Marc Andreessen Tweeting Again Means Twitter’s a Buy

Mar 23, 2016
J. Webster
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There are all sorts of analyst upgrades and downgrades terms. Overweight. Underweight. Market perform. Neutral. Equal weight. Who the hell knows what those classifications mean if they really mean anything at all. As we've seen, analysts love to arrive late to the party. Downgrading stocks like Valeant when they've been cut in half or worse. Or they stop covering a stock once it's collapsed. Where were they before the company deteriorated? So a more telling upgrade for a stock is when someone takes a self imposed sabbatical and comes back to the platform. Yes, Marc Andreessen has started tweeting again. The

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Who’s Buying FireEye This Week

Mar 22, 2016
J. Webster
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For certain companies that are under pressure, whose stocks have been beating down, there's always chatter about so and so stepping in and buying the company. These days there's a lot of chatter about someone buying FireEye. Just a few years ago FireEye traded for close to $85 a share, today it's near $19. The company provides "real-time threat protection to enterprises and governments against the cyber-attacks", so you'd think these days it would be ripe for a buy out, but so far all that is is chatter.

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UBS Drops Coverage of Valeant Pharmaceuticals

Mar 19, 2016
J. Webster
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It seems to happen more often these days, analysts downgrading stocks once the stocks have already been chopped down to half their price or more. Where were these expert analysts when Valeant Pharmaceuticals was trading for $263 a share, not where it's trading now, under $27? Now UBS has decided to stop even covering Valeant altogether. On November 11, 2015, so just about six months ago, UBS analyst Marc Goodman reiterated a buy rating and $255 price target on Valeant Pharmaceuticals, saying fundamentals would matter again soon. How soon exactly? Shouldn't there be tighter regulations on analysts, holding them

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Would You Have Held on to Starbucks’ Stock for Seven Years?

Mar 9, 2016
J. Webster
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Seven years ago, instead of buying a latte or a frappuccino, you could have bought a share of Starbucks' stock for around $4. The big question however, is could you have held on to said share of Starbucks stock for seven years? It's not like Starbucks went straight up though? There were ups and downs in the stock and the overall economy. It's close on 3/9/09 was just over $4. Starbucks stock went from $4.14 to $57.60, which is a nice 1300% gain over 7 years. And remember, this was when Starbucks was closing stores left and right due to the

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The Stock Market Thought Peyton Manning Might Mention Papa John’s

Mar 7, 2016
J. Webster
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So Peyton Manning announced today that he was retiring from the NFL. Based on this chart, it looks like the stock market, and specifically Papa John's shareholders, thought that Manning might come out eating a slice of Papa John's pizza. When he didn't, the stock sold off. Sure, there a hundred reason why the stock could have dropped from there, but still, looks kinda like the right reason. And funny.

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Iron Ore: The Short Squeeze of the Century

Mar 7, 2016
J. Webster
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The price of iron ore jumped 19% and caused an incredible short squeeze to many traders who were caught off guard. The big reason that prices of iron ore jumped was China said it would "emphasize growth over economic restructuring this year", which means more money spent on infrastructure and construction which means the biggest short squeeze of the century:
Iron ore soared the most ever after Chinese policy makers signaled their willingness to buttress economic growth, boosting the outlook for steel consumption in the top user and igniting speculation that some investors who’d bet against the market had been caught

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“China Will Absolutely Not Experience a Hard Landing”

Mar 7, 2016
J. Webster
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There are very few absolutes in life, right? The sun will come up. Trump will say something crazy. The stock market will do something that surprises you.
"China will absolutely not experience a hard landing," Xu Shaoshi, head of the National Development and Reform Commission (NDRC), told reporters at a briefing. "These predictions of a hard landing are destined to come to nothing." (Reuters)
But you usually don't want to say something is absolutely not going to happen. How can you be so sure? It's usually the case when someone says something is not going to happen it

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Warren Buffett Isn’t Selling His Bank of America Stake

Feb 29, 2016
J. Webster
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In fact, Warren Buffett is going to buy more shares of Bank of America, as in 700 million shares, although at a discounted price. Yes, Buffett got quite the deal for those Bank of America shares when he had the idea of buying them when he was taking a bath.
Berkshire has one major equity position that is not included in the table: We can buy 700 million shares of Bank of America at any time prior to September 2021 for $5 billion. At yearend these shares were worth $11.8 billion. We are likely to purchase them just before expiration

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Oprah Winfrey Can’t Sell Weight Watchers Shares for Two Years

Feb 27, 2016
J. Webster
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Next to any article written about how much richer Oprah Winfrey has gotten since she bought a 10% stake in Weight Watchers, there should be a count down clock showing how much time left she has before she can sell her stake. I mean it's like who cares how much money Oprah has made on paper with her Weight Watchers stake, it could all mean nothing in a few years if the stock doesn't go higher. Yes, it's amazing to see the stock soar when Oprah tweets about how she's lost weight by eating Weight Watchers products, but she could gain

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Donald Trump Threatens Amazon

Feb 26, 2016
J. Webster
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So the list of companies former reality TV star Donald Trump has threatened just keeps growing. Everyone from Apple to Macy's to Starbucks to Ford to Kraft have all been attacked by Trump for various reasons. Now he says if he becomes president Amazon will have lots of problems. Incidentally, Amazon's stock didn't really react much to Trump's threats and was mostly up on the day.

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