On CNBC: Apple a “No Brainer” at These Prices

I joined Oriel Morrison and Bernie Lo this evening to chat about Apple (MSFT) and Microsoft (MSFT) after Monday’s market meltdown:

Apple at current prices is a no-brainer to own. Yes, the upheaval in China will probably crimp growth this […] Continue Reading…

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Big Oil Now Cheaper than in 1998 and 2008

Interesting comments this week in Barron’s. Quoting research from Citi, Barron’s Ben Levisohn wrote:
Sector P/Book ratio of 1.2x is now below 1Q09 and 4Q98 troughs, including making a 6-10% impairment to book values to reflect a $50-70/bbl oil world. […] Continue Reading…

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Is StoneMor Partners a Solid Value? The Company Insiders Seem to Think So

Taking a quick look at the chart of death-care operator Stonemor Partners¬†(STON) you might reach the conclusion that it had…well…died.

Based on no new earnings releases (or no new data at all, for that matter) Stonemor started to roll over […] Continue Reading…

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Charles on Straight Talk Money

I joined Mike Robertson this morning to chat about the market volatility this morning:

And then we followed it up by handicapping the Fed’s next move and what it might mean for bond yields. Spoiler alert…I’m actually bullish on […] Continue Reading…

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10 Market Predictions for the Rest of 2015

So far, 2015 has proven to be an unusual year. The stock market has gone virtually nowhere in 12 months, bonds yields are actually well off their highs for the year despite a looming rate hike from the Federal […] Continue Reading…

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