AT&T's valuation is too low and trades at too large of a discount to not just its peers but other companies in the S&P. Click here to see why T has become a diamond in the rough...
Continue ReadingNetflix saw an improvement in trends in terms of market share and global app downloads. Click here to read why I think there could be greater interest in NFLX...
Continue ReadingI will discuss which stocks you should absolutely avoid and provide 5 fantastic buying opportunities for the remainder of this bear market...
Continue ReadingListen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify...
Continue Reading2022 is a midterm election year. S&P 500 is down -23.83% while AGG is down -15.69%, for a 60%/40% balanced portfolio YTD return of -20.57%. Energy has reached its previous highs from 2014...
Continue ReadingShort term rates are rising and this will be a boon to banks by raising Net Interest Margin. See why I am going to be tactically bullish on regional banks...
Continue ReadingOracle uses superior profitability to provide investors with great returns. See why I believe ORCL stock is the best in the Machine Learning, AI and Data space...
Continue ReadingWe have had a decidedly bearish view on Shopify for a long time. Learn more about SHOP stock and why we have upgraded it to Hold/Neutral rating...
Continue ReadingAmazon stock has been decimated this year. Read more to see my covered call strategy to generate income in a down market...
Continue ReadingAmazon (NASDAQ: AMZN) isn't my favorite e-commerce stock (I prefer Shopify's mission to put the power of commerce back in the hands of smaller merchants). Nevertheless, I've been buying Amazon because I think it's too cheap to ignore -- especially when considering the company's main breadwinner, public cloud computing pioneer AWS (Amazon Web Services)...
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