I joined CNBC’s Adam Bakhtiar last night to chat about Boeing’s (BA) earnings: In Boeing’s report, what wasn’t said was actually more significant than what was said. The recurring theme this earnings season has been companies meeting earnings estimates but missing on revenues due to dollar strength. We’ve been hearing that excuse for the last year...Read More

I joined Oriel Morrison and Adam Bakhtiar last night to chat about pockets of value as we enter the fourth quarter:Read More

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 year. I get that. But Apple is already essentially priced as a no-growth company. There...Read More

Netflix (NFLX) announced earnings last night, and knocked the ball out of the park. They raised their subscriber base by about 3.3 million people, which amounts to an increase of over 5%. The company now has 66 million subscribers to its service, about 43 million of which are here in the United States. To put...Read More

I joined CNBC’s Asia desk last night to discuss Sony’s (SNE) plan to issue $3.6 billion in stock and convertible debt. If you cannot view the embedded video, follow this link. The good news is that Sony’s is massively expanding its image sensor business, which is one of the few areas where Sony really excels...Read More