Amid a debate about stock market investors underestimating the risks from the coronavirus-led shutdown of the global economy, China risk is reemerging. How the U.S. responds may determine the direction of the stock market. The U.S. has long contended that Chinese telecommunications-equipment maker Huawei Technologies is a risk to national
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
In the wake of coronavirus-related volatility in the stock market, investors are asking: “Is the economic data showing that there will be a depression?” The No. 1 mistake investors make as they try to figure out the answer is that they are mostly focused on one dimension of a two-dimensional
This post was just published on ZYX Buy Change Alert. Cisco Systems (CSCO) is long from $35.92. It is trading at $56.10 as of this writing. Cisco earnings were better than the consensus and the whisper numbers. Stocks move based on the difference between the whisper numbers and the reality. Tariffs The
This post was just published on ZYX Buy Change Alert. Cisco Systems (CSCO) is long from $35.92. It is trading at $55.33 as of this writing. New Target Zone This is a very long term position. The new target zone is $67 to $74. Buy Zone and Rating For those following the
This post was just published on ZYX Buy Change Alert. Cisco Systems (CSCO) is long from $35.92. It is trading at $49.21 as of this writing. Cisco earnings were better than the consensus and the whisper numbers. Stocks move based on the difference between the whisper numbers and the reality. Fill In
This post was just published on ZYX Buy Change Alert. Cisco Systems (CSCO) is attractive for those looking for a tech stock with a good dividend. CSCO pays 3.05%. CSCO is long from $35.92. It is trading at $43.76 as of this writing. CSCO reported earnings in line with consensus but less
From the large number of emails I receive, anecdotal evidence is that many money managers and private investors have become drastically overweighted in FAANG stocks. FAANG stocks are Facebook FB, Apple AAPL, Amazon AMZN, Netflix NFLX, and Google GOOG, GOOGL. Such over-concentration has been working, but there is nothing constant
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
This post was just published on ZYX Buy Change Alert. Old tech laggard CSCO has just broken out. One successful strategy to keep risk low is to buy laggards in strong sectors. Technology is a strong sector and CSCO is a laggard. The chart shows that it has done almost nothing during