When Berkshire Hathaway’s 2Q25 13F was released last Thursday afternoon revealing that Buffett had acquired 5 million shares in reeling health insurer United Health (UNH) investors piled into the stock and it likely put a bottom in on the health…
It takes a man a long time to learn all the lessons of all his mistakes – Jesse Livermore It is better to buy a wonderful company at a fair price than a fair company at a wonderful price –…
To those of you who know me I might not be a Fashionista – but I know a good looking stock when I see it. In a column for Heard on the Street in this weekend’s WSJ Meg Tanaka turned…
For years one of my favorite columns in The Wall Street Journal was Dan Henninger’s Wonder Land which he sadly discontinued after 23 years this January. So I’m taking over for the day because yesterday was a whopper! While Henninger…
I’ve long been interested in Snapchat (SNAP) because of its popularity with young people and its large user base. But I threw in the towel on my small position this morning after yesterday’s 2Q25 earnings report. My thesis was that…
The stock market continues to move higher since its April 9 low with the S&P now up more than 30% since then. The move is starting to defy logic as there are risks around tariff policy, the deficit and debt,…
When a stock is up 77% YTD I start to wonder if it’s time to take some profits. But after reviewing Newmont’s (NEM) 2Q25 results after the close Thursday, I believe investors are still skeptical about gold and the gold…
The S&P closed Thursday only a few points shy of a new All Time High. With Futures currently in positive territory, it appears the market will make another run at it Friday. While everyone loves a bull market, there are…
It’s been a long 2 1/2 years for Dollar General (DG) investors but there appears to be light at the end of the tunnel. A few minutes ago DG reported better than expected 1Q25 earnings. Comps increased 2.4% while operating…
The market was cruising along until a weak 20 year treasury auction in the middle of the day Wednesday sent interest rates soaring and stocks stumbling. Early Friday President Trump spooked markets once again by calling for a 50% tariff…