and in …

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May 15, 2017 by Dan • Morning Word

Last week was a bloodbath for department store stocks. Shares of Macy’s (M), Nordstrom’s (JWN) Dillard’s (DDS), and JC Penny (JCP) were all down between 15 and 20% after posting disappointing earnings and guidance.  The XRT, the …

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May 11, 2017 by Dan • Morning Word

There are a lot of interesting things going on in financial markets today that investors clearly care about. SNAP down 20% after reporting its first quarter as a public company is interesting, so is Macy’s …

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