Initial Public Offerings (IPO’s) have been hot the past few weeks which is making a lot of people wonder if the stock market as a whole is overheating. I’m not necessarily concerned with the amount of new IPO’s so far this year but I think the stock market is still pretty stretched after last year’s…
Interesting Initial Reaction to this Week’s Fed Meeting
Wednesday was new Federal Reserve Chair Janet Yellen’s first meeting at the helm. Stocks sold off pretty hard after the announcement but rebounded yesterday. Neither action was very surprising; stocks are still quite over-extended and investors seem to have a quick trigger finger looking for any reason to sell and take profits. At the same…
Where Stocks Currently Stand
Today’s video takes a look at the stock market from a long-term perspective. We could see some more selling over the next few days but the “Goldilocks” trend of “not too hot, not too cold” remains in tact for the time being. Thanks for following! -Nick Like what you see here? It’s easy to subscribe…
Why I’m Selling Telecom & Cable Stocks – The Slow Death of an Industry
I find it interesting to watch things change over time. My job as an advisor of investments is to stay ahead of that curve by investing in opportunities in the early stages and to sell investments that are facing various headwinds and risks before it’s too late. I think Facebook’s purchase of WhatsApp last month…
A Divergence in Stocks & Why it Concerns Me
Over the past two quarters I’ve noticed a pretty big divergence in the strategy that companies are starting to follow. A large portion (maybe 70% or more of large caps) are on the “return cash to shareholders” trend, while fewer and fewer seem to be executing a growth strategy specific to their business. I see…