Tag AAPL
Berkshire Hathaway was a net seller of stocks in a volatile Q3, pushing its cash pile to a record $157 billion...
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Apple Inc.'s fiscal Q4 results were decent, but holiday quarter guidance and revenue expectations are below estimates. Click for my AAPL update and rating change...
Continue ReadingBerkshire Hathaway's 13F stock portfolio value decreased by 10% in 3Q23. Repurchased 3 million Class B Equivalent Shares in 3Q23. Find out why BRK.A stock is a Buy...
Continue ReadingQualcomm expansion into PCs marks an exciting new era for the company as it looks to become a leader in the market. Find out why QCOM stock is a Buy...
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At the end of Q3 2023, O'Keefe Stevens Advisory's top 5 holdings represented ~27% of assets, down from 35% at the end of Q2. Click here to read the full fund letter...
Continue ReadingS&P 500 and Dow Jones dropped for the third straight month in October, just before staging a remarkable reversal in November. Click here to read more...
Continue ReadingTech has flown high year-to-date, while several other sectors have been left in the dust. Learn why major economic trends are shifting...
Continue ReadingSkyworks stock declined about 16% since our downgrade in mid-August, underperforming S&P 500 by 15%. Learn why we're maintaining our hold-rating on SWKS...
Continue ReadingVIX sentiment signals are useful only when the index is at extremes. Otherwise the volatility index is best used to determine if the options market is having a sale...
Continue ReadingIn Q3 newsletter, DKAM discusses the phenomenon of market cycles, the current cycle, the impact on stock valuations, and inflation implications. Click here to read more...
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